PodGrabber.com Talk-Interviews Podcast Archives (The Vault)

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Intro Music Credit:

Intro Video Credit:

https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors

Referenced in the show:

https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate

https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public

https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://twitter.com/tylertringas/status/1627449217294958592

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://twitter.com/Jason/status/1628851245644644352

https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt

https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230

https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine

https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html

https://twitter.com/nytimes/status/1626984889449959430

https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

https://www.bbc.com/news/world-europe-26079957

https://openai.com/blog/how-should-ai-systems-behave

Fri, 17 Feb 2023 08:55:00 +0000

E116: Toxic out-of-control trains, regulators, and AI

(0:00) Bestie intros, poker recap, charity shoutouts!

(8:34) Toxic Ohio train derailment

(25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230

(57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more

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https://www.humanesociety.org/news/going-big-beagles

https://www.beastphilanthropy.org/donate

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Intro Music Credit:

Intro Video Credit:

https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display

Referenced in the show:

https://doomberg.substack.com/p/railroaded

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years

https://www.foxnews.com/video/6320573959112

https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d

https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side

https://www.investopedia.com/section-230-definition-5207317

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://twitter.com/elonmusk/status/1626097497109311495

https://chat.openai.com/chat

https://twitter.com/Jason/status/1626091654120894464

https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda

https://www.bbc.com/news/technology-35902104

https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html

https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023

https://www.history.com/news/josef-stalin-great-purge-photo-retouching

https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934

https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html

Sat, 11 Feb 2023 13:06:00 +0000

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

0:00 Bestie intro!

1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

28:26 Bestie refresh!

33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

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Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1623540190060101632

Referenced in the show:

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability

https://twitter.com/EmiliaKaminska/status/1574817556950663169

https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage

https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link

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

https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08

https://twitter.com/Google/status/1622710355775393793

https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s

https://neeva.com

https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.

https://twitter.com/arnaudai/status/1623359864100601861

https://github.com/features/copilot

https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

https://twitter.com/LynAldenContact/status/1620447620987785216

https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

https://twitter.com/pretentiouswhat/status/1622832701131874306

Sat, 04 Feb 2023 01:57:00 +0000

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

(0:00) Bestie intro!

(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

(17:52) Interest rates impact on mega-cap company creation

(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues

(1:02:33) Adani's potential fraud, role of short sellers

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Intro Music Credit:

Intro Video Credit:

https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market

Referenced in the show:

https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

https://www.ustreasuryyieldcurve.com

https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

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

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10

https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice

https://twitter.com/tomloverro/status/1620466827519496194

https://twitter.com/msuster/status/1620653106387386368

https://twitter.com/gradypb/status/1620937502248034304

https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital

https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y

https://hindenburgresearch.com/adani

https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response

https://www.sec.gov/rules/proposed/2022/34-94313.pdf

https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

Fri, 27 Jan 2023 14:00:00 +0000

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

(0:00) David Sacks does bestie intros!

(2:49) DOJ sues Google over ads business

(23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams

(40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness

(1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more

(1:22:39) Science Corner: Will we soon be able to reverse aging?

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight

Referenced in the show:

https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html

https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792

https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response

https://noahpinion.substack.com/p/would-breaking-up-google-really-do

https://thehustle.co/12232022-ad-spend

https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay

https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant

https://twitter.com/rebelnewsonline/status/1615770518606561282

https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025

https://www.nature.com/articles/s41467-022-31401-5

https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/

https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592

https://twitter.com/jason/status/1478587551271161857

https://twitter.com/EricTopol/status/1618381912413962240

https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html

https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1

https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html

https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html

https://twitter.com/DavidSacks/status/1618321900324950018

https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768

https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583

https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20

Fri, 20 Jan 2023 09:35:00 +0000

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

(0:00) Bestie intro, who gets credit for the podcast?

(6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget

(19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy

(39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform

(1:00:42) TikTok's endgame in the US: banned, spun out, or something else?

(1:17:22) Pharma meets AI, best AI business models

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://twitter.com/RitchieTorres/status/1616124738752987152

Referenced in the show:

https://twitter.com/TalbertSwan/status/1616101666582892547

https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415

https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige

https://twitter.com/ShellenbergerMD/status/1614782758328598528

https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479

https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change

https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar

https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf

https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html

https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp

https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560

https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

https://www.hellopearl.com

https://roboflow.com

https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12

https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157

Fri, 13 Jan 2023 08:45:00 +0000

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

(0:00) Bestie intro!

(0:43) Reacting to Slate's article on All-In

(11:18) SF business owner caught spraying homeless person on camera

(29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle

(1:09:57) Biden's documents, America's over-classification problem

(1:27:16) Best cabinet positions/ambassadorships

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Intro Music Credit:

Intro Video Credit:

https://twitter.com/mattyglesias/status/1613135006272045056

Referenced in the show:

https://www.epsilontheory.com/gell-mann-amnesia

https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html

https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel

https://twitter.com/BettyKPIX/status/1613080547022229504

https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals

https://fortune.com/2023/01/11/structure-openai-investment-microsoft

https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

https://openai.com/blog/introducing-openai

https://ai.facebook.com/tools/pytorch

https://fairuse.stanford.edu/overview/fair-use/four-factors

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

Fri, 06 Jan 2023 10:51:00 +0000

E110: 2023 Bestie Predictions!

(0:00) Bestie New Year catch-up!

(2:44) Prediction 1: 2023's biggest political winner

(17:25) Prediction 2: 2023's biggest political loser

(21:57) Prediction 3: 2023's biggest business winner

(30:34) Prediction 4: 2023's biggest business loser

(42:03) Prediction 5: 2023's biggest business deal

(52:41) Prediction 6: 2023's most contrarian belief

(1:03:03) Prediction 7: 2023's best-performing asset

(1:07:50) Prediction 8: 2023's worst-performing asset

(1:14:46) Prediction 9: 2023's most anticipated trend

(1:21:40) Prediction 10: 2023's most anticipated media

(1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665

Referenced in the show:

https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/

https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html

https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html

https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304

https://twitter.com/DavidSacks/status/1598076726671642624

https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html

https://twitter.com/JenniferJJacobs/status/1611052287954149377

https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california

https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280

https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279

Sat, 24 Dec 2022 07:15:00 +0000

E109: 2022 Bestie Awards Live from Twitter HQ

(0:00) Bestie catch up!

(3:05) Kicking off the 2022 Bestie Awards

(4:12) Biggest winner in politics

(9:11) Biggest loser in politics

(16:37) Biggest political surprise

(23:35) Biggest winner in business

(29:48) Biggest loser in business

(42:21) Biggest business surprise

(51:16) Best science breakthrough

(57:36) Biggest flash in the pan

(1:42:24) Best CEO

(1:47:38) Best investor

(1:51:21) Worst investor

(1:52:22) Best turnaround

(1:55:58) Worst human being

(1:59:57) Most loathsome company

(2:01:32) Best new tech

(2:02:34) Best trend

(2:05:09) Worst trend

(2:07:50) Best new media

(2:10:26) The Rudy Giuliani Award for Self-Immolation!

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://civil.ge/archives/469054

Referenced in the show:

https://www.investopedia.com/terms/c/capm.asp

https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928

https://twitter.com/TwitterBusiness/status/1605651865818914816

https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer

https://twitter.com/ShellenbergerMD/status/1604871630613753856

https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718

https://twitter.com/ShellenbergerMD/status/1491418120086454278

https://twitter.com/seanhannity

https://youtu.be/HBiV1h7Dm5E

https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812

https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960

https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292

https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY

Fri, 16 Dec 2022 10:30:00 +0000

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

(0:00) Jason's new gig!

(1:05) Twitter's new privacy rules, notable suspension, doxing dynamics

(20:48) Nuclear fusion breakthrough and geopolitical ramifications

(42:58) Jason and Sacks's big night

(51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking

(1:22:08) TV catch up, worst person in tech bracket

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

Referenced in the show:

https://twitter.com/Cernovich/status/1602457619431493634

https://twitter.com/elonmusk/status/1603190155107794944

https://en.wikipedia.org/wiki/National_Ignition_Facility

https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7

https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867

https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12

https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

Sat, 10 Dec 2022 09:29:00 +0000

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

(0:00) Bestie gut health!

(2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants

(33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story

(47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics

(58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent

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Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199

Referenced in the show:

https://twitter.com/mtaibbi/status/1598822959866683394

https://twitter.com/bariweiss/status/1601007575633305600

https://twitter.com/c4chaos/status/1601048264262180864

https://twitter.com/bariweiss/status/1601020845224128512

https://twitter.com/DavidSacks/status/1601052241145696256

https://twitter.com/bariweiss/status/1601023504916172800

https://twitter.com/NewsPolitics/status/1601028254831620096

https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html

https://twitter.com/elonmusk/status/1601031111244599296

https://twitter.com/JamesTodaroMD/status/1601042622516035584

https://twitter.com/elonmusk/status/1601042125130371072

https://twitter.com/Jason/status/1601044058276655104

https://twitter.com/mtaibbi/status/1598831435288563712

https://twitter.com/mtaibbi/status/1600243405841666048

https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal

https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis

https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276

https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html

https://en.wikipedia.org/wiki/Demographics_of_Iran#/media/File:Iran_single_age_population_pyramid_2020.png

https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg

https://www.wsj.com/articles/letter-from-top-apple-supplier-foxconn-prodded-china-to-ease-zero-covid-rules-11670504366

https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227

Sat, 03 Dec 2022 09:47:00 +0000

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

(0:00) Bestie hangover!

(1:05) Analyzing SBF's media tour: his angle, media coverage, and more

(21:09) FTX culpability: media, investors, regulators

(53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing

(1:10:04) What OpenAI's new ChatGPT tool means for the future

(1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=KMZckrBPw38

Referenced in the show:

https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident

https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914

https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html

https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html

https://twitter.com/lizrhoffman/status/1595193884438568960

https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream

https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections

https://chat.openai.com/chat

https://twitter.com/jdjkelly/status/1598021488795586561

https://twitter.com/pmarca/status/1598413401705021440

https://twitter.com/jdjkelly/status/1598021488795586561

https://twitter.com/DavidSacks/status/1598076726671642624

https://twitter.com/DavidSacks/status/1598363968547876864

Sat, 19 Nov 2022 10:04:00 +0000

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

0:00 Bestie intros!

2:19 Trump announces 2024 presidential bid

26:07 Each bestie names their most important policy issue for 2024

59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture

1:17:23 SBF's leaked DMs, Elon's culture shift

1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/ianbremmer/status/1592951330955759616

Referenced in the show:

https://twitter.com/DavidSacks/status/1592970866312482816

https://twitter.com/DavidSacks/status/1593041589685063683

https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents

https://twitter.com/IAPolls2022/status/1592271468045684736

https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748

https://fred.stlouisfed.org/series/GFDEGDQ188S

https://fred.stlouisfed.org/series/GFDGDPA188S

https://en.wikipedia.org/wiki/List_of_countries_by_public_debt

https://fred.stlouisfed.org/series/FYFRGDA188S

https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy

https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf

https://twitter.com/antoniogm/status/1593606745955348481

https://twitter.com/DavidSacks/status/1590110462347444224

https://twitter.com/g_shullenberger/status/1590069877288886274

https://compactmag.com/article/the-email-caste-s-last-stand

https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy

https://twitter.com/bgurley/status/1593448516394881024

https://twitter.com/Jason/status/1593653573329436672

https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing

https://s.wsj.net/public/resources/documents/FTXFILING.pdf

https://twitter.com/balajis/status/1593141361582444544

Sat, 12 Nov 2022 10:31:00 +0000

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

(0:00) New bestie game show!

(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism

(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!

(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence

(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html

Referenced in the show:

https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869

https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal

https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor

https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight

https://twitter.com/GordonJohnson19/status/1591062535586848768

Sat, 05 Nov 2022 09:30:00 +0000

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

(0:00) Jason's new brand deal

(1:18) Bestie updates

(9:12) "Ligma/Johnson" blunder outside of Twitter HQ

(15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated

(35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years

(54:04) Midterm election preview, understanding the shift toward populism

(1:17:32) Science corner: Understanding Meta's AlphaFold competitor

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/elonmusk/status/1588538640401018880

Referenced in the show:

https://twitter.com/yoyoel/status/1587230924554399744

https://twitter.com/dee_bosa/status/1587158734689767425

https://twitter.com/TechBroDrip/status/1586370087287521280

https://twitter.com/elonmusk/status/1586149451348910081

https://layoffs.fyi

https://twitter.com/Post_Market/status/1577793695734284289

https://twitter.com/bullfightcap/status/1588311417052012544

https://www.youtube.com/watch?v=vBkzm4a7iY4

https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271

https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month

https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate

https://www.bbc.com/news/business-63471725

https://www.google.com/finance

https://twitter.com/bgurley/status/1554589241560010753

https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report

https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html

https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879

https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement

https://projects.fivethirtyeight.com/biden-approval-rating/

https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M

https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy

Sat, 29 Oct 2022 07:51:00 +0000

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

(0:00) Sacks is back!

(1:01) Sacks recaps his week off

(3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential

(31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more

(1:02:52) Big tech's 2022 decline, macro outlook, market breakdown

(1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China

(1:27:29) Science corner: Gut microbiome advancements

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

https://twitter.com/elonmusk/status/1586059953311137792

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

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

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

https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks

https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621

https://twitter.com/BillAckman/status/1581831084219645952

Sat, 22 Oct 2022 06:28:00 +0000

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!

(2:02) Ye's current situation and acquisition of Parler

(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares

(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics

(1:05:38) The difficulty of active stock picking and valuing businesses

(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

https://www.statista.com/statistics/545967/snapchat-app-dau

https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts

https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value

https://twitter.com/elonmusk/status/1520643441994387456

https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256

https://voterguide.sos.ca.gov/propositions/30

https://fred.stlouisfed.org/series/GFDEGDQ188S

Fri, 14 Oct 2022 08:56:00 +0000

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

(0:00) Bestie intros are back!

(6:35) Reflecting on the first 100 episodes and what makes the show special

(29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more

(53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario

(1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10

Referenced in the show:

https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html

https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404

https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report

https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html

Fri, 07 Oct 2022 07:38:00 +0000

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

0:00 Bestie intros!

1:34 Breaking down major cheating scandals: chess, poker, fishing

16:13 Twitter deal updates

30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads

49:45 Biden pardons all prior federal offenses of marijuana possession

59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524

Referenced in the show:

https://twitter.com/Billyhottakes/status/1576246821139070976

https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share

https://makeavideo.studio

https://twitter.com/POTUS/status/1578097875480895489

https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win

https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny

Sat, 01 Oct 2022 03:32:00 +0000

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

0:00 Bestie intros!

1:36 Big tech starts making cuts, plus what this means for the broader economy and startups

31:09 Global debt numbers, Fed incompetency

54:06 RIP Coolio

1:00:30 Russia / Ukraine update

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring

Referenced in the show:

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

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

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

https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html

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

https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade

https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up

https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html

https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M

https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm

https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795

https://goop.com/subscribe

https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29

https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30

https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30

https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530

https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine

Fri, 23 Sep 2022 05:44:40 +0000

E97: SPAC updates, public/private market overview, Putin's end game & more

0:00 Bestie intros!

1:03 SPAC updates, state of the public/private markets

20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?

31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict

50:45 Government-heavy climate plans, Dilbert/ESG backlash

1:01:20 Poker plans, chess cheating scandal

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://youtu.be/AODfsBMGzGQ

Referenced in the show:

https://twitter.com/chamath/status/1461453308623659010

https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021

https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999

https://www.brown.edu/news/2021-09-01/costsofwar

https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766

https://twitter.com/UncommonYield/status/1572743593508638722

https://twitter.com/Jason/status/1572399621389062145

Sat, 17 Sep 2022 03:41:57 +0000

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

0:00 Bestie intro!

0:59 Adobe agrees to acquire Figma for $20B

19:21 How Adobe might bundle Figma, regulatory implications

38:59 Analyzing Google's "one off" acquisition of YouTube

49:33 Friedberg breaks down the latest TPB SPAC news

1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022

1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

https://www.figma.com/blog/a-new-collaboration-with-adobe

https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html

https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship

https://twitter.com/LizAnnSonders/status/1570711614277419009

https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html

https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/

https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis

Sat, 10 Sep 2022 09:14:07 +0000

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more!

3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests

12:53 Passing of Queen Elizabeth II

15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more

53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands

1:03:46 Overprescribing of amphetamines to children

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/theallinpod/status/1568294657632907268

Referenced in the show:

https://www.youtube.com/watch?v=FfJv9QYrlwg

https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html

https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html

https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html

https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html

https://twitter.com/aaronjmate/status/1566484400224993280

Thu, 01 Sep 2022 15:14:19 +0000

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

(0:00) Bestie intros + Burning Man debate

(4:16) NFT trading volume plummets

(10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue

(40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story

(52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure

(1:06:04) Besties reflect on Mikhail Gorbachev's passing

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days

Referenced in the show:

https://www.youtube.com/watch?v=XlXSGqvP-A8

https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/

https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html

https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509

Fri, 26 Aug 2022 09:15:59 +0000

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

0:00 Bestie intros!

1:25 Twitter's former head of security makes allegations against the company

22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities

33:54 Student loan forgiveness

1:03:25 Red wave or red ripple?

1:07:57 Science corner: Gut microbiome, fecal transplants

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam

Referenced in the show:

https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://time.com/6207996/twitter-whistleblower-allegations/

https://twitter.com/DavidSacks/status/1562179576800763904

https://twitter.com/DavidSacks/status/1562179705322684416

https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23

https://twitter.com/elonmusk/status/1562105413977493504

https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards

https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders

https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition

https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers

https://twitter.com/LHSummers/status/1562040653432999936

https://www.socialcapital.com/ideas/2021-annual-letter

https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple

https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf

https://grow.google

Sat, 20 Aug 2022 07:52:36 +0000

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

0:00 Bestie intro plus a new moderator!

7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow

25:32 Housing policy: Bay Area, Houston, Miami differences

45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?

1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html

Referenced in the show:

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

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

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

https://a16z.com/2020/04/18/its-time-to-build

https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing

https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790

https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16

https://www.foreignaffairs.com/ukraine/playing-fire-ukraine

https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf

https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all

https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html

Sat, 13 Aug 2022 05:56:29 +0000

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

0:00 Bestie intros

3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact

27:59 Metrics that signify a bubble or the top of a market

36:46 US macroeconomic picture

50:45 FBI raids Mar-a-Lago, Trump back in news

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

Referenced in the show:

https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

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

https://www.newyorkfed.org/microeconomics/hhdc

https://twitter.com/AndrewYang/status/1556987104219090945

https://twitter.com/andrewcuomo/status/1556990308424028163

https://twitter.com/elonmusk/status/1546669610509799424

https://twitter.com/michaeljburry/status/1557934401505308672

Fri, 05 Aug 2022 03:50:36 +0000

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

0:00 Bestie intros

2:07 Twitter subpoenas the besties!

16:03 Markets overview: dead cat bounce or have we hit the bottom?

34:10 De-globalization trends, Pelosi's Taiwan visit

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1554963395660566533

Referenced in the show:

https://davidsacks.medium.com

https://ycharts.com/indicators/us_gas_price

https://www.macrotrends.net/1369/crude-oil-price-history-chart

https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue

https://twitter.com/mkraju/status/1554485039710310401

https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png

https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html

Fri, 29 Jul 2022 02:35:29 +0000

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

0:00 Bestie intros!

2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative?

22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate

36:33 "Inflation Reduction Act", how government subsidies can stifle innovation

59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M

1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20

Referenced in the show:

https://news.shopify.com/changes-to-shopifys-team

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

https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323

https://twitter.com/jamiedupree/status/1552406981637545993

https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html

https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

https://www.nature.com/articles/s41380-022-01661-0

https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/

https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html

https://twitter.com/ConanOBrien/status/1552358211986006019

https://twitter.com/maga_cy/status/1552360064693915648

Fri, 22 Jul 2022 04:54:19 +0000

E88: First principle politics, China chaos & outlook, state of private/public markets & more

0:00 Bestie intros

1:45 First principle politics, analyzing each party's cynicism

48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook

1:09:21 Automation and the impact of the information economy

1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

1:36:36 Amazon acquires One Medical

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/pelositracker_/status/1549535561718714368

Referenced in the show:

https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

https://poll.qu.edu/poll-release?releaseid=3852

https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

https://twitter.com/micsolana/status/1549868945640914951

https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

https://twitter.com/WallStreetSilv/status/1549790086656581640

https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

https://datacommons.org/place/country/CHN

https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

Thu, 14 Jul 2022 17:59:26 +0000

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

0:00 Bestie intros!

1:41 Emerging markets, Sri Lanka break down

36:01 9.1% CPI print

48:15 Current market sentiments from retail and institutional investors

1:05:00 NASA's Webb telescope images

1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play

BEAGLE RESCUE INFO:

https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html

https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html

https://www.humanesociety.org/beaglerescue

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart

Referenced in the show:

https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600

https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html

https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/

https://worldpopulationreview.com/countries/countries-by-gdp

https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03

https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/

https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html

https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60

https://twitter.com/chamath/status/561467714485514240

https://datareportal.com/reports/digital-2022-sri-lanka

https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka

https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa

https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa

https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/

https://tradingeconomics.com/united-states/inflation-cpi

https://www.redfin.com/news/data-center/

https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/

https://fred.stlouisfed.org/series/DGS10

https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875

https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487

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

https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328

Fri, 08 Jul 2022 05:30:20 +0000

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

0:00 Bestie open: Sacks' shopping spree

2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom

39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"

48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation

1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html

https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm

https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659

https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists

https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html

https://www.investing.com/economic-calendar/cb-consumer-confidence-48

https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html

https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate

https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725

https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://twitter.com/BillAckman/status/1544057786065092609

https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://twitter.com/GretaThunberg/status/1544380486654590983

https://mobile.twitter.com/Noahpinion/status/1544573867804348416

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut

https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026

https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1

https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/

https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market

https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/

https://twitter.com/POTUS/status/1543263229006254080

https://twitter.com/JeffBezos/status/1543409762867494912

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/chamath/status/1544370315379109888

Thu, 30 Jun 2022 07:46:58 +0000

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

0:00 Bestie intros

4:09 Assessing SBF bailing out major crypto players & the state of the market

18:24 Classifying crypto assets, high-yield crypto lending

34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech

1:01:24 Buyout targets, public market "regime change"

1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?

1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404

Referenced in the show:

https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html

https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/

https://twitter.com/ForbesCrypto/status/1541893168152690690

https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/

https://twitter.com/DavidSacks/status/1540732780501381121

https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.blockchaincenter.net/en/altcoin-season-index/

https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition

https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx

https://cloudedjudgement.substack.com/p/clouded-judgement-62422

https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/

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

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

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

https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/

https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal

https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf

https://investor.onepeloton.com/node/9271/html

https://investors.buzzfeed.com/node/7426/html

https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9

https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/

https://twitter.com/missy_ryan/status/1537944064703619074

https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/

https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/

https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999

https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html

https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211

https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5

https://news.yahoo.com/blinken-says-no-change-nato-193615967.html

https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal

https://www.science.org/doi/10.1126/science.abm9326

All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q

Fri, 24 Jun 2022 05:53:32 +0000

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

0:00 Besties discuss the one-month hiatus

7:03 Markets update: Fed decisions, goals, macro factors, root causes

32:19 Earnings estimate skepticism, labor force, job openings

47:17 How startups should think about the next 18-36 months

56:20 Crypto collapse, next shoe(s) to drop

1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

https://www.chicagofed.org/research/dual-mandate/dual-mandate

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

https://tradingeconomics.com/united-states/job-offers

https://www.socialcapital.com/ideas/2021-annual-letter

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme

https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5

https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/

https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/

https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks

https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia

https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html

https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796

https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054

https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms

https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

Thu, 23 Jun 2022 03:15:50 +0000

#AIS: Palmer Luckey on Anduril

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Jason intros today's episode

2:31 Palmer Luckey on Anduril, national defense & the current thing

25:24 Bestie Q&A with Palmer

53:13 Jason gives closing thoughts

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https://twitter.com/PalmerLuckey

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https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine

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Tue, 07 Jun 2022 19:13:33 +0000

#AIS: Bestie AMA with Valor's Antonio Gracias

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

22:35 Q: How has the poker game influenced your decision making in business and life?

29:33 Q: What was the scariest step of becoming a first-time fund manager?

32:34 Q: Crypto market unwinding & how it relates to the money supply

35:57 Q: Current pre-seed / seed valuations & metrics

38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

47:02 Q: Any plans for All-In Media?

50:02 Q: US strategy in the Russia/Ukraine War

54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

58:29 Q: Are you interested in crypto micropayments?

1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

1:19:41 Q: Advice for non-technical people trying to get into the startup world?

1:24:44 Q: Thoughts on the potential consumer credit crisis?

1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

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https://twitter.com/FrancisSuarez

Fri, 03 Jun 2022 15:40:25 +0000

#AIS: Opening chat with Miami Mayor Francis Suarez

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit

5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more

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https://twitter.com/JTLonsdale

Thu, 02 Jun 2022 12:44:53 +0000

#AIS: Joe Lonsdale on the problem with higher education

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking

10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX

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https://twitter.com/thelanby

Wed, 01 Jun 2022 02:44:37 +0000

#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it

12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?

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https://mobile.twitter.com/MPMaterials

Tue, 31 May 2022 19:43:01 +0000

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Chamath intros MP Materials CEO James Litinsky

1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

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https://twitter.com/pearvc

Mon, 30 May 2022 22:47:58 +0000

#AIS: Pear VCs Mar Hershenson on making successful founders

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with?

17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more

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https://twitter.com/NateSilver538

Sun, 29 May 2022 19:46:18 +0000

#AIS: FiveThirtyEight's Nate Silver on how gamblers think

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Nate Silver gives a presentation on how gamblers think

19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms

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https://twitter.com/adenahefets

Sun, 29 May 2022 19:25:00 +0000

#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist:https://bit.ly/aisytplaylist

0:00 Adena Hefets breaks down the state of the US housing market in 2022

16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more

30:08 Adena does a Bestie Intro for herself!

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https://twitter.com/ggreenwald

Sat, 28 May 2022 05:34:50 +0000

#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks

This conversation was recorded LIVE at the All-In Summit in Miami!

0:00 David Sacks explains the origin of this panel on political discourse in America

2:56 Understanding the new political divide, how Trump's victory impacted discourse

12:37 Can mainstream media ever get back to relative neutrality?

29:15 Audience Q&A

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Fri, 27 May 2022 04:58:41 +0000

E83: Market slide continues, and how to address Uvalde

0:00 Bestie Guestie Brad Gerstner joins the show

1:00 All-In Summit recap and best moments

16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?

29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement

51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

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

Referenced in the show:

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

https://twitter.com/zerohedge/status/1529100065331200005

https://twitter.com/BillAckman/status/1529133144540078083

https://layoffs.fyi

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

https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

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

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

https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/DavidSacks/status/1529119829080150016

https://twitter.com/DavidSacks/status/1528102541723979776

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

https://twitter.com/Jason/status/1529843255176663040

https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

https://twitter.com/Jason/status/1529504198974263296

Thu, 26 May 2022 05:30:08 +0000

#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking

26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture

51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players

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https://twitter.com/waitbutwhy

https://twitter.com/rabois

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https://twitter.com/ggreenwald

Wed, 25 May 2022 04:01:25 +0000

#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks

This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 David Sacks tees up the show: Debating the US intervention in Ukraine

This debate was recorded LIVE at the All-In Summit in Miami!

1:49 Opening statements from Glenn & Antonio

15:29 Debating US involvement, regime change motives, & more

32:01 Final word & wrap

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https://twitter.com/antoniogm

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https://twitter.com/clairethielke

Tue, 24 May 2022 03:56:37 +0000

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"

17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry

24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate

34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble

46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence

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https://twitter.com/typesfast

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Mon, 23 May 2022 04:51:01 +0000

E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality

24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans

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Mon, 16 May 2022 23:14:59 +0000

E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit!

0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration

13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company

21:42 Concerns around the Twitter deal, crypto payments on Twitter

30:19 Building vs. acquiring, early Tesla stories

39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar

56:37 Moving from CA to TX, fixing California, macroeconomic takes

1:10:20 American exceptionalism, a new immigration strategy

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https://twitter.com/elonmusk

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https://twitter.com/TheZachEffec

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Fri, 13 May 2022 06:00:32 +0000

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

0:00 Bestie catchup and Friedberg intros!

4:40 Breaking down current macro risks, Great Recession comparisons

31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds

41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn

58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at

1:13:21 Psychological impact of investing after taking huge losses

1:29:00 Predictions on how the market shakes out

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Intro Video Credit:

https://twitter.com/cullenroche/status/1524441227931774976

Referenced in the show:

https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards

https://www.bls.gov/news.release/realer.nr0.htm

https://www.federalreserve.gov/releases/g19/current/default.htm

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding

https://twitter.com/Jason/status/1523780820112007168

https://www.dol.gov/ui/data.pdf

https://twitter.com/TheBenSchmark/status/1522669777478684672

https://twitter.com/AndrewE_Dunn/status/1523653942252826624

https://twitter.com/mattturck/status/1524773379416408064

https://twitter.com/jonsakoda/status/1522625236130144256

https://cloudedjudgement.substack.com

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/

https://twitter.com/ZoeSchiffer/status/1523017143939309568

https://twitter.com/BurryArchive/status/1524504399070081025

https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/

https://twitter.com/Airbnb/status/1524379284260892674

Sat, 07 May 2022 04:35:43 +0000

E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein

0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade

28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade

43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices?

1:05:09 Analyzing the path forward

Follow Amy and Tom:

https://twitter.com/AHoweBlogger

https://twitter.com/SCOTUSblog

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https://www.documentcloud.org/documents/21835435-scotus-initial-draft

Referenced in the show:

https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf

https://supreme.justia.com/cases/federal/us/505/833/case.pdf

https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings

https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates

https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf

https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292

https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330

https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf

https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx

https://news.gallup.com/poll/1576/abortion.aspx

Sat, 30 Apr 2022 07:55:01 +0000

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

0:00 Bestie intros

4:32 Understanding VC fund metrics that matter, state of private markets

29:37 Recession possibilities, Q1 negative growth

44:56 Student loan forgiveness, fixing the underlying system, solutions

1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering

1:19:08 New Disinformation Governance Board

1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law

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Intro Music Credit:

Intro Video Credit:

https://www.socialcapital.com/ideas/2021-annual-letter

Referenced in the show:

https://twitter.com/jasongoepfert/status/1520040516955643905

https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351

https://twitter.com/lizannsonders/status/1520021943621140483

https://www.conference-board.org/topics/consumer-confidence

https://twitter.com/DavidSacks/status/1489128016508719104

https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp

https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/

https://www.sec.gov/news/press-release/2022-70

https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d

https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022

https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html

https://twitter.com/elonmusk/status/1519073003933515776

Sat, 23 Apr 2022 06:10:28 +0000

E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong

0:00 Bestie Intros + a new Bestie Guestie!

4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase

26:25 Crypto regulation and adoption

46:37 Brian's takes on different types of stablecoins

51:14 Netflix's major headwinds

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Intro Video Credit:

https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

Referenced in the show:

https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation

https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook

https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648

https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/

https://sacks.substack.com/p/your-startup-is-a-movement?s=r

https://twitter.com/brian_armstrong/status/1435439291715358721

https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/

https://www.investopedia.com/terms/h/howey-test.asp

https://www.wsj.com/articles/crypto-thieves-get-bolder-by-the-heist-stealing-record-amounts-11650582598

https://techcrunch.com/2022/04/06/axie-infinity-creator-raises-150m-round-to-compensate-victims-of-625m-ronin-hack/

https://twitter.com/balajis/status/1402030233319088139

https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/

https://www.pbs.org/newshour/arts/netflix-loses-200000-subscribers-projects-even-deeper-losses-this-spring

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

https://ycharts.com/companies/NFLX/market_cap

https://www.bloomberg.com/news/articles/2022-04-20/ackman-loses-more-than-430-million-on-three-month-netflix-bet

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

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

https://twitter.com/elonmusk/status/1516600269899026432

https://summit.allinpodcast.co/

Sat, 16 Apr 2022 06:08:42 +0000

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.

0:00 Surprise part two!

1:03 Friedberg breaks down the global food crisis and predicts China's grand plan

9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like

18:22 Understanding French election results so far

23:08 All-In Summit update and preview

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Intro Music Credit:

Intro Video Credit:

https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/

Referenced in the show:

https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties

https://allafrica.com/stories/202203190144.html

https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser

https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays

https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food

https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215

https://twitter.com/DavidSacks/status/1485696010290491393

https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022

https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html

https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879

https://summit.allinpodcast.co/

Sat, 16 Apr 2022 02:04:53 +0000

E76: Elon vs. Twitter

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros

3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more

30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee

43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations

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Intro Video Credit:

https://twitter.com/elonmusk/status/1514564966564651008

Referenced in the show:

https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html

https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.

https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm

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

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/jeffjarvis/status/1514578609754812419

https://twitter.com/maxboot/status/1514570168730636290

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

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

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/auronmacintyre/status/1514653963408318474

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

Sat, 09 Apr 2022 04:03:42 +0000

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

0:00 Jason's big night out, bestie intros, All-In Summit update and more

8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups

14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model

41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming

1:03:24 Food shortage update, ideal US objectives going forward

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder

Referenced in the show:

https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs

https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources

https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs

https://articles.sequoiacap.com/rip-good-times

https://sacks.substack.com/p/the-saas-board-meeting

https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410

https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform

https://twitter.com/paraga/status/1511320953598357505

https://twitter.com/jack/status/1511329369473564677

https://twitter.com/elonmusk/status/1507259709224632344

https://twitter.com/micsolana/status/1511360061670662149

https://twitter.com/micsolana/status/1511674851202945024

https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html

https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23

https://www.theamericanconservative.com/articles/the-state-department-failed-to-prevent-the-war-will-it-now-prevent-the-peace

Fri, 01 Apr 2022 09:53:30 +0000

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

0:00 Sacks' DC trip and foreign policy speaking gig

5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration

26:16 How the US can fix its current economic issues, reframing high-skilled immigration

48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?

1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?

1:19:03 Food shortage update

1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

Referenced in the show:

https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28

https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm

https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3

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

https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392

https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html

https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962

https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy

https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center

https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts

https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets

https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate

https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html

https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/

https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says

https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html

https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html

https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report

https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change

https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R

Sat, 26 Mar 2022 05:49:32 +0000

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg

1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies

21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology

40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble

53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive

1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war

1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://substack.com/profile/11803623-jamin-ball

Referenced in the show:

https://sacks.substack.com/p/the-burnmultiple-51a7e43cb200

https://twitter.com/nfergus/status/1506243619384037378

https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war

https://www.rand.org/pubs/research_briefs/RB10014.html

https://twitter.com/samramani2/status/1507378113893871617

https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/

https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail

https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html

https://www.politico.com/news/2022/03/20/zelenskyy-ukraine-zakaria-interview-00018716

https://fortune.com/2022/03/25/russia-g20-summit-putin-biden-indonesia-bali-china-ukraine/

https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

https://fortune.com/2022/03/24/putin-russia-natural-gas-europe-imports-pay-in-rubles-sanctions/

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

https://www.cnbc.com/2022/03/24/biden-says-us-would-respond-to-russia-if-putin-uses-chemical-or-biological-weapons.html

https://www.washingtonpost.com/news/post-politics/wp/2014/03/09/blinken-u-s-would-not-recognize-crimea-secession/

https://www.wsj.com/articles/biden-sticks-with-longstanding-u-s-policy-on-use-of-nuclear-weapons-amid-pressure-from-allies-11648176849

https://www.bloomberg.com/news/articles/2022-03-21/china-embraces-supply-side-economics-with-tax-cuts

Sat, 19 Mar 2022 02:02:47 +0000

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

0:00 Jason's new "family office" and Sacks' new strategy

2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in

15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping

34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization

49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets

1:02:06 Rewriting foreign policy playbooks

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html

Referenced in the show:

https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html

https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html

https://twitter.com/davidfrum/status/1504601558184517637

https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/

https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/

https://twitter.com/RichardHanania/status/1504824837964926981

https://twitter.com/ClintEhrlich/status/1504618754784735232

https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1

https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298

https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make

https://www.eia.gov/outlooks/steo/images/Fig4.png

https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation

https://www.marketwatch.com/investing/future/cu22

https://twitter.com/ianbremmer/status/1504214235114577926

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html

https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates

https://twitter.com/DavidSacks/status/1503989745939980292

https://www.bbc.com/news/world-europe-26079957

https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy

https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato

https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/

https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/

https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/

Sat, 05 Mar 2022 05:32:59 +0000

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

0:00 David Sacks: Man for the people

0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare

16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia

34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far

46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan

1:05:22 Market impact, increased volatility, thinking in decades, managing risk

1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/phildstewart/status/1499535843207389186

Referenced in the show:

https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html

https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council

https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04

https://twitter.com/TimothyDSnyder/status/1499587642115117059

https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html

https://www.google.com/finance/quote/LUKOY:OTCMKTS

https://oec.world/en/profile/hs92/wheat

https://twitter.com/balajis/status/1498873063378612227

https://twitter.com/LindseyGrahamSC/status/1499574209567199235

https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html

https://twitter.com/biancoresearch/status/1499385705591709698

https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/

https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/

https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/

https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html

https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/

https://www.nato.int/docu/update/2008/04-april/e0403h.html

https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911

https://www.youtube.com/watch?v=JrMiSQAGOS4

https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU

https://twitter.com/shellenbergermd/status/1499386637066727424

https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r

https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter

https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html

https://twitter.com/Ukraine/status/1497834538843660291

https://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04

https://twitter.com/chamath/status/1496998762496946203

https://twitter.com/morganhousel/status/1499484089082007552

https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/

https://twitter.com/zekejmiller/status/1499739582115553281

https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/

https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/

https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/

https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers

https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911

https://twitter.com/MZHemingway/status/1499588624664657926

Thu, 24 Feb 2022 23:47:34 +0000

E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

0:00 Ukraine invasion: how should the US respond?

17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc

32:51 Reflecting on the media coverage so far, Putin's ambitions

42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence

53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3

Referenced in the show:

https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands

https://twitter.com/Ukraine/status/1496837835743133699

https://twitter.com/Ukraine/status/1496716168920547331

https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw

https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131

https://en.wikipedia.org/wiki/Nuclear_power_in_Germany

https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech

https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url

https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/

Sat, 19 Feb 2022 07:22:01 +0000

E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more

0:00 Sacks needs the ball

1:43 Trudeau invokes emergency powers to try and stop the truckers protest

13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments

25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism

42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks

1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci

1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict

Referenced in the show:

https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url

https://twitter.com/Jason/status/1494534850090442752

https://twitter.com/juliettekayyem/status/1491757167308902405

https://twitter.com/juliettekayyem/status/1491789181428715521

https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html

https://twitter.com/garrytan/status/1493876167085944834

https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening

https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential

https://twitter.com/Jason/status/1493860336713097218

https://twitter.com/MikeBloomberg/status/1494009394257870848

https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter

https://www.theinformation.com/articles/tiger-global-d1-capital-signal-pullback-from-big-private-tech-deals-amid-market-rout

https://www.wsj.com/articles/woman-appears-cured-of-hiv-after-umbilical-cord-blood-transplant-11644945720

https://twitter.com/phil_hellmuth/status/1494144604555206656

https://twitter.com/DavidSacks/status/1493296369796202496

Sat, 12 Feb 2022 06:27:34 +0000

E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

0:00 Bestie Intro: Phil Hellmuth found a new billionaire

1:30 Chamath's new camera positioning

3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy

30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into?

45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth

54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment

1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal

1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972

Referenced in the show:

https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html

https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word

https://twitter.com/aodespair/status/1489565575894478849

https://twitter.com/Jason/status/1490803436639588352

https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest

https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001

https://bariweiss.substack.com/p/what-the-truckers-want

https://globalnews.ca/news/8539610/trucker-convoy-covid-vaccine-mandates-ottawa

https://twitter.com/DavidSacks/status/1245179774097477633

https://www.nytimes.com/2022/02/08/us/politics/new-york-mask-mandate.html

https://theliberalpatriot.substack.com/p/the-left-is-blowing-its-big-opportunity

https://www.google.com/finance/quote/XLE:NYSEARCA?window=6M

https://seekingalpha.com/news/3799278-oil-and-gas-stocks-top-todays-leaderboard-as-oil-resumes-upward-climb

https://www.wsj.com/articles/microsoft-promises-openness-on-new-app-store-as-it-seeks-approval-for-activision-acquisition-11644424237

https://twitter.com/zerohedge/status/1491771262544318464

https://finance.yahoo.com/news/u-consumer-sentiment-falls-fresh-151419313.html

https://www.mercurynews.com/2012/12/13/thomas-sowell-inflation-can-tax-the-poor-as-well-as-the-rich/

https://www.nationaljournal.com/s/716486/biden-is-blowing-his-covid-moment/

https://twitter.com/hollandcourtney/status/1491996868829614081

https://www.wyden.senate.gov/news/press-releases/wyden-and-heinrich-newly-declassified-documents-reveal-previously-secret-cia-bulk-collection-problems-with-cia-handling-of-americans-information

https://www.wyden.senate.gov/imo/media/doc/HainesBurns_WydenHeinrich_13APR21%20-FINAL.pdf

https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022

Sat, 05 Feb 2022 07:28:09 +0000

E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)

0:00 Sacks' shining moment

2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for

45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"

55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance

1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech

1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science

1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed

https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html

https://twitter.com/typesfast/status/1451543776992845834

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

https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html

https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html

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

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

https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html

https://twitter.com/GavinSBaker/status/1462831115572596744

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

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

https://twitter.com/DavidSacks/status/1489321225520238592

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html

https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html

https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation

https://twitter.com/ggreenwald/status/1488252747489202181

https://twitter.com/ggreenwald/status/1489258034865971205

https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news

https://twitter.com/echeloninsights/status/1487118055582965762

https://twitter.com/MonmouthPoll/status/1488180589505167372

https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743

https://www.voltairenet.org/article215540.html

Sat, 29 Jan 2022 06:35:36 +0000

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

0:00 Chamath's preferred cosplay

1:35 Reflecting on bad investment decisions and markup dynamics

15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings

39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes

55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot

1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance

Referenced in the show:

https://twitter.com/DavidSacks/status/1480716684038049796

https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78

https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html

https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.history.com/news/nato-article-5-meaning-history-world-war-2

https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html

https://www.worldometers.info/gdp/gdp-by-country

https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player

https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine

https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690

https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22

https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast

https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html

https://www.tcv.com/tcv-insights/netflix-case-study

https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html

https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming

https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf

https://twitter.com/theryanking/status/1485784823641755648

https://twitter.com/shaunmmaguire/status/1486082835974811650

https://twitter.com/Jason/status/1486113945790214146

https://twitter.com/shaunmmaguire/status/1486114773209006080

https://twitter.com/Jason/status/1486121975311339520

https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T

Sat, 22 Jan 2022 07:50:13 +0000

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

00:00 Cold Open

00:25 Besties react to last weeks All-In E63

21:50 Implications of FTC Chair Lina Khans approach to enforcing antitrust

42:21 Superbubble, Multiple compression, Fed interest rates, Peloton & Netflix valuations

1:11:04 Sacks explains the NIHs coordinated effort to downplay the lab leak hypothesis

1:32:01 Friedbergs new company Cana

1:33:47 Learning loss from COVID school closures

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=w1iYGE3PVYA

Referenced in the Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

Chamaths Social Capital 2019 Annual Letter

https://www.socialcapital.com/annual-letters/2019

Bill Ackman suggests the Fed should raise rate by 50 basis points

https://twitter.com/BillAckman/status/1482449525595943045?s=20

Gavin Bakers Twitter on Generals getting shot last

https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

Jonathan Chait in NY Mag on School Closures

https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

Friedbergs interview on This Week in Startups

https://youtu.be/dajzLwGAntI?t=1998

https://apple.co/33Xrbq3

Sat, 15 Jan 2022 08:12:54 +0000

E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more

0:00 Bestie Intro: Friedberg prepares for the insurrection discussion

0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating

14:45 Human rights perspectives and challenges: domestic and international

57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts

1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws

1:19:44 Rehashing the roast of Phil Hellmuth

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html

Referenced in the show:

https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th

https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and

https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html

https://twitter.com/ryanstruyk/status/1481345993320939525

https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2

https://twitter.com/Jason/status/1481386527485693953

https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html

https://www.bbc.com/news/world-asia-china-22278037

https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html

https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069

https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-

https://www.science.org/doi/10.1126/science.abj8222

https://www.umassmed.edu/news/news-archives/2022/01/phase-i-clinical-trial-of-moderna-mrna-vaccine-for-epstein-barr-virus-starting-at-umass-chan/

https://www.wsj.com/articles/pig-heart-transplant-donor-organs-11641948330

https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489

Sat, 08 Jan 2022 06:11:56 +0000

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

0:00 Bestie intro and poker recap

3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise

17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top

26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions

45:56 Advice for founders on navigating a downturn

1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705

Referenced in the show:

https://www.bbc.com/news/technology-58469882

https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html

https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471

https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10

https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights

https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html

http://www.paulgraham.com/aord.html

https://www.socialcapital.com/annual-letters/2019

https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200

https://www.statista.com/statistics/266206/googles-annual-global-revenue

https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds

Wed, 29 Dec 2021 08:56:27 +0000

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

(0:00) Recapping the "Superspreader"

(6:12) Predicting 2022's biggest political winner

(11:57) Predicting 2022's biggest political loser

(19:07) Predicting 2022's biggest business winner

(25:47) Predicting 2022's biggest business loser

(34:30) Most contrarian belief for 2022

(1:02:07) Best performing asset for 2022

(1:04:19) Most anticipated trend for 2022

(1:09:19) Most anticipated media for 2022

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=IFMMeCMbNt8

Referenced in the show:

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

https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html

https://worldpopulationreview.com/countries/countries-by-gdp

https://twitter.com/datarade/status/1474432996845436933

https://twitter.com/kerpen/status/1475209018058723334

https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor

https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600

https://twitter.com/balajis/status/1475438356473409542

https://balajis.com/mirrortable

https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769

https://twitter.com/peterdaou/status/1470906537682026499

https://twitter.com/TheOfficialRom/status/1472206678586179588

https://twitter.com/joebiden/status/1322254443644026880

https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html

https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days

https://twitter.com/FaceTheNation/status/1475209878415323140

Thu, 23 Dec 2021 20:34:54 +0000

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off

(5:10) Biggest Winner - Politics

(9:43) Biggest Loser - Politics

(14:37) Biggest Political Surprise

(22:24) Biggest Winner - Business

(26:03) Biggest Loser - Business

(30:54) Biggest Business Surprise

(35:27) Best Science Breakthrough

(42:56) Biggest Flash in the Pan

(47:08) Best CEO

(52:43) Best Investor

(57:12) Best Turnaround

(1:02:47) Worth Human Being

(1:07:31) Best Meme

(1:10:02) Most Loathsome Company

(1:14:47) Best New Tech

(1:20:22) Best Trend

(1:22:17) Worst Trend

(1:26:02) Favorite Media

(1:34:15) The Rudy Giuliani Award for Self-Immolation

(1:39:07) The Besties spread holiday cheer with each other

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/Jason/status/1473321415285751811

Referenced in the show:

https://twitter.com/jack

https://twitter.com/cdixon/status/1473150192400486401

https://twitter.com/jack/status/1473155226194616325

https://twitter.com/elonmusk/status/1472754632325795843

https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp

https://dune.xyz/rchen8/opensea

https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html

https://www.bbc.com/news/science-environment-55564448

https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315

https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007

https://twitter.com/GavinSBaker/status/1473326791293128706

https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility

https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N

https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276

https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626

https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488

Fri, 17 Dec 2021 10:44:11 +0000

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

(0:00) Bestie Intro: Sweater update, NYC stories

(8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm

(14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech

(27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here

(42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward

(53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks

(1:08:57) Future of mRNA technology

(1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1470799225566859268

Referenced in the show:

https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

https://mobile.twitter.com/SenWarren/status/1470415896053227522

https://mobile.twitter.com/SenSanders/status/1471512117257846784

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

https://twitter.com/mangan150/status/1470827691527999494

https://twitter.com/peterpham/status/1471514774546509829

https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke

https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html

https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582

https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9#sen-dianne-feinstein-a-democrat-from-california-1

https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208

https://www.wsj.com/articles/131-federal-judges-broke-the-law-by-hearing-cases-where-they-had-a-financial-interest-11632834421

https://twitter.com/bgmasters/status/1471183791121055747

https://www.npr.org/2021/09/21/1039313011/tiktokers-are-trading-stocks-by-watching-what-members-of-congress-do

https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-research-finds-immune-system-responds-to-mrna-treatment-for-cancer

https://twitter.com/robkhenderson

Sat, 11 Dec 2021 09:55:22 +0000

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

0:00 Bestie Intro: Chamath's happy hour and sweater feud

7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading

23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators

40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

1:11:16 Lessons from the Jussie Smollett saga

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html

Referenced in the show:

https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm

https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995

https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html

https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html

https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html

https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html

http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf

https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052

https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html

https://twitter.com/BillAckman/status/1469438745791410183

https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12

https://youtu.be/-_wvTa8aiu8

https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

https://twitter.com/Jason/status/1469370800771715073

https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4

https://youtu.be/pXLx5OY21Bk

https://youtu.be/wZXoErL2124

Sat, 04 Dec 2021 04:42:38 +0000

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans

(12:30) Understanding the Omicron variant

(24:49) Tech stocks plummet: why the selloff?

(33:44) Inflation: here to stay? What's the 10-year outlook?

(44:57) Anticipating a "Great Resignation" of successful VCs

(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech

(1:02:08) Mike Bloomberg donates $750M to charter schools

(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/trvrb

Referenced in the show:

https://www.nejm.org/doi/full/10.1056/NEJMoa2115463

https://twitter.com/erictopol/status/1466799350990839810

https://twitter.com/Jason/status/1465037481187987457

https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586

https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers

https://fortune.com/2021/08/09/lumber-prices-down-2018-levels

https://twitter.com/rabois/status/1466816803418615812

https://twitter.com/michelletandler/status/1465393612577853440

https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324

https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation

https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse

Sat, 20 Nov 2021 02:55:01 +0000

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

0:00 Bestie intro

1:14 Constitution DAO: implications, shortcomings, how to move forward?

29:58 Rittenhouse trial media coverage

50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency

1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html

Referenced in the show:

https://twitter.com/constitutiondao

https://www.constitutiondao.com

https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/

https://youtu.be/1TBa-9Lx3vc?t=8762

https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/

https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial

https://twitter.com/elonmusk/status/1461372314424164367

https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087

https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html

https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html

https://twitter.com/ConceptualJames/status/1461007806333693959

https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html

https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html

https://www.youtube.com/watch?v=zHZ4MfOiqm8

https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe

Sat, 13 Nov 2021 08:34:13 +0000

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

Referenced in the show:

https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

https://twitter.com/Sen_JoeManchin/status/1458443966135902221

https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21

Sat, 06 Nov 2021 06:04:07 +0000

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

Show Notes:

0:00 Besties do a Microsoft-themed intro

7:53 Spread trading big tech, amazing power of Google and Microsoft

17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route

30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0

35:24 Zillow's iBuying implosion

46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?

1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/Suhail/status/1455553539552382979

Referenced in the show:

https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt

https://twitter.com/RTanuku/status/1456324783809826819

https://www.nytimes.com/news-event/elections-2021

https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html

https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney

https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html

https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html

https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment

https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303

https://twitter.com/patrickruffini/status/1454792424488902656

https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/

https://www.science.org/doi/10.1126/science.abh4049

https://twitter.com/friedberg/status/1454482267707899909

https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions

https://www.wsj.com/articles/climate-finance-china-india-11636039142

https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305

https://twitter.com/elonmusk/status/1454808104256737289

Sat, 30 Oct 2021 05:20:59 +0000

E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more

0:00 Bestie intro, child update, Joe Lonsdales take on paternity leave

20:44 Proposed Wealth Tax

35:13 Inflation discussion: corporate and government reactions

52:30 Dealing with inflation as a capital allocator

58:49 Big Techs outrageous quarterly earnings, why Google is the best business ever, Facebooks Meta rebrand

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/JTLonsdale/status/1453399478254379008

Referenced in the show:

https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs

https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield

https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers

https://fred.stlouisfed.org/series/GFDEGDQ188S

https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10

https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion

https://finance.yahoo.com/quote/TOST/

https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976

https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6

https://twitter.com/Jason/status/1450108244915937284

https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks

https://vm.tiktok.com/TTPdYPqdJ6/

Sat, 23 Oct 2021 03:10:11 +0000

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

Show Notes:

0:00 Bestie weight loss strategies, poker recap

13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more

33:43 Peak venture returns, tech landscape

44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility

58:58 Democrats overplaying their hand, Netflix discourse, and more

1:17:41 Pig kidney biological innovation

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.tmtgcorp.com/press-releases/announcement-10-20-2021

Referenced in the show:

https://www.tmtgcorp.com/company-overview

https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html

https://twitter.com/scienceisstrat1/status/1450723760806379520

https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801

https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf

https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html

https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html

https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html

https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358

https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity

https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html

https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows

Sat, 16 Oct 2021 03:08:25 +0000

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 Question 2

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Statista - The U.S. Car Models Most Impacted By The Microchip Shortage

Referenced in the show:

Zack Kanter on Twitter - "The supply chain crisis is a clever rebrand"

Naithan Jones on Twitter - NFTs

Daily Breeze - No start date for 24/7 operations at Port of LA

LA Daily News - Port of LA to go to 24/7 operations, Biden announces

Nikkei Asia - TSMC announces plans to build first chip plant in Japan

St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product

Forbes - Druckenmiller Blasts Feds Radical Stimulus Policy

David Sacks on Twitter - Desantis Dinner

Variety - Ted Sarandos Doubles Down

The Light of Other Days by Arthur C. Clarke

CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million

NBC - Most adults shouldn't take daily aspirin

Botched - Man Wins $100,000 Breast Implants Bet!

Sat, 09 Oct 2021 03:21:32 +0000

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, institutional money in crypto

40:59 Facebook whistleblower, potential ramifications & regulation

57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s

1:02:34 Is decentralization a solution for social media?

1:09:09 Chappelle's controversial new special, All-In summit & more

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://coinmarketcap.com

Referenced in the show:

https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo

https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/

https://www.bitwiseinvestments.com

https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether

https://twitter.com/KariyaKanav/status/1446207805220917252

https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/

https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/

https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/

https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/

https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581

https://www.netflix.com/title/81228510

https://twitter.com/DavidSacks/status/1446245636563619840

https://twitter.com/DavidSacks/status/144624654499108864

Sat, 02 Oct 2021 02:49:39 +0000

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 coverage, Merck COVID pill

45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets

57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision"

1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm

1:23:51 All-In summit planning

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

Referenced in the show:

https://twitter.com/brian_armstrong/status/1443727729476530178

https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance

https://twitter.com/DavidSacks/status/1443846265582735362

https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/

https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/

https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/

https://siblisresearch.com/data/us-stock-market-value/

https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30

https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html

Sat, 25 Sep 2021 01:59:15 +0000

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 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook

39:43 Chances of a revolution in China, predictions for the next 1-2 decades

48:37 Decentralized citizen journalism, the end of corporate journalism

58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media

1:18:43 How decentralized media platforms would work mechanically

Follow the besties:

https://twitter.com/balajis

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288

Referenced in the show:

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.readingthechinadream.com/

https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations

https://www.amazon.com/End-History-Last-Man/dp/0743284550

https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&revisionId=&format=4&depth=1

https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307

https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/

https://twitter.com/balajis/status/1386288771872673793?lang=en

https://twitter.com/VitalikButerin/status/1386024429629558784?s=20

https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578

https://www.youtube.com/watch?v=JOWRembdPS8

https://www.washingtonpost.com/politics/2021/09/23/facebook-testify-kids-safety-lawmakers-probe-whistleblowers-revelations/

https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement

https://www.politico.com/news/2021/09/21/facebook-paid-billions-extra-to-the-ftc-to-spare-zuckerberg-in-data-suit-shareholders-allege-513456

https://www.sec.gov/news/press-release/2021-177

https://www.wsj.com/articles/voters-want-to-curb-the-influence-of-big-tech-companies-new-poll-shows-11632405601?st=qnnf9nvvwigp

https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc

https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423

https://balajis.com/yes-you-may-need-a-blockchain/

Sat, 18 Sep 2021 04:46:21 +0000

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 wrong

33:59 Facebook's week from hell, Instagram's harmful impact on teen girls

42:42 How to properly regulate social media's impact on certain groups

1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike

1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds

1:25:54 Mailchimp sells for $12B, employees got no equity

1:29:43 AOC at the Met Gala

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk

Links:

https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988

https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739

https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement

https://twitter.com/DavidSacks/status/1438597853320908811

https://www.kff.org/wp-content/uploads/2020/08/Slide1.png

https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze

https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf

https://www.sec.gov/news/press-release/2021-176

https://www.sec.gov/news/press-release/2021-164

https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal

https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/

https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx

https://twitter.com/stoolpresidente/status/1437585404010582016

https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual

https://www.bestiesapparel.com/

Tue, 14 Sep 2021 10:29:10 +0000

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 cheap testing

25:36 The threat of regulatory capture

34:18 Benefits of the "wartime mentality" when solving major issues

45:30 CCP looking to break up Alipay, what this means for US/China relations

49:11 Audience Q&A!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/

Referenced in the show:

https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/

https://twitter.com/RollingStone/status/1433922442850930696

https://twitter.com/maddow/status/1433521336282976256

https://twitter.com/ggreenwald/status/1434854957614780424

https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353

https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79

https://sacks.substack.com/p/your-startup-is-a-movement

https://twitter.com/DavidSacks/status/1426986193271640065

Sat, 04 Sep 2021 04:27:25 +0000

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 & implications for fraud in VC
31:28 China's video game ban, is it a good move?
39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion
55:09 Apple alters their payment policies
1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values
1:12:48 Joe Rogan & the narratives woven by the media & consumers

Download Callin: https://www.callin.com

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

Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg

Intro Video Credit:
https://twitter.com/TheZachEffect

Referenced in the show:
Elizabeth Holmes Trial
https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html

China Bans Video Games
https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/

Texas SB8
https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/

Apple Modifies App Store Developer Payment Policy
https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101

Joe Rogan Covid
https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html

#allin #tech #news

Sat, 28 Aug 2021 02:53:35 +0000

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 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency

1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits

1:34:49 Post-credits scene

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Fri, 06 Aug 2021 04:15:59 +0000

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

Show Notes:

0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more

16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies

30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds

43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising

59:12 Chamath & Jason share Theranos stories, Jason calling out frauds

1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power

1:28:05 New Yung Spielburg banger: "Friedberg Index"

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html

Referenced in the show:

CNBC - Early Google exec got Larry Pages backing to build a start-up factory focused on saving the planet

Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces

https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17

CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be immaterial in 2022, removing CEO

https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html

Zymergen - Zymergen Provides Business Update

https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html

Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors

https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29

CNBC - Square to buy Australias Afterpay in $29 billion deal as buy now, pay later trend takes off

https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html

Fri, 30 Jul 2021 03:50:48 +0000

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Show Notes:

0:00 Quick vaccine passports update

17:15 China's massive tech crackdown: reasons, ramifications, & more

37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies

41:25 CRISPR breakthrough, future possibilities

50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions

1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html

Referenced in the show:

NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams

WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers

https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628

AP - Biden orders tough new vaccination rules for federal workers

https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad

Bloomberg - NYCs Top Dining Rooms Will Start Requiring Proof of Vaccination

https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining

NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test

https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/

WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck

https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403

WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security

https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000

Reuters - ByteDance founder tells staff hes shifting away from CEOs daily work -sources

https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17

Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO

https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity

Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown

https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown

Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble

https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98

Bloomberg - China to Overhaul Education Sector Hijacked by Capital

https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital

BBC - Tencent shares slide after Beijing crackdown on music rights

https://www.bbc.com/news/business-57966023

NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It

https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it

Science Magazine - CRISPR creates first genetically modified marsupials

https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials

Fri, 23 Jul 2021 01:50:39 +0000

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

Show Notes:

0:00 Intro & Dog update

5:48 COVID, Vaccine mandates, public vs. private policy

26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef

36:56 Vaccine incentives in France

45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements

59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators

1:10:46 Modern online pessimist psychology & how to fix it

1:21:32 Besties give their tech industry takeaways

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html

Referenced in the show:

NYT - In France, angry protests, rising infections and record vaccinations.

NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks

https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html

CNBC - Biden on Facebook: Theyre killing people with vaccine misinformation

https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html

Fortune - In giant leap for biology, DeepMinds A.I. reveals secret building blocks of human life

https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/

The Wizard of Menlo Park - Randall E. Stross

https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633

Tweets:

https://twitter.com/OliviaGoldhill/status/1417446281685966853

https://twitter.com/DavidSacks/status/1416879494283993088

https://twitter.com/ACLU/status/1417632367200673794

Fri, 16 Jul 2021 02:30:25 +0000

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

Show Notes:

0:00 Bestie game show: Who got COVID? How was the experience?

9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates

24:26 Implications on the economy, will people self-isolate even without government shutdowns?

40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators

47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband

1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392

Referenced in the show:

WSJ Opinion - What Drives GOP Resistance to Vaccines?

NYT - Some Republican Leaders Speak Up for Vaccines

https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates

Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits

https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/

Study Finds - Over 200 COVID long hauler symptoms identified, many lasting longer than 6 months

https://www.studyfinds.org/200-covid-long-hauler-symptoms/

CNN Opinion - Richard Branson's disappointing space jaunt

https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html

Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes

https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes

Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel

https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel

CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid

https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html

Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far

https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half

Books:

Andy Weir - Project Hail Mary

https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202

Jeremy England - Every Life Is on Fire

https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017

Tweets:

https://twitter.com/ScottAdamsSays/status/1415287991954640901

https://twitter.com/micsolana/status/1415122089720254467

https://twitter.com/elonmusk/status/1414157827145404419

https://twitter.com/blueorigin/status/1413521627116032001

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

Fri, 09 Jul 2021 04:47:18 +0000

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

Show Notes:

0:00 Super drought & climate crisis on the west coast

25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism

36:50 Friedberg's "anti-science" theory

44:48 San Francisco chaos, "crime is down" controversy, viral crime videos

59:42 Are Israel's recent COVID vaccine findings problematic?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing

Referenced in the show:

Nuclear energy timeline

The Grid: The Fraying Wires Between Americans and Our Energy Future

https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ

MarketWatch - Target shortens hours in San Francisco due to alarming rise in shoplifting

https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560

Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness

https://www.gov.il/en/departments/news/05072021-03

Tweets:

https://twitter.com/friedberg/status/1413044148735672322

https://twitter.com/michelletandler/status/1411362359734542343

https://twitter.com/michelletandler/status/1411943649231851522

https://twitter.com/cyantist/status/1412478525014085632

https://twitter.com/briansugar/status/1412507632267534340

https://twitter.com/activeasian/status/1412252070829182976

https://twitter.com/DavidSacks/status/1412160046046203909

https://twitter.com/DavidSacks/status/1412163715676327950

https://twitter.com/ThomasSowell/status/1412858750747217922

https://twitter.com/robkhenderson/status/1412899033933307911

https://twitter.com/sfchronicle/status/1409170317826793474

https://twitter.com/briansugar/status/1412507632267534340

Sat, 03 Jul 2021 01:36:29 +0000

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

Show Notes:

0:00 Jason & Sacks hash out their Twitter beef

20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions

35:29 Delta variant: reason for concern or fear porn?

57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024?

1:06:11 Future of Republican & Democratic parties

1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly?

1:19:42 Sha'Carri Richardson Olympic suspension

Follow the besties:

Follow the pod:

Intro Music Credit:

https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814

Referenced in the show:

All-In Stats - E37

FINRA fines Robinhood $70M

https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial

Robinhood S-1

https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm

CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says

https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html

Google - US vaccine rates by state

https://www.google.com/search?q=vaccination+rates+by+state&oq=vaccination+rates+by&aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&sourceid=chrome&ie=UTF-8

Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children

https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743

Politico - Not a healthy environment: Kamala Harris office rife with dissent

https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290

Politico - DeSantis very wary of upsetting Trump

https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367

CNBC - Judge dismisses FTC and state antitrust complaints against Facebook

https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html

Amazon's petition for Lina Khan recusal

https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf

NYT - ShaCarri Richardson, a Track Sensation, Tests Positive for Marijuana

https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html

Tweets:

https://twitter.com/ALLIN_STATS/status/1409269704573820939

https://twitter.com/DavidSacks/status/1409282278270849028

https://twitter.com/Jason/status/1409282966354857986

https://twitter.com/DavidSacks/status/1409287404628938753

https://twitter.com/DavidSacks/status/1409554101713702917

https://twitter.com/Jason/status/1409289443161382912

https://twitter.com/trvrb

https://twitter.com/trvrb/status/1410432407816212481

https://twitter.com/maggieNYT/status/1410682821358858242

https://twitter.com/SenWarren/status/1409649814308986888

https://twitter.com/DavidSacks/status/1409723626476216321

Fri, 25 Jun 2021 03:07:14 +0000

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election

Referenced in the show:

NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia

Vanity Fair - Eric Adams interview

https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview

NY Daily News - We dont want fancy candidates: Eric Adams declares himself face of the new Democratic Party

https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html

Jesse Bloom COVID origin research paper

https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1

Destined for War: Can America and China Escape Thucydidess Trap? by Graham Allison

https://rb.gy/7vj8ks

Apple says third-party app stores would leave iPhone users vulnerable to scammers

https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users

The Pull Request - Bad Apple* by Antonio Garcia Martinez

https://www.thepullrequest.com/p/bad-apple

Show Notes:

0:00 Besties hash out a new format & the purpose of the podcast

14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness & drug abuse in elections

29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China

54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble

1:09:25 Antonio Garcia Martinez's first Substack article on Apple

Fri, 18 Jun 2021 03:17:21 +0000

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.socialcapital.com/annual-letters/2019

Show Notes:

00:00 Besties intro

03:37 Lina Khan appointed to the Chair of the Federal Trade Commission

07:02 Will Lina break up big tech? Which one will be first?

18:02 Potential repercussions to consumers

27:48 Sacks antitrust experience at PayPal vs. Ebay, Visa & MasterCard

29:50 Googles multi-trillion dollar data trove

35:40 The U.S. government's capability to silently take data while gagging Big Tech

53:32 COVIDs psychic shadow, Friedbergs office landlord is still requiring masks

1:00:17 Jon Stewarts lab leak bit on Stephen Colberts show

1:10:04 Californias wildfire risk increasing with climate change

1:20:57 Besties summer plans

Referenced in the show:

Chamath's 2019 Annual Letter re: Big Tech breakup

Big Tech Gag Order (mentioned by Sacks)

https://www.washingtonpost.com/opinions/2021/06/13/microsoft-brad-smith-trump-justice-department-gag-orders/

Obama Administration Record Seizure (mentioned by Sacks)

https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare

California Forest fire maps (mentioned by Friedberg)

https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1

Jon Stewart On Vaccine Science And The Wuhan Lab Theory

https://www.youtube.com/watch?v=sSfejgwbDQ8

#allin #tech #news

Sun, 13 Jun 2021 00:19:11 +0000

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

Follow the besties:

Follow the pod:

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

Referenced in the show:

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://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

Mon, 31 May 2021 02:47:32 +0000

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

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125

Referenced in the show:

WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage

Forbes - Friends Don't Let Friends Become Chinese Billionaires

https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae

Brookings - Fentanyl and geopolitics: Controlling opioid supply from China

https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/

NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks

https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user

Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation

https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a

Show Notes:

0:00 Friedberg recaps Sacks' birthday party

6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production

26:09 India's new "traceability" law

33:11 Coinbase & Brian Armstrong debut fact checking blog

41:17 Friedberg's science corner: groundbreaking gene therapies

45:06 Amazon's MGM acquisition, media consolidation

1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure & responding

Sat, 22 May 2021 04:09:12 +0000

E33: Apples hypocrisy, Americas math failure, cryptos regulatory correction, Clubhouses future, UFOs & more

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook

Referenced in the show:

The Verge - Apple employees circulate petition demanding investigation into misogynistic new hire

The Verge - Apple employees call for company to support Palestinians in internal letter

https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

Vox - Full transcript: 'Chaos Monkeys' author Antonio Garca-Martinez on Recode Decode

https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript

Business Insider - Tobi Lutke's Email

https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5

TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez

https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled

The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang

https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang

Persuasion - America Is Flunking Math

https://www.persuasion.community/p/why-america-is-flunking-math-education

Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says

https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion

St. Louis FED - 10-Year Breakeven Inflation Rate

https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en

TED - A prosecutor's vision for a better justice system

Tweets:

https://twitter.com/DavidSacks/status/1394328675768705030

https://twitter.com/DavidSacks/status/1395056042841559041

https://twitter.com/garrytan/status/1393462058407010307

https://twitter.com/moskov/status/1395060902253064195

https://twitter.com/moskov/status/1395062765702713358

https://twitter.com/DavidSacks/status/1395073652840796160

https://twitter.com/cabot_phillips/status/1394654014596337667

https://twitter.com/ALLIN_STATS

Show Notes:

0:00 Apple's hypocrisy re: AGM firing

25:48 America is failing math

40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes

50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop

57:46 Crypto correction: regulation, centralized coins, potential black swans

1:13:30 Friedberg's science corner: UFOs

1:19:18 Sacks presses other billionaires on their support Chesa Boudin

#allin #tech #news

Thu, 13 May 2021 03:22:06 +0000

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:

Follow the pod:

Intro Music Credit:

https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html

Referenced in the show:

NY Times - A Misleading C.D.C. Number

medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates

https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full

Business Insider - Silicon Valley VCs are at war with the far left radicals running California

https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5

NY Post - Powerful teachers union influenced CDC on school reopenings, emails show

https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/

MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance

https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/

Tweets:

https://twitter.com/DavidSacks/status/1392154915640729605

https://twitter.com/DavidSacks/status/1392223301154447361

https://twitter.com/Jason/status/1391591653824204801

https://twitter.com/Jason/status/1391257138698375168

https://twitter.com/skepticaliblog/status/1391958173955682309

https://twitter.com/TaylorLorenz/status/1390390598444609538

https://twitter.com/friedberg/status/1392551233618026496

https://twitter.com/bytecoin8

Show Notes:

0:00 Jason goes behind the scenes of Elon's SNL appearance

23:36 CDC failures, misleading information on COVID spreading outdoors

39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy

48:32 America's real-time UBI experiment, Business Insider's piece covering All-In

1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more

1:19:15 Should the besties start a third party? Is it possible?

Sat, 01 May 2021 01:06:24 +0000

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

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/

Referenced in the show:

MIT Technology Review - Some vaccinated people are still getting covid. Heres why you shouldnt worry.

David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility

https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db

Tweets

https://twitter.com/DavidSacks/status/1378856861970038784

https://twitter.com/DavidSacks/status/1388125436241223682

https://twitter.com/DavidSacks/status/1388135440843251714

https://twitter.com/DavidSacks/status/1388129450651492355

https://twitter.com/DavidSacks/status/1387582236573175809

https://twitter.com/DavidSacks/status/1387598770825830404

Show Notes:

0:00 Bestie intro, Jason's trip recap

2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address

16:07 Pandemic lessons

30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration

48:04 How Darwinian free trade has negatively impacted the US middle class

1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness

1:07:48 Big Tech earnings

Fri, 23 Apr 2021 08:14:05 +0000

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

Follow the besties:

Follow the pod:

Intro Music Credit:

https://fred.stlouisfed.org/series/FYONGDA188S

Referenced in the show:

Federal Net Outlays as Percent of GDP

Wayback Machine / WhiteHouse.gov

https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov

Reuters

https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22

Show Notes:

0:00 Intro

1:19 Biden's capital gains tax hike

21:33 Addressing the federal budget problems

42:16 Chauvin verdict, media coverage

50:06 Hulu WeWork documentary, Founder psychology

59:46 COVID surge in India

1:11:01 Poor media performance in 2021

Sat, 17 Apr 2021 02:12:13 +0000

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

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state

Referenced in the show:

Statista - Death rates from coronavirus (COVID-19) in the United States

Tweets:

https://twitter.com/bgurley/status/1382737752794353664

https://twitter.com/DavidSacks/status/1382874547179950082

https://twitter.com/DavidSacks/status/1382466963885199362

https://twitter.com/DrewHolden360/status/1382477293797400581

https://twitter.com/chamath/status/1383073577386201094

Show Notes:

0:00 Bestie intro & crowning a new SPAC king

3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT

12:06 David Sacks on running for governor

15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in

32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama

50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party

54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision

1:04:20 Degradation of faith in institutions accelerated by COVID

1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress

Thu, 01 Apr 2021 08:28:23 +0000

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

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html

Referenced in the show:

Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan

Cal Matters - A wealth tax could sabotage Californias recovery

https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery

Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Heres What We Know

https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know

Show Notes:

0:00 Besties intro, state of the public & private markets

18:54 Chamath receives inspiring note re: last weeks longevity talk

21:17 Archegos debacle, issues with trading on margin

32:26 Bidens infrastructure bill, US government becoming overleveraged

45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact

52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes

1:05:14 Is a wealth tax constitutional? Vaccine update

Sat, 27 Mar 2021 03:42:39 +0000

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:

Follow the pod:

Intro Music Credit:

https://twitter.com/davehclark/status/1375045409542823939

Referenced in the show:

Tweets

https://twitter.com/BernieSanders/status/1374901873484967938

https://twitter.com/Mat_Yarger/status/1374212541367345155

https://twitter.com/Mat_Yarger/status/1375163739759116297

https://twitter.com/Jason/status/1375488265915002883

https://twitter.com/chamath/status/1375244032230625281

https://twitter.com/DavidSacks/status/1375283834711777282

https://twitter.com/chamath/status/1375484528559448064

Bitclout

https://rb.gy/sjtjzy

Show Notes:

0:00 Besties get ready to rumble & discuss recent Twitter polls

7:25 Debating inflation, Sacks presents his deck

37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation

48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns

1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience

1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence

Sat, 20 Mar 2021 00:56:56 +0000

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

View the State of VC deck here:

https://rb.gy/wfan6j

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://republic.co/gumroad

Referenced in the show:

Lifespan by David Sinclair:

https://rb.gy/etzzmk

Prenuvo:

https://www.prenuvo.com

Gumroad Equity Crowdfunding:

Backstage Equity Crowdfunding:

https://republic.co/backstage

Show Notes:

0:00 Bestie intro & poker talk

5:49 Fan question: Longevity & Biohacking, Chamath's health regimen

12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?

22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector

33:33 Chamath's thesis behind deep tech investing

37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more

48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?

55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding

1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs

Sat, 13 Mar 2021 02:29:03 +0000

E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nejm.org/doi/full/10.1056/NEJMoa2101765

Articles referenced in the show:

The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting

San Francisco COVID-19 Vaccinations

https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/

The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christies after flurry of last-minute bids nearly crashes website

https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency

CoinDesk - Burnt Banksy NFT Sells for $380K in ETH

https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth

CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million

https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html

Glenn Greenwald:

https://greenwald.substack.com/p/criticizing-public-figures-including

https://greenwald.substack.com/p/journalists-start-demanding-substack

Tweets referenced in the show:

https://twitter.com/davidsacks/status/1370197389210914817

https://twitter.com/davidsacks/status/1370132006080708609

https://twitter.com/davidsacks/status/1370253867154247684

https://twitter.com/davidsacks/status/1370441843666690050

https://twitter.com/chamath/status/1369328384812093441

https://twitter.com/JTLonsdale/status/1369893590369964032

https://twitter.com/domm/status/1368605017238740994

https://twitter.com/CovidVaccineCA

Show Notes:

0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution

11:00 Vaccine efficacy, "inequity" of distribution

19:24 Success vs. privilege, Meghan Markle vs. The Royal Family

33:38 NFTs, speculative markets, blockchain as a ledger

48:00 Impact of inflation on wealth inequality

1:01:20 SPAC/Direct Listing talk

1:07:46 Yung Spielburg's newest track: RED PILLS

Sat, 06 Mar 2021 01:45:19 +0000

E24: Markets trend down, political manipulation via COVID Zeroism," stimulus breakdown, biological Patriot Act

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html

Referenced in the show:

NY Magazine - Zero COVID Risk Is the Wrong Standard

Released COVID-19 Response Contracts

https://covid19.ca.gov/contracts

Chesa's "response" to Sacks

https://twitter.com/chesaboudin/status/1366508970102247424

GoFundMe for SF DA reporter

https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime

The Verge - Entire school board resigns in shame after forgetting their WebEx call was public

https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom

Show Notes:

0:00 Markets tank, reasons for optimism in the short-term

15:29 Breaking down the stimulus

24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism"

38:27 Biological Patriot Act, freedom of choice post-vaccination

49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues

1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender

Sat, 20 Feb 2021 04:17:53 +0000

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997

Referenced in the show:

WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins

The Changing World Order by Ray Dalio

Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity

https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/

Show Notes:

0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics

10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates

34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?

47:26 Vaccine update, conditioned fear sustaining post-vaccine

58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old

Sat, 13 Feb 2021 04:33:17 +0000

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

Follow the besties:

https://twitter.com/vladtenev

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Show Notes:

0:00 Bestie intro, congrats to Friedberg on a big beak wet

1:44 Jason intros Vlad Tenev

2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more

11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more

21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently?

31:04 Vlad tells the real story of Jason investing & signs off

33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more

41:36 Debriefing Vlad's performance

Sat, 06 Feb 2021 03:59:17 +0000

E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green

Follow the besties:

https://twitter.com/Money23Green

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://youtu.be/MukXS8uaVns

Referenced in the show:

David Sacks on Tucker Carlson

Gell-Mann Amnesia

https://www.epsilontheory.com/gell-mann-amnesia

Show Notes:

0:00 Discussing Sacks' recent hit on Tucker Carlson

7:25 Media misalignment, subjects as sources, new age of journalism

25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals

34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more

1:08:02 Mean tweets

Wed, 03 Feb 2021 05:58:15 +0000

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.persuasion.community/p/the-insiders-game

Referenced in the show:

The Insiders' Game by David Sacks

ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals

https://rb.gy/g8uwfj

Forbes - Why California Is In Trouble 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion

https://rb.gy/5bhfsf

Rescue California - Recall Gavin Newsom

https://rescuecalifornia.org

Show Notes:

0:00 Wrapping up the Robinhood situation: major lessons learned, Elons Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?

20:21 Understanding short positions - why do firms short, more transparency & margin requirements

26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos

31:45 Breaking down Californias report card, why the state is such a mess, what structural problems plague it & how to fix them

1:02:04 Chamaths Aziz Ansari story, Governor potential, top ways to save California

Sat, 30 Jan 2021 02:09:43 +0000

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

Follow the crew:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=K2lJg4sxl2U

Referenced in the show:

David Sacks on Bloomberg

Chamath for Governor

https://www.chamathforca.com

DeepFuckingValue's Reddit page

https://www.reddit.com/user/DeepFuckingValue

Show Notes:

0:26 Besties intro

2:11 Chamath breaks down the entire WallStreetBets/GameStop saga

15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more

39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here

53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame

1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians

Sat, 23 Jan 2021 01:26:50 +0000

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

Follow the crew:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://fred.stlouisfed.org/series/M1

Referenced in the show:

M1 Money Stock

Friedberg's Spy Situation

https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges

Sacks' thoughts on Wilkinson cancellation

https://twitter.com/DavidSacks/status/1352432977460957185

Show Notes:

0:00 Bestie intro, Inauguration talk, Impeachment implications

20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal

34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story

44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios

55:06 How the tech ecosystem plays into inequality & how to fix it

1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence

1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob

Mon, 11 Jan 2021 07:31:34 +0000

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

Follow the crew:

Follow the pod:

https://www.youtube.com/watch?v=8lxk47phNV4&t=1s

Intro Music Credit:

Intro Video Credit:

https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo

Referenced in the show:

I Have Blood on My Hands: A Whistleblower Says Facebook Ignored Global Political Manipulation

Show Notes:

0:00 David Sacks intros the besties

2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy

21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment

43:01 What laws can be written to prevent Big Tech oligarchy in the future?

59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration

1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up?

1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto

Fri, 08 Jan 2021 06:47:16 +0000

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more

Follow the crew:

Follow the pod:

Intro Music Credit:

https://rb.gy/aizgdm

Intro Video Credit:

Referenced in the show:

The Killer D.A. by David Sacks

https://rb.gy/k5rz0k

Show Notes:

0:00 New intro for the besties - listen here: https://rb.gy/aizgdm

2:14 Sacks' trip to Miami

6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump

29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability

44:19 Should the 25th Amendment be invoked?

49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP?

56:23 How Friedberg would handle vaccine distribution

1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA

Fri, 18 Dec 2020 12:46:51 +0000

E15: The Besties All-Ins inaugural award show covering the best, worst & most memorable of 2020

Follow the crew:

Follow the pod:

https://soundcloud.com/olyofficial

Intro Music Credit:

Show Notes:

0:00 The besties discuss some recent beak wetting, open source merch & more

6:31 Chamath tells the 192.5 weight loss bet story

10:54 Biggest Winner - Politics

13:08 Biggest Loser - Politics

16:24 Biggest Winner - Business

19:47 Biggest Loser - Business

23:22 Biggest Winner - Culture

26:24 Biggest Loser - Culture

32:31 Biggest Turnaround

34:49 Biggest Flash in the Pan

39:32 Biggest Breakthrough

43:51 Smartest Move - Business

49:58 Dumbest Move - Business

56:25 Smartest Move - Politics

1:00:20 Dumbest Move - Politics

1:04:22 Best/Worst Political Theatre

1:12:57 Best Memes

Fri, 04 Dec 2020 06:34:57 +0000

E14: Salesforce acquires Slack, DeepMinds AlphaFold breakthrough, Trust Fund Socialists & more

Follow the crew:

Follow the pod:

https://www.thesyndicate.com/allin

Invest with the Best... ies!:

Referenced in the show:

NYT - The Rich Kids Who Want to Tear Down Capitalism

https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html

Coinbase - An upcoming story about Coinbase

https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27

NYT - Tokenized: Inside Black Workers Struggles at the King of Crypto Start-Ups

https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html

Show Notes:

0:00 Besties intro, fashion talk & the All-In Syndicate

3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?

19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible

27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale

47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far

59:21 Trump's Section 230 gambit, will Trumpism fade away?

1:05:23 Trust Fund socialists

1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin

Wed, 25 Nov 2020 06:53:04 +0000

E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more

Follow the crew:

Follow the pod:

https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html

Referenced in the show:

NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine

Show Notes:

0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC

10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it?

21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc.

35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation

47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central

59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far

1:06:29 What the besties are thankful for

1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics?

1:21:01 Code 13!

Wed, 11 Nov 2020 05:13:23 +0000

E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more

Follow the crew:

Follow the pod:

Show Notes:

0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000

4:44 Was this election devastating for extreme-ism in politics?

12:13 Pfizer vaccine, withholding the vaccine from the political news cycle

21:54 COVID endgame scenarios

28:45 Public markets ripping, gridlock great for the economy

34:43 Analyzing exit polls, death of identity politics

50:57 Biggest loser of the election: Journalism

57:43 When will Trump concede? What will his next move be?

1:07:37 San Francisco's collapse - will it eventually go bankrupt?

Wed, 04 Nov 2020 10:06:21 +0000

E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!

Follow the crew:

Follow the pod:

https://twitter.com/bgurley

Follow the bestie guesties:

https://twitter.com/phil_hellmuth

https://twitter.com/jcpolls

Show Notes:

0:00 The besties & Phil Hellmuth on Trumps early lead, live betting odds, the Latinx reversal

10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more

20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome

24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more

41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020

50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses

55:40 Mid-show predictions, Jason goes off on Trump

1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger

1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns

1:38:24 Reviewing the race swing state by swing state

1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more

1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders

2:00:43 Reconciling middle America & the coastal elites, respecting each others differences, understanding Prop 22

2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation

2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy

2:34:32 Jason & Sacks debate Russian election interference legitimacy

2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more

2:51:51 Trump declaring victory could tank markets, live reaction to Joe Bidens election night address

Fri, 16 Oct 2020 02:13:19 +0000

E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more

Follow the crew:

Follow the pod:

https://medium.com/craft-ventures/rip-section-230-1112dfad3fac

Sacks' blog post on Section 230:

Referenced in the show:

NY Post Hunter Biden Story

https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/

Twitter's explanation for censoring it

https://twitter.com/TwitterSafety/status/1316525303930458115

Facebook's explanation for censoring it

https://twitter.com/andymstone/status/1316395902479872000

Updated CDC survival rates

https://twitter.com/adam_creighton/status/1308652790823051264?s=21

Show Notes:

0:00 The besties catch up on the news

1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook

7:27 What is section 230 & how does it play into the publisher vs. distributor debate

13:23 Distinguishing between publishers & distributors

28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten?

37:21 Trump beats COVID, what that means for better treatment options, dueling town halls

46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying

54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls

Sat, 03 Oct 2020 02:58:42 +0000

E9: Trump has COVID, First debate reactions, Coinbase letter response & more

Follow the crew:

Follow the pod:

https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

Referenced in the show:

Brian Armstrong's Blog - Coinbase is a mission focused company

President Trump's medical treatment

https://twitter.com/Jason/status/1312126100286271488

Show Notes:

0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election

9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation?

16:55 What happens to the election if Trump is incapacitated & cannot run?

20:36 Debate reaction - who won, who misfired?

29:05 Live reaction to Trump being flown to Walter Reed hospital

30:43 Has the economy began to separate from political influence?

36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter

41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies

49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward

59:04 Predictions for 2021

Sat, 19 Sep 2020 04:23:35 +0000

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

Follow the crew:

Follow the pod:

https://bio.fm/theallinpod

Articles referenced in the show:

America Needs to Lock Down Again:

https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again

A Taxonomy of Fear:

https://www.persuasion.community/p/a-taxonomy-of-fear

NuScale Power Article:

https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval

Running Tide Article:

https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor

Show Notes:

0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more

5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software

15:01 Whats the bigger picture of the TikTok debate, what policy could be enacted

20:13 The emerging market for guaranteed privacy & how this impacts society

27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns?

37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing

46:22 Trumps COVID response, Trump vs. Biden, shrinking impact of the executive branch

55:11 California wildfires, politicization of global warming, financial incentives to solving climate change

1:08:28 Practical ways to impact global warming & the carbon crisis

1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association

1:18:58 Could Trump being re-elected eliminate the two-party system?

Wed, 09 Sep 2020 04:44:52 +0000

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://bio.fm/theallinpod

Bestie recommendations:

Chamath:

https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792

Sacks:
https://taibbi.substack.com/

https://andrewsullivan.substack.com/

Friedberg:

https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766

https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1

Jason:

https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1

https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

0:00 The gang recap their summers

6:43 Is California collapsing? Why or why not? Has the one-party system failed?

14:05 Understanding the bureaucratic side of California's problem

20:37 AB-5 & the working rights of freelancers

27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?

34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing

46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market

50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks

1:01:23 Election talk - who is in the lead ahead of the first debate?

1:12:21 Bestie recommendations

Fri, 31 Jul 2020 23:30:34 +0000

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg

Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod

Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U

Sat, 11 Jul 2020 02:14:44 +0000

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

Follow the crew:

Follow the pod:

https://bio.fm/theallinpod

Sat, 20 Jun 2020 01:15:25 +0000

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more

9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more

20:56 Viral videos, doxxing bad behavior & cancel culture

25:39 Reforming law enforcement, separating police from the military, changing police incentives

36:42 Are public unions too powerful? How a lack of leadership has led us here

41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression

59:24 John Bolton's book controversy

1:03:14 Movements in the COVID vaccine space

1:07:38 Trump vs. Biden: Who has the upper hand?

1:14:24 Who should Biden pick as VP?

Thu, 21 May 2020 05:17:29 +0000

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason & Chamath intro David Sacks & David Friedberg

1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm

8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus

12:41 Sacks on 3 major data-driven discoveries about the virus

15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus

19:32 Getting back to work

21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like

28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war

34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks

37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work

41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people

45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats

49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues

53:46 Sacks on US/China relationship, how US can penalize China

59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions

Sat, 11 Apr 2020 01:54:35 +0000

E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis

0:01 Jason & Chamath catch us up on their quarantines

1:20 Chamath intros David Sacks

4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum

6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?

12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?

19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method

27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?

30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?

36:22 Chamath & Jason assess David's plan

43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work?

49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not?

52:02 Chamath explains how corporate debt works through the lens of Ford

56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues?

1:02:17 Trump vs. Biden: who has the edge in 2020 right now?

1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?

Thu, 19 Mar 2020 01:16:53 +0000

E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason & Chamath intro David and check in on each other's quarantines

2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics

13:15 Thoughts on potential treatment options & policy changes

22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time

25:03 Should the US adopt Chinese & South Korean quarantine strategies?

29:53 What do the current market conditions mean for startups & VC?

41:24 Chamath explains what is currently happening in the capital markets

45:05 How close is the US on being able to do mass-testing?

54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy

1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?

1:12:10 COVID-19 exposing holes in the US healthcare system

1:17:44 Should we ban wet markets globally?

1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again

1:28:18 When will the weekly poker game resume?

Sun, 15 Mar 2020 02:04:09 +0000

E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

https://youtube.com/@LuisChaparro

0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine

0:55 Jason intros David Friedberg

1:35 Chamath gives the inaugural (& potentially final) All-In ad read

2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors

4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?

9:03 David explains the actions he would take if he was president

12:37 Thoughts on Trumps private sector involvement

16:58 Has the press failed in its coverage, or are they just feeding people what they want?

23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?

37:20 How the COVID-19 viral coefficient compares to the early days of Facebooks numbers

40:26 Chances of Trump testing positive for the virus? What effect would that have on markets?

48:53 What should we do differently next time?

53:13 Will there both more deaths due to second order effects of the virus than direct deaths?

1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run?

1:11:26 Chances of a quick resolution?

1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPOs of companies like Airbnb & DoorDash being effected?

1:21:17 How to approach the next year in startups & VC?

KONCRETE Podcast

Mon, 20 Mar 2023 18:02:41 GMT

#178 - Accused Murderer Explains Why It Was Self-Defense | Wade Williamson

Wade Williamson tells the true story of fighting an unjust murder charge for using a gun in self-defense.

EPISODE LINKS:

https://www.youtube.com/@crimeentertainment9303

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE 0:00 - Introduction 4:32 - Car accident 6:20 - The divorce 9:24 - Ex-wife's ex-boyfriend 18:39 - The (fatal) fight 22:15 - 911 call 31:24 - Crime scene clean up / no blood / the 3rd bullet 36:45 - Charged with murder - hiring best lawyer in SC 43:42 - Going to jail (the surrender) 48:45 - Going to court, & then jail 56:23 - Dirty detective - Reason for the murder charge 1:09:08 - How he paid lawyers 1:13:02 - CSI investigator 1:20:29 - Charges dropped - Case dismissed 1:28:19 - Stigma of being labeled a murderer 1:32:19 - Gucci Mane 1:40:57 - The Castle Law 1:45:20 - Open carry laws & The Armed fisherman

Mon, 13 Mar 2023 19:30:20 GMT

#177 - China's New Warships, The Threat of AI Weapons, & World War III | James Rosone

James Rosone is an Iraq War veteran who served 3.5 years in a combat zone as a military interrogator and contractor. During his ten years in the military and eight years as a Department of Defense and Department of State contractor, he fought and hunted down bad guys throughout the Middle East, Eurasia, and Europe. Today James is an Amazon top 100 author.

EPISODE LINKS

Books - https://amzn.to/3SOMz5S

Twitter - https://twitter.com/jamesrosone

Website - https://www.frontlinepublishinginc.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - Introduction

3:44 - Abu Ghraib prisoner abuse

6:18 - Air Force Interrogation

17:18 - Breaking down the human mind

30:45 - Psychology of Iraq prisoners

38:12 - Most disturbing aspect of interrogation

56:17 - Pharmaceutical drugs for treating PTSD

1:02:50 - Witnessing war on social media

1:06:28 - Nerve blocking injections with ketamine

1:19:48 - Psychopaths

1:26:13 - Writing therapy

1:34:23 - Predicting the Ukraine Russia conflict

1:49:50 - Saudi Arabia & the military industrial complex

1:56:07 - Chinas new war ships

2:03:44 - The CIA & Proxy wars

2:18:40 - Physical damage from burn pits

Mon, 06 Mar 2023 20:15:36 GMT

#176 - Aliens are Still Abducting People | Randall Nickerson

In 1994, 62 schoolchildren in Africa experienced an extraterrestrial encounter that would change their lives forever. The film 'Ariel Phenomenon' follows BBC war reporter Tim Leach and Harvard psychiatrist Dr. John Mack, whose careers were threatened by the investigation of the incident, as well as a former student who journeys back to the rural Ariel School. The now-adult experiencers are faced with the question many witnesses have struggled with for decades: What happens when you experience something so extraordinary that nobody believes you?

EPISODE LINKS

https://arielphenomenon.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - Ruwa Zimbabwe Alien encounter

14:02 - BBC journalist Tim Leech

18:00 - Harvard Psychiatrist John Mack

39:19 - Is the Govt hiding the true about an alien species?

41:54 - Telepathic communications about technology

53:17 - Private aerospace technology

1:06:55 - The Zimbabwe kids 20 years later

1:19:05 - Grabby Aliens

1:23:43 - Synchronicities & spirituality

1:35:29 - Physical evidence of abduction

1:39:47 - Government control over media narrative on UAP

1:47:19 - Area 51, S4, & Skunk Works

2:02:57 - Is earth ready for public disclosure?

Mon, 27 Feb 2023 20:52:20 GMT

#175 - Cartel Gun Runner Explains Life Inside Tijuana's Narco Death Zone | Fernando Puente

Fernando Puente grew up living between the US / Mexico border in the worst parts of Tijuana, and by the age of 18, he was already crossing immigrants over the US border illegally for one of Mexico's most notorious cartels. Today Fernando writes stories, and hosts his own podcast with the aim to inspire & give hope to the disadvantaged youth in Mexico. EPISODE LINKS https://www.youtube.com/@elbordomx https://www.instagram.com/ferrnvndo16 https://www.instagram.com/elbordomx JOIN OUR KULT: https://bit.ly/koncretepatreon DANNY https://www.instagram.com/jonesdanny https://twitter.com/jonesdanny OUTLINE 0:00 - Working for the cartel at age 18 13:41 - News coverage of cartel wars 20:35 - Maintaining friendships with cartel members 33:03 - "La Tabla" punishment 40:32 - Selling American weed in Mexico 46:10 - The Tijuana Cartel / Arellano Felix brothers 53:05 - The new Narco Juniors 57:28 - Mexican police 1:03:56 - Being kidnapped 1:45:54 - Why cartels are becoming more violent 1:56:39 - El Capos sons 2:06:54 - El Mayo 2:13:40 - Revenue streams 2:17:14 - Drug legalization 2:29:41 - Mexican pharmacies selling counterfeit drugs 2:34:40 - El Nini (head sicario for Los Chapitos) 2:41:14 - Real narco podcasts in Mexico

Mon, 20 Feb 2023 18:30:00 GMT

#174 - The FBI's New Cyber Super-Weapon Is The Dark Web's Worst Nightmare | Andy Greenberg

Andy Greenberg is an award-winning writer & journalist covering security, privacy, information freedom, and darknet hacker culture. He's the author of the new book Tracers in the Dark: The Global Hunt for the Crime Lords of Cryptocurrency.

EPISODE LINKS

Andy's new book: https://a.co/d/aIL02zf

https://andygreenberg.net

https://twitter.com/a_greenberg

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY LINKS

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - Introduction

6:13 - Hunting down Satoshi Nakamoto

14:00 - Interviewing Dread Pirate Roberts (Ross Ulbricht)

19:55 - Ross Ulbrichts trial

22:55 - The Silk Road

39:24 - Chainalysis: The super-weapon against bitcoin

42:41 - IRS special agent Tigran Gambaryan

45:39 - DEA Agent who faked a murder and stole bitcoin from Silk Road

52:21 - Cryptography expert who cracked Bitcoin

59:47 - Mt. Gox heist

1:07:37 - Hackers & scammers in Ukraine

1:10:21 - AlphaBay darknet market

1:20:50 - The Kingpin behind AlphaBay: Alexandre Cazes

1:28:34 - The DEA sting that hijacked the entire dark web drug market

1:38:49 - Mysterious death of Alpha02 in a Thai jail

1:52:28 - How Hansa was hijacked by Dutch police

1:56:30 - The current state of the dark web

2:05:20 - Andys approach to journalism

2:14:15 - Interviewing Julian Assange

2:27:00 - State sponsored hacking & cyber war

Tue, 14 Feb 2023 20:45:11 GMT

#173 - How to Improve Intelligence, Thinking, & Perception Through the Visual System | Dr. David Cook

Over the span of his 40 plus-year career, Dr. David Cooks focus has been on testing, monitoring, and fine-tuning vision therapy as a clinician, author and educator. As one of the nations leading authorities on vision therapy, Dr. Cook has given lectures on expanding depth perception to optometrists and other eye professionals at clinical seminars, study groups and optometric congresses all over the world. His book The Shape of the Sky teaches us that vision is something we do, and more importantly, something we can learn to do better."

EPISODE LINKS:

https://www.oepf.org/product/the-shape-of-the-sky

https://CookVisionTherapy.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - Introduction

4:02 - What is Vision?

5:05 - Neuroplasticity

7:50 - Using vision to improve Intelligence

13:44 - Dyslexia

22:51 - Technology is making the world near-sighted

37:47 - Binocular vision

46:17 - 3D vision in super athletes

1:03:14 - Vision & personality

1:12:56 - Knowledge by experience VS acquaintance

1:20:08 - Eye games

1:33:05 - Protocols to improve reading skills

1:41:50 - How language changes perception

1:48:07 - Picasso & Rembrandt were stereo blind

1:55:59 - Color blindness

2:00:45 - Daily protocols to enhance small vision (Deep Winks)

2:05:16 - Daily protocols to enhance big vision (3D)

2:16:06 - The shape of the sky

2:20:39 - How seeing changes thinking

Tue, 07 Feb 2023 23:22:44 GMT

#172 - The CIA has Activated Sleeper Cells to Conduct Sabotage Inside Russia | Jack Murphy

Jack Murphy is an author, journalist, & co-host of the @TheTeamHousePodcast Jack is also an eight-year Army Special Operations veteran who served as a sniper and team leader in 3rd Ranger Battalion and as a senior weapons sergeant on a military free fall team in 5th Special Forces Group.

EPISODE LINKS

http://youtube.com/@TheTeamHousePodcast

https://twitter.com/JackMurphyRgr

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - Introduction

3:24 - ranger indoctrination program (RIP)

7:35 - Meaning of death

10:19 - Human suffering in Afghanistan

22:57 - Becoming a war reporter

31:23 - Reporting in Syria

43:13 - CIA Cold War sleeper cells

45:23 - CIA sabotage in Russia right now

1:12:37 - America & Russias complicated history

1:16:06 - Foreign sleeper cells in America

1:26:43 - The CIAs secret experimental dive unit

1:36:52 - Dealing with critics

1:44:35 - Human trafficking at Fort Bragg

1:53:18 - Psychological effects of combat

2:04:25 - Africa

Tue, 31 Jan 2023 22:46:04 GMT

#171 - Inside Mexico's Narco Battlefield: Sinaloa Cartel are the Good Guys Now? | Luis Chaparro

Luis Chaparro is a journalist / producer moving between the border of Texas and Mexico reporting on narcos, drug cartels, immigration, corruption and more.

EPISODE LINKS

https://www.instagram.com/luiskuryaki

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY

OUTLINE

0:00 - Whats happening in Mexico right now

09:42 - The raid on Ovidio Guzmans home

39:15 - Damaso Lopez

47:12 - El Nini

57:08 - The CIA & El Mayo

1:09:20 - Americas interest in Mexico

1:13:12 - The failed raid on El Ninis home

1:17:04 - Mexico weed manufacturing plant

1:22:31 - Implications of drug legalization

1:28:58 - Managing relationships with sources inside Sinaloa 1:47:25 - Working with FOX & VICE 1:58:41 - Negative psychological impact from reporting narcos 2:10:46 - Political agendas & clickbait 2:19:22 - Chinas relationship with Mexico 2:26:25 - Journalism is the deadliest job in Mexico 2:35:38 - Upcoming federal elections in Mex

Tue, 24 Jan 2023 20:14:02 GMT

#170 - Navy Fighter Pilot Explains UFOs & Black Budget War Tech | Ryan Graves

Ryan Graves is a former Lt. U.S. Navy and F/A-18F pilot who was the first active duty pilot to come forward publicly about regular sightings of Unidentified Anomalous Phenomenon (UAP). Today, Ryan serves as first Chair of the American Institute of Aeronautics and Astronautics (AIAA) Unidentified Aerospace Phenomena Integration & Outreach Committee (UAPIOC), representing more than 30,000 members of the aerospace industry. EPISODE LINKS https://www.youtube.com/@UCHN8Do9rEyOTVNjL2I38yiA https://twitter.com/uncertainvector JOIN OUR KULT: https://bit.ly/koncretepatreon DANNY https://www.instagram.com/jonesdanny https://twitter.com/jonesdanny OUTLINE 0:00 - 350 NEW government UFO reports 7:30 - Becoming a Navy fighter pilot 11:05 - How accurate is the Top Gun movie? 16:23 - How to land on an aircraft carrier 23:56 - First time seeing UFO / UAP off the east coast 30:45 - Formation flying 35:40 - The Cube inside a sphere 46:41 - The pilot behind he Gimbal video 1:05:59 - Pentagon intimidation 1:13:39 - Holograms in the sky 1:26:27 - Private aerospace companies 1:32:19 - Bob Lazar, anti-gravity, & time manipulation 1:33:35 - The future of war technology 1:39:09 - Hypersonic weapons 1:48:47 - Varginha Brazil UFO crash 1:58:35 - The economics of the UFO topic 2:06:32 - Implications of full public disclosure 2:10:03 - UFO sightings at schools

Thu, 19 Jan 2023 17:37:19 GMT

#169 - The Dark History of Albania & The Future of the American Empire | Bek Lover

Bek Lover is a podcaster and proud Albanian. Both his mother and father immigrated to America from the oppressive regimes in Albania and Kosovo. Unfortunately, other members of Beks family were not so lucky. In the Kosovo War of 1999, many of his relatives were victims of the Serbian Armys Genocide against Albanian Kosovars.

EPISODE LINKS:

https://www.instagram.com/beklovernyc

https://thecomebackteam.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - The tragic history of Albanian people

6:30 - Albanias love affair with America

15:07 - The American Empire

19:57 - Experiencing REAL oppression in Albania & Kosovo

26:06 - Trauma

32:31 - Immigration

34:47 - Ukraine / Russia war

42:22 - Florida Governor Ron DeSantis

45:44 - Surviving the worst day in NYC history

56:33 - The biggest misconceptions of Islam

1:11:07 - Free speech and Elon Musk

1:18:10 - The Easter Bunny Generation

1:27:48 - Arms Dealers

1:30:23 - The next world war

1:42:30 - New York City

1:45:51 - Drugs

1:52:20 - The power of laughter

2:00:40 - Divine wisdom

Wed, 11 Jan 2023 19:32:06 GMT

#168 - Logan Paul Might be Cooperating with the FBI | Matthew Cox

Con artist and true crime author Matthew Cox analyzes the Logan Paul CryptoZoo project and Coffeezilla docu-series. Watch the full episode here: https://bit.ly/koncretepatreon

EPISODE LINKS

https://www.youtube.com/@InsideTrueCrime

https://www.instagram.com/insidetruecrime

DANNY

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - How to fix your hairline

3:50 - CryptoZoo Scam

14:56 - Breaking down the response video

21:04 - Is Logan cooperating with the FBI?

37:03 - Is there an indictment?

43:08 - How does this end?

45:00 - Logan Paul / CoffeeZilla lawsuit

52:35 - Testosterone & diet

Wed, 28 Dec 2022 18:00:11 GMT

#167 - The Most Ruthless Diamond Thief in America | Larry Lawton

Larry Lawton is the most notorious jewel robber in the history of the United States. Larry robbed more than $15 million of jewels until he was eventually tracked down by the FBI and hit with four 12 year sentences. Once he was finally released, Larry reformed his ways and now helps and inspires younger people stay out of prison and change their life path.

EPISODE LINKS

https://www.youtube.com/@UCzmkeda2XiYpETOP5MjotrQ

https://www.youtube.com/@UCher6FAAPMTpw0MaINuAKcw

https://www.instagram.com/reallarrylawton

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY LINKS

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - Introduction

4:53 - Prison

15:38 - Coast Guard rescues

26:55 - Mariannas Trench

30:57 - Whitey Bulger & the CIA

39:11 - Religion

46:18 - Growing up as an altar boy

51:54 - Mortality

1:08:58 - Testosterone replacement therapy

1:35:06 - Wild parties

1:43:37 - Psychological aftereffect of trauma

1:56:12 - CKY

2:02:11 - Brittney Griner

2:18:40 - Smuggling things into prison

2:30:12 - Climate change

2:39:40 - Prisoner leasing programs

2:49:19 - LIV golf

Tue, 20 Dec 2022 19:49:10 GMT

#166 - Joe Rogan, Politics, and Conspiracy Theories | David Lucas

David Lucas is a comedian known for his appearances on KILL TONY as a regular, Roast Me, and performing with comics such as Joe Rogan, Louis CK, Tony Hinchcliffe and many more.

EPISODE LINKS:

https://www.davidlucascomedy.com

https://www.instagram.com/davidlucasfunny

https://www.youtube.com/c/DavidLucasComedian

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY SOCIALS

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 13 Dec 2022 20:13:04 GMT

#165 - Mexico's Teenage Narco-Militia Is Deadlier Than Ever | Johnny Mitchell

Johnny Mitchell is a stand-up comedian, writer, & podcaster. He is host of 'The Connect' podcast and is author of a novel entitled Days of the Trap about his time spent in federal prison for marijuana trafficking.

EPISODE LINKS

https://youtube.com/@theconnectpod

https://www.instagram.com/mrjohnnymitchell

JOIN OUR KULT: https://bit.ly/koncretepatreon

DANNY LINKS

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 06 Dec 2022 18:00:00 GMT

#164 - Strange Ancient Discoveries are Being Made in the Amazon Rainforest | Paul Rosolie

Paul Rosolie is a conservationist, explorer, author, filmmaker, and real-life Tarzan. For much of the past 17 years, Paul has lived deep in the Amazon rainforest protecting endangered species and trees from poachers, loggers, and the foreign nations funding them.

EPISODE LINKS

JungleKeepers: https://www.junglekeepers.com

Instagram: https://www.instagram.com/paulrosolie

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Outline

0:00 - Introduction

0:52 - Moving to the Amazon rainforest

3:00 - How the jungles changes you

7:10 - Snakes

20:23 - Getting eaten by an Anaconda

32:53 - Why the Amazon jungle is dying

46:08 - Economics of the rainforest

55:24 - Rogue gold mining operations

59:26 - Piranha

1:06:30 - Uncontacted tribes

1:27:07 - How the Amazon river was formed

1:34:53 - Ancient civilizations

1:44:17 - Pyramids in the Amazon

1:49:44 - Hunter / gatherer chemistry

2:00:37 - Violence & murder

2:13:55 - Human nature & desperation

2:17:06 - Hopeful future

2:23:54 - Cocaine manufacturing

Tue, 29 Nov 2022 21:32:51 GMT

#163 - Scientology is on the Verge of Destruction | Aaron Smith-Levin

Aaron Smith-Levin was raised in Scientology. From early childhood he worked for the organization full-time, as a staff member and a Sea Org member. He held various positions in Philadelphia, Clearwater & Los Angeles, all related to training Scientology auditors. Aaron officially left Scientology in early 2014, and since 2015 Aaron has been educating the public about Scientology and exposing abuses within the organization through his YouTube channel Growing Up In Scientology.

EPISODE LINKS:

Aftermath Foundation: https://theaftermathfoundation.org

YouTube: https://youtube.com/@GrowingUpInScientology

Instagram: https://instagram.com/asmithlevin

Mon, 21 Nov 2022 20:09:58 GMT

#162 - CIA Spy & FBI Agent Debate: China, Ukraine & How To Disappear People | Andrew Bustamante, Jim DiOrio & Julian Dorey

Andrew Bustimante is a "former" covert CIA intelligence officer & clandestine operative. Jim DiOrio is a former FBI Special Agent and international FBI interrogator. Julian Dorey is a master conversationalist and host of the "Trendifier" podcast.

EPISODE LINKS:

Julian: https://www.youtube.com/@JulianDorey

Andy: https://everydayspy.comLearn your spy superpower: https://everydayspy.com/quiz

Jim: https://j3-global.squarespace.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

Tue, 15 Nov 2022 21:24:41 GMT

#161 - How China Is Weaponizing Mexican Cartels Against America | Ed Calderon

Ed Calderon is a non-permissive environment specialist and combative instructor with over 10 years of experience in counter-narcotics, organized crime investigation, and public safety in the northern border region of Mexico. Ed's Links:

Website: https://edsmanifesto.com

Instagram: https://instagram.com/edsmanifesto_

YouTube: https://youtube.com/channel/UCXu84-AhcfCbEdM-gjiVU1Q

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny's links

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 08 Nov 2022 20:38:18 GMT

#160 - Harvard Scientist Exposes CIA Mind Control Weapons Still Being Used Today | Len Ber & Robert Duncan

Leonid Len Ber received his MD degree in the former USSR where he specialized and practiced as an endocrinologist. Now a US citizen, Len is one of the few US civilians to ever be officially diagnosed with Havana syndrome. Robert Duncan is a renaissance educated man from Harvard & M.I.T with a focus on medical sciences, engineering, computer science and more specifically genetic algorithm optimizations of neural networks. He has worked on projects for DARPA, the CIA, the Navy, and Army.

Len Ber - https://twitter.com/PSardonicus

Robert Duncan's Book - https://www.amazon.com/Project-Catcher-Secrets-Cybernetic-Revealed/dp/1452804087

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 01 Nov 2022 20:00:45 GMT

#159 - Ancient Tablets Uncover Proof of Mysterious 'Astronaut Gods' | Billy Carson

Billy Carson is the founder of 4biddenknowledge, author of 'The Compendium Of The Emerald Tablets', and co-founder of the United Family of Anomaly Hunters (UFAH). Billy works with some of the top anomaly hunters in the world to provide evidence of past and present life on Earth, as well as on other celestial bodies inside our solar system. Recently, Mr. Carson earned the Certificate of Science (with an emphasis on Neuroscience) at M.I.T. Among his most notable achievements, Billy is the CEO of First Class Space Agency based in Fort Lauderdale, FL. Specifically, his space agency is involved in research and development of alternative propulsion systems and zero point energy devices. Billy Carson is also a musician and song writer.

4Bidden Knowledge Website: https://www.4biddenknowledge.tv

YouTube: https://www.youtube.com/The4biddenKnowledge

Instagram: https://www.instagram.com/4biddenknowledge

Twitter: https://twitter.com/4biddnknowledge

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 18 Oct 2022 18:45:22 GMT

#158 - Why Discovering Advanced Alien Life Would be Bad for Humanity | Robin Hanson

Robin Hanson is a professor at George Mason University and researcher at Future of Humanity Institute at Oxford. He has a doctorate in social science from California Institute of Technology, master's degrees in physics and philosophy from the University of Chicago, and nine years experience as a research programmer, at Lockheed and NASA.

Robin's Links:

Robin's Twitter: https://twitter.com/robinhanson

Robin's Website: https://mason.gmu.edu/~rhanson

Grabby Aliens (paper): https://grabbyaliens.com/paper

The Elephant in the Brain: https://www.amazon.com/dp/0197551955

The Age of Em: https://www.amazon.com/dp/0198817827

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

Wed, 12 Oct 2022 18:34:57 GMT

#157 - Former Death Row Inmate Explains the Minds of Psychopath Murderers | Dan Thayer

Dan Thayer was sentenced to prison at age 15 & spent the next two decades involved in violent crimes & drug dealing. On this episode Dan shares the most important lessons learned from being around the worst human beings on earth, and personally experiencing death. Today, Dan has successfully turned his life around, became an owner of multiple businesses, a community leader, and a mentor to people of all backgrounds.

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 04 Oct 2022 18:57:55 GMT

#156 - The Most Interesting Con Man in the World | Matthew Cox

Matthew Cox is a true crime writer who was sentenced to 26 years in Federal prison for identity theft and mortgage fraud. One of his most popular stories "Once a Gunrunner" was even turned into the feature film "War Dogs" starring Jonah Hill. Mr Cox was also featured on his own episode of "American Greed" on CNBC. Matt's links: YouTube Channel: http://bit.ly/2EoqWnMWebsite: https://insidetruecrime.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 27 Sep 2022 18:20:04 GMT

#155 - Real "War Dogs" Gunrunner Explains How to Get Rich Off War | David Packouz

David Packouz was an arms dealer during the War in Afghanistan and partner of AEY Inc., a major weapons contractor for the U.S. Department of Defense. In early 2007, when he was just 24 years old, David & his friend Efraim Diveroli secured a $300 million U.S. government contract to supply the Afghan Army with ammunition and weapons. Davids arm dealing story was produced into the 2016 film War Dogs by Todd Phillips. Today David is an entrepreneur, inventor, and musician.

David's Links: https://www.singularsound.com https://instafloss.com https://instagram.com/davidpackouz

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 20 Sep 2022 18:30:59 GMT

#154 - 25 Year CIA Operative Explains the Future of Nukes & UFO's | James "Mad Dog" Lawler

Jim Lawler was CIA officer for 25 years & a member of CIA's Senior Intelligence Service (SIS-3) from 1998 until his retirement in 2005. He was a specialist in the recruitment of foreign spies, and he spent well over half of his CIA career battling the proliferation of weapons of mass destruction. Jim was chief of the A.Q. Khan Nuclear Takedown Team, which resulted in the disruption of the most dangerous nuclear weapons network in history.

Jim's links:

Living Lies - https://amzn.to/3qY4t9a

In the Twinkle of an Eye - https://amzn.to/3UnrQ9L

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Mon, 12 Sep 2022 20:11:13 GMT

#153 - Operation Cyber Juice | Ryan Root

Ryan Root is the largest convicted steroid dealer in US history.

Ryan's Links: Book: https://www.amazon.com/kindle-vella/story/B09PMX3WMX

YouTube Channel: https://www.youtube.com/channel/UCzh27YnEWqXwKGpGVpkldrw

YouTube Channel 2: https://www.youtube.com/c/TheDannyBossaPodcast

Website: https://hormonesforme.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Mon, 05 Sep 2022 19:20:46 GMT

#152 - Former FBI Special Agent Rips the Bureau | Jim DiOrio

Jim DiOrio spent 10 years as one of the most successful undercover agents in the FBI and another 15 as a Special Agent and international FBI interrogator.

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Mon, 29 Aug 2022 19:30:58 GMT

#151 - Proof The Military Captured A Live Alien In Brazil | James Fox

James Fox is the director of The Phenomenon - a documentary about UFO's and a global effort to conceal their existence. His new film 'Moment of Contact' is an exploration of extraterrestrial encounter in Varginha, Brazil. A number of locals, including a group of girls ranging in age from 14-21, had a close encounter with a being described as about 4 feet tall, with brown oily skin, a large head and huge red eyes. Watch the trailer here: https://youtu.be/pE7hVSlk7Zw

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny:

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 23 Aug 2022 19:30:42 GMT

#150 - African Terror Groups Are Hunting This US Marine | Ryan Tate

Ryan Tate is a U.S. Marine Corps veteran and co-founder of Veterans Empowered to Protect African Wildlife (VETPAW). https://vetpaw.org

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Koncrete

http://twitter.com/koncrete

http://instagram.com/koncrete

Tue, 16 Aug 2022 19:50:52 GMT

#149 - Top Secret JFK Documents the Pentagon Will Never Release | James DiEugenio

James DiEugenio is cofounder of the Citizens for Truth about the Kennedy Assassination and the Coalition on Political Assassinations. He was coeditor of The Assassinations, a book on the deaths of JFK, MLK, Robert Kennedy, and Malcolm X. https://www.kennedysandking.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 09 Aug 2022 21:21:04 GMT

#148 - Evidence For Super Advanced Ancient Technology | Ben Van Kerkwyk

Ben Van Kerkwyk travels the world investigating the mysteries of our past, civilizations, cataclysms, and what it all means for us today. Check out Ben's YouTube Channel: http://YouTube.com/UnchartedX http://UnchartedX.com

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Sun, 31 Jul 2022 15:00:29 GMT

#147 - The Weaponization Of Stigma Is Fueling The War On Reality | Mike Hengstebeck

Mike Hengstebeck is Koncrete's UFO / Conspiracy correspondent.

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Wed, 20 Jul 2022 20:17:41 GMT

#146 - People Are Going To Make Big Money In This Housing Crash | Bryon Aponte

Bryon Aponte is a big shot real estate investor and developer in Tampa Florida.

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny: https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 12 Jul 2022 20:00:40 GMT

#145 - The Sinaloa Cartel is Becoming More Powerful Than Ever | Luis Chaparro

Luis Chaparro is a journalist and producer moving between the border of Texas and Mexico covering narcos, drug cartels, immigration and more. https://www.instagram.com/luiskuryaki

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Wed, 06 Jul 2022 19:00:32 GMT

#144 - How I was Wrongfully Convicted of Rape & Murder | Jeffrey Deskovic

Jeffrey Deskovic was wrongfully convicted of the murder of a classmate at the age of 17 and spent half of his life in prison for a crime he did not commit. Jeffrey was finally exonerated 16 years later based on DNA evidence. https://www.deskovicfoundation.org

JOIN OUR KULT: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 28 Jun 2022 16:00:44 GMT

#143 - It's a Good Time to Commit Mortgage Fraud | Matthew Cox

America's favorite con man is back! Subscribe to Matt - https://www.youtube.com/c/InsideTrueCrime

Join the Koncrete Cult: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Tue, 21 Jun 2022 12:00:43 GMT

#142 - Why Swimming Through Shark Infested Ice Water is Good For Your Brain | Ryan Stramrood

Ryan Stramrood is a multiple Guinness World Record holder for ultra-extreme open water and ice swimming. Ryan is rated globally as one of the top 50 extreme swimming athletes in the world. Ryan's death-defying accomplishments have uncovered some of the deepest psychological myths of the human mind. Ryan's book - https://amzn.to/3tJHfWn https://ryanstramrood.com https://www.instagram.com/ryan_stramrood

Follow Danny

Mon, 13 Jun 2022 21:00:58 GMT

#141 - Italian Gangster Takes On Big Pharma to Save His Sick Son | Patrick Girondi

Patrick Girondi is an Italian-American singer, composer and pharmaceutical executive/patient advocate. In his book, Patrick Girondi hunts for a cure for Sickle Cell Disease and Thalassemia in the world of gene therapy. Girondi writes: Id been strangled, shot at, skated more than twenty arrests, made it through 3 FBI witch-hunts and went from the docks to trading and big money. I would see my son cured." But again, the success of the cureand the fate of his sonis imperiled, in a world of lab jackets, mysterious deaths, and cut-throat Wall Street banksters. Get Pat's book here: https://amzn.to/3xMUWGwMore about Pat: https://youtu.be/TI3BL4zDcSc

help us make more money: https://bit.ly/koncretepatreon

danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Thu, 09 Jun 2022 19:33:31 GMT

#140 - Ex-Anonymous Insider Sentenced to 105 Years in Prison | Barrett Brown

Barrett Brown is an American journalist, essayist, activist and former associate of Anonymous. He founded Project PM, a research wiki for analysis of the troves of leaked information concerning the military-industrial complex. https://twitter.com/ProjPM

help us make more money: https://bit.ly/koncretepatreon

Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Mon, 30 May 2022 19:54:09 GMT

#139 - The King of America's MAGA Movement | Forgiato Blow

Forgiato Blow is a hip hop artist based in St. Petersburg Florida. Check him out here: https://www.youtube.com/c/ForgiatoBlow

danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Mon, 23 May 2022 20:46:08 GMT

#138 - Ex-CIA Spy Explains How the United States Turned Him Into a Dissident | John Kiriakou

John Kiriakou is a former CIA counterterrorism officer who was sentenced to 2 years in federal prison for exposing the CIA's enhanced interrogation program. Kiriakou was the first former CIA officer to confirm that the agency waterboarded detainees and label waterboarding as torture. Follow John: https://twitter.com/JohnKiriakou

Follow Danny

Mon, 16 May 2022 17:48:17 GMT

#137 - The Teenage Software Engineer Chasing Down Billionaires Private Jets | Jack Sweeney

Jack Sweeney created ElonJet. Jack codes & programs twitter bots using aviation software to track the private jets of Elon Musk, Bill Gates, Mark Cuban, and Vladimir Putin.

https://twitter.com/JxckSweeney

https://twitter.com/ElonJet

Follow Danny

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

Mon, 09 May 2022 18:00:59 GMT

#136 - Florida's King of Radio Speaks Out On His Dark History | Bubba The Love Sponge

Bubba the Love Sponge is one of the biggest, most successful personalities in the history or radio. He is second only to Howard Stern when it comes to being fined by the FCC. Follow Bubba: https://thebubbaarmy.com

danny

Mon, 02 May 2022 17:00:11 GMT

#135 - Don't Sell Fake Credit Cards to The Russian Mob | John Boseak & Matt Cox

John Boseak & Matthew Cox return! Boseak explains why cyber crime and credit card fraud are so prevalent in Russia & Ukraine and we find a doctor for perform Matt's limb extension surgery.

Subscribe to John - https://www.youtube.com/c/BoseakConundrum

Subscribe to Matt - https://www.youtube.com/c/InsideTrueCrime

help us make more money: https://bit.ly/koncretepatreon

Follow Danny

https://twitter.com/gollumfun

Mon, 25 Apr 2022 18:57:48 GMT

#134 - America's Most Wanted Cyber Fugitive Explains How He Stole Millions | Brett Johnson

Brett Johnson was responsible for refining modern financial cybercrime as we know it today. After being placed on the United States Most Wanted List, captured and convicted of 39 felonies, Brett promptly escaped prison. Captured again, Brett served his time, accepted responsibility, and found redemption through his loved ones and the help of the FBI.

Follow Brett:

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Tue, 19 Apr 2022 19:07:32 GMT

#133 - The Deadliest Conspiracy Theory in the World | Julian Dorey

Subscribe to Trendifier - https://www.youtube.com/channel/UC0A-v_DL-h76F75xik8h03Q

danny

Mon, 11 Apr 2022 20:00:35 GMT

#132 - Exiled From Russia: Embedded Journalist Reveals Putin's Most Unsettling Secrets | David Satter

David Satter is a leading commentator on Russia and the former Soviet Union. He is the author of five books on Russia and the creator of a documentary film on the fall of the U.S.S.R. https://twitter.com/DavidSatter

help us make more money: https://bit.ly/koncretepatreon

danny

Mon, 04 Apr 2022 22:53:07 GMT

#131 - Real Life Limitless Drug: How to Rewire Your Brain Micro-Dosing Psilocybin | Joe & Chris Claussen

First Person is a premium brain performance company centered around mushrooms, both functional and psychedelic.

https://getfirstperson.com Use code: KONCRETE at checkout for 15% off.

danny

Mon, 28 Mar 2022 19:44:22 GMT

#130 - Former Russian Spy Exposes Nuclear Secrets | Jack Barsky

Jack Barsky is a former KGB Russian sleeper who spied on America for a decade.

help us make more money: https://bit.ly/koncretepatreon

sponsors

https://masterworks.io - Go to masterworks dot io and use promo code: Koncrete

https://liquiddeath.com - Use code KONCRETE at checkout to get a free koozie 2-pack with a 12-pack purchase.

danny

Mon, 14 Mar 2022 18:52:28 GMT

#129 - The 'Picasso' of Counterfeiting: How to Print Fake Money | Jeff Turner

Jeff Turner is a counterfeiter who was just released from federal prison. Throughout his criminal career, Jeff has printed over $1 million in fake US $100 bills.

help us make more money: https://bit.ly/koncretepatreon

sponsors

https://liquiddeath.com - Use code KONCRETE at checkout to get a free koozie 2-pack with a 12-pack purchase.

danny

Tue, 08 Mar 2022 21:40:09 GMT

#128 - How I Became Florida's Most Wanted Stunt Man | Jack Tenney

Jack Tenney is a Florida based YouTuber, prankster, stunt man, professional skim boarder, and biological brother to Tfue. https://www.youtube.com/c/joogsquad

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danny

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Wed, 02 Mar 2022 14:44:27 GMT

#127 - Ex-CIA Super Spy Exposes Russia & China's Secret Plan Behind Ukraine Invasion | Andrew Bustamante

Andrew Bustamante is a former covert CIA intelligence officer & Air Force combat veteran who spent 7 years in the CIA as a clandestine operative. He has circled the globe gathering intelligence for the Unites States government living in disguise and serving in the shadows. Today Andrew teaches international espionage tactics that benefit everyday life. On this podcast Andrew talks United States Foreign Policy, the Russia Ukraine war, freedom of speech, Julian Assange, and much more. Test your spy skills with Andy: https://hq.everydayspy.com/ort

Find EverydaySpy on YouTube: https://YouTube.com/everydayspy

Everyday Spy: https://everydayspy.com

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danny

Tue, 22 Feb 2022 01:32:35 GMT

#126 - The 48 Laws of Power | Matthew Cox

America's favorite con man is back and he bought a new outfit! Matt's YouTube Channel: http://bit.ly/2EoqWnM

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danny

https://twitter.com/blockchainboyy

Mon, 14 Feb 2022 18:27:55 GMT

#125 - I'm A Teenage Metaverse Millionaire | The Blockchain Boy

Lucas Dimos is a crypto content creator, co-founder of CryptoKnight.io, and Business Development Officer for InfinityPad. Lucas combines fundamentals-based investing and an industry insider's perspective on cryptocurrency, the markets, and the future of technology to craft a holistic approach to blockchain & crypto in my content.

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danny

https://twitter.com/Brett_Phillips8

Mon, 07 Feb 2022 16:42:07 GMT

#124 - How to Reverse Human Aging | Dom D'Agostino

Dr. Dom D'Agostino returns to the podcast for round 2! On this episode we discuss Dom's research on Hyperbaric Oxygen therapy, metabolic health, the ketogenic or 'keto' diet, weight lifting, anti-aging, NAD therapy, and much more!

https://ketonutrition.org

https://www.instagram.com/dominic.dagostino.kt

https://twitter.com/DominicDAgosti2

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danny

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Mon, 31 Jan 2022 17:45:20 GMT

#123 - Cult Deprogrammer Explains How to Un-Brainwash Cult Victims | Rick Ross

Rick Alan Ross is a cult deprogrammer who has been helping people escape cults since 1982. He recently appeared on HBO's "The Vow", which examined NXIVM, a self-help organization-turned-sex cult. Rick has intervened in more than 500 deprogramming cases in various countries. His book is called Cults Inside Out which demonstrates many of the tactics the groups use for control and manipulation - and, more importantly, some of the most effective methods he and other experts have used to reverse that programming.

https://culteducation.com

https://twitter.com/RickAlanRoss

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danny

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Fri, 21 Jan 2022 02:07:06 GMT

#122 - How Pro Athletes Are Hedging Their Careers With NFT's | Brett Phillips

Brett Phillips is a Major League Baseball player for the Tampa Bay Rays. In 2021 he broke the Hall of Fame legend Babe Ruths record to become the first player in history with three grand slams and an inside-the-parker in a span of 30 days or less. On this episode we talk about diet & fitness, social media, what it was like hitting his INSANE walk-off to win game 4 of the World Series, NFTs and much more.

Follow Brett:

https://baseballisfun35.com

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danny

Thu, 23 Dec 2021 20:04:47 GMT

#121 - How VICE Swindled Me Out of $20,000 | Matthew Cox

America's most wanted con artist got scammed by VICE!

Matt's YouTube Channel: http://bit.ly/2EoqWnM

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danny

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Fri, 17 Dec 2021 21:00:41 GMT

#120 - Giving Birth in Prison Sucks | Jessica Kent

At 23 years old, Jessica Kent was incarcerated on drug and gun-related charges in Arkansas. Shortly after her arrest, Jessica discovered she was pregnant. Though she was still struggling with withdrawals, she was given very little support in prison. When she gave birth in prison at ago 24, the process was barbaric as she was chained to the bed and not allowed to get up, even to use the bathroom for 48 hours afterwards. Today she uses her YouTube channel to talk about addiction, PTSD, and other issues she believes in. Follow Jessica here: https://youtube.com/JessicaKent

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danny

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Fri, 10 Dec 2021 20:20:56 GMT

#119 - Why Humans Need to Leave Earth Soon | Randall Carlson

Randall Carlson is a master builder, architectural designer, teacher, geometrician, geomythologist, geological explorer and renegade scholar. He has 4 decades of study, research and exploration Into the interface between ancient mysteries and modern science, Randall investigates and documents the catastrophic history of the world and the evidence for advanced knowledge in earlier cultures. https://randallcarlson.com

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danny

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Tue, 07 Dec 2021 21:53:10 GMT

#118 - The 4 Possible Outcomes of Ghislaine Maxwell's Trial | Shaun Attwood

The following is a conversation between Shaun Attwood and Matthew Steeples who discuss what will happen to Ghislaine Maxwell during and after her current trial. Shaun has a deep understanding of the current Ghislaine Maxwell trial as he's been following, studying and making videos about Jeffrey Epstein & Ghislaine Maxwell for years.

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danny

Fri, 19 Nov 2021 18:00:52 GMT

#117 - Revealing the most Insane Alien Abduction Claim in History | Brad Abrahams

Brad Abrahams is a documentary filmmaker who investigates some of the worlds most odd & interesting characters for example he spent 3 years documenting David Huggins, a 72 year old man who claims he lost his virginity to an extra-terrestrial alien-woman hybrid and had multiple children with her. Brad also focuses a considerable amount of his work on conspiracy theory culture, dissecting the minds of people who believe in the most outlandish theories & ideas. Follow Brad: http://bradabrahams.net

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danny

Fri, 12 Nov 2021 22:28:24 GMT

#116 - Unmasking The Man Behind QAnon | Cullen Hoback

Cullen Hoback is a documentary filmmaker who is responsible for the New HBO series titled Q: Into the Storm. Cullen spent 3 years filming behind the scenes with the guys responsible for the website where Q posts. #QIntotheStorm is about a bitter rivalry, the origins of QAnon and who is behind the operation. Also free speech and pigs. The series examines the connections between QAnon, President Trump, and political and ex-military operatives. It also explores QAnons influence on American culture and politics and probes the consequences of unfettered free speech permeating the darkest corners of the internet. Follow Cullen here: https://twitter.com/CullenHoback

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danny

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Fri, 29 Oct 2021 18:32:10 GMT

#115 - Scam Artist Explains: What Americans Don't Understand about China | Matthew Cox

True crime author Matthew Cox returns to talk world domination and his new YouTube podcast about Florida strippers.

Check it out here: https://www.youtube.com/channel/UCTMRRkfNOhN4HDH0kllX99g

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danny

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Thu, 14 Oct 2021 19:32:40 GMT

#114 - Lawyer Defending Capitol Rioter Explains Freedom of Speech | Bjorn Brunvand

Bjorn Brunvand is a Florida criminal defense lawyer known for handling some of the most high profile drug cases and murder cases in the United States. On this episode we discuss one of his latest clients, Robert Palmer who was charged with assaulting a law enforcement officer on the capitol steps on January 6th 2021. We also discuss the War on Drugs, the federal Judiciary process, and the death penalty. https://www.acquitter.com

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danny

Fri, 08 Oct 2021 17:46:06 GMT

#113 - Real Life Pirate Explains How to Smuggle Weed into Florida from Colombia | Tim McBride

Tim McBride is a former marijuana smuggler/pot hauler living on the edge of the Florida Everglades. From 1979 to 1989 Tim ran southern waters and the Caribbbean with a band of modern day pirates known by locals as Saltwater Cowboys. Night after night we offloaded up to 20 tons at a time from any vessel that would make the trip from South America. Like Mexico does now, Colombia supplied 42 percent of the marijuana consumed in the United States in 1984. The major percentage of this traffic was controlled by Tims crews working with other smaller crews and several large Colombian organizations. https://originalsaltwatercowboy.com

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danny

Fri, 01 Oct 2021 20:08:45 GMT

#112 - How I Exploited America's Opioid Crisis | Josh DocTV

Josh did 6 years in prison for doctor shopping and essentially exploiting the opioid crisis and selling a very large amount of prescription pain killers like oxycontin. His Channel is about prison and exposing corruption in the Florida Department of Corrections. He does a very good job explaining his experience in the system and what needs to be changed not only in prison system but also in the legal system.

Subscribe to Josh: https://www.youtube.com/c/DOCTV813

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danny

Thu, 23 Sep 2021 13:33:27 GMT

#111 - Is Gabby Petito's Fianc a Psychopath? | Matthew Cox

On this episode we talk about Matts latest documentary being released in Europe, Matt give his take on the current trial taking place with Elizabeth Holmes and Theranos, and towards the end we discuss the latest developments of the Gabby Petito murder investigation.

Matt's Channel - https://www.youtube.com/InsideTrueCrime

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danny

Thu, 16 Sep 2021 16:33:25 GMT

#110 - Former LSD Kingpin Shares His Secrets | Seth Ferranti

Seth Ferranti spent twenty one years in federal prison after being convicted as an LSD kingpin. He had initially faked his suicide to evade law enforcement and was on the US Marshall's 15 Most Wanted list before his eventual arrest. Being a first time, non-violent drug offender, the severity of his sentence garnished national attention and was covered extensively by The Washington Post, Rolling Stone, and many other publications. Ferranti received a bachelor's and master's degree in journalism while he was incarcerated and once he was released, Seth continued his career in journalism and made a transition into film, writing and producing White Boy, a documentary about legendary Detroit-based drug dealer White Boy Rick.

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danny

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Wed, 08 Sep 2021 19:02:05 GMT

#109 - The Harvard Psychiatrist Obsessed with Alien Abduction | Ralph Blumenthal

Ralph Blumenthal was a reporter for The New York Times for 45 years, where he worked as an investigative journalist & crime reporter, and has written seven books based on investigative crime reporting and cultural history. His latest book The Believer: Alien Encounters, Hard Science, and the Passion of John Mack is the first biography of Pulitzer Prize-winning Harvard Psychiatrist John E. Mack who risked an esteemed career in psychology to investigate stupefying accounts of human abductions by aliens. http://ralphblumenthal.com

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danny

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Fri, 27 Aug 2021 02:52:18 GMT

#108 - Is Time Travel Really Possible? | Jake Fox

Jake Fox is an artist and musician. He is also an encyclopedia on conspiracies and a music historian. On this episode Jake talks about the cryptic hidden messaging in music from bands like The Beatles, Jimi Hendrix, Nirvana & Bob Dylan. We also talk about time traveling nukes, JFK, and Backwards matter. Towards the end Jake preforms some of his newest music from his band 'Catatonic Scripts'. Follow Jake - https://www.instagram.com/thefoxface

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danny: