Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

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

🗓️ 26 July 2024

⏱️ 99 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(0:00) Bestie intros: Nostracanis appears!

(3:50) Wiz turns down Google's $23B offer, intends to IPO

(13:30) CrowdStrike's rough week

(17:51) Market update: Mag 7 sell-off?

(22:47) Sam Altman's UBI study was a mixed bag

(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

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/@theallinpod

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://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

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

https://www.google.com/finance/quote/SPY:NYSEARCA

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

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

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

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html

https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497

https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination

https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106

https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267

https://x.com/JoeBiden/status/1815080881981190320

https://x.com/paulg/status/1816334112086712830

https://x.com/paulg/status/1771640321446683060

https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf

https://x.com/mwseibel/status/1816542692727488784

Transcript

Click on a timestamp to play from that location

0:00.0	Oh no, gosh I'm having some technical difficulties freeburg.
0:03.8	There's something happening. Oh you got a bit? Oh, there's something's breaking in.
0:07.5	What's happening? Oh no, my camera is not working, but I sense something is happening guys. it's like a transformation I'm going through
0:15.0	you're not going to believe it yes it is I no shall call you say
0:19.0	I'm here I'm here no sricalis has arrived I have
0:25.0	predicted the hot swap sacks.
0:27.0	Can I get my flowers now,
0:29.0	Premier Saxe.
0:30.0	You need to bring...
0:31.0	I give you, I absolutely give you credit for that. You also predicted a speed run primary, which is the opposite of what happened.
0:36.0	So one out of two is not bad though. No Strachanas did not account for the Democratic Party being run by the deep state, huh?
0:46.0	But I'm having a vision.
0:49.0	Producer Nick, there's a vision for you coming in to view.
0:56.7	Yes, your uncle has been bought out of the All-In
1:00.1	podcast that's going for MAGA and he got the 25 million dollar buy out there and he gave
1:07.0	you 20% we're leaving we're going to start a new podcast and Jared Kushner is the new moderator here. Oh no wait it's
1:15.2	Jiddie, no it's Alex Jones. Starting next week Alex Jones the new
1:19.5	post. Oh wait I'm going away.
1:23.0	Look, that can be since he pulled away!
1:26.0	Oh, let your winter slide.
1:30.0	Rain Man David Sachs.
1:33.0	I'm going on it.
	...

Transcript will be available on the free plan in -165 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from All-In Podcast, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of All-In Podcast, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.