Episode
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
1:29:24
Published: Fri Dec 16 2022
Description
(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking (1:22:08) TV catch up, worst person in tech bracket 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.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation https://twitter.com/Cernovich/status/1602457619431493634 https://twitter.com/elonmusk/status/1603190155107794944 https://en.wikipedia.org/wiki/National_Ignition_Facility https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7 https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867 https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12 https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation
Chapters
Jason Calacanis and David Sacks talk about a variety of topics on the All-In podcast, from airline sponsorships to fat shaming, and mention their new investment strategy that they've open sourced to fans.
00:00 - 01:01 (01:01)
Summary
Jason Calacanis and David Sacks talk about a variety of topics on the All-In podcast, from airline sponsorships to fat shaming, and mention their new investment strategy that they've open sourced to fans.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The host discusses the issue of moderation decisions made by tech companies, pointing out the hypocrisy in the actions of some executives who claimed they would never exercise content moderation, yet have been forced to do so due to moral frameworks, with examples of recent doxing by media outlets.
01:01 - 06:58 (05:56)
Summary
The host discusses the issue of moderation decisions made by tech companies, pointing out the hypocrisy in the actions of some executives who claimed they would never exercise content moderation, yet have been forced to do so due to moral frameworks, with examples of recent doxing by media outlets.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The discussion focuses on the role of tech companies in the restoration of free speech in the cyberspace, and Elon Musk’s involvement in moderating content on the social network.
06:58 - 13:25 (06:27)
Summary
The discussion focuses on the role of tech companies in the restoration of free speech in the cyberspace, and Elon Musk’s involvement in moderating content on the social network. The importance of free speech in cyberspace is highlighted, with the hope that other tech companies will follow suit in promoting it.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Concerns with the FAA publishing ICAL numbers that make every plane personally identifiable, as well as the lack of principle basis for censorship decisions.
13:25 - 17:59 (04:33)
Summary
Concerns with the FAA publishing ICAL numbers that make every plane personally identifiable, as well as the lack of principle basis for censorship decisions.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Political speech is the most protected category of speech due to the founders understanding that people in power will limit this kind of speech to protect themselves from accountability.
17:59 - 23:07 (05:08)
Summary
Political speech is the most protected category of speech due to the founders understanding that people in power will limit this kind of speech to protect themselves from accountability. However, different kinds of speech deserve different levels of protection and there is an increase in low level, hyper tactical speech that distracts from the path of free speech.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The National Ignition Facility (NIF) demonstrated a net energy output from the fusion reaction of an inertial confinement system with an energy output that was 1.1 times the energy input.
23:07 - 29:08 (06:00)
Summary
The National Ignition Facility (NIF) demonstrated a net energy output from the fusion reaction of an inertial confinement system with an energy output that was 1.1 times the energy input. They compressed the nuclei of deuterium and tritium super fast until hot enough and close enough together to start fusion.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The cost of sequencing the human genome has decreased drastically over the years, and the fusion of genomics and artificial intelligence has the potential to revolutionize the healthcare industry.
29:08 - 31:23 (02:15)
Summary
The cost of sequencing the human genome has decreased drastically over the years, and the fusion of genomics and artificial intelligence has the potential to revolutionize the healthcare industry. However, it remains uncertain which companies will emerge as leaders in the field.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The potential energy that can be generated from a football field-sized fusion reactor far exceeds that of a solar facility of the same size, despite significant progress made in harnessing solar energy.
31:23 - 34:12 (02:49)
Summary
The potential energy that can be generated from a football field-sized fusion reactor far exceeds that of a solar facility of the same size, despite significant progress made in harnessing solar energy.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Fusion energy has the potential to revolutionize electricity production by being highly scalable and generating energy from hydrogen.
34:12 - 36:57 (02:44)
Summary
Fusion energy has the potential to revolutionize electricity production by being highly scalable and generating energy from hydrogen. While solar energy is limited in scalability, fusion energy has the potential to be a game changer.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker believes that investing in energy efficiency may be a more effective way to advance energy independence and abundance than investing in fusion, which is already being researched in government-sponsored facilities without much potential for private companies.
36:57 - 40:39 (03:42)
Summary
The speaker believes that investing in energy efficiency may be a more effective way to advance energy independence and abundance than investing in fusion, which is already being researched in government-sponsored facilities without much potential for private companies.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The United States has a unique advantage in turning energy into a software problem due to the "resource curse" that plagues governments of countries with vast natural resources.
40:39 - 45:19 (04:40)
Summary
The United States has a unique advantage in turning energy into a software problem due to the "resource curse" that plagues governments of countries with vast natural resources. This is because these countries typically have corrupt governments, while the US is a leader in the software industry.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Jacob Sacks shares his experience of going to a local comedy club at 1 a.m. with Dave Chappelle, where he did a two hour set and interacted with the audience.
45:19 - 48:20 (03:01)
Summary
Jacob Sacks shares his experience of going to a local comedy club at 1 a.m. with Dave Chappelle, where he did a two hour set and interacted with the audience.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The importance of allowing comedians to speak their minds and challenge society in a free society, rather than worrying about being cancelled on Twitter.
48:20 - 50:53 (02:33)
Summary
The importance of allowing comedians to speak their minds and challenge society in a free society, rather than worrying about being cancelled on Twitter.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Private equity firms are currently willing to pay high multiples for public companies, even ones that have experienced significant drops in value, due in part to their ability to receive private credit to fund the deals.
50:53 - 54:24 (03:30)
Summary
Private equity firms are currently willing to pay high multiples for public companies, even ones that have experienced significant drops in value, due in part to their ability to receive private credit to fund the deals.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Investing in private companies depends on the growth rate of the company.
54:24 - 57:43 (03:19)
Summary
Investing in private companies depends on the growth rate of the company. If the company is growing at a high rate consistently, then paying a high price for a stake in the company could lead to substantial gains in the future.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The transition from public to private equity can result in a reduction of stock-based compensation which can affect the company's employees.
57:43 - 1:03:07 (05:24)
Summary
The transition from public to private equity can result in a reduction of stock-based compensation which can affect the company's employees. Private equity firms expect huge returns when buying a company, follow moves of industries like RJR Nabisco and TWA Airlines.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The real dilution of a company's worth in relation to its previous capital raises should be taken into account when treating newly raised capital.
1:03:07 - 1:06:03 (02:55)
Summary
The real dilution of a company's worth in relation to its previous capital raises should be taken into account when treating newly raised capital. Burning through a significant portion of the company's value within a year or two is unwise and should be avoided.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Companies are going to start going out of business over the next two years and software companies need to start acting more capital efficiently to preserve their cash.
1:06:03 - 1:13:30 (07:26)
Summary
Companies are going to start going out of business over the next two years and software companies need to start acting more capital efficiently to preserve their cash. There will be three major sources of slowdown for software companies next year due to cost-cutting measures.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Private equity firms may start to acquire previously over-funded companies, cutting costs and building synergies to create standalone product companies, rather than feature companies.
1:13:30 - 1:20:00 (06:29)
Summary
Private equity firms may start to acquire previously over-funded companies, cutting costs and building synergies to create standalone product companies, rather than feature companies. This could lead to a rationalization of funding for feature companies in Silicon Valley.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This transcript discusses the impact of SAC's claims on public market clearing prices and how this will affect private equity's acquisition of series D or E companies owned by venture capitalists.
1:20:00 - 1:23:27 (03:27)
Summary
This transcript discusses the impact of SAC's claims on public market clearing prices and how this will affect private equity's acquisition of series D or E companies owned by venture capitalists.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker is upset about not being on a list of most loathsome people in tech and mentions a joint plan for the All In Summit 2023 with someone who didn't hate his producer fee.
1:23:27 - 1:26:29 (03:01)
Summary
The speaker is upset about not being on a list of most loathsome people in tech and mentions a joint plan for the All In Summit 2023 with someone who didn't hate his producer fee.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The host plans to be more loathsome than the tech industry leaders in 2021, as he considers them the "dream team" of loathsome behavior.
1:26:29 - 1:27:53 (01:24)
Summary
The host plans to be more loathsome than the tech industry leaders in 2021, as he considers them the "dream team" of loathsome behavior.
EpisodeE108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
In this episode of All In podcast, the hosts discuss the controversy between former Twitter CEO and Airbnb CEO regarding the effect of home-sharing on housing prices.
1:27:53 - 1:29:07 (01:13)
Summary
In this episode of All In podcast, the hosts discuss the controversy between former Twitter CEO and Airbnb CEO regarding the effect of home-sharing on housing prices. They also praise the SuperGut product for its health benefits.