E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

<p>(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!</p> <p>(2:58) All-In Tequila update</p> <p>(10:04) Nvidia smashes earnings, GPU market outlook</p> <p>(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market</p> <p>(49:51) Sacks on current investable metrics right now in VC</p> <p>(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions</p> <p>(1:39:46) Vivek's comments on the Climate Agenda</p> <p>(1:47:07) Prigozhin crash</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://twitter.com/friedberg/status/1694506279954526487">https://twitter.com/friedberg/status/1694506279954526487</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1693441068036169785">https://twitter.com/DavidSacks/status/1693441068036169785</a></p> <p><a href= "https://twitter.com/chamath/status/1693524941721731189">https://twitter.com/chamath/status/1693524941721731189</a></p> <p><a href= "https://www.wine.com/product/21-seeds-tequila-trio/633617">https://www.wine.com/product/21-seeds-tequila-trio/633617</a></p> <p><a href= "https://www.villadeste.com">https://www.villadeste.com</a></p> <p><a href= "https://www.google.com/finance/quote/NVDA:NASDAQ">https://www.google.com/finance/quote/NVDA:NASDAQ</a></p> <p><a href= "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024</a></p> <p><a href= "https://companiesmarketcap.com">https://companiesmarketcap.com</a></p> <p><a href= "https://twitter.com/chamath/status/1694457666289225776">https://twitter.com/chamath/status/1694457666289225776</a></p> <p><a href= "https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month"> https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month</a></p> <p><a href= "https://prospect.org/features/great-telecom-implosion">https://prospect.org/features/great-telecom-implosion</a></p> <p><a href= "https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california"> https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california</a></p> <p><a href= "https://twitter.com/OpenAI/status/1694062483462594959">https://twitter.com/OpenAI/status/1694062483462594959</a></p> <p><a href= "https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates"> https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates</a></p> <p><a href= "https://twitter.com/nathanbenaich/status/1694073194351648932">https://twitter.com/nathanbenaich/status/1694073194351648932</a></p> <p><a href= "https://commoncrawl.org/about/team">https://commoncrawl.org/about/team</a></p> <p><a href= "https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html"> https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html</a></p> <p><a href= "https://twitter.com/twistartups/status/1694399138194952363">https://twitter.com/twistartups/status/1694399138194952363</a></p> <p><a href= "https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm"> https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm</a></p> <p><a href= "https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation"> https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation</a></p> <p><a href= "https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval"> https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval</a></p> <p><a href= "https://www.stonealgo.com">https://www.stonealgo.com</a></p> <p><a href= "https://youtu.be/f51Yd9h9ZXo">https://youtu.be/f51Yd9h9ZXo</a></p> <p><a href= "https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi">https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi</a></p> <p><a href= "https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html"> https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html</a></p> <p><a href= "https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll"> https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll</a></p>