All-In with Chamath, Jason, Sacks & Friedberg Jason Calacanis

(0:00) Bestie intro!
(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow
(17:52) Interest rates impact on mega-cap company creation
(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues
(1:02:33) Adani's potential fraud, role of short sellers
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.washingtonpost.com/business/2023/02/03/january-jobs-labor-market
https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
https://fred.stlouisfed.org/series/CIVPART
https://www.ustreasuryyieldcurve.com
https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
https://www.google.com/finance/quote/META:NASDAQ
https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10
https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
https://twitter.com/tomloverro/status/1620466827519496194
https://twitter.com/msuster/status/1620653106387386368
https://twitter.com/gradypb/status/1620937502248034304
https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital
https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y
https://hindenburgresearch.com/adani
https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response
https://www.sec.gov/rules/proposed/2022/34-94313.pdf
https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

(0:00) David Sacks does bestie intros!
(2:49) DOJ sues Google over ads business
(23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams
(40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness
(1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more
(1:22:39) Science Corner: Will we soon be able to reverse aging?
Follow the besties:
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://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight
https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html
https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792
https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response
https://noahpinion.substack.com/p/would-breaking-up-google-really-do
https://thehustle.co/12232022-ad-spend
https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay
https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant
https://twitter.com/rebelnewsonline/status/1615770518606561282
https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025
https://www.nature.com/articles/s41467-022-31401-5
https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/
https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592
https://twitter.com/jason/status/1478587551271161857
https://twitter.com/EricTopol/status/1618381912413962240
https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html
https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1
https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html
https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html
https://twitter.com/DavidSacks/status/1618321900324950018
https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768
https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583
https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20

(0:00) Bestie intro, who gets credit for the podcast?
(6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget
(19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy
(39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform
(1:00:42) TikTok's endgame in the US: banned, spun out, or something else?
(1:17:22) Pharma meets AI, best AI business models
Follow the besties:
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/RitchieTorres/status/1616124738752987152
https://twitter.com/TalbertSwan/status/1616101666582892547
https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415
https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige
https://twitter.com/ShellenbergerMD/status/1614782758328598528
https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479
https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change
https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar
https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf
https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html
https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp
https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560
https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html
https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d
https://www.hellopearl.com
https://roboflow.com
https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12
https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157

(0:00) Bestie intro!
(0:43) Reacting to Slate's article on All-In
(11:18) SF business owner caught spraying homeless person on camera
(29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle
(1:09:57) Biden's documents, America's over-classification problem
(1:27:16) Best cabinet positions/ambassadorships
 
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/mattyglesias/status/1613135006272045056
https://www.epsilontheory.com/gell-mann-amnesia
https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html
https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel
https://twitter.com/BettyKPIX/status/1613080547022229504
https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals
https://fortune.com/2023/01/11/structure-openai-investment-microsoft
https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d
https://openai.com/blog/introducing-openai
https://ai.facebook.com/tools/pytorch
https://fairuse.stanford.edu/overview/fair-use/four-factors
https://fred.stlouisfed.org/series/USAPEFANA
 

(0:00) Bestie New Year catch-up!
(2:44) Prediction 1: 2023's biggest political winner
(17:25) Prediction 2: 2023's biggest political loser
(21:57) Prediction 3: 2023's biggest business winner
(30:34) Prediction 4: 2023's biggest business loser
(42:03) Prediction 5: 2023's biggest business deal
(52:41) Prediction 6: 2023's most contrarian belief
(1:03:03) Prediction 7: 2023's best-performing asset
(1:07:50) Prediction 8: 2023's worst-performing asset
(1:14:46) Prediction 9: 2023's most anticipated trend
(1:21:40) Prediction 10: 2023's most anticipated media
(1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation
Follow the besties:
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/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665
https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/
https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html
https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html
https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304
https://twitter.com/DavidSacks/status/1598076726671642624
https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html
https://twitter.com/JenniferJJacobs/status/1611052287954149377
https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california
https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280
https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279

(0:00) Bestie catch up!
(3:05) Kicking off the 2022 Bestie Awards
(4:12) Biggest winner in politics
(9:11) Biggest loser in politics
(16:37) Biggest political surprise
(23:35) Biggest winner in business
(29:48) Biggest loser in business
(42:21) Biggest business surprise
(51:16) Best science breakthrough
(57:36) Biggest flash in the pan
(1:42:24) Best CEO
(1:47:38) Best investor
(1:51:21) Worst investor
(1:52:22) Best turnaround
(1:55:58) Worst human being
(1:59:57) Most loathsome company
(2:01:32) Best new tech
(2:02:34) Best trend
(2:05:09) Worst trend
(2:07:50) Best new media
(2:10:26) The Rudy Giuliani Award for Self-Immolation!
Follow the besties:
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://civil.ge/archives/469054
https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine
https://www.investopedia.com/terms/c/capm.asp

https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928
https://twitter.com/TwitterBusiness/status/1605651865818914816
https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer
https://twitter.com/ShellenbergerMD/status/1604871630613753856
https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718
https://twitter.com/ShellenbergerMD/status/1491418120086454278
https://twitter.com/seanhannity
https://youtu.be/HBiV1h7Dm5E
https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812
https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960
https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292
https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY