E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash   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/friedberg/status/1694506279954526487 }https://twitter.com/DavidSacks/status/1693441068036169785 }https://twitter.com/chamath/status/1693524941721731189 }https://www.wine.com/product/21-seeds-tequila-trio/633617 }https://www.villadeste.com }https://www.google.com/finance/quote/NVDA:NASDAQ }https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024 }https://companiesmarketcap.com }https://twitter.com/chamath/status/1694457666289225776 }https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month }https://prospect.org/features/great-telecom-implosion }https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california }https://twitter.com/OpenAI/status/1694062483462594959 }https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates }https://twitter.com/nathanbenaich/status/1694073194351648932 }https://commoncrawl.org/about/team }https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html }https://twitter.com/twistartups/status/1694399138194952363 }https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm }https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation }https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval }https://www.stonealgo.com }https://youtu.be/f51Yd9h9ZXo }https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi }https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html }https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll