E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
0:00 Chamath's preferred cosplay 1:35 Reflecting on bad investment decisions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the und...
29 Jan 20221h 14min
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
00:00 Cold Open 00:25 Besties react to last week's All-In E63 21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust 42:21 "Superbubble," Multiple compression, Fed interest rates,...
22 Jan 20221h 37min
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating 14:45 Human rights...
15 Jan 20221h 25min
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavio...
8 Jan 20221h 6min
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predi...
29 Des 20211h 22min
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (...
23 Des 20211h 48min
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences m...
17 Des 20211h 28min
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growt...
11 Des 20211h 21min
