Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
All-In with Chamath, Jason, Sacks & Friedberg
Dissecting Google's Possible Breakup and Its Industry Impact
This chapter begins with humorous anecdotes about food before shifting to serious discussions on the Department of Justice's potential breakup of Google. The hosts analyze the implications of this move, comparing it to historical antitrust actions and examining how it could impact Google's revenue and business model.
(0:00) Bestie intros: Jason gets a dish named after him!
(5:27) DOJ considers breaking up Google after last week's antitrust ruling
(28:10) Starbucks replaces CEO with Chipotle chief
(45:37) Work culture, WFH's damage to informal mentorship
(59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus
(1:21:27) Boeing's Starliner disaster strands two astronauts in space
(1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://x.com/harry_schuh/status/1822030518038491400
https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff
https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf
https://www.google.com/finance/quote/CMG:NYSE
https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af
https://www.youtube.com/watch?v=mzLCpmRad5o
https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html
https://x.com/Jason/status/1823826884112867609
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/JStein_WaPo/status/1823913395986305342
https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record
https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024
https://en.wikipedia.org/wiki/Whip_Inflation_Now
https://www.google.com/finance/quote/WMT:NYSE
https://time.com/7009317/reintroduction-of-kamala-harris
https://x.com/TIME/status/1822951410956218385
https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers
https://www.socialcapital.com/ideas/2019-annual-letter
https://www.google.com/finance/quote/BA:NYSE
https://www.azquotes.com/quote/1413855
https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts
https://newatlas.com/space/first-manned-crew-dragon-flight-date
https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq
https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch
https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019
https://www.boeing.com/space/starliner/launch/archive.html
https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch
https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch
https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia
https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c
https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda
https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream
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