Tech Market Turbulence and Recovery

00:00 Cold Open

00:25 Besties react to last week’s All-In E63

21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust

42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations

1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis

1:32:01 Friedberg’s new company Cana

1:33:47 Learning loss from COVID school closures

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 Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

https://www.youtube.com/watch?v=w1iYGE3PVYA 

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487 

Chamath’s Social Capital 2019 Annual Letter

https://www.socialcapital.com/annual-letters/2019 

Bill Ackman suggests the Fed should raise rate by 50 basis points

https://twitter.com/BillAckman/status/1482449525595943045?s=20 

Gavin Baker’s Twitter on Generals getting shot last

https://twitter.com/GavinSBaker/status/1479454332567310342?s=20 

Jonathan Chait in NY Mag on School Closures

https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html 

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime 

Friedberg’s interview on This Week in Startups

https://youtu.be/dajzLwGAntI?t=1998 

https://apple.co/33Xrbq3