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 similar treatment as regional banks? Math and solutions on 100% FDIC insurance

(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?

(1:25:46) Relativity Space shoutout and bestie wrap!

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 show:

https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f

https://twitter.com/scottrechler/status/1638534824808923136

https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba

https://twitter.com/elonmusk/status/1636928718173003776

https://fred.stlouisfed.org/series/WGS10YR

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676

https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php

https://twitter.com/boazweinstein/status/1638964105917890561

https://twitter.com/mr_derivatives/status/1638772846326583296

https://twitter.com/DavidSacks/status/1638957986138959873

https://twitter.com/balajis/status/1636797265317867520

https://twitter.com/balajis/status/1222921758375927808

https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote

https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html

https://www.piratewires.com/p/2023-banking-crisis

https://twitter.com/balajis/status/1448455115271143424

https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered

https://twitter.com/markgags/status/802597908033966081

https://twitter.com/relativityspace/status/1638753739128315906

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

Jaksot(400)

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, al...

18 Heinä 1h 29min

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week...

15 Heinä 49min

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Fir...

13 Heinä 51min

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27...

11 Heinä 1h 42min

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innov...

10 Heinä 1h 3min

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export...

3 Heinä 1h 42min

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way ...

29 Kesä 1h

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media ban...

26 Kesä 1h 41min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
rss-sami-miettinen-neuvottelija
asuntoasiaa-paivakirjat
ostan-asuntoja-podcast
oppimisen-psykologia
rss-perho-rajoilla
hyva-paha-johtaminen
rss-rahamania
pomojen-suusta
raharesepti
rss-hilden-kaira-podcast
rss-inderes
rss-rahataito-podcast
rahapuhetta
rss-porssipuhetta
rss-uskalla-yrittaa