E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump (21:53) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on microplastics in water bottles (1:32:42) All-In Poker Follow the besties: }https://twitter.com/chamath }https://twitter.com/Jason }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/dschlopesisback/status/1747025441825640681 }https://twitter.com/davidsacks/status/1747724966941139276 }https://twitter.com/andrewrsorkin/status/1746723727574794537 }https://twitter.com/Jason/status/1746951952578298264 }https://twitter.com/aphysicist/status/1747868626948907325 }https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina }https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100 }https://www.opensecrets.org/federal-lobbying/top-spenders }https://www.youtube.com/watch?v=wXMO0bhPhCw }https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen }https://www.google.com/finance/quote/TDG:NYSE }https://stacksonmain.com/gallery }https://www.societylasolas.com/photogallery }https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville }https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble }https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records }https://www.businessofapps.com/data/disney-plus-statistics }https://www.businessofapps.com/data/netflix-statistics }https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html }https://www.manscaped.com/products/crop-preserver-manscaping }https://www.pnas.org/doi/10.1073/pnas.2300582121 }https://www.xometry.com/resources/materials/polyethylene }https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx }https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11 }https://www.pbs.org/wgbh/frontline/documentary/plastic-wars