(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
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://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
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
E97: SPAC updates, public/private market overview, Putin's end game & more
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
E88: First principle politics, China chaos & outlook, state of private/public markets & more
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
#AIS: Palmer Luckey on Anduril
#AIS: Bestie AMA with Valor's Antonio Gracias
#AIS: Opening chat with Miami Mayor Francis Suarez
#AIS: Joe Lonsdale on the problem with higher education
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
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