Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

<p>(0:00) Bestie intros: Nostracanis appears!</p> <p>(3:50) Wiz turns down Google's $23B offer, intends to IPO</p> <p>(13:30) CrowdStrike's rough week</p> <p>(17:51) Market update: Mag 7 sell-off?</p> <p>(22:47) Sam Altman's UBI study was a mixed bag</p> <p>(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire</p> <p>(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted</p> <p>(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate</p> <p> (1:08:37) Sacks responds to smear campaign</p> <p>(1:26:46) Science Corner: China's nuclear buildout</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 on X:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</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://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html">https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html</a></p> <p><a href= "https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech"> https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech</a></p> <p><a href= "https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html"> https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html</a></p> <p><a href= "https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs"> https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs</a></p> <p><a href= "https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details"> https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details</a></p> <p><a href= "https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html"> https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html</a></p> <p><a href= "https://www.google.com/finance/quote/CRWD:NASDAQ">https://www.google.com/finance/quote/CRWD:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/SPY:NYSEARCA">https://www.google.com/finance/quote/SPY:NYSEARCA</a></p> <p><a href= "https://www.google.com/finance/quote/TSLA:NASDAQ">https://www.google.com/finance/quote/TSLA:NASDAQ</a></p> <p><a href= "https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html"> https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html</a></p> <p><a href= "https://www.google.com/finance/quote/VIX:INDEXCBOE">https://www.google.com/finance/quote/VIX:INDEXCBOE</a></p> <p><a href= "https://public.websites.umich.edu/~mille/ORUS_Health.pdf">https://public.websites.umich.edu/~mille/ORUS_Health.pdf</a></p> <p><a href= "https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html"> https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html</a></p> <p><a href= "https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe"> https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe</a></p> <p><a href= "https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html"> https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html</a></p> <p><a href= "https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination"> https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination</a></p> <p><a href= "https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin"> https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin</a></p> <p><a href= "https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html"> https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html</a></p> <p><a href= "https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497"> https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497</a></p> <p><a href= "https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination"> https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination</a></p> <p><a href= "https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106"> https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106</a></p> <p><a href= "https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267"> https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267</a></p> <p><a href= "https://x.com/JoeBiden/status/1815080881981190320">https://x.com/JoeBiden/status/1815080881981190320</a></p> <p><a href= "https://x.com/paulg/status/1816334112086712830">https://x.com/paulg/status/1816334112086712830</a></p> <p><a href= "https://x.com/paulg/status/1771640321446683060">https://x.com/paulg/status/1771640321446683060</a></p> <p><a href= "https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf">https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf</a></p> <p><a href= "https://x.com/mwseibel/status/1816542692727488784">https://x.com/mwseibel/status/1816542692727488784</a></p>