E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 4 December 2021
⏱️ 78 minutes
🧾️ Download transcript
Summary
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans
(12:30) Understanding the Omicron variant
(24:49) Tech stocks plummet: why the selloff?
(33:44) Inflation: here to stay? What's the 10-year outlook?
(44:57) Anticipating a "Great Resignation" of successful VCs
(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech
(1:02:08) Mike Bloomberg donates $750M to charter schools
(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech
Follow the besties:
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://www.nejm.org/doi/full/10.1056/NEJMoa2115463
https://twitter.com/erictopol/status/1466799350990839810
https://twitter.com/Jason/status/1465037481187987457
https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586
https://fortune.com/2021/08/09/lumber-prices-down-2018-levels
https://twitter.com/rabois/status/1466816803418615812
https://twitter.com/michelletandler/status/1465393612577853440
https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation
https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Yeah, Tomoth goes to those sorts of events and they all pick some endangered animal and then they skin it and they make a sweater out of it for them. |
| 0:05.6 | That's not a luminati sh** luminati. |
| 0:08.1 | So this is Casimir, it's Laura Piana. |
| 0:10.7 | The lining is Chinchilla. |
| 0:12.5 | Oh, Chinchilla, I knew it. |
| 0:14.0 | She's new and some poor animal. |
| 0:15.8 | It is so poor animal. |
| 0:17.7 | Finale. |
| 0:18.4 | Nicer than a dog. |
| 0:20.0 | It's so warm. |
| 0:21.0 | Sweeter than any dog you've ever met if you actually played with the Chinchilla. |
| 0:24.9 | It's so warm. |
| 0:25.9 | So I'm just rubbing it. |
| 0:27.4 | PETA is white hot in the show right now. |
| 0:30.6 | Who? |
| 0:33.8 | But it cares. |
| 0:36.0 | Nobody cares. |
| 0:37.3 | What? |
| 0:39.3 | Like your winners ride. |
| 0:41.3 | Rainman David. |
| 0:46.3 | And it said we open source it to the fans and they've just got the reason. |
| 0:50.3 | WS. |
... |
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