E7: California's collapse, how SPACs are opening the markets for growth stocks & more

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://bio.fm/theallinpod

Bestie recommendations:


Chamath:


https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792


Sacks:
https://taibbi.substack.com/


https://andrewsullivan.substack.com/


Friedberg:


https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766


https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1


Jason:


https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1


https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

0:00 The gang recap their summers


6:43 Is California collapsing? Why or why not? Has the one-party system failed?


14:05 Understanding the bureaucratic side of California's problem


20:37 AB-5 & the working rights of freelancers


27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?


34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing


46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market


50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks


1:01:23 Election talk - who is in the lead ahead of the first debate?


1:12:21 Bestie recommendations

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(394)

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way ...

29 Jun 1h

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media ban...

26 Jun 1h 41min

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist investing, the road to G...

23 Jun 1h 3min

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions (33:34)...

19 Jun 1h 24min

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing ...

13 Jun 1h 42min

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Ol...

12 Jun 1h 7min

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fi...

10 Jun 43min

Dan Dreyfus: America's Critical Minerals Crisis is Here

Dan Dreyfus: America's Critical Minerals Crisis is Here

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (...

10 Jun 24min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
pengepodden-2
rss-pa-konto
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
aftenbladet-intervjuer
utbytte
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
lederpodden
liberal-halvtime
okonomiamatorene
pengesnakk
rss-politisk-preik