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    governance reform

    Explore "governance reform" with insightful episodes like and "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis" from podcasts like " and "All-In with Chamath, Jason, Sacks & Friedberg"" and more!

    Episodes (1)

    E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

    E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

    (0:00) Bestie intros!

    (2:08) Apple Vision Pro breakdown

    (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance

    (32:53) Positive signals indicating a big SaaS bounceback

    (41:06) VCs are split into three camps on how to approach AI investing

    (1:12:16) Rolling real estate crisis continues

    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/Jason/status/1755273518416302522

    https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales

    https://twitter.com/Jason/status/1755386651080106166

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

    https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx

    https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income

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

    https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares

    https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html

    https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html

    https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf

    https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf

    https://cloudedjudgement.substack.com

    https://twitter.com/chamath/status/1754641005851328553

    https://help.openai.com/en/articles/8554397-creating-a-gpt

    https://twitter.com/ArtificialAnlys/status/1747264832439734353

    https://blog.research.google/2009/06/speed-matters.html

    https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees

    https://artificialanalysis.ai

    https://chamath.substack.com/p/deep-dive-artificial-intelligence

    https://twitter.com/danshipper/status/1751005727215301053

    https://www.youtube.com/watch?v=7waMPlHugYI

    https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut

    https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people