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Showing posts from October, 2022

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