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All In Podcast Episode 108 Notes December 16 2022

  December 16 2022 JCal as Spirit Airlines person? Doxing debate Doxing = giving a person’s location Elon did exactly what the previous regime did This case shows just how hard it is to build these sites Moderation decisions are hard Feels pretty terrorizing when you are being doxed Twitter is emotions and psychology and not physics like Tesla and SpaceX Had to sell $3.8B of Tesla stock Chamath had margin loan at Credit Suisse Probably Elon’s margin account with Tesla stock is being called There’s no canonically right decision you can take in this instance - some people will always be annoyed Elonjet shows persistent location CNN claims that public criticism of Yoel Roth is a threat to safety, but publishing someone’s physical location like in the case of Elon is apparently not threatening his safety Elon’s policies are maybe better than previous regime because he is being open about the banning - there is no more shadow banning, and yes his personal reasons should

All In Podcast Episode 107 Notes December 9 2022

  E107 - Dec 9 2022 Supergut grift 🙂 Twitter Files Part 1-2 Same workers for NYT are on strike who were abusing Elon for his oppressive working conditions - against Sulzbergers - will NYT give them 3 months severance? Matt Taibbi Left leaning, worked at Rolling Stone, covered the financial crisis Bari Weiss Right leaning, worked at NYT Drop 2 Dan Bongino - was shadow banned Charlie Kirk was tagged as do not amplify Jay Bhattacharya was placed on a trends blacklist - because he had a dissenting opinion on covid that has turned out to be true - a Stanford Professor These decisions were taken inside Twitter - against conservative voices This is an FTX level fraud - what was stolen was not customer funds, but people’s rights - not just Jay B’s speech, they were using Twitter as their personal ideological piggy bank Jack, Gadde and Yoel denied they were doing shadowbanning - because they knew they were supposed to be custodians of customer trust Even when they could not

All In Podcast Episode 106 Notes December 2 2022

December 2 2022 Friedberg hungover Scam Bankrun Fraud Andrew Ross Sorkin gave him softball after softball NYTimes continues to embarass themselves but George Stephanopoulos killed it on GMA GMA interview was 2 hours reduced to 10 minutes SBF was also on a 2 hour twitter spaces afterwards Media has a very variable way to deal with this obvious fraud and crime Strategy here is: cop to criminal negligence in order to avoid more serious charge of fraud Wants to avoid image of Bernie Madoff in the press He wants to succeed muddying the waters - so prosecutors can give him a plea deal so he doesn’t get sent away for life Such narcissistic fraudsters think they can talk their way out of everything - because they have Before this he was portraying himself as the smartest guy in the room - now he’s a babe in the woods Hard to believe when he loaned himself a billion dollars of the company money SBF and Trump through the lens of the media 2016 Trump violated every rule of left

All In Podcast Episode 105 Notes November 19 2022

  November 19 2022 Intro Sacks stiffed Chamath on his jet Last week pod hit #16 overall in the world - maybe #14 Lot of DC staffers listen to the pod Trump announces 2024 presidential bid Sacks has lot of fans in DC Jake Sullivan being voice of reason Sacks got into it with Ian Bremner - who is a weather vane for the blob - now they are also coming around to peace Both parties are very hawkish on foreign policy Sacks would serve his country if asked by the President 🙂 Menu of ambassadorships - unspoken - UK is $10M for example Chamath’s friend was UK ambassador under Obama SBF’s parents would get ambassadorship to some place? FBI says it was ego not secrets for Trump’s motive for taking the documents - Sacks was right as usual Biden administration wants Trump to run - keep him in the news Dem strategy to prop up MAGA candidates in the mid terms worked - as hypocritical or machiavellian as it might be Trump will lose presidency if he wins Republican nominati

All In Podcast Episode 104 Notes November 12 2022

  November 12 2022 Bestie Game show Milley or Sacks 3-3 If Russia faces prospect of total defeat they will escalate more Top US officials urge diplomacy with Russians Elections Trump backed candidates lost Red wave became puddle or eye-dropper Some of them did win - JD Vance Trump is a weight on the neck of the republican party Sacks got it wrong Sacks was looking at RealClearPolitics poll They were adding a factor based on underweighting on what happened in the last cycle - so RCP overweight was wrong He was looking at only fundamentals - 75% were thinking country is on the wrong track, Biden popularity at historical low - 42% So what went wrong 2 days before election Trump said he’s running - so it became a referendum - who do you want Trump or Biden - he is even more unpopular than Biden Dobbs - twice as significant as early polling was showing - 28% said significant vs 15% Roe v Wade - 15 weeks is maybe a reasonable compromise - DeSantis said this and won - Pur

All In Podcast Episode 103 Notes November 5 2022

 November 5 2022 Jason Uber Moncler grift JCal and Sacks pitching in and helping out Elon for resolving issues at Twitter Very much part time thing, helping a friend Within hours of Elon taking over the company on Friday 4chan attack happened, created bots and tweets were negative, racist, slurs, etc They were posting to 0 followers or to other bot accounts - posting racist tweets into the ether So activist groups are claiming racist tweets went up 500% - so its just an organized operation, feed it to news outlets and they feed it to advertisers and so the problem becomes a problem So ad revenue dropped But Elon hadn’t even changed the content moderation policies Lex ep 333 with Andrej Karpathy is interesting - new bots are great, using GPT-3 it will be hard to deal with these Micropurchase to read an article will be a super feature If content is published without a byline - it might be interesting - might be an important behavior change to how journalists cover the news

All In Podcast Episode 102 Notes October 29 2022

 October 29 2022 Sacks is back! Went to Dave Rubin on Ukraine Megyn Kelly didn’t invite JCal back - called him a prick in 45 minutes Last week was one of the highest rated shows ever - second only after Elon episode Elon finalizes Twitter deal Parag made it happen - $54.20/share - deserves a statue in front of market street Best tech CEO of the year - Parag Agrawal Turns out contract laws still matters in the US - Twitter got good representation Leadership and board didn’t capitulate - shareholders got paid - sold the company at a premium - represented shareholder interests very well Elon seems excited about this Stock price has been sideways for a long time He bought 250M MAUs for $44B - might turn out to be very cheap - value of those MAUs could double or triple pretty quickly Twitter bought for $172/MAU vs $81/MAU for Meta (though that has been a dumpster fire of its own) Better verification and payments could make Twitter much more Cannot use Twitter as a co

All In Podcast Episode 101 Notes October 21 2022

October 21 2022 Intro Brad Gerstner in for this week, Sacks out Brigadoons fun Ye acquires Parler Candace Owens husband George Farmer was running it Successful career + money + fame + lot of following Simultaneously apparent issues going on Chamath has blood relative with mental health issues Its been hard for family Friedberg’s point of there not being a monopoly on social media networks continues to hold true - users of platforms coalesce around a standardized set of norms and issues on that platform So there are going to be alternatives - Elon acquiring Twitter, Ye acquiring Parler, Rumble is a competitor to YouTube If the person is going through a mental health episode, is it ethical to platform them and give them a voice and leverage that for your ratings? Chamath’s family member (she) has had to be intervened with, government involved, driver’s license revoked - and it would have been so hard if they had a big social media following Maybe be able to appeal to s

All In Podcast Episode 100 Notes October 14 2022

  October 14 2022 Killer intros by JCal Sacks got a big care package from MonCler Got ratted out at his Blue Angels party Chamath pays for his Laura Piana 100 more! Reflecting on the first 100 episodes and what makes the show special Friendships are relatable Everyone has a unique point of view Their success is important because it gives them credibility The pod is educating people of import and influence Internet has caused news cycle to resolve very quickly - so everyone comes to consensus and same point of view very quickly - people coalesce around unipolar point of view or how it contrasts with the other side - US vs China, us vs them, blue vs red, etc - this is what is fundamentally wrong about how the system is working today - so now this pod shows people how to have a real rational out of sync point of view that can change your mind in a meaningful way - so try to stay away from dualistic thinking - there are shades of gray Journalism as it was is dead - with in

All In Podcast Episode 99 Notes October 7 2022

 October 7 2022 Friedberg episode caused CallIn to crash Cheating Scandals Magnus Carlsen guessed Hans Niemann was cheating because he didn’t seem tense during their game Now Niemann’s been determined to have cheated a LOT Methodology used is interesting - they ran his games through algorithm and they found his accuracy was like 100% Bobby Fischer 72%, Magnus Carlsen 70%, Kasparov 69%, Super GMs at 64-68% Hans Niemann is basically 100% all the time So if he’s really so good he will win a lot over the board over the next few years because of anti-cheating rules coming in so he can prove his prowess Lot of losers now who don’t want to work hard and just win So he isn’t caught in the act but the computer evidence is pretty damning - so no hard evidence yet that he’s cheating Fishing scandal - fish stuffed with weights and filling - what’s going on? Poker front running Even in Twitch they are using software overlays to help aim better Now people are figuring out how they are