The Fiscal Challenges of Progressive Policies in San Francisco

(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

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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/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