(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/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
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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
E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover
E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more
E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more
E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!
E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev
E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
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