E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
All-In with Chamath, Jason, Sacks & Friedberg
Startup Myths and Extreme Weather
This chapter explores misconceptions about startup revenue, using examples from well-known companies like Airbnb, before shifting to discuss the potential impact of the 'ArcStorm' phenomenon on California. It highlights the significance of understanding extreme weather events and their real-life implications, including flooding and personal property damage.
(0:00) Bestie intros!
(1:37) Markets rip on strong economic data
(17:05) Media's broken business model, death spiral
(35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government
(1:04:18) Ethics of publishing non-public financial data
(1:13:07) Fintech's reckoning
(1:26:27) ARkStorm 2.0
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://www.barrons.com/livecoverage/stock-market-today-012524
https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234
https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html
https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html
https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm
https://twitter.com/paulkrugman/status/1750529905627128154
https://fiscaldata.treasury.gov/americas-finance-guide/national-debt
https://twitter.com/RealEJAntoni/status/1750537238578930101
https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx
https://fred.stlouisfed.org/series/FEDFUNDS
https://twitter.com/maxwelltani/status/1750507633247678531
https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html
https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html
https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html
https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html
https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast
https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877
https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy
https://twitter.com/BillAckman/status/1750537848447533207
https://www.cbp.gov/newsroom/stats/nationwide-encounters
https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad
https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december
https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration
https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf
https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them
https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html
https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis
https://einvestingforbeginners.com/average-gross-profit-margin-by-industry
https://twitter.com/TexasLindsay_/status/1750427983448256552
https://twitter.com/WhidbeyWXGuy/status/1750006365790282175
https://twitter.com/US_Stormwatch/status/1749669643634233384
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