(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
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
E120: Banking crisis and the great VC reset
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
E116: Toxic out-of-control trains, regulators, and AI
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
E110: 2023 Bestie Predictions!
E109: 2022 Bestie Awards Live from Twitter HQ
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
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