All-In with Chamath, Jason, Sacks & Friedberg

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

Jan 20, 2023

01:36:39

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Highlights

AI Chapters

Episode notes

Business Model for AI with Royalties

04:04

The Problem With Globalization

01:24

The De-Globalization of the Resource Supply Chain

01:53

Investing in Deglobalization

00:41

Introduction

2min

What Are You Talking About?

2min

The All in Podcast - The Origin Story

2min

What Makes Me a Misanthropic Mal-Content?

1min

Florida Governor Ron DeSantis Has Banned AP African American Studies

2min

Is Nikki Haley the Leader in the Republican Nominating Process?

2min

Is Santas Glenn Yunken a Candidate for President?

2min

Vote Republican One Time?

2min

Is George Santos a Whack Job?

2min

10.

The Balance Sheet Is How You Compete

2min

11.

Women Do a Much Better Job Than Men

2min

12.

The World Economic Forum Gathering in Davos

3min

13.

The World Economic Forum Conference in Davos

2min

14.

Do You Believe in the Benefits of Global Trade?

3min

15.

Do You Think Davos Is a Neoliberal Organization?

2min

16.

Is There an Equilibrium?

3min

17.

Is Davos a PR Problem?

3min

18.

Global Future Leaders and Access Journalism in Davos

2min

19.

Is Davos a Gathering of Elites?

2min

20.

The Davos Man

2min

21.

How Can We Afford Not to Bring Back Jobs to America?

3min

22.

Is There a Tightrope to Walk?

2min

23.

The Usefulness of an Investment Decision Isn't 40 Years or 50 Years, but 12 Years

2min

24.

Where Is the Puck Heading?

3min

25.

Is Immigration the Silver Bullet?

2min

26.

Are You Immigrating?

2min

27.

Are You Saying That the PhD Student That Starts Google Is Streaming Across the Border?

2min

28.

Is the Democratic Party Conflating These Two Issues?

2min

29.

The Response of Open Borders Is the Creation of This Nationalist Movement

2min

30.

Immigration - What's the Point Based System?

2min

31.

Are You Opting to a Point Based System?

2min

32.

The McLaughlin Group of 2023

2min

33.

The Next Big Shoe to Drop for ByteDance

2min

34.

TikTok

2min

35.

The Future Is Not Bright for TikTok Here

2min

36.

Is TikTok 100% Spyware?

2min

37.

Is There a Hole in All of These Social Networking Companies?

2min

38.

Do You Think TikTok Is a Real Security Threat?

2min

39.

How Do We Get Past This Regular World War II Hedgehog?

2min

40.

Are You Fucking Selling TikTok US?

2min

41.

Getting the DPI and Moving on Is What I Said.

4min

42.

Is There a Trend in ML and AI?

2min

43.

Is the Seat Model the Right Way to Price a ML AI Company?

2min

44.

The Value of Acquisition in ML&A

3min

45.

ML AI - Is There a Novel Business Model?

2min

46.

How the Hell Did Alec Baldwin Get Charged With Manslaughter?

2min

47.

Is Alec Baldwin Liable for the Gun Going Off?

2min

48.

The Key to Aging in Mammalian Cells

3min

(0:00) Bestie intro, who gets credit for the podcast?

(6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget

(19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy

(39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform

(1:00:42) TikTok's endgame in the US: banned, spun out, or something else?

(1:17:22) Pharma meets AI, best AI business models

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/RitchieTorres/status/1616124738752987152

https://twitter.com/TalbertSwan/status/1616101666582892547

https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415

https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige

https://twitter.com/ShellenbergerMD/status/1614782758328598528

https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479

https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change

https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar

https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf

https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html

https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp

https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560

https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

https://www.hellopearl.com

https://roboflow.com

https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12

https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157

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All-In with Chamath, Jason, Sacks & Friedberg

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

Business Model for AI with Royalties

The Problem With Globalization

The De-Globalization of the Resource Supply Chain

Investing in Deglobalization

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

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podcast player

Discover
highlights