(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

Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill 45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets 57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision" 1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm 1:23:51 All-In summit planning Follow the besties: 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://twitter.com/brian_armstrong/status/1443727729476530178 https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance https://twitter.com/DavidSacks/status/1443846265582735362 https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/ https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/ https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802 https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/ https://siblisresearch.com/data/us-stock-market-value/ https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30 https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html

Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook 39:43 Chances of a revolution in China, predictions for the next 1-2 decades 48:37 Decentralized citizen journalism, the end of corporate journalism 58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media 1:18:43 How decentralized media platforms would work mechanically Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/balajis 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/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288 https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725 https://www.readingthechinadream.com/ https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations https://www.amazon.com/End-History-Last-Man/dp/0743284550 https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&revisionId=&format=4&depth=1 https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307 https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/ https://twitter.com/balajis/status/1386288771872673793?lang=en https://twitter.com/VitalikButerin/status/1386024429629558784?s=20 https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578 https://www.youtube.com/watch?v=JOWRembdPS8 https://www.washingtonpost.com/politics/2021/09/23/facebook-testify-kids-safety-lawmakers-probe-whistleblowers-revelations/ https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement https://www.politico.com/news/2021/09/21/facebook-paid-billions-extra-to-the-ftc-to-spare-zuckerberg-in-data-suit-shareholders-allege-513456 https://www.sec.gov/news/press-release/2021-177 https://www.wsj.com/articles/voters-want-to-curb-the-influence-of-big-tech-companies-new-poll-shows-11632405601?st=qnnf9nvvwigp https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423 https://balajis.com/yes-you-may-need-a-blockchain/

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's week from hell, Instagram's harmful impact on teen girls 42:42 How to properly regulate social media's impact on certain groups 1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike 1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds 1:25:54 Mailchimp sells for $12B, employees got no equity 1:29:43 AOC at the Met Gala Follow the besties: 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 Links: https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988 https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739 https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement https://twitter.com/DavidSacks/status/1438597853320908811 https://www.kff.org/wp-content/uploads/2020/08/Slide1.png https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf https://www.sec.gov/news/press-release/2021-176 https://www.sec.gov/news/press-release/2021-164 https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/ https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx https://twitter.com/stoolpresidente/status/1437585404010582016 https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual https://www.bestiesapparel.com/

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing 25:36 The threat of regulatory capture 34:18 Benefits of the "wartime mentality" when solving major issues 45:30 CCP looking to break up Alipay, what this means for US/China relations 49:11 Audience Q&A! Follow the besties: 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://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/ https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/ https://twitter.com/RollingStone/status/1433922442850930696 https://twitter.com/maddow/status/1433521336282976256 https://twitter.com/ggreenwald/status/1434854957614780424 https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353 https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79 https://sacks.substack.com/p/your-startup-is-a-movement https://twitter.com/DavidSacks/status/1426986193271640065

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC 31:28 China's video game ban, is it a good move? 39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion 55:09 Apple alters their payment policies 1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values 1:12:48 Joe Rogan & the narratives woven by the media & consumers Download Callin: https://www.callin.com Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: Elizabeth Holmes Trial https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html China Bans Video Games https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/ Texas SB8 https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/ Apple Modifies App Store Developer Payment Policy https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101 Joe Rogan Covid https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html #allin #tech #news

Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency 1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits 1:34:49 Post-credits scene Follow the besties: 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

Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds 43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising 59:12 Chamath & Jason share Theranos stories, Jason calling out frauds 1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power 1:28:05 New Yung Spielburg banger: "Friedberg Index" Follow the besties: 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: CNBC - Early Google exec got Larry Page's backing to build a start-up factory focused on saving the planet https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17 CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be 'immaterial' in 2022, removing CEO https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html Zymergen - Zymergen Provides Business Update https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29 CNBC - Square to buy Australia's Afterpay in $29 billion deal as 'buy now, pay later' trend takes off https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html

Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies 41:25 CRISPR breakthrough, future possibilities 50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions 1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story Follow the besties: 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: NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628 AP - Biden orders tough new vaccination rules for federal workers https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad Bloomberg - NYC's Top Dining Rooms Will Start Requiring Proof of Vaccination https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/ WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403 WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000 Reuters - ByteDance founder tells staff he's shifting away from CEO's daily work -sources https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17 Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98 Bloomberg - China to Overhaul Education Sector 'Hijacked by Capital' https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital BBC - Tencent shares slide after Beijing crackdown on music rights https://www.bbc.com/news/business-57966023 NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it Science Magazine - CRISPR creates first genetically modified marsupials https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials

Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France 45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements 59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators 1:10:46 Modern online pessimist psychology & how to fix it 1:21:32 Besties give their tech industry takeaways Follow the besties: 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 Referenced in the show: NYT - In France, angry protests, rising infections and record vaccinations. https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html CNBC - Biden on Facebook: 'They're killing people' with vaccine misinformation https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html Fortune - In giant leap for biology, DeepMind's A.I. reveals secret building blocks of human life https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/ The Wizard of Menlo Park - Randall E. Stross https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633 Tweets: https://twitter.com/OliviaGoldhill/status/1417446281685966853 https://twitter.com/DavidSacks/status/1416879494283993088 https://twitter.com/ACLU/status/1417632367200673794

Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will people self-isolate even without government shutdowns? 40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators 47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband 1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021 Follow the besties: 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: WSJ Opinion - What Drives GOP Resistance to Vaccines? https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392 NYT - Some Republican Leaders Speak Up for Vaccines https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/ Study Finds - Over 200 COVID 'long hauler' symptoms identified, many lasting longer than 6 months https://www.studyfinds.org/200-covid-long-hauler-symptoms/ CNN Opinion - Richard Branson's disappointing space jaunt https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half Books: Andy Weir - Project Hail Mary https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202 Jeremy England - Every Life Is on Fire https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017 Tweets: https://twitter.com/ScottAdamsSays/status/1415287991954640901 https://twitter.com/micsolana/status/1415122089720254467 https://twitter.com/elonmusk/status/1414157827145404419 https://twitter.com/blueorigin/status/1413521627116032001 https://twitter.com/elonmusk/status/1386825367948644352

Show Notes: 0:00 Super drought & climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48 San Francisco chaos, "crime is down" controversy, viral crime videos 59:42 Are Israel's recent COVID vaccine findings problematic? Follow the besties: 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: Nuclear energy timeline https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing The Grid: The Fraying Wires Between Americans and Our Energy Future https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ MarketWatch - Target shortens hours in San Francisco due to 'alarming rise' in shoplifting https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560 Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness https://www.gov.il/en/departments/news/05072021-03 Tweets: https://twitter.com/friedberg/status/1413044148735672322 https://twitter.com/michelletandler/status/1411362359734542343 https://twitter.com/michelletandler/status/1411943649231851522 https://twitter.com/cyantist/status/1412478525014085632 https://twitter.com/briansugar/status/1412507632267534340 https://twitter.com/activeasian/status/1412252070829182976 https://twitter.com/DavidSacks/status/1412160046046203909 https://twitter.com/DavidSacks/status/1412163715676327950 https://twitter.com/ThomasSowell/status/1412858750747217922 https://twitter.com/robkhenderson/status/1412899033933307911 https://twitter.com/sfchronicle/status/1409170317826793474 https://twitter.com/briansugar/status/1412507632267534340

Show Notes: 0:00 Jason & Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fear porn? 57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024? 1:06:11 Future of Republican & Democratic parties 1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly? 1:19:42 Sha'Carri Richardson Olympic suspension Follow the besties: 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 Referenced in the show: All-In Stats - E37 https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814 FINRA fines Robinhood $70M https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial Robinhood S-1 https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html Google - US vaccine rates by state https://www.google.com/search?q=vaccination+rates+by+state&oq=vaccination+rates+by&aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&sourceid=chrome&ie=UTF-8 Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743 Politico - 'Not a healthy environment': Kamala Harris' office rife with dissent https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290 Politico - DeSantis 'very wary' of upsetting Trump https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367 CNBC - Judge dismisses FTC and state antitrust complaints against Facebook https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html Amazon's petition for Lina Khan recusal https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf NYT - Sha'Carri Richardson, a Track Sensation, Tests Positive for Marijuana https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html Tweets: https://twitter.com/ALLIN_STATS/status/1409269704573820939 https://twitter.com/DavidSacks/status/1409282278270849028 https://twitter.com/Jason/status/1409282966354857986 https://twitter.com/DavidSacks/status/1409287404628938753 https://twitter.com/DavidSacks/status/1409554101713702917 https://twitter.com/Jason/status/1409289443161382912 https://twitter.com/trvrb https://twitter.com/trvrb/status/1410432407816212481 https://twitter.com/maggieNYT/status/1410682821358858242 https://twitter.com/SenWarren/status/1409649814308986888 https://twitter.com/DavidSacks/status/1409723626476216321