Episode
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
50:52
Published: Fri Aug 05 2022
Description
0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit 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://twitter.com/DavidSacks/status/1554963395660566533 https://davidsacks.medium.com https://ycharts.com/indicators/us_gas_price https://www.macrotrends.net/1369/crude-oil-price-history-chart https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue https://twitter.com/mkraju/status/1554485039710310401 https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html
Chapters
The speakers engage in unstructured conversation, discussing various topics such as the time, their wellbeing, and their language of communication.
00:00 - 00:41 (00:41)
Summary
The speakers engage in unstructured conversation, discussing various topics such as the time, their wellbeing, and their language of communication.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The host of a podcast is fighting against an overbroad subpoena requesting all communication records with friends from the last six months.
00:41 - 03:58 (03:16)
Summary
The host of a podcast is fighting against an overbroad subpoena requesting all communication records with friends from the last six months. The host has acquired legal help to combat the request.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
A court case is alleging that Elon Musk tried to kill a deal because he didn't like the price, using his network of friends to support his case.
03:58 - 08:36 (04:37)
Summary
A court case is alleging that Elon Musk tried to kill a deal because he didn't like the price, using his network of friends to support his case. The legal team is now asking for all of Musk's documents and communications related to the merger and communication records related to other media appearances, including tweets and public appearances.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
A long-standing issue with Twitter's stock has been recognized by those who analyze it comparatively, and the court is unlikely to try and force the merger as it may damage its reputation if the merger is ultimately unsuccessful.
08:36 - 12:08 (03:32)
Summary
A long-standing issue with Twitter's stock has been recognized by those who analyze it comparatively, and the court is unlikely to try and force the merger as it may damage its reputation if the merger is ultimately unsuccessful.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The ongoing job losses due to the pandemic could significantly reduce the number of active social media accounts.
12:08 - 18:22 (06:13)
Summary
The ongoing job losses due to the pandemic could significantly reduce the number of active social media accounts. The spread of negativity on social media from accounts with few followers may be amplified, leading to organized efforts to stifle voices of dissent.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The use of nuclear reactors to produce energy comes with its complexities such as the inability to use water to cool the reactors due to the high temperatures, which could destroy the ecosystem of lakes and rivers in the process.
18:22 - 23:01 (04:39)
Summary
The use of nuclear reactors to produce energy comes with its complexities such as the inability to use water to cool the reactors due to the high temperatures, which could destroy the ecosystem of lakes and rivers in the process. As a result, energy becomes the center point of debates on national security issues like the Ukraine war.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The relevance of the inflation data is more crucial than the Federal Reserve's announcements.
23:01 - 28:34 (05:33)
Summary
The relevance of the inflation data is more crucial than the Federal Reserve's announcements. Recent false statements made by the Federal Reserve indicate that its words hold less significance compared to actual data.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The global market is a reflection of our collective expectations, and there are many potential flashpoints that could cause a major shift in our beliefs and expectations.
28:34 - 32:41 (04:07)
Summary
The global market is a reflection of our collective expectations, and there are many potential flashpoints that could cause a major shift in our beliefs and expectations. Wars, countries dealing with dictators or insolvency, and emerging markets are some of the factors that could quickly escalate and impact the market in significant ways.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
De-globalization will lead to sustained growth with higher interest rates, higher inflation, and higher input costs.
32:41 - 36:30 (03:49)
Summary
De-globalization will lead to sustained growth with higher interest rates, higher inflation, and higher input costs. Consequently, building redundancy and losing key trade partners will have massive economic implications in the longer range.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The West plans to unite against dictators invading other countries, according to discussions on the All-In podcast.
36:30 - 40:19 (03:49)
Summary
The West plans to unite against dictators invading other countries, according to discussions on the All-In podcast. The group is also in agreement that China cannot dictate which U.S. officials can go to Taiwan.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The United States is headed for conflict with China as they are becoming a geopolitical threat, not Russia.
40:19 - 47:50 (07:31)
Summary
The United States is headed for conflict with China as they are becoming a geopolitical threat, not Russia. To contain China, the US would use the island chain strategy created under Eisenhower to keep them bottled up in East Asia.
EpisodeE90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The United States needs to contain dictators and support the status quo by being a status quo power with respect to Taiwan and forcing China to be the revisionist power.
47:50 - 50:38 (02:48)
Summary
The United States needs to contain dictators and support the status quo by being a status quo power with respect to Taiwan and forcing China to be the revisionist power.