E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

<p>(0:00) Bestie intros!</p> <p>(1:16) WW3 risk, is WSJ trying to escalate US vs Iran?</p> <p>(22:02) Nuclear risks</p> <p>(33:28) Best case scenarios for de-escalation</p> <p>(40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns</p> <p>(1:09:14) Cruise robotaxi accident update</p> <p>(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities</p> <p>(1:24:47) Jason reflects on his time in the Middle East</p> <p>(1:31:09) New House Speaker and Trump case update</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/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html"> https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html</a></p> <p><a href= "https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html"> https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html</a></p> <p><a href= "https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/"> https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/</a></p> <p><a href= "https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html"> https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html</a></p> <p><a href= "https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a></p> <p><a href= "https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military"> https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military</a></p> <p><a href= "https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110"> https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110</a></p> <p><a href= "https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9"> https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9</a></p> <p><a href= "https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6"> https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6</a></p> <p><a href= "https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a"> https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a</a></p> <p><a href= "https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a></p> <p><a href= "https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4"> https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4</a></p> <p><a href= "https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204"> https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204</a></p> <p><a href= "https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html"> https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html</a></p> <p><a href= "https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time"> https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time</a></p> <p><a href= "https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat">https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1717049864180379761">https://twitter.com/DavidSacks/status/1717049864180379761</a></p> <p><a href= "https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html"> https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html</a></p> <p><a href= "https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza"> https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza</a></p> <p><a href= "https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf">https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1716608344264470868">https://twitter.com/DavidSacks/status/1716608344264470868</a></p> <p><a href= "https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png"> https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png</a></p> <p><a href= "https://www.google.com/finance/quote/CART:NASDAQ">https://www.google.com/finance/quote/CART:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/KVYO:NYSE">https://www.google.com/finance/quote/KVYO:NYSE</a></p> <p><a href= "https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17"> https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17</a></p> <p><a href= "https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california"> https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california</a></p> <p><a href= "https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident"> https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident</a></p> <p><a href= "https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619"> https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619</a></p> <p><a href= "https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624"> https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624</a></p> <p><a href= "https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html"> https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html</a></p> <p><a href= "https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html"> https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html</a></p> <p><a href= "https://thosenerdygirls.org/can-farts-spread-covid">https://thosenerdygirls.org/can-farts-spread-covid</a></p>