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Show Notes:
0:00 Besties do a Microsoft-themed intro
7:53 Spread trading big tech, amazing power of Google and Microsoft
17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route
30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0
35:24 Zillow's iBuying implosion
46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?
1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/Suhail/status/1455553539552382979
https://twitter.com/RTanuku/status/1456324783809826819
https://www.nytimes.com/news-event/elections-2021
https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html
https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html
https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html
https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment
https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303
https://twitter.com/patrickruffini/status/1454792424488902656
https://www.science.org/doi/10.1126/science.abh4049
https://twitter.com/friedberg/status/1454482267707899909
https://www.wsj.com/articles/climate-finance-china-india-11636039142
https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305
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Listen to the best highlights from the podcasts you love and dive into the full episode