logo
episode-header-image
Apr 2023
1h 16m

E126: Big Tech blow-out, Powell's recess...

All-In Podcast, LLC
About this episode

(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

 

Up next
Nov 22
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
<p>(0:00) Bestie intros LIVE from The Venetian Las Vegas</p> <p>(1:13) Epstein Files breakdown</p> <p>(10:06) Biggest Epstein questions: where did his money come from?</p> <p>(14:44) Tether's booming business</p> <p>(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter an ... Show More
1h 1m
Nov 14
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
<p dir="ltr">(0:00) Michael Burry's big short against AI</p> <p dir="ltr">(12:00) Why Palantir is so richly valued vs other tech companies</p> <p dir="ltr">(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms</p> <p dir="ltr">(36:18) H ... Show More
55m 5s
Nov 7
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's s ... Show More
1h 27m
Recommended Episodes
Feb 2024
ROLLUP: $ETH 3k! | TradFi Stonks ATHs | $STRK Now Live | Yuga Acquires PROOF
<p>Last Week of February 2024</p> <p>------<br /> 🏹 USE PODCAST24 FOR 10% OFF<br /> <a href= "https://bankless.cc/Citizen2024">https://bankless.cc/Citizen2024</a>  </p> <p>------<br /> 📣SUI | Register for Sui Basecamp<br /> <a href= "https://bankless.cc/sui-basecamp">https://ba ... Show More
1h 10m
Feb 2024
Reddit’s IPO, Consumer vs. Enterprise AI, and Sam Altman’s New Fund and more! | E1903
<p>This Week in Startups is brought to you by…</p> <p>Northwest Registered Agent. When starting your business, it&#39;s important to use a service that will actually help you. Northwest Registered Agent is that service. They&#39;ll form your company fast, give you the documents y ... Show More
1h 12m
Jun 2023
Digital Identity w/ ENS Domains
Always mixing business and education, Khori has major experience managing for-profits and non-profits, with a big love for tech and always being an early adopter. Developing an interest in distributed ledger tech, and being passionate about decentralized inclusion and identity, h ... Show More
1h 17m
Feb 2024
Out Of Koch Money
<p>Tuesday, February 27th, 2024</p><p>Today, Ken Chesebro concealed secret Twitter account communications from Michigan prosecutors; Manhattan DA Alvin Bragg has asked for a gag order in the upcoming election interference hush money trial of Donald Trump; Russia tied hackers issu ... Show More
38m 13s
Nov 2023
Some 40 Series Getting Discontinued
<p>► Thanks to ProtoArc for sponsoring today’s video! Use code UFD10 to get 10% off! Check out their HUB Mouse &amp; XK01 Folding Keyboard here: https://geni.us/MGmAY &amp; https://geni.us/lZnRV ► Check out today&#39;s hottest tech deals here: https://www.ufd.deals/ https://ho ... Show More
22m 3s
Feb 2024
Empowering Innovation: Oxolo's €13M Funding Boosts AI-Driven Video Platform
<p>Explore the transformative potential of Oxolo's €13M funding round, fueling innovation and pushing the boundaries of AI-driven video technology.</p> <p> Get on the AI Box Waitlist: <a href="https://aibox.ai/" target="_blank">https://AIBox.ai/</a> Join our ChatGPT Community: ⁠h ... Show More
8m 17s
Feb 2024
Nationwide Cyber Attack? Cell Service Outages Reported Across U.S | PBD Podcast | Ep. 369
<p>Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco&#39;s Board of Supervisors to city&#39;s Ele ... Show More
2h 22m
Feb 2024
#981 - How High Can Tech Fly? with Dave Mazza
🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai Dave Mazza, chief strategy officer at Roundhill Investments, joins Ash Bennington to discuss the recent market action after a record-setting week, where he sees the tech sector headed from here, and the outlook for ... Show More
40m 5s
Feb 2023
Listener Q&A: Answering Your Questions About Food Addiction, Guilt, and Weight Gain!
<p class="p1">In this week’s episode, Bonnie is answering juicy listener questions about:</p> <ul class="ul1"> <li class="li1">sugar addiction</li> <li class="li1">moving away from food guilt</li> <li class="li1">how she is doing with pregnancy weight gain </li> </ul><br/> <p cla ... Show More
23m 8s
Jul 2020
Episode 82, 'The Nature of Consciousness' with Susan Blackmore (Part II - Further Analysis and Discussion)
<p class="">The smell of coffee, the taste of asparagus, the warmth of a hug, and the agony of death: conscious experience makes up the fabric of our world, yet many consider it to be the most intractable mystery in philosophy and science. <em>What is it like</em> to undergo expe ... Show More
41m 34s