E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & 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.ee/allinpodcast

Show Notes:

0:00 Bestie intro, Chamath's whereabouts

2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval

26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?

42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?

56:49 Recent factors on the commercial & private real estate markets, inflation head fake

1:05:01 ProPublica's report on billionaire tax returns

1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity

1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Referenced in the show:

https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/

https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows

https://www.instagram.com/p/CP0MSOqnYEo

https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049

https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html

https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html

https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801

https://fred.stlouisfed.org/series/T10YIE

https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax

https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha

https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425

https://www.bloomberg.com/news/articles/2021-06-07/snowflake-ceo-offers-apologies-support-for-hiring-diversity

Tweets:

https://twitter.com/Jason/status/1401938511826067457

https://twitter.com/elonmusk/status/1386825367948644352

https://twitter.com/micsolana/status/1403394491143315456

https://twitter.com/Jason/status/140302318070958080

Avsnitt(357)

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package

(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innov...

14 Okt 202519min

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's ...

10 Okt 20251h 27min

Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) ...

9 Okt 202527min

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

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
avanzapodden
svd-tech-brief
uppgang-och-fall
rss-dagen-med-di
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
dynastin
24fragor
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
borsmorgon