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All-In with Chamath, Jason, Sacks & Friedberg

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 20 August 2022

⏱️ 99 minutes

🧾️ Download transcript

Summary

0:00 Bestie intro plus a new moderator!

7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow

25:32 Housing policy: Bay Area, Houston, Miami differences

45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?

1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up

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://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html

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

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

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

https://a16z.com/2020/04/18/its-time-to-build

https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing

https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790

https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16

https://www.foreignaffairs.com/ukraine/playing-fire-ukraine

https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf

https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all

https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html

Transcript

Click on a timestamp to play from that location

0:00.0

Jake, what's it feel like to be a guest on your own podcast today?

0:03.0

I'm excited. Oh god. So delightful. You did a great job, by the way. Really like

0:07.3

the punch up to the formatting where you actually put the questions in. Yeah, I think it's

0:10.6

like because I want us to all agree on the stuff we want to grok on, you know.

0:13.6

In a professional TV show, they would have pre-interviews with everybody,

0:16.9

get all their positions. Then they put the positions into the document and they,

0:21.4

you know, they basically do what it's called a pre-interview. Or here's another idea. You could

0:25.2

do your job. Wow. I mean, do you know, how about that? How about you try that? How about

0:29.7

the floor, you know, or how about I turn you three miserable f**ks into actual likeable people

0:34.5

in 91 episodes, which nobody thought was possible. I actually think I'm becoming less like a

0:39.6

bull the longer I'm on this show. Hello and welcome to the All In pod. I am your moderator for

1:09.5

today out of the hot seat doing the easy beat Dave Friedberg. I'm joined today by our esteemed

1:16.3

panel back from his European shopping spree, our national treasure, America's favorite dictator,

1:22.7

Jamal, Polyhapatia, Jamal. How are you feeling? I feel great. You're okay. You're recovered.

1:28.8

Yeah. I've got a little head cold though. Oh, well, sorry to hear that. Hope it's not COVID 2.0.

1:34.6

No, I tested. I'm COVID negative. Thank God. Okay. Also with us as usual from his emergency bunker

1:40.8

ahead of the US Civil War, the rainman David Sacks. How are you David? Good. Happy with the late start

1:47.5

this morning. I'm sure. And of course, everyone's favorite ski bum producer of the Woodstock of

1:52.9

Tech Conferences, the one and done all in Summit Miami, Jason Callikett, is Jason. What's it like to

1:58.2

be a guest today? Oh, it's so delightful. When you said you wanted to moderate that to me was

2:04.0

chef's kiss. I get to I get to comment and not be the moderator. I love it. Yeah. So we're mixing

2:09.6

it up a little bit today. I'm going to take the lead. J. Cal is going to sit back. I'll say a couple

...

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