All-In with Chamath, Jason, Sacks & Friedberg

E97: SPAC updates, public/private market overview, Putin's end game & more

Sep 23, 2022

01:24:54

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Episode notes

Is There a Playbook for Adverse Selection?

03:06

How Computers Can Overshadow Human Potential

02:05

We Don't Have Live Data

01:56

Potan Sees It as Exitential for Himself

01:31

Introduction

2min

The Risk Reward Isn't Good

4min

The Marginal Trade Should Have Been Trimming Risk

3min

What Do You Think of the Remaining 500 SPACs?

6min

Is There a Data Room?

1min

Do You Know What's Going on With Social Proof?

5min

Do VCs Have New Funds That They're Going to Be Ready to Deploy?

2min

Is the US Economy Automated?

4min

Is There a Clear Path to Resolving Inflation?

3min

10.

Putin Needs the Golden Bridge, Right?

2min

11.

Don't Sleep on the Russian Mothers, David?

6min

12.

Do We Have Leadership on the Level of a Jack Kennedy or Bobby Kennedy?

2min

13.

What's the Difference Between the US and Russia?

1min

14.

Is It a Conscious Decision?

3min

15.

Is America in a Bipolar World?

3min

16.

Do We Use Military Force When Things Aren't Going Well?

4min

17.

Theatrics of the Debt Relief Debt Debt Reform Hearings in California

3min

18.

The IRA and the Federal Government's Incentives for Renewable Energy

2min

19.

Is the ESG in Dilbert's Cartoon?

5min

20.

What's the GTO Move in Every Spot?

2min

21.

Artificial Intelligence

2min

22.

Is There a New Playing Field in Gaming?

5min

23.

How to Model 12 Moves Out in Poker?

2min

24.

Is It a Neural Net?

4min

25.

Is Magnus Carlson a Chess Player?

2min

26.

The Adderall Effect in the Poker Community

5min

0:00 Bestie intros!

1:03 SPAC updates, state of the public/private markets

20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?

31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict

50:45 Government-heavy climate plans, Dilbert/ESG backlash

1:01:20 Poker plans, chess cheating scandal

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://youtu.be/AODfsBMGzGQ

https://twitter.com/chamath/status/1461453308623659010

https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021

https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999

https://www.brown.edu/news/2021-09-01/costsofwar

https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766

https://twitter.com/UncommonYield/status/1572743593508638722

https://twitter.com/Jason/status/1572399621389062145

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All-In with Chamath, Jason, Sacks & Friedberg

E97: SPAC updates, public/private market overview, Putin's end game & more

Is There a Playbook for Adverse Selection?

How Computers Can Overshadow Human Potential

We Don't Have Live Data

Potan Sees It as Exitential for Himself

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
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