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E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

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

🗓️ 5 April 2024

⏱️ 93 minutes

🧾️ Download transcript

Summary

(0:00) Meet All-In's new CEO: Jon Haile!

(7:13) FTX Correction: Depositors are not getting "made whole"

(19:26) Trump Media updates

(27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?

(49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years

(1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications

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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://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html

https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors

https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13

https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21

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

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43

https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans

https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html

https://twitter.com/mtaibbi/status/1619029772977455105

https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories

https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04

https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue

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

https://www.statista.com/statistics/266249/advertising-revenue-of-google

https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet

https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results

https://twitter.com/thedailyshow/status/1774995166778020059

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011

https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html

https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976

https://twitter.com/lina_colucci/status/1775668500931268665

https://twitter.com/tsarnick/status/1748923998052975099

https://twitter.com/Figure_robot/status/1767913661253984474

https://twitter.com/elonmusk/status/1746964887949934958

https://www.geckorobotics.com/company/robots

https://twitter.com/DavidSacks/status/1775926842257813910

https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia

https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks

https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

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Transcript

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0:00.0

All in podcast, the All in Podcast, the Number One Podcast in the World, episode 173.

0:07.0

It's objectively Freiburg, the Number One Podcast. I checked. I looked online.

0:11.0

And things are cooking over here here so much so that you may have heard

0:15.8

we hired a new CEO. Welcome to the team, our new fifth besty John Hill.

0:22.2

Yeah! Off clap everybody. our new fifth besty John Hill.

0:23.0

Yeah!

0:24.0

Golf clap everybody.

0:25.0

Let's get in there with that golf clap, yes.

0:27.0

All right, John, welcome to the program.

0:30.0

Your first day was April 1st.

0:31.0

It wasn't a joke.

0:32.0

Literally was your first day was April 1st. It wasn't a joke. Literally was your first day. How has

0:35.0

week one as CEO for all in been?

0:40.6

It has been wonderful, super dynamic, really happy to be a part of the team.

0:45.0

All right, there you have it.

0:48.0

Sachs, you were a huge driver of this.

0:51.0

You spent so much time interviewing everybody going through the resumes

0:54.6

checking the references you know and you really spearheaded this oh wait you did nothing

0:59.2

I forgot it's spelled J-O-N-J-O-N.

1:03.0

Yeah, wait, who is this?

1:04.0

Sacks, this is John, yeah.

1:06.0

Okay, you guys haven't met.

...

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