E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

Nov 3, 2023

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product
(10:49) Ukraine has its “Cronkite Moment”
(16:56) Market outlook: are we in for a Q4 rally?
(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders
(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround
(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy
(1:08:07) Silicon Valley's shift right

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/ davidsacks
/ friedberg

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

Intro Video Credit:
/ thezacheffect

Referenced in the show:
/ 1718722437217685810
/ 1719461817699733831
/ 1719887650688282786
https://sacks.substack.com
https://responsiblestatecraft.org/zel...
/ 1719815317000733153
https://time.com/6329188/ukraine-volo...
https://time.com/person-of-the-year-2...
/ 1719833548780195882
/ 1720094066183139359
/ 1719010907806904452
https://www.whitehouse.gov/briefing-r...
https://www.kqed.org/news/11957640/bu...
https://www.wsj.com/articles/wework-p...
https://s23.q4cdn.com/100276410/files...
https://www.whitehouse.gov/briefing-r...
https://hardcoresoftware.learningbysh...
https://variety.com/2023/film/news/jo...
https://ai.meta.com/llama
https://chamath.substack.com/p/the-ca...
/ 1713413678765126062
/ 1259638112688304129
/ 1720112859198419191

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