E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 22 January 2022
⏱️ 97 minutes
🧾️ Download transcript
Summary
00:00 Cold Open
00:25 Besties react to last week's All-In E63
21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust
42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations
1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis
1:32:01 Friedberg's new company Cana
1:33:47 Learning loss from COVID school closures
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 Episode:
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
https://www.youtube.com/watch?v=w1iYGE3PVYA
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
Chamath's Social Capital 2019 Annual Letter
https://www.socialcapital.com/annual-letters/2019
Bill Ackman suggests the Fed should raise rate by 50 basis points
https://twitter.com/BillAckman/status/1482449525595943045?s=20
Gavin Baker's Twitter on Generals getting shot last
https://twitter.com/GavinSBaker/status/1479454332567310342?s=20
Jonathan Chait in NY Mag on School Closures
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
Friedberg's interview on This Week in Startups
Transcript
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| 0:00.0 | It's Chimac in a room with his PR crew right now like rehearsing and practicing and |
| 0:05.0 | let's pause this room |
| 0:25.0 | Hey everybody so I just wanted to make sure based on last week's pod it was |
| 0:28.8 | absolutely clear I care about human rights many of you know my origin story |
| 0:33.3 | but for those of you that don't I was born in a country that's no stranger to |
| 0:37.5 | civil war and religious and political persecution growing up my family and I |
| 0:42.1 | felt those effects it affected our safety it's in part what led my family to |
| 0:46.7 | file for refugee status in stay in Canada so this is a real part of my |
| 0:50.7 | lived experience that said you know I realized that what I said last week |
| 0:55.6 | lacked empathy particularly towards others who are dealing with persecution in |
| 1:00.7 | this case the weekers and based on what I read this week I think what's |
| 1:04.4 | happening to them in western China is a terrible situation I also want to |
| 1:09.6 | talk about this idea about nobody caring look if we take a step back and |
| 1:13.6 | replace weger with other really important issues like the conflict in |
| 1:17.9 | Yemen the potential war in the Ukraine gun control school shootings |
| 1:22.2 | healthcare equity were faced with horrible events every day however the |
| 1:27.2 | unfortunate state of the world today is that we've also normalized a |
| 1:30.6 | certain of being confronted with something tragic or horrible or unjust and |
| 1:34.9 | being allowed to react with thoughts and prayers and this was the real intent |
| 1:38.6 | of what I was trying to get across so when I talk about my line it's not about |
| 1:42.9 | whether something matters or not it's about which issues of all the important |
| 1:46.6 | issues we face every day where I have the expertise and I believe I have the |
... |
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