(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
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
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
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