E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/MikeSylvan

Referenced in the show:

WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins

https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997

The Changing World Order by Ray Dalio

Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity

https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/

Show Notes:

0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics

10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates

34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?

47:26 Vaccine update, conditioned fear sustaining post-vaccine

58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old

Jaksot(349)

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibili...

5 Touko 20232h 1min

E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse,...

28 Huhti 20231h 16min

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for tr...

21 Huhti 20231h 39min

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood (37:38) How to regulate AI? (1:12:35) Bob Lee update, recent SF...

14 Huhti 20231h 33min

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI start...

7 Huhti 20231h 27min

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins (26:31) Will generative AI be more important than...

31 Maalis 20231h 24min

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a s...

24 Maalis 20231h 34min

E120: Banking crisis and the great VC reset

E120: Banking crisis and the great VC reset

(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders ...

17 Maalis 20231h 30min

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