E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 13 June 2021
⏱️ 96 minutes
🧾️ Download transcript
Summary
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Show Notes:
0:00 Bestie intro, Chamath's whereabouts
2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval
26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?
42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?
56:49 Recent factors on the commercial & private real estate markets, inflation head fake
1:05:01 ProPublica's report on billionaire tax returns
1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity
1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning
Intro Music Credit:
https://twitter.com/yung_spielburg
Referenced in the show:
https://www.instagram.com/p/CP0MSOqnYEo
https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html
https://fred.stlouisfed.org/series/T10YIE
https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha
https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425
Tweets:
https://twitter.com/Jason/status/1401938511826067457
https://twitter.com/elonmusk/status/1386825367948644352
https://twitter.com/micsolana/status/1403394491143315456
https://twitter.com/Jason/status/140302318070958080
Transcript
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| 0:00.0 | Like Jacob you get any closer to the camera. I mean your face is like right up in it. We can see your bloodshot us. Oh |
| 0:07.0 | God, it's really a nice start times a little rough. I jank |
| 0:11.6 | A little rough on jank. That's true. I want my second cup of coffee or any |
| 0:15.6 | This is a lifestyle choice. We may regret. We open source |
| 0:35.5 | Hey everybody. Hey everybody. Welcome to another episode of the all-in podcast. It's Saturday morning. It's |
| 0:41.4 | ridiculously early, but we're taping the show because one of the besties happens to have left the continent with us |
| 0:48.7 | From an undisclosed location. Chimath Polly, Hapatia. Are you in a wine cellar or in catacombs? |
| 0:57.4 | I am in I am in look at it wait for it wait for it. Wow |
| 1:01.6 | Were you able to see that or no? No, are you in the cathedral somewhere? You mean the ceiling of your room? |
| 1:11.6 | Incredible. You paid for the four walls and now you can afford the roof |
| 1:17.6 | I'll do a little let's see if you can just see outside and get a sense of the view. Oh you can't. Oh no. |
| 1:24.0 | We can't just stop. Oh, well, bestie lifestyle happening there. Just got a hold of for a second and then |
| 1:29.6 | Well, no, that's my architect hold on |
| 1:33.6 | Wow |
| 1:35.6 | I love how the house is already built and he's still paying the architect. Yeah, he's like do we favor this came out great |
| 1:40.3 | But can you rip down these four rooms and then just start over? |
| 1:43.9 | All right, well, we lost bestie C as he walks around his castle in some European country |
| 1:48.8 | Welcome to lifestyles of the rich and famous. What time is it there for you? Well, it's a six in the afternoon six in the evening |
| 1:55.5 | I was in London last week and holy macro |
| 1:57.8 | The weather if you want to see climate change |
| 2:01.3 | Spend some time in Europe because literally day over day |
| 2:04.8 | Uh, London on the first day I landed was |
... |
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