logo
episode-header-image
Aug 2022
1h 39m

E92: Adam Neumann's second act, a16z's $...

All-In Podcast, LLC
About this episode

0:00 Bestie intro plus a new moderator!

7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow

25:32 Housing policy: Bay Area, Houston, Miami differences

45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?

1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-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.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html

https://www.google.com/finance/quote/PLD:NYSE

https://www.google.com/finance/quote/WE:NYSE

https://www.google.com/finance/quote/BX:NYSE

https://a16z.com/2020/04/18/its-time-to-build

https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing

https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790

https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16

https://www.foreignaffairs.com/ukraine/playing-fire-ukraine

https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf

https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all

https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html

Up next
Jul 4
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:5 ... Show More
1h 25m
Jun 28
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Dem ... Show More
1h 47m
Jun 21
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stoc ... Show More
1h 52m
Recommended Episodes
Apr 2024
Why America Must Lead in AI Investment with Senator Young (R-IN)
Senator Todd Young (R-IN) speaks with a16z General Partner Martin Casado about the importance of open innovation and American leadership in AI, and why we need to support AI research at all levels — from the classroom to the war room.In this episode, we distinguish science fictio ... Show More
24m 55s
Apr 2024
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out,  AI demand overhyped or underhyped, and c ... Show More
1h 8m
Feb 2022
What Mohamed EL-ERIAN got SO wrong about the Economy [Eurodollar University, Ep. 193]
Mohamed El-Erian appeared on Hidden Forces, a great podcast by Demitri Kofinas. But instead of challenging consensus narratives or thinking critically about the power shaping our world El-Erian obfuscated and misdirected Kofinas and the audience about economics, the Fed and histo ... Show More
54 m
Jul 2024
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockwork ... Show More
1h 18m
Nov 2021
Red or Blue Pill? Bonds say Powell will opt for Blue [Eurodollar University, Ep. 168]
PART 01: Jay Powell has been nominated by President Biden to serve another term as the Federal Reserve chair. Though his nomination has not even been heard by the US Congress, another group of people has already passed judgement on the second term: the bond market (and they say i ... Show More
59 m
Jun 2022
Interview with Macro Alf: Is it Time to Buy Bonds? [Eurodollar University, Ep. 253]
How does a former bank trader with billions of euros in assets react to an impending recession? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis? ... Show More
1 h
May 2024
LIQUIDITY: Major challenger to OpenAI, xAI, closing on $6B in funding | E1944
This Week in Startups is brought to you by… OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist⁠ NetSuit ... Show More
1h 5m
Feb 2022
Fed says QE is Really Very Super Extra Terrific [Eurodollar University, Ep. 187]
The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).----- ... Show More
24 m
Mar 2021
Interview: Izabella Kaminska
Welcome to Making Sense.  Jeff Snider and I are joined by a very special guest, Izabella Kaminska who has accomplished many accomplished things, including being the editor of FT Alphaville, the Financial Times blog.  Though to refer to Alphaville as a mere blog, would be a gross ... Show More
1h 48m
May 2024
Trump Hush Money Trial Closing Arguments
Featuring: Bloomberg's Ed Baxter speaks with Hadriana Lowenkron, Bloomberg's White House and Politics Reporter, to discuss the latest updates on Donald Trump's hush money trial. Saira Malik, CIO of Nuveen discusses the latest movers on the markets. Charlie Ripley, Senior Investme ... Show More
23m 54s