E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losse

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://linktr.ee/calacanis
/ davidsacks
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Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
/ 1455553539552382979
https://www.bloomberg.com/news/articl...
/ 1456324783809826819
https://www.nytimes.com/news-event/el...
https://www.nytimes.com/2021/11/04/ny...
https://www.seattletimes.com/seattle-...
https://www.nytimes.com/2021/11/03/us...
https://www.nytimes.com/2021/11/04/us...
https://nypost.com/2021/11/01/mcaulif...
https://www.newsweek.com/cnn-van-jone...
/ 1454792424488902656
https://www.shorenewsnetwork.com/2021...
https://www.science.org/doi/10.1126/s...
/ 1454482267707899909
https://www.theguardian.com/environme...
https://www.wsj.com/articles/climate-...
https://www.wsj.com/articles/tariffs-...
/ 1454808104256737289

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