All-In Podcast | E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner @allin | Uploaded March 2023 | Updated October 2024, 1 hour ago.
(0:00) Bestie intros!
(6:47) The VC FOMO frenzy in AI
(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs
(37:23) Macro update: inflation not done, weaker earnings, interest rates
(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom
(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China
(1:34:33) Ukraine update: China's peace proposal, US strategy
(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month
(1:50:01) Stripe chart errata, bestie wrap!
Follow the besties:
twitter.com/chamath
https://linktr.ee/calacanis
twitter.com/DavidSacks
twitter.com/friedberg
twitter.com/altcap
Follow the pod:
twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
twitter.com/yung_spielburg
Intro Video Credit:
twitter.com/TheZachEffect
Referenced in the show:
wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506
thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview
economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence
podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979
openai.com/blog/introducing-chatgpt-and-whisper-apis
twitter.com/heykahn/status/1628453782177865728
ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466
wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d
cdn.statcdn.com/Infographic/images/normal/21023.jpeg
barrons.com/articles/home-prices-dropping-redfin-fac43ede
google.com/finance/quote/CRM:NYSE
s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf
seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript
twitter.com/altcap/status/1631361678582611970
investopedia.com/articles/06/fas123r.asp
wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0
reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01
reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27
wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611
euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now
wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188
twitter.com/wikileaks/status/1496886759665586177
twitter.com/deloreshandy/status/1629516350602264582
nber.org/system/files/working_papers/w26316/w26316.pdf
tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year
bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take
newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled
#allin #tech #news
(0:00) Bestie intros!
(6:47) The VC FOMO frenzy in AI
(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs
(37:23) Macro update: inflation not done, weaker earnings, interest rates
(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom
(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China
(1:34:33) Ukraine update: China's peace proposal, US strategy
(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month
(1:50:01) Stripe chart errata, bestie wrap!
Follow the besties:
twitter.com/chamath
https://linktr.ee/calacanis
twitter.com/DavidSacks
twitter.com/friedberg
twitter.com/altcap
Follow the pod:
twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
twitter.com/yung_spielburg
Intro Video Credit:
twitter.com/TheZachEffect
Referenced in the show:
wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506
thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview
economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence
podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979
openai.com/blog/introducing-chatgpt-and-whisper-apis
twitter.com/heykahn/status/1628453782177865728
ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466
wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d
cdn.statcdn.com/Infographic/images/normal/21023.jpeg
barrons.com/articles/home-prices-dropping-redfin-fac43ede
google.com/finance/quote/CRM:NYSE
s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf
seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript
twitter.com/altcap/status/1631361678582611970
investopedia.com/articles/06/fas123r.asp
wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0
reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01
reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27
wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611
euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now
wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188
twitter.com/wikileaks/status/1496886759665586177
twitter.com/deloreshandy/status/1629516350602264582
nber.org/system/files/working_papers/w26316/w26316.pdf
tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year
bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take
newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled
#allin #tech #news
