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 government accountability, who really wins from higher taxes

(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology

(1:06:20) Adobe's new AI product, why they might have overpaid for Figma

(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure

(1:33:36) 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://twitter.com/MarioNawfal

https://twitter.com/joebiden/status/1661496322980028423

https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25

https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777

https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement

https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/

https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25

https://youtu.be/50MusF365U0

https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says

https://fred.stlouisfed.org/series/FYFRGDA188S

https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001

https://twitter.com/friedberg/status/1658163970979823616

https://www.270towin.com/1980_Election

https://www.google.com/finance/quote/NVDA

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024

https://twitter.com/carlquintanilla/status/1661761614918426624

https://en.wikipedia.org/wiki/Huang%27s_law

https://twitter.com/scottbelsky/status/1660992735040663553

https://twitter.com/chamath/status/1661467059341914112

https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html

https://www.google.com/finance/quote/RUM:NASDAQ

Jaksot(348)

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's ...

10 Loka 20251h 27min

Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) ...

9 Loka 202527min

YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube...

8 Loka 202528min

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China...

8 Loka 202527min

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI ...

3 Loka 20251h 29min

Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America

Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America

(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech...

2 Loka 202554min

Multicoin Capital's Kyle Samani on Internet Capital Markets

Multicoin Capital's Kyle Samani on Internet Capital Markets

(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital mark...

1 Loka 202513min

Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix

Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix

(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA ...

30 Syys 202522min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-lahtijat
rahapuhetta
rss-rahamania
rss-neuvottelija-sami-miettinen
rss-porssipuhetta
ostan-asuntoja-podcast
rss-laakispodi
rss-bisnesta-bebeja
rss-porssipodi
taloudellinen-mielenrauha
rss-strategian-seurassa
rss-h-asselmoilanen
rss-startup-ministerio
rss-yrittajat-ymparillani
rss-merja-mahkan-rahat
rss-paasipodi