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(362)

YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube...

8 Okt 202528min

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China...

8 Okt 202527min

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI ...

3 Okt 20251h 29min

Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America

Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America

(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech...

2 Okt 202554min

Multicoin Capital's Kyle Samani on Internet Capital Markets

Multicoin Capital's Kyle Samani on Internet Capital Markets

(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital mark...

1 Okt 202513min

Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix

Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix

(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA ...

30 Sep 202522min

Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War

Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War

(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) ...

30 Sep 202525min

Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton

Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton

(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:...

30 Sep 20251h 7min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
utbytte
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
liberal-halvtime
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-politisk-preik
rss-markedspuls-2