E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

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, Peloton & Netflix valuations

1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis

1:32:01 Friedberg's new company Cana

1:33:47 Learning loss from COVID school closures

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 Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

https://www.youtube.com/watch?v=w1iYGE3PVYA

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

Chamath's Social Capital 2019 Annual Letter

https://www.socialcapital.com/annual-letters/2019

Bill Ackman suggests the Fed should raise rate by 50 basis points

https://twitter.com/BillAckman/status/1482449525595943045?s=20

Gavin Baker's Twitter on Generals getting shot last

https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

Jonathan Chait in NY Mag on School Closures

https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

Friedberg's interview on This Week in Startups

https://youtu.be/dajzLwGAntI?t=1998

https://apple.co/33Xrbq3

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Episoder(376)

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countri...

3 Des 20221h 41min

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, pr...

19 Nov 20221h 47min

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down t...

12 Nov 20221h 25min

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing f...

5 Nov 20221h 28min

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price ...

29 Okt 20221h 36min

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shar...

22 Okt 20221h 41min

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of un...

14 Okt 20221h 29min

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this...

7 Okt 20221h 25min

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