Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

(0:00) Bestie intros!

(3:18) The science behind Hurricanes Helene and Milton

(14:59) The economics of intensifying natural disasters

(29:03) AlphaFold creators win Nobel Prize in Chemistry

(35:17) The Jayter's Ball

(38:53) Google antitrust update: DOJ is going for a breakup

(53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs

(1:03:44) New TikTok survey shows increased usage as a news source

(1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://allin.com/meetups

https://youtube.com/@allin

https://allin.com/tequila

https://allin.com

https://x.com/Ry_Bass/status/1844367980249178396

https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240

https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch

https://www.nature.com/articles/s43247-024-01442-3

https://x.com/vkhosla/status/1844166857655533811

https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html

https://www.nature.com/articles/d41586-024-03214-7

https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0

https://x.com/AOC/status/1844034727935988155

https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html

https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults

https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok

https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c

https://x.com/iapolls2022/status/1844418916107341948

https://x.com/2waytvapp/status/1844803367740096811

https://x.com/DavidSacks/status/1829383729284067659

Episoder(370)

E116: Toxic out-of-control trains, regulators, and AI

E116: Toxic out-of-control trains, regulators, and AI

(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI cha...

17 Feb 20231h 31min

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Micro...

11 Feb 20231h 49min

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event comin...

4 Feb 20231h 12min

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies ...

27 Jan 20231h 38min

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos:...

20 Jan 20231h 36min

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, ge...

13 Jan 20231h 31min

E110: 2023 Bestie Predictions!

E110: 2023 Bestie Predictions!

(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) ...

6 Jan 20231h 38min

E109: 2022 Bestie Awards Live from Twitter HQ

E109: 2022 Bestie Awards Live from Twitter HQ

(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in busine...

24 Des 20222h 17min

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