E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
All-In with Chamath, Jason, Sacks & Friedberg
- (0:00) Bestie intros!
- (4:12) Trump indictment
- (16:52) De-dollarization: What's real and what's overblown?
- (39:35) Debt ceiling vote predictions
- (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture
- (1:10:02) RIP Bob Lee, fixing San Francisco
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
cbsnews.com/news/trump-indictment-34-...
nymag.com/intelligencer/2023/04/donal...
anncoulter.substack.com/p/youre-being...
theweek.com/donald-trump/1022331/form...
barrons.com/news/china-brazil-strike-...
illinoispolicy.org/chicago-has-more-p...
yahoo.com/now/social-security-funds-c...
wsj.com/articles/the-coming-biden-bai...
fred.stlouisfed.org/series/FYFRGDA188S
fred.stlouisfed.org/series/FYONGDA188S
longtermtrends.net/us-debt-to-gdp
pitchbook.com/news/articles/Sanabil-S...
bloomberg.com/news/articles/2023-03-3...
Raw Description
<p>(0:00) Bestie intros!</p> <p>(4:12) Trump indictment</p> <p>(16:52) De-dollarization: What's real and what's overblown?</p> <p>(39:35) Debt ceiling vote predictions</p> <p>(56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture</p> <p>(1:10:02) RIP Bob Lee, fixing San Francisco</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>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.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read"> https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read</a></p> <p><a href= "https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html"> https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html</a></p> <p><a href= "https://anncoulter.substack.com/p/youre-being-played-republicans">https://anncoulter.substack.com/p/youre-being-played-republicans</a></p> <p><a href= "https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump"> https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump</a></p> <p><a href= "https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799"> https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1638957986138959873">https://twitter.com/DavidSacks/status/1638957986138959873</a></p> <p><a href= "https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states"> https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states</a></p> <p><a href= "https://www.yahoo.com/now/social-security-funds-could-run-120000267.html"> https://www.yahoo.com/now/social-security-funds-could-run-120000267.html</a></p> <p><a href= "https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5"> https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYFRGDA188S">https://fred.stlouisfed.org/series/FYFRGDA188S</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a></p> <p><a href= "https://www.longtermtrends.net/us-debt-to-gdp">https://www.longtermtrends.net/us-debt-to-gdp</a></p> <p><a href= "https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures"> https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia"> https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia</a></p> <p><a href= "https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai"> https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai</a></p> <p><a href= "https://twitter.com/rabois/status/1643655946579607565">https://twitter.com/rabois/status/1643655946579607565</a></p> <p><a href= "https://twitter.com/jarvis_best/status/1643667684247371776">https://twitter.com/jarvis_best/status/1643667684247371776</a></p> <p><a href= "https://twitter.com/FrancisSuarez/status/1642862135226126338">https://twitter.com/FrancisSuarez/status/1642862135226126338</a></p> <p><a href= "https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html"> https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html</a></p>
Chapters (1/6)
Show Notes
- (0:00) Bestie intros!
- (4:12) Trump indictment
- (16:52) De-dollarization: What's real and what's overblown?
- (39:35) Debt ceiling vote predictions
- (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture
- (1:10:02) RIP Bob Lee, fixing San Francisco
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
cbsnews.com/news/trump-indictment-34-...
nymag.com/intelligencer/2023/04/donal...
anncoulter.substack.com/p/youre-being...
theweek.com/donald-trump/1022331/form...
barrons.com/news/china-brazil-strike-...
illinoispolicy.org/chicago-has-more-p...
yahoo.com/now/social-security-funds-c...
wsj.com/articles/the-coming-biden-bai...
fred.stlouisfed.org/series/FYFRGDA188S
fred.stlouisfed.org/series/FYONGDA188S
longtermtrends.net/us-debt-to-gdp
pitchbook.com/news/articles/Sanabil-S...
bloomberg.com/news/articles/2023-03-3...
Raw Description
<p>(0:00) Bestie intros!</p> <p>(4:12) Trump indictment</p> <p>(16:52) De-dollarization: What's real and what's overblown?</p> <p>(39:35) Debt ceiling vote predictions</p> <p>(56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture</p> <p>(1:10:02) RIP Bob Lee, fixing San Francisco</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>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.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read"> https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read</a></p> <p><a href= "https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html"> https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html</a></p> <p><a href= "https://anncoulter.substack.com/p/youre-being-played-republicans">https://anncoulter.substack.com/p/youre-being-played-republicans</a></p> <p><a href= "https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump"> https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump</a></p> <p><a href= "https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799"> https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1638957986138959873">https://twitter.com/DavidSacks/status/1638957986138959873</a></p> <p><a href= "https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states"> https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states</a></p> <p><a href= "https://www.yahoo.com/now/social-security-funds-could-run-120000267.html"> https://www.yahoo.com/now/social-security-funds-could-run-120000267.html</a></p> <p><a href= "https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5"> https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYFRGDA188S">https://fred.stlouisfed.org/series/FYFRGDA188S</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a></p> <p><a href= "https://www.longtermtrends.net/us-debt-to-gdp">https://www.longtermtrends.net/us-debt-to-gdp</a></p> <p><a href= "https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures"> https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia"> https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia</a></p> <p><a href= "https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai"> https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai</a></p> <p><a href= "https://twitter.com/rabois/status/1643655946579607565">https://twitter.com/rabois/status/1643655946579607565</a></p> <p><a href= "https://twitter.com/jarvis_best/status/1643667684247371776">https://twitter.com/jarvis_best/status/1643667684247371776</a></p> <p><a href= "https://twitter.com/FrancisSuarez/status/1642862135226126338">https://twitter.com/FrancisSuarez/status/1642862135226126338</a></p> <p><a href= "https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html"> https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html</a></p>