Episode
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
1:27:29
Published: Sat Oct 23 2021
Description
Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility 58:58 Democrats overplaying their hand, Netflix discourse, and more 1:17:41 Pig kidney biological innovation 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.tmtgcorp.com/press-releases/announcement-10-20-2021 https://www.tmtgcorp.com/company-overview https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html https://twitter.com/scienceisstrat1/status/1450723760806379520 https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801 https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358 https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows
Chapters
A podcast host taunts Saks for his fashion choices and weight, causing Saks to awkwardly defend himself, while the other hosts question his honesty.
00:00 - 00:41 (00:41)
Summary
A podcast host taunts Saks for his fashion choices and weight, causing Saks to awkwardly defend himself, while the other hosts question his honesty.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The All-in Podcast features Chamath Palihapitiya, David Friedberg, and David Sachs discussing various topics with a touch of humor.
00:41 - 03:22 (02:41)
Summary
The All-in Podcast features Chamath Palihapitiya, David Friedberg, and David Sachs discussing various topics with a touch of humor.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The amount of calories a person consumes can decrease by 50 each year as they age, and it's important to stay within a steady state calorie burn based on factors like height and weight to maintain a healthy metabolism.
03:22 - 08:53 (05:31)
Summary
The amount of calories a person consumes can decrease by 50 each year as they age, and it's important to stay within a steady state calorie burn based on factors like height and weight to maintain a healthy metabolism.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
A former trader reminisces about the old days of trading and compares it to the non-stop, 24/7 nature of the crypto market today.
08:53 - 11:12 (02:18)
Summary
A former trader reminisces about the old days of trading and compares it to the non-stop, 24/7 nature of the crypto market today.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
One person in the group was accused of being upset over a game night being moved to a different location, but they clarified that they were not upset and invited the others to continue playing together.
11:12 - 13:13 (02:01)
Summary
One person in the group was accused of being upset over a game night being moved to a different location, but they clarified that they were not upset and invited the others to continue playing together.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Donald Trump plans to create a new social media platform to provide an alternative to traditional media and censorship from big tech companies.
13:13 - 20:14 (07:01)
Summary
Donald Trump plans to create a new social media platform to provide an alternative to traditional media and censorship from big tech companies. The platform, yet to be named, has a potential valuation of $1.7 billion.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The tech industry is underestimated as many people on Wall Street help tech companies make very good decisions, even if they do it clandestinely.
20:14 - 26:41 (06:26)
Summary
The tech industry is underestimated as many people on Wall Street help tech companies make very good decisions, even if they do it clandestinely. While building successful tech products with a good user interface is incredibly challenging, it's not always essential to the user experience.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The market capitalization of social media companies makes them dangerous in terms of buying assets.
26:41 - 34:35 (07:53)
Summary
The market capitalization of social media companies makes them dangerous in terms of buying assets. The rise of subscriber-based payment models has been evident, with Trump successfully persuading subscribers to opt-in for monthly $25 reoccurring subscription.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The volatility of cryptocurrencies like Bitcoin makes it challenging to determine their actual value, particularly when compared to traditional assets.
34:35 - 40:31 (05:56)
Summary
The volatility of cryptocurrencies like Bitcoin makes it challenging to determine their actual value, particularly when compared to traditional assets. The issue of proper valuation came up in a conversation between Barry Silbert, founder of Digital Currency Group, and venture capitalist Chris Sacca.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The disruption of old school industrial businesses by technology, automation, ESG angle investing, and life sciences may lead to acceleration in a continuing disruption cycle for the next decade or two.
40:31 - 47:37 (07:05)
Summary
The disruption of old school industrial businesses by technology, automation, ESG angle investing, and life sciences may lead to acceleration in a continuing disruption cycle for the next decade or two. Paper money can create more incentives, but a valuation reset or inflation could lead to a real problem, taking a long time to work its way through the venture ecosystem.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Due to remote work and technology, anyone can work from anywhere and have access to high paying jobs at technology companies with an unlimited need for skilled workers.
47:37 - 58:27 (10:49)
Summary
Due to remote work and technology, anyone can work from anywhere and have access to high paying jobs at technology companies with an unlimited need for skilled workers. While social media magnifies the success of others, it is important to realize that opportunities for work are expanding globally.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The progressive left tries to shame and ridicule people, especially senators like Manchin and Sinema, into voting their way.
58:27 - 1:01:30 (03:02)
Summary
The progressive left tries to shame and ridicule people, especially senators like Manchin and Sinema, into voting their way. They are used to imposing speech codes, censorship, and COVID mandates and think using such tactics will win them votes.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This episode discusses the dilemma of whether academic experts should be politically correct on controversial issues such as affirmative action and climate science or present their expertise without bias, highlighting the case of acclaimed climate professor Dorian Abbott.
1:01:30 - 1:07:38 (06:08)
Summary
This episode discusses the dilemma of whether academic experts should be politically correct on controversial issues such as affirmative action and climate science or present their expertise without bias, highlighting the case of acclaimed climate professor Dorian Abbott.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The discussion of the actual words and points made by Dave Chappelle in his controversial comedy special is being drowned out by a focus on the identities of those participating in the debate.
1:07:38 - 1:14:39 (07:00)
Summary
The discussion of the actual words and points made by Dave Chappelle in his controversial comedy special is being drowned out by a focus on the identities of those participating in the debate. The lack of meaningful dialogue reveals a disingenuous and broken discussion.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The podcast discusses the potential for infrastructure development in biomanufacturing and the production of therapies, including cell-based and organ-based therapies, which can target various diseases, including cancer.
1:14:39 - 1:22:35 (07:55)
Summary
The podcast discusses the potential for infrastructure development in biomanufacturing and the production of therapies, including cell-based and organ-based therapies, which can target various diseases, including cancer. However, the focus of the discussion is on the need to address global issues, such as climate change and education, over marginal issues.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Li Jiaqi, a popular Chinese influencer known as the "Lipstick King," sold $1.7 billion worth of products in a 12-hour livestream on Taobao, with 250 million people tuning in.
1:22:35 - 1:25:20 (02:45)
Summary
Li Jiaqi, a popular Chinese influencer known as the "Lipstick King," sold $1.7 billion worth of products in a 12-hour livestream on Taobao, with 250 million people tuning in. Despite the success, there are concerns about the sustainability of this kind of livestreaming-driven retail.
EpisodeE52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The Professional Wingman offers his services as a companion for travel, fireside chats, and touchdowns with rich and powerful friends around the world.
1:25:20 - 1:27:23 (02:02)
Summary
The Professional Wingman offers his services as a companion for travel, fireside chats, and touchdowns with rich and powerful friends around the world. He has experience in Kenya, Nigeria, and Ghana, and promises a fun-filled adventure.