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All-In with Chamath, Jason, Sacks & Friedberg

E76: Elon vs. Twitter

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Business, Entrepreneurship, Technology

4.010.4K Ratings

🗓️ 16 April 2022

⏱️ 59 minutes

🧾️ Download transcript

Summary

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros

3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more

30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee

43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/elonmusk/status/1514564966564651008

https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html

https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.

https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm

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

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/jeffjarvis/status/1514578609754812419

https://twitter.com/maxboot/status/1514570168730636290

https://www.google.com/finance/quote/SPY:NYSEARCA

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

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/auronmacintyre/status/1514653963408318474

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

Transcript

Click on a timestamp to play from that location

0:00.0

You got like moisturizer all over your face.

0:02.2

Are you moisturizing?

0:03.2

I am. I'm just my skin is so dry.

0:05.0

I just got over having food poisoning.

0:06.6

And I'm like, I do hydro.

0:07.9

I'm gonna hold on. Let me get this off camera off.

0:10.3

Look at this guy. You got makeup on.

0:12.0

It's not makeup. It's moisturizer, dipshit.

0:14.2

But this is bad.

0:15.2

Reason you look like the fucking crypt keeper

0:17.2

and I look shy and young and shfelt

0:19.7

is because I do a little skin care routine.

0:21.2

Okay. Give me a fucking break.

0:22.8

Look at him. Turn off his camera

0:24.0

because he's embarrassed about whatever he's doing.

0:25.5

I'm not embarrassed. I just don't need you telling me.

0:26.8

I'm like, sh**.

0:29.4

So, Axis and a fucking good mood.

0:30.8

What? Just a lot of up 15 cents?

0:33.0

Why are you so fucking happy, dummy?

0:34.7

Well, the markets are closed today. It's good Friday.

0:36.4

So my stock portfolio can't be down because the market's

...

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