E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

<p>(0:00) Bestie intro!</p> <p>(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture</p> <p>(24:21) AI update: new projects, global enablement, early adoption</p> <p>(37:38) SF CRE continues to collapse, Gotham City update</p> <p>(47:52) Lab-grown meat: possibilities, potential impact, and major constraints</p> <p>(1:06:47) Quick earnings button and RFK Jr's presidential bid</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/GavinSBaker">https://twitter.com/GavinSBaker</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.google.com/finance/quote/GOOG:NASDAQ">https://www.google.com/finance/quote/GOOG:NASDAQ</a></p> <p><a href= "https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html"> https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html</a></p> <p><a href= "https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html"> https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html</a></p> <p><a href= "https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html"> https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html</a></p> <p><a href= "https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power"> https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power</a></p> <p><a href= "https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc"> https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc</a></p> <p><a href= "https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky"> https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky</a></p> <p><a href= "https://fred.stlouisfed.org/series/JTSJOL">https://fred.stlouisfed.org/series/JTSJOL</a></p> <p><a href= "https://fred.stlouisfed.org/series/CIVPART">https://fred.stlouisfed.org/series/CIVPART</a></p> <p><a href= "https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html"> https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html</a></p> <p><a href= "https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd"> https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd</a></p> <p><a href= "https://twitter.com/friedberg/status/1651371655774584832">https://twitter.com/friedberg/status/1651371655774584832</a></p> <p><a href= "https://twitter.com/mckaywrigley/status/1651291367224807424">https://twitter.com/mckaywrigley/status/1651291367224807424</a></p> <p><a href= "https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea"> https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea</a></p> <p><a href= "https://twitter.com/Jason/status/1650974906916671493">https://twitter.com/Jason/status/1650974906916671493</a></p> <p><a href= "https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say"> https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say</a></p> <p><a href= "https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab"> https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab</a></p> <p><a href= "https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html"> https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html</a></p> <p><a href= "https://twitter.com/RobertKennedyJr/status/1649190840198209537">https://twitter.com/RobertKennedyJr/status/1649190840198209537</a></p> <p> </p>