E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

00:00 Cold Open

00:25 Besties react to last week's All-In E63

21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust

42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations

1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis

1:32:01 Friedberg's new company Cana

1:33:47 Learning loss from COVID school closures

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/TheZachEffect




Referenced in the Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

https://www.youtube.com/watch?v=w1iYGE3PVYA

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

Chamath's Social Capital 2019 Annual Letter

https://www.socialcapital.com/annual-letters/2019

Bill Ackman suggests the Fed should raise rate by 50 basis points

https://twitter.com/BillAckman/status/1482449525595943045?s=20

Gavin Baker's Twitter on Generals getting shot last

https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

Jonathan Chait in NY Mag on School Closures

https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

Friedberg's interview on This Week in Startups

https://youtu.be/dajzLwGAntI?t=1998

https://apple.co/33Xrbq3

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(376)

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the ...

19 Huhti 20251h 38min

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (...

11 Huhti 20252h 1min

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, a...

5 Huhti 20251h 54min

All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin & Samir join the Besties! (12:01) Evolution of short-form and long-form content ...

3 Huhti 20251h 50min

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and ...

29 Maalis 20251h 28min

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Ti...

22 Maalis 20251h 30min

Howard Lutnick | All-In DC

Howard Lutnick | All-In DC

(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Tr...

20 Maalis 20251h 44min

Scott Bessent | All-In DC

Scott Bessent | All-In DC

(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The ...

19 Maalis 20251h 13min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rahapuhetta
pomojen-suusta
rss-sami-miettinen-neuvottelija
rss-ammattipodcast
rss-lentopaivakirjat
inderespodi
yrittaja
rss-lahtijat
rss-bisneksen-pehmea-puoli
rss-sisalto-kuntoon
rss-yritys-ja-erehdys
rss-turvassa-tyopaikalla