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

Jaksot(349)

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth   (14:38) Google fires pro...

19 Huhti 20241h 36min

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Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western...

12 Huhti 20241h 26min

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting "made whole" (19:26) Trump Media updates (27:12) Google considering bid to acquire HubSpot: Price, relevancy,...

5 Huhti 20241h 32min

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else? (34:59) RFK Jr. selects Nicole Shanahan...

29 Maalis 20241h 27min

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone (32:17) NAR settlement: how i...

22 Maalis 20241h 19min

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47) OpenAI CTO slips up on training data: did OpenAI train Sor...

15 Maalis 20241h 38min

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with...

8 Maalis 20241h 34min

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

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(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF po...

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