E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

<p>(0:00) Bestie intros!</p> <p>(2:08) Apple Vision Pro breakdown</p> <p>(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance</p> <p>(32:53) Positive signals indicating a big SaaS bounceback</p> <p>(41:06) VCs are split into three camps on how to approach AI investing</p> <p>(1:12:16) Rolling real estate crisis continues</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/Jason/status/1755273518416302522">https://twitter.com/Jason/status/1755273518416302522</a></p> <p><a href= "https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales"> https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales</a></p> <p><a href= "https://twitter.com/Jason/status/1755386651080106166">https://twitter.com/Jason/status/1755386651080106166</a></p> <p><a href= "https://www.google.com/finance/quote/META:NASDAQ">https://www.google.com/finance/quote/META:NASDAQ</a></p> <p><a href= "https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx"> https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx</a></p> <p><a href= "https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income"> https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income</a></p> <p><a href= "https://www.google.com/finance/quote/SNAP:NYSE">https://www.google.com/finance/quote/SNAP:NYSE</a></p> <p><a href= "https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares"> https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares</a></p> <p><a href= "https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html"> https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html</a></p> <p><a href= "https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html"> https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html</a></p> <p><a href= "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf"> https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf</a></p> <p><a href= "https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf"> https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf</a></p> <p><a href= "https://cloudedjudgement.substack.com">https://cloudedjudgement.substack.com</a></p> <p><a href= "https://twitter.com/chamath/status/1754641005851328553">https://twitter.com/chamath/status/1754641005851328553</a></p> <p><a href= "https://help.openai.com/en/articles/8554397-creating-a-gpt">https://help.openai.com/en/articles/8554397-creating-a-gpt</a></p> <p><a href= "https://twitter.com/ArtificialAnlys/status/1747264832439734353">https://twitter.com/ArtificialAnlys/status/1747264832439734353</a></p> <p><a href= "https://blog.research.google/2009/06/speed-matters.html">https://blog.research.google/2009/06/speed-matters.html</a></p> <p><a href= "https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees"> https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees</a></p> <p><a href= "https://artificialanalysis.ai">https://artificialanalysis.ai</a></p> <p><a href= "https://chamath.substack.com/p/deep-dive-artificial-intelligence">https://chamath.substack.com/p/deep-dive-artificial-intelligence</a></p> <p><a href= "https://twitter.com/danshipper/status/1751005727215301053">https://twitter.com/danshipper/status/1751005727215301053</a></p> <p><a href= "https://www.youtube.com/watch?v=7waMPlHugYI">https://www.youtube.com/watch?v=7waMPlHugYI</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut"> https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut</a></p> <p><a href= "https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people"> https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people</a></p>