The All-In Podcast
@theallinpod
@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.
ID:1234260054368342016
http://youtube.com/@allin 01-03-2020 23:31:51
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Betting on Fewer Devices and More Social Interaction
Will humans start adopting MORE devices into their every day lives, as the technology improves?
Chamath Palihapitiya is taking the other side of that bet:
'I think humans are getting so sick and tired of only communicating in these very
Is Gaza becoming Israel's 'Vietnam Moment'?
... and if so, will protestors be vindicated in the fullness of time?
David Sacks laid out his case, describing some notable similarities between the two wars:
1) In terms of 'destroying Hamas,' the war is unwinnable
-- Israel faces
How the Besties Think About Defense Investing
Last week, david friedberg, David Sacks, and Chamath Palihapitiya discussed investing in defense startups:
Both Sacks and Chamath said they would have to think twice about investing in startups that made weapons.
But, both have invested in defense
New Format!: Bestie Q&A
first up, david friedberg answers a question from Dustin Burnham:
'The 'All-In' pod has a contrarian streak.
Do you find a similar mindset useful when investing in early-stage ventures, and when do you think it's better to play it safe?'
reply with questions
Three Potential Outcomes for AI Training Rights, according to David Sacks
last week, Adam Schiff proposed a bill called the 'Generative AI Copyright Disclosure Act'
it would force companies or individuals training AI models to disclose any copyrighted data used in training
Should Google Shareholders be Worried About HubSpot Interest?
david friedberg sums it up:
'when a big company makes a big acquisition offer like this, it's usually a negative signal about organic growth.'
'meaning if I'm a Google shareholder, i should look at this and say, why do
Should Google Acquire HubSpot?
on friday's episode, the besties covered reports that $GOOG was considering making a bid to purchase $HUBS
Chamath Palihapitiya asked david friedberg, if you were @google, would you rather spend:
-- $50B to acquire HubSpot
-- or $5B to acquire Perplexity?