E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 26 May 2023
⏱️ 98 minutes
🧾️ Download transcript
Summary
(0:00) Bestie intros!
(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience
(28:18) Debt ceiling, government spending, and lack of accountability
(40:44) Ways to force more government accountability, who really wins from higher taxes
(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology
(1:06:20) Adobe's new AI product, why they might have overpaid for Figma
(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure
(1:33:36) Bestie wrap!
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https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/MarioNawfal
https://twitter.com/joebiden/status/1661496322980028423
https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25
https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement
https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/
https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25
https://fred.stlouisfed.org/series/FYFRGDA188S
https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001
https://twitter.com/friedberg/status/1658163970979823616
https://www.270towin.com/1980_Election
https://www.google.com/finance/quote/NVDA
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024
https://twitter.com/carlquintanilla/status/1661761614918426624
https://en.wikipedia.org/wiki/Huang%27s_law
https://twitter.com/scottbelsky/status/1660992735040663553
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Look at John Quincy Adams here. |
| 0:01.7 | Yeah, hey, hey Quincy, how you doing? |
| 0:03.7 | That hair! |
| 0:05.7 | Look at that hair. |
| 0:07.0 | John Quincy Adams needed a wait to achieve this look. |
| 0:09.3 | He did, he did, it's true. |
| 0:10.4 | I did it all natural. |
| 0:11.7 | I mean, it's a lot. |
| 0:13.1 | It's a look. |
| 0:14.1 | You're like some movie star from the 1970s who are still working. |
| 0:17.7 | Do me a favor, pull up a picture of Graydon Carter for a second |
| 0:20.4 | and then put that side by side with Sachs. |
| 0:22.0 | Let's see. |
| 0:22.9 | Just see how zoom in on that. |
| 0:24.5 | Sachs, this is where you're headed by the... |
| 0:26.9 | You're headed to Crazy Town. |
| 0:29.3 | This is where you're headed. |
| 0:30.3 | You can just pull it out on the sides and you get a little |
| 0:33.0 | woof swoop on the top. |
| 0:34.6 | Crazy town. |
| 0:35.9 | This is where you're headed. |
| 0:37.0 | Accentric Sachs. |
... |
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