E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

<p>(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans</p> <p>(12:30) Understanding the Omicron variant</p> <p>(24:49) Tech stocks plummet: why the selloff?</p> <p>(33:44) Inflation: here to stay? What's the 10-year outlook?</p> <p>(44:57) Anticipating a "Great Resignation" of successful VCs</p> <p>(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech</p> <p>(1:02:08) Mike Bloomberg donates $750M to charter schools</p> <p>(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech</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/trvrb">https://twitter.com/trvrb</a></p> <p><a href= "https://www.nejm.org/doi/full/10.1056/NEJMoa2115463">https://www.nejm.org/doi/full/10.1056/NEJMoa2115463</a></p> <p><a href= "https://twitter.com/erictopol/status/1466799350990839810">https://twitter.com/erictopol/status/1466799350990839810</a></p> <p><a href= "https://twitter.com/Jason/status/1465037481187987457">https://twitter.com/Jason/status/1465037481187987457</a></p> <p> https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586</p> <p><a href= "https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers"> https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers</a></p> <p><a href= "https://fortune.com/2021/08/09/lumber-prices-down-2018-levels">https://fortune.com/2021/08/09/lumber-prices-down-2018-levels</a></p> <p><a href= "https://twitter.com/rabois/status/1466816803418615812">https://twitter.com/rabois/status/1466816803418615812</a></p> <p><a href= "https://twitter.com/michelletandler/status/1465393612577853440">https://twitter.com/michelletandler/status/1465393612577853440</a></p> <p><a href= "https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324"> https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324</a></p> <p><a href= "https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation"> https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation</a></p> <p><a href= "https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse"> https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse</a></p>