All-In Podcast | E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis @allin | Uploaded February 2024 | Updated October 2024, 2 hours ago.
(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing
(1:12:16) Rolling real estate crisis continues
Follow the besties:
twitter.com/chamath
twitter.com/Jason
twitter.com/DavidSacks
twitter.com/friedberg
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:
twitter.com/Jason/status/1755273518416302522
macrumors.com/2024/01/29/apple-vision-pro-headset-sales
twitter.com/Jason/status/1755386651080106166
google.com/finance/quote/META:NASDAQ
investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx
macrotrends.net/stocks/charts/META/meta-platforms/net-income
google.com/finance/quote/SNAP:NYSE
https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html
d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
cloudedjudgement.substack.com
twitter.com/chamath/status/1754641005851328553
help.openai.com/en/articles/8554397-creating-a-gpt
twitter.com/ArtificialAnlys/status/1747264832439734353
https://blog.research.google/2009/06/speed-matters.html
techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees
artificialanalysis.ai
chamath.substack.com/p/deep-dive-artificial-intelligence
twitter.com/danshipper/status/1751005727215301053
youtube.com/watch?v=7waMPlHugYI
bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut
asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people
#allin #tech #news
(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing
(1:12:16) Rolling real estate crisis continues
Follow the besties:
twitter.com/chamath
twitter.com/Jason
twitter.com/DavidSacks
twitter.com/friedberg
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:
twitter.com/Jason/status/1755273518416302522
macrumors.com/2024/01/29/apple-vision-pro-headset-sales
twitter.com/Jason/status/1755386651080106166
google.com/finance/quote/META:NASDAQ
investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx
macrotrends.net/stocks/charts/META/meta-platforms/net-income
google.com/finance/quote/SNAP:NYSE
https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html
d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
cloudedjudgement.substack.com
twitter.com/chamath/status/1754641005851328553
help.openai.com/en/articles/8554397-creating-a-gpt
twitter.com/ArtificialAnlys/status/1747264832439734353
https://blog.research.google/2009/06/speed-matters.html
techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees
artificialanalysis.ai
chamath.substack.com/p/deep-dive-artificial-intelligence
twitter.com/danshipper/status/1751005727215301053
youtube.com/watch?v=7waMPlHugYI
bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut
asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people
#allin #tech #news
