Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
Statista - Death rates from coronavirus (COVID-19) in the United States
https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state
Tweets:
https://twitter.com/bgurley/status/1382737752794353664
https://twitter.com/DavidSacks/status/1382874547179950082
https://twitter.com/DavidSacks/status/1382466963885199362
https://twitter.com/DrewHolden360/status/1382477293797400581
https://twitter.com/chamath/status/1383073577386201094
Show Notes:
0:00 Bestie intro & crowning a new SPAC king
3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT
12:06 David Sacks on running for governor
15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in
32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama
50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party
54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision
1:04:20 Degradation of faith in institutions accelerated by COVID
1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
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
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