E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

(0:00) Live from the WEF: "Oh Davos, Kumbaya"

(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump

(21:53) Boeing's regulatory capture leading to negative impact on consumer safety

(35:16) Adam Neumann facing familiar challenges at his new startup, Flow

(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology

(1:00:47) Streaming at a crossroads: is the business model broken?

(1:20:51) Science Corner: New study on microplastics in water bottles

(1:32:42) All-In Poker

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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/dschlopesisback/status/1747025441825640681

https://twitter.com/davidsacks/status/1747724966941139276

https://twitter.com/andrewrsorkin/status/1746723727574794537

https://twitter.com/Jason/status/1746951952578298264

https://twitter.com/aphysicist/status/1747868626948907325

https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina

https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100

https://www.opensecrets.org/federal-lobbying/top-spenders

https://www.youtube.com/watch?v=wXMO0bhPhCw

https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen

https://www.google.com/finance/quote/TDG:NYSE

https://stacksonmain.com/gallery

https://www.societylasolas.com/photogallery

https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville

https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble

https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records

https://www.businessofapps.com/data/disney-plus-statistics

https://www.businessofapps.com/data/netflix-statistics

https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html

https://www.manscaped.com/products/crop-preserver-manscaping

https://www.pnas.org/doi/10.1073/pnas.2300582121

https://www.xometry.com/resources/materials/polyethylene

https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx

https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11

https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

Episoder(371)

E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

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....

31 Mai 20211h 8min

E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs & more

E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs & more

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....

22 Mai 20211h 30min

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

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....

13 Mai 20211h 23min

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

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....

1 Mai 20211h 21min

E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

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....

23 Apr 20211h 23min

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod: https://twitter.com/...

17 Apr 20211h 18min

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

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....

1 Apr 20211h 20min

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

Sacks' Inflation Deck: https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis...

27 Mar 20211h 14min

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