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)

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price ...

29 Loka 20221h 36min

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shar...

22 Loka 20221h 41min

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of un...

14 Loka 20221h 29min

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this...

7 Loka 20221h 25min

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine up...

1 Loka 20221h 19min

E97: SPAC updates, public/private market overview, Putin's end game & more

E97: SPAC updates, public/private market overview, Putin's end game & more

0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of b...

23 Syys 20221h 24min

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg bre...

17 Syys 20221h 31min

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing o...

10 Syys 20221h 15min

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