E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Feb 9, 2024

(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing
(1:12:16) Rolling real estate crisis continues

Follow the besties:
/ chamath
/ jason
/ davidsacks
/ friedberg

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:
/ 1755273518416302522
https://www.macrumors.com/2024/01/29/...
/ 1755386651080106166
https://www.google.com/finance/quote/...
https://investor.fb.com/investor-news...
https://www.macrotrends.net/stocks/ch...
https://www.google.com/finance/quote/...
https://corpgov.law.harvard.edu/2017/...
https://www.cnbc.com/2024/02/07/disne...
https://www.cnbc.com/2024/02/05/snap-...
https://d18rn0p25nwr6d.cloudfront.net...
https://s25.q4cdn.com/442043304/files...
https://cloudedjudgement.substack.com
/ 1754641005851328553
https://help.openai.com/en/articles/8...
/ 1747264832439734353
https://blog.research.google/2009/06/...
https://techcrunch.com/2010/05/18/fac...
https://artificialanalysis.ai
https://chamath.substack.com/p/deep-d...
/ 1751005727215301053
• Fireside with Barry Sternlicht, Chair...
https://www.bloomberg.com/news/articl...
https://asia.nikkei.com/Spotlight/Dat...

#allin #tech #news