(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
E160: 2024 Predictions! Markets, tech, politics, and more
E159: The Bestie Awards! Recapping the best and worst of 2023
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
E145: Presidential Candidate Chris Christie in conversation with the Besties
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
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