E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 6 November 2021
⏱️ 90 minutes
🧾️ Download transcript
Summary
Show Notes:
0:00 Besties do a Microsoft-themed intro
7:53 Spread trading big tech, amazing power of Google and Microsoft
17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route
30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0
35:24 Zillow's iBuying implosion
46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?
1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives
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https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/Suhail/status/1455553539552382979
https://twitter.com/RTanuku/status/1456324783809826819
https://www.nytimes.com/news-event/elections-2021
https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html
https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html
https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html
https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment
https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303
https://twitter.com/patrickruffini/status/1454792424488902656
https://www.science.org/doi/10.1126/science.abh4049
https://twitter.com/friedberg/status/1454482267707899909
https://www.wsj.com/articles/climate-finance-china-india-11636039142
https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305
Transcript
Click on a timestamp to play from that location
| 0:00.0 | My body is a wonderland. |
| 0:03.3 | If that wonderland is white, soft, and mushy. |
| 0:06.1 | Sure. |
| 0:07.6 | And hairy too. |
| 0:11.4 | You know, the worst thing about skin on skin sleeping with the newborn is that, |
| 0:15.0 | you know, sometimes she roots and she goes after the male nip. |
| 0:18.4 | I know. |
| 0:18.9 | The problem is my nip was covered in hair. |
| 0:21.1 | That's really awkward for everybody. |
| 0:24.2 | She started gagging. |
| 0:25.4 | I'll tell Tully that story when she's 18 or at her wedding. |
| 0:28.1 | It'll be even better. |
| 0:30.6 | For what your winner's ride. |
| 0:33.5 | Rainman David. |
| 0:37.8 | And it said we open source it to the fans and they've just gone crazy. |
| 0:41.8 | WS ice. |
| 0:46.3 | Hey, everybody. |
| 0:47.1 | Welcome to another episode of the All in podcast. |
| 0:50.8 | I am wearing a blue shirt. |
| 0:52.5 | I am a pasty white old man, |
| 0:55.8 | who's bald and obnoxious. |
| 0:59.7 | And with me today is. |
... |
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