4.2 • 7.1K Ratings
🗓️ 16 June 2023
⏱️ 118 minutes
🧾️ Download transcript
(0:00) Bestie intros: Chamath flies public + Poker recap
(8:12) FED pauses hikes momentarily, IPO window status, state of the market
(25:10) Film, cold plunge, and sauna talk
(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"
(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes
(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps
(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more
(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia
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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://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13
https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29
https://coda.io/@presh-dineshkumar/jay-trading
https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061
https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes
https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html
https://www.bbc.com/news/technology-20554441
https://digiday.com/media/twitters-third-party-app-problem
https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement
https://www.platformer.news/p/meta-is-building-a-decentralized
https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251
https://twitter.com/natfriedman/status/1668650915505803266
https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game
https://openai.com/blog/function-calling-and-other-api-updates
https://twitter.com/RobertKennedyJr/status/1667616444996104196
Click on a timestamp to play from that location
0:00.0 | I'm so fucking tired. I've slept six hours in three and a half days six hours. So wait, you went to the world |
0:07.3 | Are you a poker with? |
0:09.6 | Helm you so you spent no no first of all I flew public |
0:13.0 | Took Southwest what yeah, cost me $49. Yeah, cost I got to take it for 49 bucks |
0:18.8 | It's so fucking incredible. Did you sit and seat a one also known as Jake house reserve seat? |
0:23.5 | It has my name on it. What was in the front row? Yeah, you it's great like Southwest has these numbers |
0:29.0 | And what they do is first class on Southwest. No, no, no, no premium |
0:33.4 | Plus he was in the front row. No, there's like these signs that that like have a number that attaches to your ticket |
0:39.3 | And then you stand in that line and then you go on in this orderly way |
0:42.2 | And so I was I had like a five or something so I was like the fifth person on and |
0:47.7 | Then I sat in the front and I put my bags up top. Yeah, you carried your bags |
0:52.6 | Yeah, an hour later. I was in Vegas. It was so easy Southwest is phenomenal and then I flew back |
0:57.6 | Anyways, and after after losing as much money as I did it felt good to fly for $49. I got to be honest with you |
1:03.1 | Well, I'll scourady measures have |
1:04.9 | You can sleep better at night without sturdy measures |
1:07.9 | And did you go to the all you can eat buffet and take it to go as well? No, I never do that |
1:27.3 | Why did you fly Southwest? Why did I fly Southwest? Well the planes in Europe with that that's number one and then two |
1:35.5 | I just wanted some flexibility to get in and out depending on when I busted these tournaments |
1:40.5 | So let me tell you about these tournaments |
1:43.3 | The hundred K is literally like the murderers row of like every great poker pro so it was like 96 of us or something |
1:52.0 | I got to be honest with you it was so much fun |
1:57.6 | So much fun why how so you know that we play 40 minute levels and |
... |
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