E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

<p>(0:00) Bestie intros, All-In CEO talk, and Chamath's research product</p> <p>(10:49) Ukraine has its "Cronkite Moment"</p> <p>(16:56) Market outlook: are we in for a Q4 rally?</p> <p>(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders</p> <p>(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround</p> <p>(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy</p> <p>(1:08:07) Silicon Valley's shift right</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</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/chamath/status/1718722437217685810">https://twitter.com/chamath/status/1718722437217685810</a></p> <p><a href= "https://twitter.com/ShaanVP/status/1719461817699733831">https://twitter.com/ShaanVP/status/1719461817699733831</a></p> <p><a href= "https://twitter.com/chamath/status/1719887650688282786">https://twitter.com/chamath/status/1719887650688282786</a></p> <p><a href= "https://sacks.substack.com">https://sacks.substack.com</a></p> <p><a href= "https://responsiblestatecraft.org/zelensky-war-time-magazine">https://responsiblestatecraft.org/zelensky-war-time-magazine</a></p> <p><a href= "https://twitter.com/davidsacks/status/1719815317000733153">https://twitter.com/davidsacks/status/1719815317000733153</a></p> <p><a href= "https://time.com/6329188/ukraine-volodymyr-zelensky-interview">https://time.com/6329188/ukraine-volodymyr-zelensky-interview</a></p> <p><a href= "https://time.com/person-of-the-year-2022-volodymyr-zelensky">https://time.com/person-of-the-year-2022-volodymyr-zelensky</a></p> <p><a href= "https://twitter.com/RothCRE/status/1719833548780195882">https://twitter.com/RothCRE/status/1719833548780195882</a></p> <p><a href= "https://twitter.com/real_bill_gross/status/1720094066183139359">https://twitter.com/real_bill_gross/status/1720094066183139359</a></p> <p><a href= "https://twitter.com/real_bill_gross/status/1719010907806904452">https://twitter.com/real_bill_gross/status/1719010907806904452</a></p> <p><a href= "https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use</a></p> <p><a href= "https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco"> https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco</a></p> <p><a href= "https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5"> https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5</a></p> <p><a href= "https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf"> https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf</a></p> <p><a href= "https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence"> https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence</a></p> <p><a href= "https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order"> https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order</a></p> <p><a href= "https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115"> https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115</a></p> <p><a href= "https://ai.meta.com/llama">https://ai.meta.com/llama</a></p> <p><a href= "https://chamath.substack.com/p/the-case-for-big-action-to-regulate"> https://chamath.substack.com/p/the-case-for-big-action-to-regulate</a></p> <p><a href= "https://twitter.com/ImMeme0/status/1713413678765126062">https://twitter.com/ImMeme0/status/1713413678765126062</a></p> <p><a href= "https://twitter.com/elonmusk/status/1259638112688304129">https://twitter.com/elonmusk/status/1259638112688304129</a></p> <p><a href= "https://twitter.com/chamath/status/1720112859198419191">https://twitter.com/chamath/status/1720112859198419191</a></p>