E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
All-In with Chamath, Jason, Sacks & Friedberg
- (0:00) Bestie intros + Vegas recap!
- (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!
- (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?
- (1:11:34) Book banning follow-up
- (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware
- (1:26:31) Biden's fall, populism in both parties
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
nytimes.com/2023/04/21/us/politics/bi...
nypost.com/2023/04/26/biden-cheat-she...
bloomberg.com/news/articles/2023-05-3...
apnews.com/article/debt-limit-biden-m...
apnews.com/article/debt-ceiling-deal-...
onceinaspecies.com/p/643-april-2023-m...
cryptohayes.substack.com/p/exit-liqui...
imf.org/en/Blogs/Articles/2021/05/05/...
wsj.com/articles/saudi-arabia-conside...
barrons.com/news/china-brazil-strike-...
cnbc.com/2023/03/15/does-chinas-role-...
barrons.com/articles/dollar-china-pet...
bloomberg.com/news/articles/2023-03-3...
reuters.com/article/brazil-economy-fx...
bloomberg.com/news/articles/2023-04-2...
pen.org/index-of-school-book-bans-2022
newsweek.com/kill-mockingbird-other-b...
independent.co.uk/arts-entertainment/...
theguardian.com/books/2023/feb/20/roa...
Raw Description
<p>(0:00) Bestie intros + Vegas recap!</p> <p>(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!</p> <p>(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?</p> <p>(1:11:34) Book banning follow-up</p> <p>(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware</p> <p>(1:26:31) Biden's fall, populism in both parties</p> <p> </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.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html"> https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html</a></p> <p><a href= "https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question"> https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country"> https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country</a></p> <p><a href= "https://twitter.com/billackman/status/1663959113703751720">https://twitter.com/billackman/status/1663959113703751720</a></p> <p><a href= "https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a"> https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a</a></p> <p><a href= "https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e"> https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e</a></p> <p><a href= "https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin"> https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin</a></p> <p><a href= "https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa">https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa</a></p> <p><a href= "https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low"> https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low</a></p> <p><a href= "https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</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://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html"> https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html</a></p> <p><a href= "https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f"> https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow"> https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow</a></p> <p><a href= "https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU"> https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit"> https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit</a></p> <p><a href= "https://pen.org/index-of-school-book-bans-2022">https://pen.org/index-of-school-book-bans-2022</a></p> <p><a href= "https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241"> https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241</a></p> <p><a href= "https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html"> https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html</a></p> <p><a href= "https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered"> https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered</a></p> <p><a href= "https://twitter.com/mdcps/status/1661194749821218818">https://twitter.com/mdcps/status/1661194749821218818</a></p> <p><a href= "https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper">https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper</a></p> <p><a href= "https://twitter.com/jacobkschneider/status/1664343681321541636">https://twitter.com/jacobkschneider/status/1664343681321541636</a></p> <p><a href= "https://youtu.be/CwJaSa335mE">https://youtu.be/CwJaSa335mE</a></p>
Chapters (1/6)
Show Notes
- (0:00) Bestie intros + Vegas recap!
- (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!
- (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?
- (1:11:34) Book banning follow-up
- (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware
- (1:26:31) Biden's fall, populism in both parties
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
nytimes.com/2023/04/21/us/politics/bi...
nypost.com/2023/04/26/biden-cheat-she...
bloomberg.com/news/articles/2023-05-3...
apnews.com/article/debt-limit-biden-m...
apnews.com/article/debt-ceiling-deal-...
onceinaspecies.com/p/643-april-2023-m...
cryptohayes.substack.com/p/exit-liqui...
imf.org/en/Blogs/Articles/2021/05/05/...
wsj.com/articles/saudi-arabia-conside...
barrons.com/news/china-brazil-strike-...
cnbc.com/2023/03/15/does-chinas-role-...
barrons.com/articles/dollar-china-pet...
bloomberg.com/news/articles/2023-03-3...
reuters.com/article/brazil-economy-fx...
bloomberg.com/news/articles/2023-04-2...
pen.org/index-of-school-book-bans-2022
newsweek.com/kill-mockingbird-other-b...
independent.co.uk/arts-entertainment/...
theguardian.com/books/2023/feb/20/roa...
Raw Description
<p>(0:00) Bestie intros + Vegas recap!</p> <p>(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!</p> <p>(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?</p> <p>(1:11:34) Book banning follow-up</p> <p>(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware</p> <p>(1:26:31) Biden's fall, populism in both parties</p> <p> </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.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html"> https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html</a></p> <p><a href= "https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question"> https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country"> https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country</a></p> <p><a href= "https://twitter.com/billackman/status/1663959113703751720">https://twitter.com/billackman/status/1663959113703751720</a></p> <p><a href= "https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a"> https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a</a></p> <p><a href= "https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e"> https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e</a></p> <p><a href= "https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin"> https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin</a></p> <p><a href= "https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa">https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa</a></p> <p><a href= "https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low"> https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low</a></p> <p><a href= "https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541"> https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541</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://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html"> https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html</a></p> <p><a href= "https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f"> https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow"> https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow</a></p> <p><a href= "https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU"> https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit"> https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit</a></p> <p><a href= "https://pen.org/index-of-school-book-bans-2022">https://pen.org/index-of-school-book-bans-2022</a></p> <p><a href= "https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241"> https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241</a></p> <p><a href= "https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html"> https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html</a></p> <p><a href= "https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered"> https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered</a></p> <p><a href= "https://twitter.com/mdcps/status/1661194749821218818">https://twitter.com/mdcps/status/1661194749821218818</a></p> <p><a href= "https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper">https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper</a></p> <p><a href= "https://twitter.com/jacobkschneider/status/1664343681321541636">https://twitter.com/jacobkschneider/status/1664343681321541636</a></p> <p><a href= "https://youtu.be/CwJaSa335mE">https://youtu.be/CwJaSa335mE</a></p>