(0:00) Bestie intros! Friedberg's jumper

(1:21) US and its allies strike Houthi targets in Yemen

(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?

(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator

(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders

(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey

Follow the besties:

https://twitter.com/chamath

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/SpeakerJohnson/status/1745642200866738254

https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12

https://twitter.com/DavidSacks/status/1745723423396118593

https://twitter.com/DavidSacks/status/1745604701654298826

https://www.imdb.com/title/tt0120885

https://twitter.com/Jason/status/1745514413782917262

https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html

https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization

https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut

https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12

https://layoffs.fyi

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m

https://twitter.com/karrisaarinen/status/1743398553500971331

https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277

https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080

https://twitter.com/chamath/status/1744414462986375440

https://twitter.com/coffeewithone/status/1744488896766042277

https://twitter.com/chamath/status/1745542094696145103

https://once.com

https://twitter.com/jasonlk/status/1745552662572208473

https://twitter.com/MattWalshBlog/status/1742583950944432607

https://www.oscars.org/awards/representation-and-inclusion-standards

https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting

https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html

https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html

https://www.nytimes.com/2022/04/23/business/pilots-diversity.html

https://twitter.com/Jason/status/1735164131806986441

https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million

https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy

(0:00) Bestie intros! Pasty Preppers

(4:17) 2024's Biggest Political Winner

(13:37) 2024's Biggest Political Loser

(19:41) 2024's Biggest Business Winner

(32:08) 2024's Biggest Business Loser

(37:31) 2024's Biggest Business Deal

(41:15) 2024's Most Contrarian Belief

(51:18) 2024's Best-Performing Asset

(56:46) 2024's Worst-Performing Asset

(1:06:14) 2024's Most Anticipated Trend

(1:12:28) 2024's Most Anticipated Media

(1:22:28) Emotional condition heading into 2024

Follow the besties:

https://twitter.com/chamath

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://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan

https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06

https://www.facebook.com/watch/?v=853724306532726

https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624

https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future

https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved

https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415

https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high

https://www.anduril.com/roadrunner

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://twitter.com/CeciliaZin/status/1740109465918328844

https://www.nytimes.com/2023/09/06/business/china-car-exports.html

https://img.caixin.com//2023-04-14/168147450347265.jpg

https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one

https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria

https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea

https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211

https://www.google.com/finance/quote/URA:NYSEARCA

https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran

https://www.imdb.com/title/tt9218128

https://www.imdb.com/title/tt13016388

https://www.imdb.com/title/tt11198330

https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

(0:00) Welcome to the fourth annual Bestie Awards!

(4:14) Biggest Political Winner

(10:26) Biggest Political Loser

(15:14) Biggest Political Surprise

(23:02) Biggest Business Winner

(26:50) Biggest Business Loser

(30:32) Biggest Business Surprise

(35:57) Best Science Breakthrough

(40:30) Biggest Flash in the Pan

(42:34) Best CEO

(44:53) Best Investor

(47:07) Best Turnaround

(50:04) Worst Company

(54:21) Best Meme

(56:53) Best New Tech

(59:57) Best Trend

(1:02:12) Worst Trend

(1:07:42) Favorite Media

(1:12:40) The Rudy Giuliani Award for Self-Immolation

(1:17:02) Final Thoughts

Follow the besties:

https://twitter.com/chamath

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://time.com/person-of-the-year-2022-volodymyr-zelensky

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us

https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://twitter.com/joosteninvestor/status/1737207130111819896

https://www.google.com/finance/quote/MSFT:NASDAQ

https://www.google.com/finance/quote/UBER:NYSE

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

https://www.google.com/finance/quote/META:NASDAQ

https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html

https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83

https://twitter.com/NASA/status/173682682876386142

https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3

https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface

https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531

https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647

https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit

https://www.google.com/finance/quote/NVDA:NASDAQ

https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html

https://www.google.com/finance/quote/NVO:NYSE

https://coinmarketcap.com/currencies/solana

https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d

https://twitter.com/RebelNewsOnline/status/1615770518606561282

https://www.reuters.com/article/idUSKBN28H0C7

https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit

https://twitter.com/thedailyfriday_/status/1686406249317830656

https://twitter.com/WatcherGuru/status/1730250975578038522/video/1

https://twitter.com/huavancuong1507/status/1737474510868058489

https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions

https://twitter.com/exjon/status/1348090383079641091

https://twitter.com/benswann_/status/1737547395766858206

https://twitter.com/chamath/status/1737238320235831546

https://www.imdb.com/title/tt21152040

https://www.imdb.com/title/tt26230388

https://www.youtube.com/@TheDuran

https://www.youtube.com/@judgingfreedom

https://www.youtube.com/@DanielDavisDeepDive

https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797

https://www.youtube.com/@Thebobbialthoff

https://www.youtube.com/@ziwe

https://goop.com/the-goop-podcast

https://www.patreon.com/RedScare

https://cafe.com/cafe-insider-feed

https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html

https://twitter.com/MailOnline/status/1732791280839610390

https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more

(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen

(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment

(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages

(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US

(1:31:58) Colorado bans Trump from primary ballots

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Ryan:

https://twitter.com/typesfast

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://www.flexport.com

https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867

https://www.figma.com/blog/figma-adobe-abandon-proposed-merger

https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17

https://www.google.com/finance/quote/ADBE:NASDAQ

https://www.saasgrid.com

https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions

https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa

https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV

https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo

https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2

https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html

https://cafe.com/cafe-insider-feed

https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast

(0:00) Bestie intros: Mullets!

(2:56) Recapping Friedberg's holiday party

(9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?

(23:21) OpenAI inks deal with Axel Springer

(35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders

(58:25) Alex Jones reinstated on X

(1:22:59) Sacks receives an unlikely apology

(1:27:32) Besties take two questions from the audience

Follow the besties:

https://twitter.com/chamath

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://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play

https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap

https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987

https://support.google.com/googleplay/android-developer/answer/112622

https://twitter.com/openai/status/1734940445824937993

https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories

https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal

https://fairuse.stanford.edu/overview/fair-use/four-factors

https://twitter.com/Jason/status/1730035957850833023

https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected

https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf

https://twitter.com/HansMahncke/status/1735003655697244308

https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html

https://twitter.com/BrendanCarrFCC/status/1734780816599703983

https://twitter.com/elonmusk/status/1733529033575465381

https://twitter.com/DrJBhattacharya/status/1602052936921939968

https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f

https://twitter.com/TheChiefNerd/status/1733496554701365582

https://twitter.com/Mark60480727/status/1735335623207038994

https://twitter.com/Jason/status/1735164131806986441

https://twitter.com/MomCooksFS/status/1735341157800915278

(0:00) Bestie intro!

(3:12) Ivy League antisemitism hearings

(21:55) State of the economy for consumers

(34:55) Signs of life in SaaS, VC shutdowns, and more

(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech

(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more

(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Tucker:

https://twitter.com/TuckerCarlson

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://rankings.thefire.org/rank

https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47

https://academic.oup.com/poq/article-abstract/82/1/135/4868126

https://fred.stlouisfed.org/series/CCLACBW027SBOG

https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html

https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d

https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping

https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html

https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html

https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec

https://twitter.com/KobeissiLetter/status/1730607188341624851

https://twitter.com/chamath/status/1718016818118553622

https://www.saastr.com/carta-startup-shutdowns-are-up-237

https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises

https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr

https://twitter.com/friedberg/status/1732217863975641389

https://ohalogenetics.com

https://www.youtube.com/watch?v=K4pX1VAxaAI

https://www.youtube.com/watch?v=v5tRc_5-8G4

https://blog.google/technology/ai/google-gemini-ai

https://twitter.com/chamath/status/1732482646419403077

https://www.figma.com/templates

https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

(0:00) Bestie intros! Tucker Carlson joins the show

(0:59) Tucker's departure from Fox News

(10:49) The state of American society and the importance of rediscovering national alignment

(30:53) Why prosperity begets self-destruction, climate change, immigration

(59:48) Thoughts on the current political landscape and presidential candidates

(1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit

(1:33:56) Post-interview debrief

(1:41:49) Understanding the chaos at OpenAI

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Tucker:

https://twitter.com/TuckerCarlson

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:

Tucker Carlson segment links:

https://twitter.com/talkrealopinion/status/1728139279019188257

https://twitter.com/greg_price11/status/1729991837958414573

https://twitter.com/hansmahncke/status/1730019598064390597

OpenAI segment links:

https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board

https://twitter.com/btaylor/status/1730030765482938521

https://twitter.com/chamath/status/1726351777581449627

https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22

https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11

http://paulgraham.com/fundraising.html

https://openai.com/our-structure

(0:00) Bestie intros!

(1:25) Democratic Presidential Candidate Dean Phillips shares his business background

(13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician

(29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security

(56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground

(1:19:30) Post-interview debrief

(1:29:12) Xi and Biden meet in San Francisco, Newsom up next?

(1:45:00) Science Corner!: DeepMind's new weather forecasting model

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/TheZachEffect

Referenced in the show:

https://twitter.com/TalentiGelato/status/487275228952014848

https://www.pinterest.com/pin/491244271857449720

https://designreplace.com/dean-phillips-us-congress

https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php

https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments

https://twitter.com/chamath/status/1718016818118553622

https://twitter.com/disclosetv/status/1724093441519341573

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php

https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

(0:00) Bestie Intros: Sacks keeps receipts!

(1:14) Jared Kushner joins the show: background, Trump's campaign validation

(13:12) State of Israel vs Hamas, escalation risks

(23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East

(38:55) Failed solutions, Israel's response, paths to stability

(1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting

(1:15:36) Improving macro picture, potential impact on 2024 election cycle

(1:28:03) Russia-Ukraine

(1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement

Follow the besties:

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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/DavidSacks/status/1722342698110304752

https://twitter.com/DavidSacks/status/1722288226235498511

https://www.youtube.com/watch?v=In1MYEc0-10

https://fred.stlouisfed.org/series/WM2NS

https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL

https://fred.stlouisfed.org/series/T10YIE

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.google.com/finance/quote/ADYEY:OTCMKTS

https://www.google.com/finance/quote/DASH:NASDAQ

https://www.google.com/finance/quote/DDOG:NASDAQ

https://twitter.com/sundeep/status/1722635065983897910

https://twitter.com/elonmusk/status/1721029443160772875

https://twitter.com/kaifulee/status/1721321096727994590

https://openai.com/blog/introducing-gpts

https://openai.com/blog/new-models-and-developer-products-announced-at-devday

https://twitter.com/chamath/status/1721234497482670438

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product

(10:49) Ukraine has its “Cronkite Moment”

(16:56) Market outlook: are we in for a Q4 rally?

(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders

(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

(1:08:07) Silicon Valley's shift right

Follow the besties:

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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/chamath/status/1718722437217685810

https://twitter.com/ShaanVP/status/1719461817699733831

https://twitter.com/chamath/status/1719887650688282786

https://sacks.substack.com

https://responsiblestatecraft.org/zelensky-war-time-magazine

https://twitter.com/davidsacks/status/1719815317000733153

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://time.com/person-of-the-year-2022-volodymyr-zelensky

https://twitter.com/RothCRE/status/1719833548780195882

https://twitter.com/real_bill_gross/status/1720094066183139359

https://twitter.com/real_bill_gross/status/1719010907806904452

https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use

https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco

https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5

https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf

https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence

https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order

https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115

https://ai.meta.com/llama

https://chamath.substack.com/p/the-case-for-big-action-to-regulate

https://twitter.com/ImMeme0/status/1713413678765126062

https://twitter.com/elonmusk/status/1259638112688304129

https://twitter.com/chamath/status/1720112859198419191