E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
All-In with Chamath, Jason, Sacks & Friedberg
00:00 Cold Open
00:25 Besties react to last week's All-In E63
21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust
42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations
1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis
1:32:01 Friedberg's new company Cana
1:33:47 Learning loss from COVID school closures
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the Episode:
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
youtube.com/watch?v=w1iYGE3PVYA
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
wsj.com/articles/senate-panel-approve...
Chamath's Social Capital 2019 Annual Letter
socialcapital.com/annual-letters/2019
Bill Ackman suggests the Fed should raise rate by 50 basis points
Gavin Baker's Twitter on Generals getting shot last
Jonathan Chait in NY Mag on School Closures
nymag.com/intelligencer/article/progr...
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
unicef.org/press-releases/learning-lo...
Friedberg's interview on This Week in Startups
Raw Description
<p>00:00 Cold Open</p> <p>00:25 Besties react to last week's All-In E63</p> <p>21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust</p> <p>42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations</p> <p>1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis</p> <p>1:32:01 Friedberg's new company <a href="https://cana.com" target="_blank" rel= "noopener">Cana</a></p> <p>1:33:47 Learning loss from COVID school closures</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 Episode: </p> <p>Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC</p> <p><a href= "https://www.youtube.com/watch?v=w1iYGE3PVYA">https://www.youtube.com/watch?v=w1iYGE3PVYA</a> </p> <p> </p> <p>WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill</p> <p><a href= "https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487"> https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487</a> </p> <p> </p> <p>Chamath's Social Capital 2019 Annual Letter</p> <p><a href= "https://www.socialcapital.com/annual-letters/2019">https://www.socialcapital.com/annual-letters/2019</a> </p> <p> </p> <p>Bill Ackman suggests the Fed should raise rate by 50 basis points</p> <p><a href= "https://twitter.com/BillAckman/status/1482449525595943045?s=20"> https://twitter.com/BillAckman/status/1482449525595943045?s=20</a> </p> <p> </p> <p>Gavin Baker's Twitter on Generals getting shot last</p> <p><a href= "https://twitter.com/GavinSBaker/status/1479454332567310342?s=20"> https://twitter.com/GavinSBaker/status/1479454332567310342?s=20</a> </p> <p> </p> <p>Jonathan Chait in NY Mag on School Closures</p> <p><a href= "https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html"> https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html</a> </p> <p> </p> <p>Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion</p> <p><a href= "https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime"> https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime</a> </p> <p> </p> <p>Friedberg's interview on This Week in Startups</p> <p><a href="https://youtu.be/dajzLwGAntI?t=1998">https://youtu.be/dajzLwGAntI?t=1998</a> </p> <p><a href="https://apple.co/33Xrbq3">https://apple.co/33Xrbq3</a> </p>
Chapters (1/7)
Show Notes
00:00 Cold Open
00:25 Besties react to last week's All-In E63
21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust
42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations
1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis
1:32:01 Friedberg's new company Cana
1:33:47 Learning loss from COVID school closures
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the Episode:
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
youtube.com/watch?v=w1iYGE3PVYA
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
wsj.com/articles/senate-panel-approve...
Chamath's Social Capital 2019 Annual Letter
socialcapital.com/annual-letters/2019
Bill Ackman suggests the Fed should raise rate by 50 basis points
Gavin Baker's Twitter on Generals getting shot last
Jonathan Chait in NY Mag on School Closures
nymag.com/intelligencer/article/progr...
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
unicef.org/press-releases/learning-lo...
Friedberg's interview on This Week in Startups
Raw Description
<p>00:00 Cold Open</p> <p>00:25 Besties react to last week's All-In E63</p> <p>21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust</p> <p>42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations</p> <p>1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis</p> <p>1:32:01 Friedberg's new company <a href="https://cana.com" target="_blank" rel= "noopener">Cana</a></p> <p>1:33:47 Learning loss from COVID school closures</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 Episode: </p> <p>Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC</p> <p><a href= "https://www.youtube.com/watch?v=w1iYGE3PVYA">https://www.youtube.com/watch?v=w1iYGE3PVYA</a> </p> <p> </p> <p>WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill</p> <p><a href= "https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487"> https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487</a> </p> <p> </p> <p>Chamath's Social Capital 2019 Annual Letter</p> <p><a href= "https://www.socialcapital.com/annual-letters/2019">https://www.socialcapital.com/annual-letters/2019</a> </p> <p> </p> <p>Bill Ackman suggests the Fed should raise rate by 50 basis points</p> <p><a href= "https://twitter.com/BillAckman/status/1482449525595943045?s=20"> https://twitter.com/BillAckman/status/1482449525595943045?s=20</a> </p> <p> </p> <p>Gavin Baker's Twitter on Generals getting shot last</p> <p><a href= "https://twitter.com/GavinSBaker/status/1479454332567310342?s=20"> https://twitter.com/GavinSBaker/status/1479454332567310342?s=20</a> </p> <p> </p> <p>Jonathan Chait in NY Mag on School Closures</p> <p><a href= "https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html"> https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html</a> </p> <p> </p> <p>Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion</p> <p><a href= "https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime"> https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime</a> </p> <p> </p> <p>Friedberg's interview on This Week in Startups</p> <p><a href="https://youtu.be/dajzLwGAntI?t=1998">https://youtu.be/dajzLwGAntI?t=1998</a> </p> <p><a href="https://apple.co/33Xrbq3">https://apple.co/33Xrbq3</a> </p>