E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

(0:00) Bestie intro!

(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture

(24:21) AI update: new projects, global enablement, early adoption

(37:38) SF CRE continues to collapse, Gotham City update

(47:52) Lab-grown meat: possibilities, potential impact, and major constraints

(1:06:47) Quick earnings button and RFK Jr's presidential bid

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/GavinSBaker

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://www.google.com/finance/quote/GOOG:NASDAQ

https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html

https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html

https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power

https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc

https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky

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

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

https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html

https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd

https://twitter.com/friedberg/status/1651371655774584832

https://twitter.com/mckaywrigley/status/1651291367224807424

https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea

https://twitter.com/Jason/status/1650974906916671493

https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say

https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab

https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html

https://twitter.com/RobertKennedyJr/status/1649190840198209537

Avsnitt(364)

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage, 34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Questi...

16 Okt 20211h 33min

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, instit...

9 Okt 20211h 23min

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine cov...

2 Okt 20211h 29min

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 Chi...

25 Sep 20211h 28min

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wron...

18 Sep 20211h 35min

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve...

14 Sep 20211h 12min

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial ...

4 Sep 20211h 24min

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Re...

28 Aug 20211h 36min

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