Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

(0:00) Bestie intros: Nostracanis appears!

(3:50) Wiz turns down Google's $23B offer, intends to IPO

(13:30) CrowdStrike's rough week

(17:51) Market update: Mag 7 sell-off?

(22:47) Sam Altman's UBI study was a mixed bag

(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

https://www.google.com/finance/quote/CRWD:NASDAQ

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/TSLA:NASDAQ

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html

https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497

https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination

https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106

https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267

https://x.com/JoeBiden/status/1815080881981190320

https://x.com/paulg/status/1816334112086712830

https://x.com/paulg/status/1771640321446683060

https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf

https://x.com/mwseibel/status/1816542692727488784

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(376)

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace thr...

15 Maj 1h 16min

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

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 Maj 1h 35min

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

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 Maj 1h 11min

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

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 Maj 1h 22min

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

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 Maj 1h 20min

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

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

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

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

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
svd-tech-brief
uppgang-och-fall
bathina-en-podcast
dynastin
rss-dagen-med-di
lastbilspodden
tabberaset
fill-or-kill
rss-dr-bjorklund
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
rss-veckans-trade
kapitalet-en-podd-om-ekonomi