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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 9 February 2024

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(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

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https://twitter.com/DavidSacks

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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

Transcript

Click on a timestamp to play from that location

0:00.0	All-In podcast episode 160-something your favorite podcast in the world yada-yada
0:07.1	with me again the chairman dictator from off polyhopatia the rainman yeah
0:11.9	definitely David Sachs, is here and back from his time in the
0:17.1	Metaverse.
0:18.1	We found him somewhere out in space in the solar system in his apple goggles your favorite sultan of science David
0:26.5	Freiburg is back from the metaverse I missed you guys welcome home
0:31.2	thanks for having me what did you discover when you went to Uranus in Google Class?
0:37.0	Sorry.
0:38.0	Have you actually used the Apple Vision Pro, J-K-K-Kow?
0:40.6	I ordered them.
0:41.6	I ordered them and I walked by the Apple Store and I was going to go in and try them and there were so many lunatics in there. I was like, yeah, I'm not doing it. But I ordered them. You actually used them. I ordered one online to be delivered and it was like
0:53.8	delayed by a month so I went down to the Apple store and picked one up. Okay and my
0:59.0	kids cannot stop using it. Oh really I went down to the Apple store but I got cleaned out by the thief just stole everything.
1:05.2	So...
1:06.2	To the Oakland one.
1:07.2	Oh my no!
1:08.2	Oh my gee!
1:10.2	Let your winner's ride. The Rain Man David Sacks
1:14.0	I'm going on
1:16.0	and it said
1:17.0	We open sources to the fans and they've just gone crazy with it.
1:20.0	Love you, West, I see.
	...

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