E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues 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/Jason/status/1755273518416302522 }https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales }https://twitter.com/Jason/status/1755386651080106166 }https://www.google.com/finance/quote/META:NASDAQ }https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx }https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income }https://www.google.com/finance/quote/SNAP:NYSE }https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares }https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html }https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html }https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf }https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf }https://cloudedjudgement.substack.com }https://twitter.com/chamath/status/1754641005851328553 }https://help.openai.com/en/articles/8554397-creating-a-gpt }https://twitter.com/ArtificialAnlys/status/1747264832439734353 }https://blog.research.google/2009/06/speed-matters.html }https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees }https://artificialanalysis.ai }https://chamath.substack.com/p/deep-dive-artificial-intelligence }https://twitter.com/danshipper/status/1751005727215301053 }https://www.youtube.com/watch?v=7waMPlHugYI }https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut }https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people