(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing
(1:12:16) Rolling real estate crisis continues
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https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
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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/Jason/status/1755273518416302522
https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales
https://twitter.com/Jason/status/1755386651080106166
https://www.google.com/finance/quote/META:NASDAQ
https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx
https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income
https://www.google.com/finance/quote/SNAP:NYSE
https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html
https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
https://cloudedjudgement.substack.com
https://twitter.com/chamath/status/1754641005851328553
https://help.openai.com/en/articles/8554397-creating-a-gpt
https://twitter.com/ArtificialAnlys/status/1747264832439734353
https://blog.research.google/2009/06/speed-matters.html
https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees
https://artificialanalysis.ai
https://chamath.substack.com/p/deep-dive-artificial-intelligence
https://twitter.com/danshipper/status/1751005727215301053
https://www.youtube.com/watch?v=7waMPlHugYI
https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut
https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
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
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