All-In with Chamath, Jason, Sacks & Friedberg

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

Jan 22, 2022

01:37:14

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Highlights

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Episode notes

Can Microsoptanac Division Reduce Competition in the Future?

03:50

Slash More Strategics Have the Right to Win

02:42

Do These Deals Really Work?

04:39

Introduction

2min

The Chinese v Us Narrative Is Swelling and Will Continue to Swell This Decade

3min

Saxon, I'm Glad You're Clarifying It.

3min

Camath's Comments Hit a Nervous Nerve

4min

Canc Gam Ofora E Calicatsa Ter Are.

4min

The Discipline of Human Rights

4min

The Cove Thing Was Carrited

1min

Do These Deals Really Work?

5min

The Problem Is That Google Shouldn't Have 40 % Epito Margins

2min

10.

Can Microsoptanac Division Reduce Competition in the Future?

4min

11.

Slash More Strategics Have the Right to Win

3min

12.

Stock Base Compensation

3min

13.

What's Ap an Instagram?

3min

14.

Microsop and Big Tack - I'm Sertain to Get Pretty Pretty

3min

15.

The Risk of Runaway Inflation

2min

16.

The Fed Is Going Crazy Blaming Grom Powell

2min

17.

Is There a Recession in the US Economy?

6min

18.

Is There a Balance of Risks of Inflation?

3min

19.

Is the Crypto Market Getting Smoked?

2min

20.

I'm Not Selling, but I'M Not Feeling Good Right?

2min

21.

The Consumer Doesn't Win, but the Consumer Does Win

3min

22.

Is There a Merch Store Inside of Disney Plus?

6min

23.

Consumer Business vs Enterprise Subscription Business

2min

24.

What's Going on With Fauche?

5min

25.

Do You Think That Peter Dasak Funded the Wohan Institute of Irology?

6min

26.

Bio Defense

2min

27.

Are We Supposed to Have an Equal Health Alliance?

5min

28.

I'll Take Credit for Saying Soche Is the Biggest Political Leader at Our All in a Cathree Cap

2min

29.

Canna, Your New Ator

2min

30.

The New Soda Is Coming to You!

4min

00:00 Cold Open

00:25 Besties react to last week’s All-In E63

21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust

42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations

1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis

1:32:01 Friedberg’s new company Cana

1:33:47 Learning loss from COVID school closures

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 Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

https://www.youtube.com/watch?v=w1iYGE3PVYA

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

Chamath’s Social Capital 2019 Annual Letter

https://www.socialcapital.com/annual-letters/2019

Bill Ackman suggests the Fed should raise rate by 50 basis points

https://twitter.com/BillAckman/status/1482449525595943045?s=20

Gavin Baker’s Twitter on Generals getting shot last

https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

Jonathan Chait in NY Mag on School Closures

https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

Friedberg’s interview on This Week in Startups

https://youtu.be/dajzLwGAntI?t=1998

https://apple.co/33Xrbq3

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All-In with Chamath, Jason, Sacks & Friedberg

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

Can Microsoptanac Division Reduce Competition in the Future?

Slash More Strategics Have the Right to Win

Do These Deals Really Work?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
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