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 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://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804 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/

*** 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 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://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/ 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/

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 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/elonmusk/status/1514564966564651008 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

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: 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.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder 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

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

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: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap 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://sacks.substack.com/p/the-burnmultiple-51a7e43cb200 https://substack.com/profile/11803623-jamin-ball 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

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: 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/2022/03/16/us/politics/russia-troop-deaths.html 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/

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: 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/phildstewart/status/1499535843207389186 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  

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