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