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

<p>(0:00) Bestie intros!</p> <p>(6:47) The VC FOMO frenzy in AI</p> <p>(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs</p> <p>(37:23) Macro update: inflation not done, weaker earnings, interest rates</p> <p>(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom</p> <p>(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China</p> <p>(1:34:33) Ukraine update: China's peace proposal, US strategy</p> <p>(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month</p> <p>(1:50:01) Stripe chart errata, bestie wrap!</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p><a href= "https://twitter.com/altcap">https://twitter.com/altcap</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506"> https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506</a></p> <p><a href= "https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview"> https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview</a></p> <p><a href= "https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence"> https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence</a></p> <p><a href= "https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979"> https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979</a></p> <p><a href= "https://openai.com/blog/introducing-chatgpt-and-whisper-apis">https://openai.com/blog/introducing-chatgpt-and-whisper-apis</a></p> <p><a href= "https://twitter.com/heykahn/status/1628453782177865728">https://twitter.com/heykahn/status/1628453782177865728</a></p> <p><a href= "https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466">https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466</a></p> <p><a href= "https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d"> https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d</a></p> <p><a href= "https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg">https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg</a></p> <p><a href= "https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede"> https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede</a></p> <p><a href= "https://www.google.com/finance/quote/CRM:NYSE">https://www.google.com/finance/quote/CRM:NYSE</a></p> <p><a href= "https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf"> https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf</a></p> <p><a href= "https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript"> https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript</a></p> <p><a href= "https://twitter.com/altcap/status/1631361678582611970">https://twitter.com/altcap/status/1631361678582611970</a></p> <p><a href= "https://www.investopedia.com/articles/06/fas123r.asp">https://www.investopedia.com/articles/06/fas123r.asp</a></p> <p><a href= "https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0"> https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0</a></p> <p><a href= "https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01"> https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01</a></p> <p><a href= "https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27"> https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27</a></p> <p><a href= "https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611"> https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611</a></p> <p><a href= "https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now"> https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now</a></p> <p><a href= "https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188"> https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188</a></p> <p><a href= "https://twitter.com/wikileaks/status/1496886759665586177">https://twitter.com/wikileaks/status/1496886759665586177</a></p> <p><a href= "https://twitter.com/deloreshandy/status/1629516350602264582">https://twitter.com/deloreshandy/status/1629516350602264582</a></p> <p><a href= "https://www.nber.org/system/files/working_papers/w26316/w26316.pdf"> https://www.nber.org/system/files/working_papers/w26316/w26316.pdf</a></p> <p><a href= "https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year"> https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year</a></p> <p><a href= "https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take"> https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take</a></p> <p><a href= "https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled"> https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled</a></p>