E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
All-In with Chamath, Jason, Sacks & Friedberg
- (0:00) Live from the WEF: "Oh Davos, Kumbaya"
- (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
- (21:53) Boeing's regulatory capture leading to negative impact on consumer safety
- (35:16) Adam Neumann facing familiar challenges at his new startup, Flow
- (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
- (1:00:47) Streaming at a crossroads: is the business model broken?
- (1:20:51) Science Corner: New study on microplastics in water bottles
- (1:32:42) All-In Poker
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
weforum.org/agenda/2024/01/special-ad...
opensecrets.org/federal-lobbying/clie...
opensecrets.org/federal-lobbying/top-...
youtube.com/watch?v=wXMO0bhPhCw
dodig.mil/reports.html/article/287162...
google.com/finance/quote/TDG:NYSE
societylasolas.com/photogallery
therealdeal.com/national/nashville/20...
nypost.com/2024/01/11/sports/inside-n...
sportsvideo.org/2024/01/16/peacocks-n...
businessofapps.com/data/disney-plus-s...
businessofapps.com/data/netflix-stati...
finance.yahoo.com/news/americans-are-...
manscaped.com/products/crop-preserver...
pnas.org/doi/10.1073/pnas.2300582121
xometry.com/resources/materials/polye...
bpf.co.uk/plastipedia/how-is-plastic-...
Raw Description
<p>(0:00) Live from the WEF: "Oh Davos, Kumbaya"</p> <p>(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump</p> <p>(21:53) Boeing's regulatory capture leading to negative impact on consumer safety</p> <p>(35:16) Adam Neumann facing familiar challenges at his new startup, Flow</p> <p>(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology</p> <p>(1:00:47) Streaming at a crossroads: is the business model broken?</p> <p>(1:20:51) Science Corner: New study on microplastics in water bottles</p> <p>(1:32:42) All-In Poker</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/dschlopesisback/status/1747025441825640681">https://twitter.com/dschlopesisback/status/1747025441825640681</a></p> <p><a href= "https://twitter.com/davidsacks/status/1747724966941139276">https://twitter.com/davidsacks/status/1747724966941139276</a></p> <p><a href= "https://twitter.com/andrewrsorkin/status/1746723727574794537">https://twitter.com/andrewrsorkin/status/1746723727574794537</a></p> <p><a href= "https://twitter.com/Jason/status/1746951952578298264">https://twitter.com/Jason/status/1746951952578298264</a></p> <p><a href= "https://twitter.com/aphysicist/status/1747868626948907325">https://twitter.com/aphysicist/status/1747868626948907325</a></p> <p><a href= "https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina"> https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina</a></p> <p><a href= "https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100"> https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100</a></p> <p><a href= "https://www.opensecrets.org/federal-lobbying/top-spenders">https://www.opensecrets.org/federal-lobbying/top-spenders</a></p> <p><a href= "https://www.youtube.com/watch?v=wXMO0bhPhCw">https://www.youtube.com/watch?v=wXMO0bhPhCw</a></p> <p><a href= "https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen"> https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen</a></p> <p><a href= "https://www.google.com/finance/quote/TDG:NYSE">https://www.google.com/finance/quote/TDG:NYSE</a></p> <p><a href= "https://stacksonmain.com/gallery">https://stacksonmain.com/gallery</a></p> <p><a href= "https://www.societylasolas.com/photogallery">https://www.societylasolas.com/photogallery</a></p> <p><a href= "https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville"> https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville</a></p> <p><a href= "https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble"> https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble</a></p> <p><a href= "https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records"> https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records</a></p> <p><a href= "https://www.businessofapps.com/data/disney-plus-statistics">https://www.businessofapps.com/data/disney-plus-statistics</a></p> <p><a href= "https://www.businessofapps.com/data/netflix-statistics">https://www.businessofapps.com/data/netflix-statistics</a></p> <p><a href= "https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html"> https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html</a></p> <p><a href= "https://www.manscaped.com/products/crop-preserver-manscaping">https://www.manscaped.com/products/crop-preserver-manscaping</a></p> <p><a href= "https://www.pnas.org/doi/10.1073/pnas.2300582121">https://www.pnas.org/doi/10.1073/pnas.2300582121</a></p> <p><a href= "https://www.xometry.com/resources/materials/polyethylene">https://www.xometry.com/resources/materials/polyethylene</a></p> <p><a href= "https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx">https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx</a></p> <p><a href= "https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11"> https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11</a></p> <p><a href= "https://www.pbs.org/wgbh/frontline/documentary/plastic-wars">https://www.pbs.org/wgbh/frontline/documentary/plastic-wars</a></p>
Chapters (1/8)
Show Notes
- (0:00) Live from the WEF: "Oh Davos, Kumbaya"
- (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
- (21:53) Boeing's regulatory capture leading to negative impact on consumer safety
- (35:16) Adam Neumann facing familiar challenges at his new startup, Flow
- (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
- (1:00:47) Streaming at a crossroads: is the business model broken?
- (1:20:51) Science Corner: New study on microplastics in water bottles
- (1:32:42) All-In Poker
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
weforum.org/agenda/2024/01/special-ad...
opensecrets.org/federal-lobbying/clie...
opensecrets.org/federal-lobbying/top-...
youtube.com/watch?v=wXMO0bhPhCw
dodig.mil/reports.html/article/287162...
google.com/finance/quote/TDG:NYSE
societylasolas.com/photogallery
therealdeal.com/national/nashville/20...
nypost.com/2024/01/11/sports/inside-n...
sportsvideo.org/2024/01/16/peacocks-n...
businessofapps.com/data/disney-plus-s...
businessofapps.com/data/netflix-stati...
finance.yahoo.com/news/americans-are-...
manscaped.com/products/crop-preserver...
pnas.org/doi/10.1073/pnas.2300582121
xometry.com/resources/materials/polye...
bpf.co.uk/plastipedia/how-is-plastic-...
Raw Description
<p>(0:00) Live from the WEF: "Oh Davos, Kumbaya"</p> <p>(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump</p> <p>(21:53) Boeing's regulatory capture leading to negative impact on consumer safety</p> <p>(35:16) Adam Neumann facing familiar challenges at his new startup, Flow</p> <p>(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology</p> <p>(1:00:47) Streaming at a crossroads: is the business model broken?</p> <p>(1:20:51) Science Corner: New study on microplastics in water bottles</p> <p>(1:32:42) All-In Poker</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/dschlopesisback/status/1747025441825640681">https://twitter.com/dschlopesisback/status/1747025441825640681</a></p> <p><a href= "https://twitter.com/davidsacks/status/1747724966941139276">https://twitter.com/davidsacks/status/1747724966941139276</a></p> <p><a href= "https://twitter.com/andrewrsorkin/status/1746723727574794537">https://twitter.com/andrewrsorkin/status/1746723727574794537</a></p> <p><a href= "https://twitter.com/Jason/status/1746951952578298264">https://twitter.com/Jason/status/1746951952578298264</a></p> <p><a href= "https://twitter.com/aphysicist/status/1747868626948907325">https://twitter.com/aphysicist/status/1747868626948907325</a></p> <p><a href= "https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina"> https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina</a></p> <p><a href= "https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100"> https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100</a></p> <p><a href= "https://www.opensecrets.org/federal-lobbying/top-spenders">https://www.opensecrets.org/federal-lobbying/top-spenders</a></p> <p><a href= "https://www.youtube.com/watch?v=wXMO0bhPhCw">https://www.youtube.com/watch?v=wXMO0bhPhCw</a></p> <p><a href= "https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen"> https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen</a></p> <p><a href= "https://www.google.com/finance/quote/TDG:NYSE">https://www.google.com/finance/quote/TDG:NYSE</a></p> <p><a href= "https://stacksonmain.com/gallery">https://stacksonmain.com/gallery</a></p> <p><a href= "https://www.societylasolas.com/photogallery">https://www.societylasolas.com/photogallery</a></p> <p><a href= "https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville"> https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville</a></p> <p><a href= "https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble"> https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble</a></p> <p><a href= "https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records"> https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records</a></p> <p><a href= "https://www.businessofapps.com/data/disney-plus-statistics">https://www.businessofapps.com/data/disney-plus-statistics</a></p> <p><a href= "https://www.businessofapps.com/data/netflix-statistics">https://www.businessofapps.com/data/netflix-statistics</a></p> <p><a href= "https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html"> https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html</a></p> <p><a href= "https://www.manscaped.com/products/crop-preserver-manscaping">https://www.manscaped.com/products/crop-preserver-manscaping</a></p> <p><a href= "https://www.pnas.org/doi/10.1073/pnas.2300582121">https://www.pnas.org/doi/10.1073/pnas.2300582121</a></p> <p><a href= "https://www.xometry.com/resources/materials/polyethylene">https://www.xometry.com/resources/materials/polyethylene</a></p> <p><a href= "https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx">https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx</a></p> <p><a href= "https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11"> https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11</a></p> <p><a href= "https://www.pbs.org/wgbh/frontline/documentary/plastic-wars">https://www.pbs.org/wgbh/frontline/documentary/plastic-wars</a></p>