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E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & 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

🗓️ 19 January 2024

⏱️ 98 minutes

🧾️ Download transcript

Summary

(0:00) Live from the WEF: "Oh Davos, Kumbaya"

(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump

(21:53) Boeing's regulatory capture leading to negative impact on consumer safety

(35:16) Adam Neumann facing familiar challenges at his new startup, Flow

(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology

(1:00:47) Streaming at a crossroads: is the business model broken?

(1:20:51) Science Corner: New study on microplastics in water bottles

(1:32:42) All-In Poker

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https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

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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/dschlopesisback/status/1747025441825640681

https://twitter.com/davidsacks/status/1747724966941139276

https://twitter.com/andrewrsorkin/status/1746723727574794537

https://twitter.com/Jason/status/1746951952578298264

https://twitter.com/aphysicist/status/1747868626948907325

https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina

https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100

https://www.opensecrets.org/federal-lobbying/top-spenders

https://www.youtube.com/watch?v=wXMO0bhPhCw

https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen

https://www.google.com/finance/quote/TDG:NYSE

https://stacksonmain.com/gallery

https://www.societylasolas.com/photogallery

https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville

https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble

https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records

https://www.businessofapps.com/data/disney-plus-statistics

https://www.businessofapps.com/data/netflix-statistics

https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html

https://www.manscaped.com/products/crop-preserver-manscaping

https://www.pnas.org/doi/10.1073/pnas.2300582121

https://www.xometry.com/resources/materials/polyethylene

https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx

https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11

https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

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Transcript

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0:00.0

All right, everybody, welcome to the 54th annual World Economic Forum here in Davos.

0:06.8

You guys didn't know this, but as elites ourselves, we were invited to kick off the festivities.

0:12.5

Surplus. Yeah, you know, the all in podcasts, very popular.

0:16.0

And so they wanted us to come and represent the pod and our audience there.

0:20.6

And it's been amazing if you haven't seen some of the great musical performances this year.

0:25.9

I mean, they're so notable.

0:27.9

Let's just start off here.

0:28.9

I mean, guys, we were here for this live.

0:33.0

Soak it in.

0:35.0

I mean on the replay, you know?

0:37.0

There's the air flute.

0:39.0

Sook.

0:40.0

So good.

0:41.0

Wait, there's a great moment where she really starts vibing. Wait for the head shake.

0:47.0

The eyebrows are great. The head shake comes in and about there. There it is. I like your moo-moo. I like her moo-moo. Have you ever played the air flute? Or just the skin flute. Just a skin flute.

1:00.4

Just a skin flute. But guys, guys, this isn't it?

1:05.0

There were other, there was a witch doctor or something.

1:08.2

I'm not sure exactly what's going on here.

1:09.7

I'm gonna just apologize in advance for mocking this.

1:14.0

Or for Sacks mocking it, I should say.

1:17.0

This was incredible.

1:21.0

I don't know exactly what's going on here with the blowing of the hair

...

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