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    E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

    The EU's implementation of censorship rules raises concerns about freedom of speech and the potential for overreach, highlighting the need for clarity and balance in regulating online content.

    enOctober 20, 2023

    About this Episode

    (0:00) Bestie intros

    (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures

    (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past

    (42:56) Harvard and Penn megadonors cut ties

    (50:43) The EU's DSA: consumer protection or censorship regime?

    (1:06:05) GLP-1: the second biggest hype cycle of 2023

    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/robbystarbuck/status/1714629327134834975

    https://twitter.com/EndWokeness/status/1714416589724864790

    https://twitter.com/CollinRugg/status/1714432578852438392

    https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza

    https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election

    https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound

    https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey

    https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925

    https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank

    https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p

    https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines

    https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html

    https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html

    https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html

    https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival

    https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival

    https://rankings.thefire.org/rank

    https://twitter.com/samaberman/status/1713687680280641596

    https://twitter.com/ThierryBreton/status/1714637297939788107

    https://www.theverge.com/23845672/eu-digital-services-act-explained

    https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126

    https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24

    https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348

    https://www.google.com/finance/quote/NVO:NYSE

    https://twitter.com/calleymeans/status/1714863716968308931

    🔑 Key Takeaways

    • Conflicts have a profound emotional impact, not just on those directly involved but also on bystanders. Empathy and rationality are crucial in navigating through complex situations. Stay composed and seek resolution amidst tensions.
    • The media and personal biases contribute to the cycle of violence in the Middle East, making it important to find ways to break this cycle for peace and stability.
    • Despite tensions, efforts of deescalation and recognition of stakes by influential parties demonstrate a commitment to prevent further escalation and pave the way for resolution.
    • Israel's decision on entering Gaza is influenced by the difficulty of the military operation, potential consequences, ongoing diplomacy, domestic pressure, and the role of hostage release.
    • Understanding the complexities of internal divisions and extremist influences in Israel is essential for the Biden administration to support Israel effectively while promoting human rights and avoiding religious conflicts.
    • Separating genuine concerns from hatred is essential in addressing the conflict, fostering empathy, and finding a resolution that benefits both Israelis and Palestinians.
    • The recent events have brought attention to the importance of resolving the Palestinian question, with normalization efforts between Israel and Arab states on hold. The shift in Israel's domestic politics and the protests worldwide add complexity to the path towards compromise.
    • Balanced education and leadership are crucial in breaking the destructive cycle of the Israeli-Palestinian conflict, as recent events have shown the consequences of closed-mindedness and a lack of nuance.
    • Elite schools in the US are failing to uphold free speech, suppressing alternative views and stifling differing opinions, raising questions about their credibility and values. This issue is relevant in the context of the EU's Digital Services Act.
    • The Digital Services Act introduces excessive government oversight and control, restricts personalized web experiences for minors, and raises concerns about privacy, censorship, and the overall quality of internet services.
    • Tech companies operating in Europe face challenges from strict regulations and potential overreach. The economic rational argument suggests that the cost of compliance may outweigh revenue. There is also a fear of these regulations spreading to other markets and a concern for the prioritization of compliance over free speech. It emphasizes the importance of carefully considering the economic implications and potential consequences of regulatory decisions.
    • The EU's implementation of censorship rules raises concerns about freedom of speech and the potential for overreach, highlighting the need for clarity and balance in regulating online content.
    • GLP ones can be an effective solution for weight loss, but understanding their potential risks and benefits is crucial for individuals considering their use.
    • Weight loss drugs like Ozempic may lead to a higher percentage of muscle loss compared to traditional methods. To prevent muscle loss and maintain long-term weight loss, exercise, protein consumption, and healthy habits are essential.
    • Weight loss drugs can aid in weight loss, but they should be used alongside exercise and lifestyle changes for sustainable results. They are not a quick fix, but a tool to support overall health and weight management.
    • GLP-one drugs like Ozempic have shown potential for significant weight loss and impact on various health conditions, but a holistic approach with diet and exercise is crucial for managing obesity effectively.
    • By maintaining discipline and being aware of our actions, we can improve our health and make better financial decisions. It is crucial to weigh ourselves daily, make conscious choices about diet and exercise, and stay informed about the implications of financial practices.

    📝 Podcast Summary

    Emotional Impact of Conflicts: A Discussion on Israel Situation

    The recent discussion on the all in podcast about the situation in Israel highlights the emotional impact of conflicts on individuals. David Friedberg expressed his emotional distress and sadness about the events, particularly focusing on the suffering of innocent children in both Israel and Gaza. This shows that conflicts affect not only the people directly involved but also those who witness the events from afar. The discussion also touched on the importance of maintaining composure and seeking resolution amidst the tensions. Chamath Palihapitiya expressed some optimism about the situation, suggesting that it is not escalating as much as initially feared. Overall, this takeaway emphasizes the human aspect of conflicts and the need for empathy and rationality in navigating through such complex situations.

    The Role of Preconceived Notions and Confirmation Bias in Fueling Middle East Conflict

    The volatile situation in the Middle East is fueled by preconceived notions and confirmation biases. The recent incident of the hospital bombing in Gaza, initially blamed on Israel, highlights how people on both sides of the conflict are quick to assign blame based on their existing beliefs. The power of media and social platforms further amplifies these biases, making it difficult to find the truth and encouraging escalation. Regardless of the actual facts, individuals tend to see evidence that supports their own moral stance, justifying their actions and perpetuating the cycle of violence. Therefore, finding a way to break this cycle and mitigate the escalation of conflict becomes crucial in promoting peace and stability in the region.

    Promoting Deescalation Amidst Tensions

    Despite the tensions and conflicts in the region, the situation is not escalating as some might fear. While there is deep hurt and anger on both sides, there are also efforts of deescalation that should not be overlooked. Examples such as Iran's press release to Israel through the UN, Israel's decision not to enter Gaza as initially planned, and ongoing discussions between Jordan, the Palestinian Authority, and Biden all demonstrate a recognition of the stakes and a desire to prevent further escalation. The understanding of the complexity of the situation by people in positions of power is crucial in these efforts. It is important to acknowledge and address the deep hurt felt by both sides to pave the way for resolution.

    Factors influencing Israel's decision on Gaza

    Israel's decision to not immediately go into Gaza may be due to several factors. First, the military operation would be extremely difficult, with potential ambushes, snipers, and an elaborate tunnel network that Hamas could use to their advantage. Second, Israel must consider the potential consequences of their actions, including threats from Hezbollah and the possibility of igniting anger in the Arab world. Being the focal point of such anger could have significant geopolitical implications. Third, there is likely ongoing diplomacy happening behind the scenes, and we can only speculate on what is being discussed. Additionally, there is intense domestic pressure on Netanyahu to deliver retribution for the atrocities committed by Hamas. The situation remains a powder keg, and whether Israel goes into Gaza or not will determine the path forward. The release of hostages may also play a role in the decision-making process.

    Understanding internal dynamics and politics to prevent potential conflicts and ensure accountability.

    Understanding the internal dynamics and politics of other countries is crucial when it comes to potential conflicts that could drag us into war. Israel, for example, has been internally divided in recent years, with multiple elections and the formation of a coalition government with far-right elements. This has led to the inclusion of figures who are far to the right of the Prime Minister and are pressuring for religious wars and the destruction of the Al Aqsa mosque. Such actions would have severe consequences, potentially turning the entire Muslim world against Israel and endangering its existence. It is important for the Biden administration to support Israel but not if it follows the advice of these far-right religious extremists. Additionally, the conversations around the Israeli-Palestinian conflict often ignore the conditions and treatment of the Palestinian people, leading to a lack of accountability for human rights standards. Taking these factors into consideration is vital for a more comprehensive understanding.

    Breaking the Binary: Navigating the Israeli-Palestinian Conflict

    The Israeli-Palestinian conflict is a complex and deeply divisive issue. The conversation around it often forces individuals to pick a side, making it difficult to have nuanced discussions and find a path towards resolution. The framing of the conflict as a binary choice between pro-Israel and pro-Palestine undermines the possibility of empathy and understanding for both sides. It is crucial to separate those who genuinely hate Jews or Israel from those who are concerned about the plight of the Palestinian people and the unsustainable tactics used by Israel. By isolating the haters and focusing on addressing the concerns of the latter group, we can work towards resolving the conflict and preventing a disastrous outcome for all parties involved.

    The Palestinian question and its impact on Middle East peace

    The recent events have highlighted the importance of resolving the Palestinian question in achieving a larger Middle East peace. The process of normalization between Israel and Arab states was seen as a potential step towards peace, but it now appears to be on hold. Hamas may have aimed to derail this process because the normalization of relations with Israel would remove a major bargaining chip for the Palestinians. However, the current situation has thrust the Palestinian question into the spotlight, with other matters on pause until it is resolved. The idea of a two-state solution has faced challenges and has largely been put aside in favor of focusing on broader normalization efforts. The shift within Israel's domestic politics to the right and the expansion of settlements further complicate the path to compromise. Additionally, the protests seen across the United States and Western Europe can be attributed to both a concern for human rights in Gaza and a simmering antisemitism.

    Breeding Hatred: The Israeli-Palestinian Conflict and the Vicious Cycle of Occupation, Resistance, Extremism, and Fear.

    There are two distinct groups involved in the Israeli-Palestinian conflict. Type 1 represents the denial of the Israeli right to exist, fueled by hatred. Type 2, however, encompasses legitimate concerns for the condition of the Palestinians and the desire to establish a Palestinian state. The concern is that type 2 can breed type 1, leading to a dangerous situation rooted in anti-Semitism. This vicious cycle of occupation, resistance, extremism, and fear is difficult to break. The reaction from US universities to recent events has highlighted the need for balanced education and leadership. Elite universities, more like asset management businesses, have failed to provide nuance and perspective, resulting in closed-mindedness and a setback for America's progress.

    Free Speech Suppression in Elite US Schools Raises Concerns

    Elite schools in the US are failing when it comes to upholding free speech on campuses. A recent survey revealed that the most prestigious institutions, including Harvard and Penn, ranked poorly in terms of allowing students to express their views on controversial topics and welcoming different perspectives. These campuses have been suppressing alternative views, allowing speakers to be shouted down, and stifling the presentation of differing opinions. This goes against the principles of academic freedom and raises questions about the true values these schools claim to uphold. Alumni who have criticized the suppression of free speech have a point and are justified in questioning the credibility of these institutions. The issue of free speech is also relevant in the context of the EU's Digital Services Act, which aims to foster safer online environments while grappling with the challenge of combating disinformation.

    Threats to Openness and Decentralization - The Digital Services Act

    The Digital Services Act poses a significant threat to the open and decentralized nature of the internet. While the act may appear to be aimed at protecting individuals and preventing the sale of illegal content, it also introduces excessive government oversight and control. The act restricts personalized web experiences for minors and allows government scrutiny of algorithms and internal systems. This level of regulation raises concerns about privacy, censorship, and the overall quality of internet services. Additionally, the act grants the government the authority to access individual computers and make decisions based on their own biases. The implications of this act extend beyond Europe and may influence internet services worldwide. The impact of government control on the internet and the subsequent limitations on individual freedoms cannot be ignored.

    Challenges and Concerns for Tech Companies in Europe

    European regulations and the potential overreach of the DSA commission pose significant challenges for tech companies operating in the region. The decision-making process for companies like Google becomes increasingly complex when they have a large presence and generate substantial revenue in Europe. However, the economic rational argument may come into play, where the cost of implementing these regulations may outweigh the revenue generated in Europe. The fear is that if companies choose to comply with European regulations, these same policies could be applied in other markets, including the US. Additionally, there is a concern that tech companies may prioritize compliance over protecting free speech. Overall, this situation highlights the need for careful consideration of the economic implications and potential consequences of regulatory decisions.

    The EU's Censorship Regime: Balancing Freedom of Speech and Content Responsibility

    The European Union (EU) is implementing a censorship regime that gives them the authority to define what is considered illegal or problematic content online. This has raised concerns about freedom of speech and the potential for overreach. While there is agreement that obviously abusive content should be taken down, the issue arises when it comes to COVID information or misinformation. The EU's approach goes beyond just requesting takedowns and actually sets rules for social media companies' terms of service. Failure to comply with these rules could result in heavy fines. However, the lack of clarity around the definition of illegal or problematic content is a major concern. Many believe that private companies can effectively handle content moderation without the need for a commission deciding what goes up or down.

    The Hype and Concerns surrounding GLP Ones for Weight Loss

    The hype cycle surrounding GLP ones is similar to that of AI. People believe that GLP ones are a cure-all solution, but there are still many questions surrounding their mechanism of action and long-term effects. GLP ones are small proteins that bind to receptors in the gut and brain, reducing hunger and prompting weight loss. Companies like Novo Nordisk have seen tremendous stock growth due to the promise of these drugs. However, while they can lead to significant weight loss and improved metabolic health, the body's natural starvation process also involves burning muscle tissue for energy. This raises concerns about the physiological impact of taking GLP ones. It's crucial for individuals using these drugs to understand their potential risks and benefits.

    The impact of weight loss drugs on lean muscle mass and long-term weight management.

    Certain weight loss drugs, such as GLP 1 agonists like Ozempic, can potentially result in a higher percentage of weight loss coming from lean muscle mass. This is a concern because when people lose weight by simply starving themselves, only about 20% of the weight loss comes from lean muscle mass. However, studies have shown that with these drugs, up to 40% of weight loss can come from lean muscle mass. Another important point is that when individuals stop taking these drugs, they often gain the weight back quickly. This can be attributed to a decrease in baseline metabolism and a return to previous eating habits. Therefore, it is crucial to engage in exercise, consume protein, and develop healthy habits to prevent muscle loss and maintain weight loss in the long term.

    The role of weight loss drugs in achieving long-term success

    The use of weight loss drugs like Ozempic and Wagovee can be effective in helping people lose weight, but they must be accompanied by exercise and lifestyle changes to truly see long-term success. These drugs can help reduce hunger and make weight loss easier, but without additional efforts, there is a risk of losing muscle mass and not achieving sustainable results. It is important to incorporate regular physical activity, like walking or other forms of exercise, and make changes to portion sizes and overall relationship with food. Additionally, it is crucial to consider potential long-term effects and ensure that these drugs are not seen as a "get out of jail free" card but rather as a tool to support overall health and weight management.

    Promising Potential of GLP-one Drugs in Obesity Treatment

    The use of GLP-one drugs like Ozempic in the treatment of obesity and related health conditions has shown significant promise. The potential for a 16% weight loss reduction and its impact on cardiovascular disease, diabetes, kidney disease, liver disease, and even Parkinson's disease is substantial. However, it is important to approach these drugs in a holistic manner, complementing their use with a healthy diet and regular exercise. While the trade in GLP-one stocks has seen significant gains, it is worth considering the perspective of doctors and researchers who may have reservations about these drugs. Also, it is important to note that significant weight loss may still leave individuals in the obese category, emphasizing the need for a comprehensive approach to managing obesity.

    Importance of Discipline and Awareness in Health and Finance

    Maintaining discipline and being aware of our actions can greatly impact our health and well-being. Jason Calacanis highlights the importance of weighing oneself daily and making conscious decisions about diet and exercise. By being mindful of his weight and making healthier choices when needed, he can prevent negative consequences like feeling bloated or even getting sick. Additionally, Calacanis emphasizes the significance of finding the right dosage and working with a doctor to ensure the medication's effectiveness. On the other hand, Chamath Palihapitiya points out that certain financial practices, like creating exclusive indexes for select clients, can potentially exacerbate trading actions in stocks. The key here is to stay informed and examine the implications of various practices or decisions in both health and finance.

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    Follow the besties:

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    Follow on X:

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    Intro Music Credit:

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    https://twitter.com/EconomyApp/status/1622029832099082241

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    https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

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    Follow Sheryl:

    https://twitter.com/sherylsandberg

    Watch Screams Before Silence:

    https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

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    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

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    Follow on TikTok:

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    Follow on LinkedIn:

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    https://rb.gy/tppkzl

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    https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html

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    https://x.com/MsMelChen/status/1783524423963697262

    https://x.com/Jason/status/1783556155924705388

    https://x.com/Jason/status/1783604248569360516

    https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922

    https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf

    https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll

    https://balajis.com/p/all-it-takes-is-all-you-got

    https://twitter.com/maceskridge/status/1783290784311058788

    Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

    Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

    (0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"

    (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth  

    (14:38) Google fires protestors

    (35:08) Chaos and culture wars at NPR

    (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions

    (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions

    (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US

    (1:23:33) How to get better at chess, childhood Bestie schemes

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    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/NoTechApartheid/status/1780278895058518468

    https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html

    https://www.notechforapartheid.com

    https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract

    https://twitter.com/CollinRugg/status/1779914595156808045

    https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000

    https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f

    https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html

    https://www.youtube.com/watch?v=3-APSXZy9UI

    https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html

    https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000

    https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000

    https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html

    https://twitter.com/JustStop_Oil/status/1580883249228046336

    https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia

    https://www.npr.org/about-npr/178659563/our-mission-and-vision

    https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust

    https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work

    https://twitter.com/realchrisrufo

    https://twitter.com/wokal_distance/status/1780695504210567335

    https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass

    https://humane.com

    https://www.youtube.com/watch?v=TitZV6k8zfA

    https://www.youtube.com/watch?v=6xWXRk3yaSw

    https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036

    https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM

    https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924

    https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8

    https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal

    https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports

    https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue

    https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work

    https://www.youtube.com/watch?v=U2huVf1l4UE

    E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

    E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

    Register for the All-In Summit: https://summit.allinpodcast.co

    (0:00) Bestie Intros: J-Cal is out this week!

    (0:57) All-In Summit 2024 Announcement

    (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market

    (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?

    (45:41) AI disclosure bill: important step for creators or unnecessary?

    (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://summit.allinpodcast.co

    https://youtu.be/FgUKIRnxrxw

    https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr

    https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php

    https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html

    https://www.investing.com/economic-calendar/core-cpi-736

    https://www.investing.com/economic-calendar/cpi-733

    https://twitter.com/LHSummers/status/1778093870271664291

    https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e

    https://twitter.com/LHSummers/status/1762607548828360798

    https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula

    https://twitter.com/chamath/status/1778098007625572487

    https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship

    https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html

    https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html

    https://twitter.com/unusual_whales/status/1778479545613439455

    https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

    https://fred.stlouisfed.org/series/FEDFUNDS

    https://twitter.com/chamath/status/1777017715846455470/photo/1

    https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies

    https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf

    https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html

    https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google

    https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story

    https://www.youtube.com/watch?v=xG1vOxwgqJw

    https://twitter.com/sambendett/status/1774074927437475862

    https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19

    https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12

    https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html

    https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

    https://www.saildrone.com

    https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups

    https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country

    https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves

    https://www.allencontrolsystems.com

    https://www.allencontrolsystems.com/bullfrog

    E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

    E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

    (0:00) Meet All-In's new CEO: Jon Haile!

    (7:13) FTX Correction: Depositors are not getting "made whole"

    (19:26) Trump Media updates

    (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?

    (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years

    (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    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.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html

    https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors

    https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13

    https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21

    https://www.google.com/finance/quote/DJT:NASDAQ

    https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458

    https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43

    https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans

    https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html

    https://twitter.com/mtaibbi/status/1619029772977455105

    https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories

    https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04

    https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue

    https://www.google.com/finance/quote/HUBS:NYSE

    https://www.statista.com/statistics/266249/advertising-revenue-of-google

    https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet

    https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results

    https://twitter.com/thedailyshow/status/1774995166778020059

    https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

    https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011

    https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html

    https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976

    https://twitter.com/lina_colucci/status/1775668500931268665

    https://twitter.com/tsarnick/status/1748923998052975099

    https://twitter.com/Figure_robot/status/1767913661253984474

    https://twitter.com/elonmusk/status/1746964887949934958

    https://www.geckorobotics.com/company/robots

    https://twitter.com/DavidSacks/status/1775926842257813910

    https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia

    https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks

    https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

    E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

    E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

    (0:00) Bestie Intros: Late night poker snacks!

    (2:33) SBF sentenced to 25 years

    (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else?

    (34:59) RFK Jr. selects Nicole Shanahan as VP

    (47:46) Biden's budget plan for 2025: how to confront America's existential crisis?

    (1:11:59) Science Corner: Why the price of cocoa has skyrocketed!

    (1:16:41) Movie talk and wrap!

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    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.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28

    https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html

    https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison

    https://www.google.com/finance/quote/DJT:NASDAQ

    https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm

    https://www.sec.gov/news/press-release/2023-121

    https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d

    https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

    https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay

    https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e

    https://twitter.com/CollinRugg/status/1773147897439436939

    https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

    https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11

    https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf

    https://manhattan.institute/article/the-limits-of-taxing-the-rich

    https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf

    https://fred.stlouisfed.org/series/FYFRGDA188S

    https://fred.stlouisfed.org/series/FYONGDA188S

    https://www.oecd.org/tax/revenue-statistics-united-states.pdf

    https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services

    https://fred.stlouisfed.org/series/USGOVT

    https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter

    https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures

    https://www.movieposters.com/products/daliland-mpw-138836

    https://twitter.com/stillgray/status/1773234188663054751

    https://twitter.com/elonmusk/status/1773240336292393144

    E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

    E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

    (0:00) Bestie Intros: Don't spoil Dune 2!

    (0:55) DOJ drops antitrust suit on Apple

    (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone

    (32:17) NAR settlement: how it impacts residential real estate going forward

    (44:30) Microsoft's "Shadow Acquihire" of Inflection AI

    (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund

    (1:01:57) Reddit IPO: is risk-on back?

    (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    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://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf

    https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets

    https://www.google.com/finance/quote/AAPL:NASDAQ

    https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools

    https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search

    https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing

    https://twitter.com/chamath/status/1769751534940918234

    https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks

    https://twitter.com/Patworx/status/1760189582870536408

    https://www.youtube.com/watch?v=QNv9PRDIhes

    https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634

    https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23

    https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft

    https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai

    https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding

    https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html

    https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html

    https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532

    https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f

    https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question

    https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient

    https://twitter.com/neuralink/status/1770563939413496146

    E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

    E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

    (0:00) Bestie Intros!

    (1:02) Friedberg's newest family members

    (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs

    (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?

    (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?

    (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?

    (1:22:10) Florida on the verge of banning lab-grown meat

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    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/RachaelRad/status/1767612555063955891

    https://twitter.com/iamtomnash/status/1768135725403226256

    https://twitter.com/CollinRugg/status/1752749485070156025

    https://futurism.com/video-openai-cto-sora-training-data

    https://twitter.com/tsarnick/status/1768021821595726254

    https://www.harvey.ai

    https://www.abridge.com

    https://www.taxgpt.com

    https://sierra.ai

    https://twitter.com/cognition_labs/status/1767548763134964000

    https://twitter.com/heyBarsee/status/1767934812315062646

    https://sourcegraph.com/cody

    https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas

    https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years

    https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote

    https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800

    https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate

    https://twitter.com/rabois/status/1768107160662421772

    https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3

    https://time.com/6900348/tiktok-ban-donald-trump-congress

    https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote

    https://www.congress.gov/bill/118th-congress/house-bill/7521/text

    https://en.wikipedia.org/wiki/United_States_foreign_adversaries

    https://twitter.com/davidfrum/status/1753878721163882676

    https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html

    https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

    https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html

    https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat

    https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it

    https://twitter.com/Teslaconomics/status/1768395010507182252

    https://twitter.com/SpaceX/status/1768267464062943676

    https://twitter.com/Andercot/status/1768328460622299424

    E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

    E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

    (0:00) Bestie intros!

    (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables

    (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech

    (44:46) Groq update with Sunny Madra!

    (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming

    (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright

    (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event

    (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    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.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com

    https://openai.com/our-structure

    https://openai.com/blog/openai-elon-musk

    https://twitter.com/vkhosla/status/1765424996548333997

    https://twitter.com/pmarca/status/1764039155154399490

    https://twitter.com/elonmusk/status/1765415187161464972

    https://twitter.com/elonmusk/status/1765387202953937224

    https://companiesmarketcap.com

    https://www.berkshirehathaway.com/letters/2023ltr.pdf

    https://twitter.com/KevinAFischer/status/1764892031233765421

    https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html

    https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account

    https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04

    https://www.berkshirehathaway.com/letters/letters.html

    https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries

    https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05

    https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf

    https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16

    https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html

    https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911

    https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html

    https://twitter.com/jawwwn_/status/1732888357980536924

    https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp

    https://time.com/6846934/bitcoin-all-time-high-price-holdings

    https://www.google.com/finance/quote/BTC-USD

    https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9

    https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving

    https://www.nejm.org/doi/full/10.1056/NEJMoa2309822

    https://www.sciencedirect.com/science/article/pii/S016041202200099X