E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

Mar 3, 2023

(0:00) Bestie intros!
(6:47) The VC FOMO frenzy in AI
(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs
(37:23) Macro update: inflation not done, weaker earnings, interest rates
(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom
(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China
(1:34:33) Ukraine update: China's peace proposal, US strategy
(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month
(1:50:01) Stripe chart errata, bestie wrap!

Follow the besties:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg
/ altcap

Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.wsj.com/articles/why-i-st...
https://www.thedailybeast.com/bill-ma...
https://www.economist.com/business/20...
https://podcasts.apple.com/ca/podcast...
https://openai.com/blog/introducing-c...
/ 1628453782177865728
https://www.ft.com/content/21420ce2-9...
https://www.wsj.com/articles/instacar...
https://cdn.statcdn.com/Infographic/i...
https://www.barrons.com/articles/home...
https://www.google.com/finance/quote/...
https://s23.q4cdn.com/574569502/files...
https://seekingalpha.com/article/4583...
/ 1631361678582611970
https://www.investopedia.com/articles...
https://www.wsj.com/articles/in-depos...
https://www.reuters.com/technology/ti...
https://www.reuters.com/technology/wh...
https://www.wsj.com/articles/house-co...
https://www.euronews.com/2023/02/27/c...
https://www.wsj.com/articles/ukraine-...
/ 1496886759665586177
/ 1629516350602264582
https://www.nber.org/system/files/wor...
https://www.tmz.com/2023/03/01/draymo...
https://www.bloomberg.com/news/newsle...
https://www.newyorker.com/magazine/20...

#allin #tech #news