(0:00) New bestie game show!
(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism
(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!
(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence
(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders
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/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html
https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869
https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal
https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor
https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight
https://twitter.com/GordonJohnson19/status/1591062535586848768
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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