(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
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
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