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: 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: https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3 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/  

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: 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: https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict 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

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: 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: https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972 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

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

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: 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: https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance 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

00:00 Cold Open 00:25 Besties react to last week’s All-In E63 21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust 42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations 1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis 1:32:01 Friedberg’s new company Cana 1:33:47 Learning loss from COVID school closures 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 Episode: Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC https://www.youtube.com/watch?v=w1iYGE3PVYA    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    Chamath’s 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 Baker’s 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    Friedberg’s interview on This Week in Startups https://youtu.be/dajzLwGAntI?t=1998  https://apple.co/33Xrbq3 

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: 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: https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html 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

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: 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: https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705 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 https://fred.stlouisfed.org/series/T10YIE 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

(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: 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: https://www.youtube.com/watch?v=IFMMeCMbNt8 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

(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: 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: https://twitter.com/jack https://twitter.com/Jason/status/1473321415285751811 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

(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: 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: https://twitter.com/DavidSacks/status/1470799225566859268 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

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: 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: https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html 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

(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: 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: https://twitter.com/trvrb 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

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: 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: https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html 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

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: 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: https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959 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

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: 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: https://twitter.com/Suhail/status/1455553539552382979 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

0:00 Bestie intro, child update, Joe Lonsdale’s 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 Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand 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: https://twitter.com/JTLonsdale/status/1453399478254379008 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/

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: 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: https://www.tmtgcorp.com/press-releases/announcement-10-20-2021 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

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:  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: Statista - The U.S. Car Models Most Impacted By The Microchip Shortage 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 Fed’s ‘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!

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: 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: https://coinmarketcap.com 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