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(348)

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal re...

24 Kesä 20231h 33min

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on te...

16 Kesä 20231h 58min

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merge...

10 Kesä 20231h 42min

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation,...

2 Kesä 20231h 35min

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more gov...

26 Touko 20231h 37min

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angl...

19 Touko 20231h 28min

E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more

E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more

(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40...

12 Touko 20231h 19min

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

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