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/MikeSylvan
Referenced in the show:
The Insiders' Game by David Sacks
https://www.persuasion.community/p/the-insiders-game
ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals
https://rb.gy/g8uwfj
Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion
https://rb.gy/5bhfsf
Rescue California - Recall Gavin Newsom
https://rescuecalifornia.org
Show Notes:
0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?
20:21 Understanding short positions - why do firms short, more transparency & margin requirements
26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos
31:45 Breaking down California’s report card, why the state is such a mess, what structural problems plague it & how to fix them
1:02:04 Chamath’s Aziz Ansari story, Governor potential, top ways to save California
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
In conversation with Sam Altman
In conversation with Sheryl Sandberg, plus open-source AI gene editing explained
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
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