Episode
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
1:15:00
Published: Sat Sep 10 2022
Description
0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children 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/theallinpod/status/1568294657632907268 https://www.youtube.com/watch?v=FfJv9QYrlwg https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html https://twitter.com/aaronjmate/status/1566484400224993280
Chapters
After being worn on a podcast, a Montclair hat sold out and was trending on Twitter.
00:00 - 00:51 (00:51)
Summary
After being worn on a podcast, a Montclair hat sold out and was trending on Twitter. The hosts of the podcast joked about receiving free clothes from brands they name drop.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker reminisces about a memorable room, compares it to being punched by Mike Tyson, but has fond memories of it.
00:51 - 04:22 (03:30)
Summary
The speaker reminisces about a memorable room, compares it to being punched by Mike Tyson, but has fond memories of it. Next year, Jim Bankoff of Vox will be running the room, as opposed to Kara.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This podcast discusses the rise of independent journalism and the reasons individuals are leaving mainstream media.
04:22 - 06:35 (02:13)
Summary
This podcast discusses the rise of independent journalism and the reasons individuals are leaving mainstream media. The conversation focuses on the departure of a journalist from The New York Times and the potential for independent artists or journalists to become even more independent.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
A conversation discussing a recall of a certain individual and questioning whether anyone reads a certain publication.
06:35 - 11:05 (04:30)
Summary
A conversation discussing a recall of a certain individual and questioning whether anyone reads a certain publication.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Reflecting on the life of an amazing woman who dedicated her entire life to public service and lived it neutrally, as seen on Netflix's show The Crown, where she saw 17 prime ministers in her lifetime.
11:05 - 16:11 (05:06)
Summary
Reflecting on the life of an amazing woman who dedicated her entire life to public service and lived it neutrally, as seen on Netflix's show The Crown, where she saw 17 prime ministers in her lifetime.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Societal perception towards the natural gas war is shifting, particularly in Europe, where the effects are acutely felt.
16:11 - 22:44 (06:32)
Summary
Societal perception towards the natural gas war is shifting, particularly in Europe, where the effects are acutely felt. Governments are grappling with the need to bail out industries and manage national debt while energy demands spike during winter.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
With the shift from fossil fuels to renewable energy, there is a significant gap in the supply and demand of energy that needs to be addressed by rooting in science and technology.
22:44 - 27:27 (04:43)
Summary
With the shift from fossil fuels to renewable energy, there is a significant gap in the supply and demand of energy that needs to be addressed by rooting in science and technology. The world must consider the repercussions of the energy crisis on millions of people's lives.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The current standoff between the Biden administration and Russia is being met with indignation by European leaders who failed to anticipate Russia's reaction.
27:27 - 32:31 (05:04)
Summary
The current standoff between the Biden administration and Russia is being met with indignation by European leaders who failed to anticipate Russia's reaction. Similarly, these leaders are making the mistake of blindly following Biden into a proxy war with Russia.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
In this podcast, geopolitical risk expert Dror Poleg and energy expert Jason Bordoff discuss the energy challenges faced by Europe and the role that Russia plays in its energy landscape.
32:31 - 39:35 (07:03)
Summary
In this podcast, geopolitical risk expert Dror Poleg and energy expert Jason Bordoff discuss the energy challenges faced by Europe and the role that Russia plays in its energy landscape. They explain how Europe's dependence on Russia for energy exposes its vulnerability in global conflicts.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Perry argues that the security architecture of Europe needs to change as it was created when Russia was weak and the US foreign policy towards Europe and Ukraine was crafted by the same people who drove their Middle East policy.
39:35 - 43:11 (03:35)
Summary
Perry argues that the security architecture of Europe needs to change as it was created when Russia was weak and the US foreign policy towards Europe and Ukraine was crafted by the same people who drove their Middle East policy. This led to the rise of a strongman, Putin, who focused on the restoration of Russian pride, dignity, and strength.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The presence of global supply agreements makes a lot of countries dependent on energy stocks available as imports.
43:11 - 47:07 (03:56)
Summary
The presence of global supply agreements makes a lot of countries dependent on energy stocks available as imports. This can lead to conflicts if there are disruptions in the supply agreement.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The fundamental tension between the needs of the people and the ideology of their leaders may lead to an economic and political crisis in Europe.
47:07 - 53:04 (05:57)
Summary
The fundamental tension between the needs of the people and the ideology of their leaders may lead to an economic and political crisis in Europe. Additionally, the discussion includes the impact of technology like nuclear and trade to achieve energy independence and avoiding wars.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The acquisition of Barstool Sports by Penn Gaming highlights the importance for consumer businesses to be content-driven with direct distribution and scale.
53:04 - 57:57 (04:52)
Summary
The acquisition of Barstool Sports by Penn Gaming highlights the importance for consumer businesses to be content-driven with direct distribution and scale. As democratized media continues to flourish, content creators are able to build their own brands and efficiently distribute consumer goods and services.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Distributed content creation represents a significant investment opportunity over the next decade since it allows individuals to create high-quality content and monetize their audience in a thousand ways beyond ads, leading to businesses that compete with traditional incumbents.
57:57 - 1:04:02 (06:05)
Summary
Distributed content creation represents a significant investment opportunity over the next decade since it allows individuals to create high-quality content and monetize their audience in a thousand ways beyond ads, leading to businesses that compete with traditional incumbents. In this way, every traditional brand is at risk of getting destroyed by influencers who build an audience through content creation and scale businesses on top of it.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The number of kids on behavioral drugs for ADHD, anxiety, and depression is out of control as parents feel bullied into giving their children the pills.
1:04:02 - 1:10:28 (06:25)
Summary
The number of kids on behavioral drugs for ADHD, anxiety, and depression is out of control as parents feel bullied into giving their children the pills. Teachers are often pressuring parents to give their kids these drugs for minor behavioral issues, even prescribing multiple drugs to them.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The cost of DTC marketing on Facebook and Google has doubled and tripled in the last year, leading to falling unit economics for DTC companies.
1:10:28 - 1:13:28 (02:59)
Summary
The cost of DTC marketing on Facebook and Google has doubled and tripled in the last year, leading to falling unit economics for DTC companies. There is a need to explore other methods of customer acquisition to avoid only relying on paid ads.
EpisodeE95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
An individual makes an inappropriate sexual comment about a group of people and then changes the subject to playing poker.
1:13:29 - 1:15:16 (01:47)
Summary
An individual makes an inappropriate sexual comment about a group of people and then changes the subject to playing poker.