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

    enOctober 20, 2023

    Podcast Summary

    • Emotional Impact of Conflicts: A Discussion on Israel SituationConflicts 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 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 ConflictThe 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.

      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 TensionsDespite tensions, efforts of deescalation and recognition of stakes by influential parties demonstrate a commitment to prevent further escalation and pave the way for resolution.

      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 GazaIsrael'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.

      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 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.

      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 ConflictSeparating genuine concerns from hatred is essential in addressing the conflict, fostering empathy, and finding a resolution that benefits both Israelis and Palestinians.

      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 peaceThe 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.

      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.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.

      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 ConcernsElite 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.

      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 ActThe 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.

      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 EuropeTech 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.

      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 ResponsibilityThe 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.

      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 LossGLP ones can be an effective solution for weight loss, but understanding their potential risks and benefits is crucial for individuals considering their use.

      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.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.

      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 successWeight 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.

      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 TreatmentGLP-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.

      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 FinanceBy 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.

      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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    https://x.com/0rf/status/1807620571934478683

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    https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf

    https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268

    https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf

    https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies

    https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02

    https://x.com/noalpha_allbeta/status/1808265251202167183

    https://x.com/ewarren/status/1808241509738631388

    https://www.axios.com/2019/06/01/supreme-court-justices-ideology

    https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188

    https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf

    https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution

    https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825

    https://x.com/unusual_whales/status/1808558981457326368

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    Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

    (0:00) Bestie intros!

    (1:54) Debate recap and analysis: Hot swap incoming?

    (16:53) Subverting democracy, power grab, Democratic party shakeup

    (36:43) Why tech job postings are down significantly from pre-COVID levels

    (42:43) OpenAI considering for-profit conversion

    (54:11) The problem with safety-focused AI startups

    (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office

    Follow the besties:

    https://twitter.com/chamath

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

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    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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

    https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811

    https://youtu.be/R6hJh-OwoZw

    https://x.com/KellyO/status/1806505436457189594

    https://x.com/WesternLensman/status/1806660589315658003

    https://x.com/stoolpresidente/status/1806496453545586779

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

    https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai

    https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab

    https://www.youtube.com/watch?v=YMnkqY98Cyo

    https://x.com/benioff/status/1805664701298491623

    https://www.youtube.com/watch?v=CwQMMzoeH9s

    https://x.com/JoeBiden/status/1806739920255320347

    In conversation with President Trump

    In conversation with President Trump

    (0:00) Bestie intros: Big house talk!

    (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization

    (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear

    (20:22) Foreign policy: Ukraine/Russia

    (25:05) Foreign policy: Israel/Palestine

    (28:13) Abortion: Stance on a national ban

    (31:09) Foreign policy: China

    (32:33) COVID: Origins, Fauci relationship, deep state, bad deals

    (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent

    (46:07) JFK Files: Full release, importance of transparency

    (48:06) Debate prediction

    (50:15) Post-interview debrief

    Follow the besties:

    https://twitter.com/chamath

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

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    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://x.com/tyler/status/1803872859938549920

    https://x.com/cameron/status/1803876953860247831

    https://x.com/LHSummers/status/1802097688269181436

    https://x.com/davidsacks/status/179888324567070746

    Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

    Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

    (0:00) Bestie intros: bringing up the energy!

    (8:48) Trump fundraiser recap

    (23:16) Elon's comp package approved by shareholders

    (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC

    (50:17) OpenAI reportedly hits a $3.4B revenue run rate

    (1:05:26) Macro debate: State of the US economy?

    Follow Tim Naki:

    https://www.instagram.com/tim.naki

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

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    https://twitter.com/theallinpod

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    https://www.instagram.com/theallinpod

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

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    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.instagram.com/tim.naki

    https://x.com/eoghan/status/1799161733766062545

    https://x.com/bennyjohnson/status/1800979079472288145

    https://x.com/bennyjohnson/status/1797086962626494840

    https://x.com/elonmusk/status/1801084780035154058

    https://x.com/jhall/status/1795794521604718814

    https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion

    https://companiesmarketcap.com

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

    https://x.com/chiefaioffice/status/1801022115426009309

    https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en

    https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en

    https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

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

    https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024

    https://fred.stlouisfed.org/series/CES0500000003

    https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf

    https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html

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

    https://x.com/VinnyLingham/status/1801129023168454907

    https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders

    https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1

    https://x.com/jameslavish/status/1801248976911634648

    https://x.com/peterfenton/status/1801300735520608529

    DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

    DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

    (0:00) Besties intros!

    (2:10) Responding to recent media coverage

    (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft

    (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop

    (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq

    (1:02:34) Apple to announce OpenAI iPhone deal at WWDC

    (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

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    https://www.instagram.com/theallinpod

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

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    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.youtube.com/watch?v=dQQhAg0mfF8

    https://x.com/vkhosla/status/1769529054955446533

    https://x.com/vkhosla/status/1796293773389127987

    https://x.com/shaunmmaguire/status/1796415146077954329

    https://x.com/DavidSacks/status/1798100723617698097

    https://x.com/SawyerMerritt/status/1798779830521000426

    https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html

    https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a

    https://companiesmarketcap.com

    https://www.youtube.com/watch?v=F9cO3-MLHOM

    https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519

    https://www.reddit.com/user/DeepFuckingValue

    https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4

    https://x.com/TheRoaringKitty/status/1789807772542067105

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

    https://www.youtube.com/watch?v=M-VO6dtFRes

    https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301

    https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue

    https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb

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

    https://www.instagram.com/tim.naki/reels

    https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba

    https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf

    https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other

    https://x.com/leonsimons8/status/1793319395080520036

    Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

    Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

    (0:00) Bestie Intros: Jason's first show for his new production company

    (2:15) Why Sacks and Chamath are hosting a Trump fundraiser

    (18:40) House COVID investigation: findings, cover-up, what's next?

    (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades

    (53:04) Crypto Corner with Chamath

    (1:04:15) State of SaaS: Salesforce drops 20%, market teetering

    (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records

    (1:37:36) Are we seeing an AI correction?

    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://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures

    https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform

    https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute

    https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report

    https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance

    https://x.com/emilyakopp/status/1795482121739354552

    https://x.com/R_H_Ebright/status/1795454118594568312

    https://www.youtube.com/watch?v=jGxSlW0NrB4

    https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance

    https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html

    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390

    https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

    https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor

    https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit

    https://x.com/KatherineEban

    https://x.com/emilyakopp

    https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics

    https://www.youtube.com/watch?v=nvQTXAgtA6s

    https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf

    https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500

    https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict

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

    https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

    Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

    Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

    (0:00) Bestie intros: Recapping "General AI Hospital"

    (2:46) Scarlett Johansson vs. OpenAI

    (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations

    (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem

    (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data

    (1:02:36) New study shows plastics in testicles

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

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    https://www.instagram.com/theallinpod

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    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://x.com/BobbyAllyn/status/1792679435701014908

    https://x.com/sama/status/1790075827666796666

    https://openai.com/index/how-the-voices-for-chatgpt-were-chosen

    https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice

    https://x.com/SydSteyerhart/status/1792981291266138531

    https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees

    https://x.com/sama/status/1791936857594581428

    https://x.com/ilyasut/status/1790517455628198322

    https://x.com/janleike/status/1790603862132596961

    https://x.com/janleike/status/1791498184671605209

    https://openai.com/index/openai-announces-leadership-transition

    https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

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

    https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat

    https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo

    https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022

    https://chamath.substack.com/p/2023-annual-letter

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

    https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

    https://fred.stlouisfed.org/series/CCLACBW027SBOG

    https://x.com/KariLake/status/1792986501820850333

    https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation

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

    https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d

    https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781

    https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x

    https://pubmed.ncbi.nlm.nih.gov/12708228

    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247

    https://pubmed.ncbi.nlm.nih.gov/21524797

    https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133

    https://www.youtube.com/watch?v=o6yuYkfNh-k

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

    https://www.youtube.com/watch?v=r_4jrMwvZ2A

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    1000s of air rage incidents have been logged just in the past year alone where people lose it mid-flight. They scream, become violent, and cause such a ruckus that they have to be duct taped to their chairs or arrested. Similar incidents are happening at public rallies, in grocery stores, and perhaps even in your home or office. In short, emotions are running high, and most of us are poorly equipped to deal with them.

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    Listen & Learn

    • How to start by being self aware
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    Links:

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    Exiting Russia: the effects of multinational withdrawal

    Exiting Russia: the effects of multinational withdrawal
    Can corporate action contribute to human rights, peace, and conflict prevention? Russia’s invasion of Ukraine triggered not only massive economic and financial sanctions imposed on Russia, but also a significant but incomplete exit of multinational corporations from Russia. This exit has been driven by varying degrees of ethical as well as reputational considerations but has stalled as companies cite operational and legal dilemmas. Nonetheless important precedents have been set that may make companies—and their investors—more conscious and responsible actors in conflict situations. Companies and investors alike may integrate longstanding political risk analysis with emerging human rights due diligence to inform decisions whether to remain in certain countries. They may also consider human rights and humanitarian factors both to ensure a responsible exit and to determine possible post-conflict re-entry in ways that can contribute to peace and prevent further conflict. Such commitments and actions can encourage a new geopolitical corporate responsibility to support the rules-based order that defines the international community and underpins the global economy—and in turn enables the cooperation critical to alleviating inequality and diminishing the climate crisis. An innovative leader and standard-setter for responsible business and investment, Bennett Freeman has co-founded multi-stakeholder initiatives and coalitions focused on the extractives, technology and apparel sectors. Bennett holds degrees in History from the University of California at Berkeley (1979) and Oxford (1981; English-Speaking Union Scholar, Balliol). He served as a Clinton presidential appointee in three positions at the US Department of State, including as deputy assistant secretary of state for democracy, human rights and labour from 1999-2001. He was senior VP for sustainability research and policy at Calvert Investments, 2006-15. As principal of Bennett Freeman Associates LLC, he currently advises multinational corporations, international institutions and NGOs on policy and strategy related to human rights and labour rights. He was the lead author of Shared Space Under Pressure: Business Support for Civic Freedoms and Human Rights Defenders (2018) and is an Associate Fellow of the International Law Programme at Chatham House. Bennett is a co-founder and Steering Committee member of Business for Ukraine (B4Ukraine), a coalition that seeks to complete the exit of foreign companies from Russia and to set higher standards for human rights due on the part of companies and investors in conflict situations—and in turn to contribute to a new ethic of geopolitical corporate responsibility to support the international rules-based order.