All-In with Chamath, Jason, Sacks & Friedberg

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

Nov 5, 2022

01:28:51

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Is the Fed Going to Slow the Economy Down?

01:20

COVID Is Not the Right Way to Think About Labor Force Numbers

01:23

What's the Best Strategy for a Mid Cap Company?

01:21

The Cyclical Evolution of Democracy

02:35

Introduction

2min

Is There a Racist Message Board?

3min

The Next Generation of Bots on Twitter

2min

Twitter - Micro Payments or Subscription to Third Party Content Providers?

2min

The New York Times and Sub Stack

2min

Twitter and Due Diligence

2min

Are You Covering for These People?

2min

I'm Not Defending It. You're Both Sides

2min

Is There a Double Dip in Layoffs?

2min

10.

The Fed Funds Rate Is Going to Go to Five and a Half Percent

2min

11.

Is Elon Twitter Going to Cut 30 40 50% of the Employee Base?

2min

12.

The Private Software Universe and the Public Software Universe

2min

13.

How Many Companies Will Go Private in the Next 18 Months?

3min

14.

Can Convertible Debt Be Restructured?

2min

15.

Scaled Unified Software Companies Are Going to Die

3min

16.

How to Get a Dividend Yield of Five Percent of Growth

2min

17.

Is the Fed Going to Slow the Economy Down?

2min

18.

The Risk-Free Rate Is Not Zero Risk

4min

19.

Is the Fed Really Reacting Too Slowly to Inflation?

2min

20.

COVID Is Not the Right Way to Think About Labor Force Numbers

2min

21.

Why Founders Should Be Cautious in the Face of a Recession

2min

22.

I Think the Next Shoe to Drop Has to Be the Founders and the Boards Ego

2min

23.

I'm Just Looking at the Markets Today Get Labs Down 15 Percent

2min

24.

The Biggest Mistake People Make in Riffs

2min

25.

Are You Going to Stay in the Stock Cash Today Versus Cash in the Future?

2min

26.

What's the Best Strategy for a Mid Cap Company?

2min

27.

Think Experiment for Founders

2min

28.

The Stock Market Loves What Airbnb's Doing

3min

29.

Senate

2min

30.

Ohio Is Going Republican and Arizona Is Going to Be a Nail Biter

2min

31.

What's Going on in the World of Opioids and Whatnot?

2min

32.

The Same Thing After 9-11

2min

33.

Are We Going to Have a Recession in 2024?

2min

34.

Is It a Good Idea to Vote Democrat or a Democrat?

2min

35.

Do We Really Need a Split Government?

3min

36.

The Cyclical Evolution of Democracy

3min

37.

The Volatile Volatility of the Populist Wave

2min

38.

Are You a Populist or a Progressive?

2min

39.

The Insider Expert Class

1min

40.

DNA Sequencing Is a Machine of Biology

5min

41.

Is the Metagenome Really a Drug Discovery Mindset?

2min

42.

We've Gotten the Precursors to DNA From Meteorites

2min

43.

The Evolution of Learning Machines

3min

(0:00) Jason's new brand deal

(1:18) Bestie updates

(9:12) "Ligma/Johnson" blunder outside of Twitter HQ

(15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated

(35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years

(54:04) Midterm election preview, understanding the shift toward populism

(1:17:32) Science corner: Understanding Meta's AlphaFold competitor

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/elonmusk/status/1588538640401018880

https://twitter.com/yoyoel/status/1587230924554399744

https://twitter.com/dee_bosa/status/1587158734689767425

https://twitter.com/TechBroDrip/status/1586370087287521280

https://twitter.com/elonmusk/status/1586149451348910081

https://layoffs.fyi

https://twitter.com/Post_Market/status/1577793695734284289

https://twitter.com/bullfightcap/status/1588311417052012544

https://www.youtube.com/watch?v=vBkzm4a7iY4

https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271

https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month

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

https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate

https://www.bbc.com/news/business-63471725

https://www.google.com/finance

https://twitter.com/bgurley/status/1554589241560010753

https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report

https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html

https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879

https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement

https://projects.fivethirtyeight.com/biden-approval-rating/

https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M

https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy

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All-In with Chamath, Jason, Sacks & Friedberg

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

Is the Fed Going to Slow the Economy Down?

COVID Is Not the Right Way to Think About Labor Force Numbers

What's the Best Strategy for a Mid Cap Company?

The Cyclical Evolution of Democracy

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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Discover
highlights