(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
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
E9: Trump has COVID, First debate reactions, Coinbase letter response & more
E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more
E7: California's collapse, how SPACs are opening the markets for growth stocks & more
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg
E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks
E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg
E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)
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