E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

<p>Show Notes:</p> <p>0:00 Besties do a Microsoft-themed intro</p> <p>7:53 Spread trading big tech, amazing power of Google and Microsoft</p> <p>17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route</p> <p>30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0</p> <p>35:24 Zillow's iBuying implosion</p> <p>46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?</p> <p>1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives</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/Suhail/status/1455553539552382979">https://twitter.com/Suhail/status/1455553539552382979</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt"> https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt</a></p> <p><a href= "https://twitter.com/RTanuku/status/1456324783809826819">https://twitter.com/RTanuku/status/1456324783809826819</a></p> <p><a href= "https://www.nytimes.com/news-event/elections-2021">https://www.nytimes.com/news-event/elections-2021</a></p> <p><a href= "https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html"> https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html</a></p> <p><a href= "https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney"> https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney</a></p> <p><a href= "https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html"> https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html</a></p> <p><a href= "https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html"> https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html</a></p> <p><a href= "https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment"> https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment</a></p> <p><a href= "https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303"> https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303</a></p> <p><a href= "https://twitter.com/patrickruffini/status/1454792424488902656">https://twitter.com/patrickruffini/status/1454792424488902656</a></p> <p><a href= "https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/"> https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/</a></p> <p><a href= "https://www.science.org/doi/10.1126/science.abh4049">https://www.science.org/doi/10.1126/science.abh4049</a></p> <p><a href= "https://twitter.com/friedberg/status/1454482267707899909">https://twitter.com/friedberg/status/1454482267707899909</a></p> <p><a href= "https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions"> https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions</a></p> <p><a href= "https://www.wsj.com/articles/climate-finance-china-india-11636039142"> https://www.wsj.com/articles/climate-finance-china-india-11636039142</a></p> <p><a href= "https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305"> https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305</a></p> <p><a href= "https://twitter.com/elonmusk/status/1454808104256737289">https://twitter.com/elonmusk/status/1454808104256737289</a></p>