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E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

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

4.45.8K Ratings

🗓️ 24 June 2023

⏱️ 94 minutes

🧾️ Download transcript

Summary

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups

(12:36) Zuck vs. Elon cage match

(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection

(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future

(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins

(1:09:59) Secondary market for depressed startup shares heats up

(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

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.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf

https://twitter.com/Dexerto/status/1671971832809791509

https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been

https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html

https://twitter.com/aaronjmate/status/1670514363634176000

https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5

https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93

https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html

https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration

https://twitter.com/davidsacks/status/1671628570714845184

https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken

https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398

https://twitter.com/chamath/status/1671806525029986304

https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1

https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates

https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html

https://twitter.com/shellenberger/status/1671162870422454272

https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567

https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus

https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx

https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds

https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales

https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology

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Transcript

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0:00.0

So wait a second, you guys, I saw that you were at a CO2 conference or a TPG conference,

0:06.8

you're at some banking conference, SACs.

0:09.2

Brad and I were both at the CO2 summit.

0:11.0

CO2, CO2 is a large investor, is it a hedge fund private equity?

0:16.2

They're a late sage fund. It's a big late sage fund.

0:18.4

Some, it's a really big word. Was it a summit or was it more like a meeting?

0:21.8

Well, it's like a two-day conference in Santa Barbara.

0:25.7

Oh, nice.

0:27.2

They've done a number of years in a row now.

0:29.6

Last year, Brad and I went and we met with SPF.

0:35.3

They'll ever tell you that SPF story.

0:37.5

No, let's go.

0:38.3

Who's got crazy hair right now?

0:39.7

You or SPF? Give us a quick take that hat off for a second.

0:43.6

Take that Monclaro off for a second.

0:45.4

Let's get aside by side.

0:47.6

Oh my god, SACs is using no product.

0:52.2

It's not that bad.

0:53.6

You're starting to look like the emperor, like Senator Palpatine from Star Wars.

0:57.6

I mean, people are having a field day with this crazy hair.

1:00.4

But what was the vibe?

1:01.5

If you said there was a vibe two years ago, the vibe was crypto-mania.

...

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