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

0:00 Bestie intros!
1:03 SPAC updates, state of the public/private markets
20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?
31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict
50:45 Government-heavy climate plans, Dilbert/ESG backlash
1:01:20 Poker plans, chess cheating scandal
Follow the besties:
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://youtu.be/AODfsBMGzGQ
https://twitter.com/chamath/status/1461453308623659010
https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021
https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor
https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund
https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/
https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999
https://www.brown.edu/news/2021-09-01/costsofwar
https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766
https://twitter.com/UncommonYield/status/1572743593508638722
https://twitter.com/Jason/status/1572399621389062145

0:00 Bestie intro!
0:59 Adobe agrees to acquire Figma for $20B
19:21 How Adobe might bundle Figma, regulatory implications
38:59 Analyzing Google's "one off" acquisition of YouTube
49:33 Friedberg breaks down the latest TPB SPAC news
1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022
1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine
Follow the besties:
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/ADBE:NASDAQ
https://www.figma.com/blog/a-new-collaboration-with-adobe
https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html
https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship
https://twitter.com/LizAnnSonders/status/1570711614277419009
https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html
https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/
https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more!
3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests
12:53 Passing of Queen Elizabeth II
15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more
53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands
1:03:46 Overprescribing of amphetamines to children
Follow the besties:
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/theallinpod/status/1568294657632907268
https://www.youtube.com/watch?v=FfJv9QYrlwg
https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html
https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html
https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html
https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html
https://twitter.com/aaronjmate/status/1566484400224993280
 

(0:00) Bestie intros + Burning Man debate
(4:16) NFT trading volume plummets
(10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue
(40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story
(52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure
(1:06:04) Besties reflect on Mikhail Gorbachev's passing
Follow the besties:
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://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days
https://www.youtube.com/watch?v=XlXSGqvP-A8
https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/
https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html
https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509

0:00 Bestie intros!
1:25 Twitter's former head of security makes allegations against the company
22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities
33:54 Student loan forgiveness
1:03:25 Red wave or red ripple?
1:07:57 Science corner: Gut microbiome, fecal transplants
Follow the besties:
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/technology/interactive/2022/twitter-whistleblower-sec-spam
https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users
https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html
https://time.com/6207996/twitter-whistleblower-allegations/
https://twitter.com/DavidSacks/status/1562179576800763904
https://twitter.com/DavidSacks/status/1562179705322684416
https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23
https://twitter.com/elonmusk/status/1562105413977493504
https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2
https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html
https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards
https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders
https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition
https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers
https://twitter.com/LHSummers/status/1562040653432999936
https://www.socialcapital.com/ideas/2021-annual-letter
https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple
https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf
https://grow.google

0:00 Bestie intro plus a new moderator!
7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow
25:32 Housing policy: Bay Area, Houston, Miami differences
45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?
1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more
1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up
Follow the besties:
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/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html
https://www.google.com/finance/quote/PLD:NYSE
https://www.google.com/finance/quote/WE:NYSE
https://www.google.com/finance/quote/BX:NYSE
https://a16z.com/2020/04/18/its-time-to-build
https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing
https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790
https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16
https://www.foreignaffairs.com/ukraine/playing-fire-ukraine
https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf
https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all
https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html