All-In with Chamath, Jason, Sacks & Friedberg

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

Oct 29, 2022

01:36:01

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Highlights

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Episode notes

Meta's $25 Billion Gamble

01:21

Can We Deescalate?

01:47

What's Zuck Doing?

01:06

Amazon, Facebook, Google, Microsoft and Apple - What's Incredible?

00:50

Introduction

2min

Freeburg, I Need My Guitar Player Back

2min

Pura Gagrawal - Best CEO of the Year?

2min

Elon's Got the Right Lawyer to Do a Bulletproof Deal

2min

Twitter's Mow Values Are So Low, Why Isn't Twitter Doing More?

2min

The Most Powerful Change That Twitter Could Make Is 100% Distribution Firehose

3min

The Biggest Idea for Increasing Shareholder Value

2min

Should Elon Musk Let Kanye West Back on the Platform?

3min

Is There an Opportunity for a Lifetime Ban on the Platform?

2min

10.

Is There a Way to Use AI to Tag Content on Twitter?

2min

11.

Do You Think That Trump Should Be Allowed Back?

3min

12.

Should We Be Banging Arguments on Twitter?

2min

13.

Will Elon Be on the Content Moderation Council?

3min

14.

Lex, I'm Sorry You're Going Through That, Isn't It?

2min

15.

The Big Tech Put - What's Next?

3min

16.

What's Going on Above the Line at Facebook?

5min

17.

The Brad Gersoner Proposal Could Sink the Business

2min

18.

Is There a Future in VR and AR?

2min

19.

Consumer Products - You Want to Iterate to Success

2min

20.

What's the Next Gen Oculus?

2min

21.

What's Going to Happen in Silicon Valley?

2min

22.

Why Dual Class Is So Valuable?

1min

23.

The Google Bake Off

3min

24.

The ROIC Was Not a 13-Year Play.

2min

25.

What's Zuck Doing?

3min

26.

Is There a Better Transition?

2min

27.

How Much Has Alphabet Been Spending?

5min

28.

The Market Bottom Is in for the Short Term

2min

29.

Do You Think We're in a Double Dip Recession?

2min

30.

The Stock Market Is Going Up, and It's Going Back

2min

31.

What Do You Think About Ukraine? Is It a Scarlet Letter?

2min

32.

Do You Think We Can Just Have Diplomacy on a Parallel Track at the Same Time That We Arm Ukraine?

2min

33.

Oat Milk Is Like a Walking Thesaurus

2min

34.

I'm Not That Tan, Peter Tio Looks Like He's Rolling On.

2min

35.

Shouldn't All Americans Be Having a Discussion About Our Foreign Policy?

2min

36.

We're Observing This One China Policy

2min

37.

Advanced Semiconductors Are the New Oil

2min

38.

Is China the First Step in an Escalatory Ladder?

2min

39.

Are We Really Ready to Manage an Escalation of the Competition With China?

3min

40.

Are There Things We Could Collaborate On?

2min

41.

Is There a Trigger in Rheumatoid Arthritis?

2min

42.

DNA Sequencing and Identifying Organisms in the Gut Biome

2min

43.

Freeburg Science Corner

2min

44.

What's Up With Xylethol?

2min

45.

We Are DeliciousBC Problem! I'm Going All In!

2min

(0:00) Sacks is back!

(1:01) Sacks recaps his week off

(3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential

(31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more

(1:02:52) Big tech's 2022 decline, macro outlook, market breakdown

(1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China

(1:27:29) Science corner: Gut microbiome advancements

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://www.google.com/finance/quote/TWTR:NYSE

https://twitter.com/elonmusk/status/1586059953311137792

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

https://www.google.com/finance/quote/META:NASDAQ

https://fred.stlouisfed.org/series/JTSJOL

https://fred.stlouisfed.org/series/EFFR

https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks

https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621

https://twitter.com/BillAckman/status/1581831084219645952

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All-In with Chamath, Jason, Sacks & Friedberg

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

Meta's $25 Billion Gamble

Can We Deescalate?

What's Zuck Doing?

Amazon, Facebook, Google, Microsoft and Apple - What's Incredible?

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
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highlights

Save any
moment

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highlights