(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and major constraints (1:06:47) Quick earnings button and RFK Jr's presidential bid Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/GavinSBaker 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/GOOG:NASDAQ https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/CIVPART https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd https://twitter.com/friedberg/status/1651371655774584832 https://twitter.com/mckaywrigley/status/1651291367224807424 https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea https://twitter.com/Jason/status/1650974906916671493 https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html https://twitter.com/RobertKennedyJr/status/1649190840198209537  

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap 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/GavinSBaker/status/1649107858267439108 https://www.bbc.com/news/science-environment-65294084 https://twitter.com/thePrimalSpace/status/1649051677377560578 https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf https://twitter.com/elonmusk/status/1533408313894912001 https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27 https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094 https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484 https://twitter.com/KanekoaTheGreat/status/1648462770936115202 https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://twitter.com/chamath/status/1647010187377774596 https://en.wikipedia.org/wiki/Dal%C3%ADland- https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023 https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss https://en.wikipedia.org/wiki/Greater_fool_theory https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll

Guest Bob Lee discusses AutoGPT's potential in automating complex tasks and its impact on industries like movie-making. The hosts also delve into the need for regulation in the software industry, the risks and regulation of AI technology, the lack of anonymity in Bitcoin transactions, recent crime in San Francisco, and engage in random humorous banter.

(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture (1:10:02) RIP Bob Lee, fixing San Francisco 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.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html https://anncoulter.substack.com/p/youre-being-played-republicans https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799 https://twitter.com/DavidSacks/status/1638957986138959873 https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states https://www.yahoo.com/now/social-security-funds-could-run-120000267.html https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5 https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.longtermtrends.net/us-debt-to-gdp https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai https://twitter.com/rabois/status/1643655946579607565 https://twitter.com/jarvis_best/status/1643667684247371776 https://twitter.com/FrancisSuarez/status/1642862135226126338 https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html

(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins (26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI (50:19) Reaching and containing AGI, AI's impact on job destruction (1:16:35) RESTRICT Act's bait and switch 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.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups https://sharegpt.com/c/jGKq34x https://openai.com/blog/chatgpt-plugins https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg https://futureoflife.org/open-letter/pause-giant-ai-experiments https://twitter.com/peakcooper/status/1639716822680236032 https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US? (1:25:46) Relativity Space shoutout and bestie wrap! 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.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f https://twitter.com/scottrechler/status/1638534824808923136 https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba https://twitter.com/elonmusk/status/1636928718173003776 https://fred.stlouisfed.org/series/WGS10YR https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676 https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php https://twitter.com/boazweinstein/status/1638964105917890561 https://twitter.com/mr_derivatives/status/1638772846326583296 https://twitter.com/DavidSacks/status/1638957986138959873 https://twitter.com/balajis/status/1636797265317867520 https://twitter.com/balajis/status/1222921758375927808 https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html https://www.piratewires.com/p/2023-banking-crisis https://twitter.com/balajis/status/1448455115271143424 https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered https://twitter.com/markgags/status/802597908033966081 https://twitter.com/relativityspace/status/1638753739128315906

(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team (1:08:36) Science corner: Superconductors (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap! 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://seekingalpha.com/article/4565388-svb-financial-blow-up-risk https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut https://www.bbc.com/news/uk-england-london-64968795 https://www.treasurydirect.gov https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel https://www.axios.com/2023/03/15/stripe-50-billion https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3 https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments https://twitter.com/Jason/status/1633570102326202368 https://www.nature.com/articles/s41586-023-05742-0 https://youtu.be/4lE8QWtrEvQ https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392

(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap 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.fdic.gov/news/press-releases/2023/pr23016.html https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf https://twitter.com/garrytan/status/1634260576431136768 https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk https://www.youtube.com/watch?v=Ymo6Yzjv_KY https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy https://twitter.com/Rippling/status/1634201986894577665 https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4 https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09 https://www.google.com/finance/quote/IAT:NYSEARCA

Brad Gerstner discusses the VC FOMO frenzy in AI, macro update, Fox News lawsuit, US-China competition, and more. Topics also include Marc Benioff's stock-based compensation boom, Ukraine peace proposal, Harvard legacy admissions, and Draymond Green on Black History Month.

(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple (29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved (39:05) AI's outsized impact on SaaS and real-world businesses (55:16) Advice from Steve Jobs on customer-first product development, Section 230 update (1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position (1:14:24) Tinfoil hat corner (1:23:25) Bestie wrap up! 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.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9 https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200 https://twitter.com/tylertringas/status/1627449217294958592 https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next https://twitter.com/Jason/status/1628851245644644352 https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230 https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html https://twitter.com/nytimes/status/1626984889449959430 https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html https://www.bbc.com/news/world-europe-26079957 https://openai.com/blog/how-should-ai-systems-behave