All-In with Chamath, Jason, Sacks & Friedberg

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

Mar 5, 2022

01:35:54

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Is This the Next Big Transition?

01:40

The United States Is Going to Have to Pay Several of O Tetters

01:37

We're Not Learning From History

02:02

Introduction

2min

The Final Days of Cashmere

2min

The Russians and the Ukranians Are Playing for All the Marbles, So to Speak

4min

Nuclear Material Is Like a Whole Nother Level

2min

Nuclear Weapons, It's an Extinction

3min

I Think We Are at War, but It's the Most Positive Form of It

2min

Are We Going to War in the Future?

2min

Are We Setting Ourself Up for Another Iraq War?

2min

The Economic Value of All That Oil Exceeds the Market Cap of Luke Oil

2min

10.

Are We Really Doing the Calculus?

1min

11.

Is There a Recession?

2min

12.

Are the Sanctions Right?

5min

13.

The Only End Game Now Is Reg Change, Right?

2min

14.

Are the Economic Sanctions Undone?

2min

15.

Is There a Golden Bridge to Ret Retreat Across?

2min

16.

Is There an Exit?

5min

17.

Foreign Policy President Bush's Failure to Listen to the Russians

2min

18.

We're a Communist Country, We Shouldn't Incite Ukraine to Break Off

2min

19.

The Great Decopling, the Great Dependency

2min

20.

Economic Sanctions Don't Work

3min

21.

The Impact of Sanctions on the Global Economy?

2min

22.

Regime Change - What Is the Siss Fire?

2min

23.

Are We Being Propagandized?

2min

24.

I Don't Know What's Going on With Russia

2min

25.

The Strategy Is That They Can Pull a Grosy

1min

26.

The Russians Are Acting Like the Americans Did in the Cuban Missil Crisis

3min

27.

Is This the Next Big Transition?

2min

28.

Does This Give Jijing Peking a Window?

2min

29.

The Ucranians, the Ferocity of the Ukranians

1min

30.

Is It a Good Idea?

2min

31.

Investing in Early Stage Start Ups

2min

32.

Is There Any Good News Out There?

2min

33.

Is There a Print?

3min

34.

What Are the Repercussions, Fully, in a Dynamical System of Global Capital?

2min

35.

We're Not Learning From History

2min

36.

The United States Is Going to Have to Pay Several of O Tetters

2min

37.

Is the World Becoming More Anti Fragile?

2min

38.

What's the Biggest Cartel Break Through?

2min

39.

The Price of Blood Base Cancers

2min

40.

The Cost of Carke Therapedes Is Determined by the Alter Crossor Price

2min

41.

Patents - Is There a Better Model?

2min

42.

Is Frieberg the Right Thing to Do?

3min

43.

What Has Turned Me Against These Regime Change Wars?

2min

44.

We're Not Doing Enough, and We Should Be Careful

3min

0:00 David Sacks: Man for the people

0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare

16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia

34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far

46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan

1:05:22 Market impact, increased volatility, thinking in decades, managing risk

1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point

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/phildstewart/status/1499535843207389186

https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html

https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council

https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04

https://twitter.com/TimothyDSnyder/status/1499587642115117059

https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html

https://www.google.com/finance/quote/LUKOY:OTCMKTS

https://oec.world/en/profile/hs92/wheat

https://twitter.com/balajis/status/1498873063378612227

https://twitter.com/LindseyGrahamSC/status/1499574209567199235

https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html

https://twitter.com/biancoresearch/status/1499385705591709698

https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/

https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/

https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/

https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html

https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/

https://www.nato.int/docu/update/2008/04-april/e0403h.html

https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911

https://www.youtube.com/watch?v=JrMiSQAGOS4

https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU

https://twitter.com/shellenbergermd/status/1499386637066727424

https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r

https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter

https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html

https://twitter.com/Ukraine/status/1497834538843660291

https://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04

https://twitter.com/chamath/status/1496998762496946203

https://twitter.com/morganhousel/status/1499484089082007552

https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/

https://twitter.com/zekejmiller/status/1499739582115553281

https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/

https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/

https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/

https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers

https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911

https://twitter.com/MZHemingway/status/1499588624664657926

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All-In with Chamath, Jason, Sacks & Friedberg

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

Is This the Next Big Transition?

The United States Is Going to Have to Pay Several of O Tetters

We're Not Learning From History

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Save anymoment

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