Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
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/MikeSylvan
Referenced in the show:
WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins
https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997
The Changing World Order by Ray Dalio
Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity
https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/
Show Notes:
0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics
10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates
34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?
47:26 Vaccine update, conditioned fear sustaining post-vaccine
58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
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
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