(0:00) Bestie intros, All-In CEO talk, and Chamath's research product

(10:49) Ukraine has its “Cronkite Moment”

(16:56) Market outlook: are we in for a Q4 rally?

(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders

(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

(1:08:07) Silicon Valley's shift right

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Referenced in the show:

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5

https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115

Environmental laws fail future generations and the history of Antarctic exploration