All-In with Chamath, Jason, Sacks & Friedberg6 Nov 2021

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

Show Notes:

0:00 Besties do a Microsoft-themed intro

7:53 Spread trading big tech, amazing power of Google and Microsoft

17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route

30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0

35:24 Zillow's iBuying implosion

46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?

1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

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/Suhail/status/1455553539552382979

https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt

https://twitter.com/RTanuku/status/1456324783809826819

https://www.nytimes.com/news-event/elections-2021

https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html

https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney

https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html

https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html

https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment

https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303

https://twitter.com/patrickruffini/status/1454792424488902656

https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/

https://www.science.org/doi/10.1126/science.abh4049

https://twitter.com/friedberg/status/1454482267707899909

https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions

https://www.wsj.com/articles/climate-finance-china-india-11636039142

https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305

https://twitter.com/elonmusk/status/1454808104256737289

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

Episoder(375)

Charles & Chase Koch on How They Quietly Built a $150B Empire

(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, C...

12 Mai 1h 35min

Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back

(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal ...

10 Mai 1h 11min

Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great ...

8 Mai 1h 22min

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings...

1 Mai 1h 20min

CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, C...

29 Apr 1h 8min

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Appl...

24 Apr 1h 30min

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuat...

17 Apr 1h 30min

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? ...

10 Apr 1h 29min