All-In with Chamath, Jason, Sacks & Friedberg

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

Dec 4, 2021

01:18:24

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Episode notes

We're Not Going Back to Lockdowns

02:54

Jack Dorsey and the First Amendment

03:08

What's the Consensus Thinking of the Virus?

04:31

Introduction

5min

When You Get Up, You Play It Oncor

2min

The Secret of the Pippos - Philhelmeth and Brandon Canto

1min

We Apologized for Taking a Week Off.

2min

Is Shedos Moving Here Full Time?

2min

Yifter, I'm in a Frot in College, Wit O School at Night.

4min

What's the Consensus Thinking of the Virus?

5min

We're Not Going Back to Lockdowns

3min

Do You Think the Panda Virus Is Going to Be Eradicated?

2min

10.

The Stock Market Is Not Doing Well, Is It?

6min

11.

Sax, You're Cutting It Right Now.

4min

12.

The Stock Market Is a Lagging Indice, Right?

4min

13.

The Supply Chain Distortion

2min

14.

The Indulgence of Mortgages

5min

15.

Do You Think We're Going to Have a Great Decade?

4min

16.

I'm Only, I'm Only, I'll Be Te Rooky

3min

17.

The Macro Picture Is Changing for Gross Stocks

2min

18.

What's the Difference Between the South American Population and the Chinese Population?

3min

19.

The LVMH Is a Revolving Door.

5min

20.

Do You Really Want to Stand Up to Them?

3min

21.

Those Are the Craziest Ones.

3min

22.

Jack Dorsey and the First Amendment

3min

23.

Twitter and Democracy Worked

3min

24.

The Disinformation Policy Isn't Making AnySense

2min

(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans

(12:30) Understanding the Omicron variant

(24:49) Tech stocks plummet: why the selloff?

(33:44) Inflation: here to stay? What's the 10-year outlook?

(44:57) Anticipating a "Great Resignation" of successful VCs

(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech

(1:02:08) Mike Bloomberg donates $750M to charter schools

(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech

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/trvrb

https://www.nejm.org/doi/full/10.1056/NEJMoa2115463

https://twitter.com/erictopol/status/1466799350990839810

https://twitter.com/Jason/status/1465037481187987457

https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586

https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers

https://fortune.com/2021/08/09/lumber-prices-down-2018-levels

https://twitter.com/rabois/status/1466816803418615812

https://twitter.com/michelletandler/status/1465393612577853440

https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324

https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation

https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse

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All-In with Chamath, Jason, Sacks & Friedberg

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

We're Not Going Back to Lockdowns

Jack Dorsey and the First Amendment

What's the Consensus Thinking of the Virus?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Get the Snipd
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