E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

<p>(0:00) Bestie intros!</p> <p>(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience</p> <p>(28:18) Debt ceiling, government spending, and lack of accountability</p> <p>(40:44) Ways to force more government accountability, who really wins from higher taxes</p> <p>(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology</p> <p>(1:06:20) Adobe's new AI product, why they might have overpaid for Figma</p> <p>(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure</p> <p>(1:33:36) 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>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://twitter.com/MarioNawfal">https://twitter.com/MarioNawfal</a></p> <p><a href= "https://twitter.com/joebiden/status/1661496322980028423">https://twitter.com/joebiden/status/1661496322980028423</a></p> <p><a href= "https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25"> https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25</a></p> <p><a href= "https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777"> https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777</a></p> <p><a href= "https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement"> https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement</a></p> <p><a href= "https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/"> https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/</a></p> <p><a href= "https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25"> https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25</a></p> <p><a href= "https://youtu.be/50MusF365U0">https://youtu.be/50MusF365U0</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says"> https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYFRGDA188S">https://fred.stlouisfed.org/series/FYFRGDA188S</a></p> <p><a href= "https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001"> https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001</a></p> <p><a href= "https://twitter.com/friedberg/status/1658163970979823616">https://twitter.com/friedberg/status/1658163970979823616</a></p> <p><a href= "https://www.270towin.com/1980_Election">https://www.270towin.com/1980_Election</a></p> <p><a href= "https://www.google.com/finance/quote/NVDA">https://www.google.com/finance/quote/NVDA</a></p> <p><a href= "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024</a></p> <p><a href= "https://twitter.com/carlquintanilla/status/1661761614918426624">https://twitter.com/carlquintanilla/status/1661761614918426624</a></p> <p><a href= "https://en.wikipedia.org/wiki/Huang%27s_law">https://en.wikipedia.org/wiki/Huang%27s_law</a></p> <p><a href= "https://twitter.com/scottbelsky/status/1660992735040663553">https://twitter.com/scottbelsky/status/1660992735040663553</a></p> <p><a href= "https://twitter.com/chamath/status/1661467059341914112">https://twitter.com/chamath/status/1661467059341914112</a></p> <p><a href= "https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html"> https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html</a></p> <p><a href= "https://www.google.com/finance/quote/RUM:NASDAQ">https://www.google.com/finance/quote/RUM:NASDAQ</a></p>