Skip to main content

All In Podcast Episode 138 Recap and Notes Jul 21 2023

July 21 2023


  • Sacks and Chamath are neighbors in Italy
  • Vivek Ramaswamy!
  • Started as biotech investor at a hedge fund
  • Did law school
  • Then started a company
  • Roivant did well - $10B company now, returned $1B to shareholders
  • Starting 2020 he started getting a more public profile
  • Books - Woke Inc and Capitalist Punishment and Nation of Victims
  • Sees a void in young people
  • Lack of family and religion
  • So sees people gravitating towards causes of race, gender, sexuality, climate
  • What is the alternative?
    • National identity
    • Unapologetically nationalist
    • American exceptionalism - that is his platform
  • Fiscal responsibility and spending
    • Most of national history we have grown 3-4% but now its 1.5%
    • Can’t really cut spending without establishing trust first
    • Drill, frack, burn coal
    • Nuclear energy - double down on this by interestingly shutting down Nuclear Energy Commission
    • Paying people to stay at home is an obstacle for growing GDP
    • Will only promise stuff he can get done as President instead of promising stuff that you need Congress for
    • Immigration
      • Merit based immigration
      • No hard cap - but adaptable
      • US military on southern and northern border
      • Part of merit is not just skills but also civic commitment to this country
  • Foreign Policy
    • Ukraine has become a new religion
    • American exceptionalism - is it foisting our values on others like Afghanistan, Iraq, Ukraine, etc?
      • While not taking care of our backyard - don’t have to go outside to see the third world
    • What to do now
      • Korean War style armistice
      • No Ukraine into NATO, and keep current LOC frozen in return for exiting military alliance with China
    • Will defend Taiwan until we achieve semiconductor independence
  • Why is Trump doing so well in the polls?
    • Same identity crisis?
  • SV Banking crisis
    • Believes govt should have stayed out and people take a 6% haircut
  • Trump thoughts
    • Thinks he was successful
    • ISIS not as strong as earlier
    • Didn’t start a war
    • 30% of the country loses their mind when he becomes President
      • Disagree with policies they might otherwise agree with
    • Bad judgement vs crime
  • Campaign Strategy
    • Grassroots campaign is going well
    • Not getting big checks
  • Department of Education
    • Inverse correlation between how much a public school spends and educational outcomes for those schools
      • Take the difference, split it, in spending between expensive school (bad) and cheap school (good) and invest it for that kid - they get $250K when they become an adult
  • Gender ideology
    • Gay rights vs Trans rights
      • Equivalence with Iran’s position on gay rights
  • Roe v Wade
    • States issue
  • Defense budget
    • Deeply skeptical of military state
    • Would pardon Julian Assange
    • Would pardon Edward Snowden
  • Division within republican party over Ukraine
    • Prioritize another country vs domestic problems
    • Disconnect between GOP base (attendees to some conference recently wanted 95% non-involvement) that doesn’t want to prioritize it vs leaders who do it
  • Covid
    • vaxed against covid
    • Critical of Anthony Fauci
    • Precisely in times of emergency does free speech become more important
  • Italy stories
    • 2 years ago Jason’s photo was used by people to find where Chamath’s beach club was and reached their to pitch their startup
    • Last year Sacks and Chamath met an Australian fan who liked their pod and Chamath said the pod should continue because he likes being famous 🙂
  • Debrief
    • Trump had a big effect on the republican party
      • Nationalist orientation - other countries also went right as a result: Italy, UK, (maybe Spain)
    • Vivek is running a smart campaign
      • Too smart and articulate vs Trump so might not appeal to enough voters
      • If you want to viral you have to lean in on the topics of the day
    • Rumor that Vivek is a Trump surrogate
    • Positive that private people like Trump, RFK Jr, Vivek are rotating into politics - we should not have career politicians
  • Mars pictures

Comments

Post a Comment

Popular posts from this blog

What's your favourite Iron Maiden song?

Part of the NWOBHM ( ignoramuses can go ahead and google that :P ), Iron Maiden have rocked for a long time, with many brilliant compositions (yes compositions, as intricately crafted as any symphony you philistines - the cadence of mcbrain's drums, the richness of dickinson's voice, steve harris's incomparable lyrics and I will stop before waxing lyrical about the guitars of Dave Murray, Adrian Smith and Janick Gers....man!). So what is your favourite Iron Maiden song? I ask because frankly I don't think I have one, and I doubt if its possible for me to single any one out. (get it -- "single"? I use it while referring to songs? mmmpff :D, k, never mind) (wrt the inaugural blog post which was in keeping with the spirit of this webpage, I thought I might as well clear the air regarding the only thing meaningful in the whole piece - the title )
12 comments
Read more

Mxyztplk

kljfkldsajfks djfsdfklj23kj2kl3j423kl j4l23k jrkl;qjr;lwqej klqwjdklasdjklj234kj23kjsa kljdaskd'asdasd sad w 23 424k 23l4k23lk 4l23 4l32 kweerkwqe23 14 wqd asda d 234 2134 23 42343rldla;dkl;sakdl;kasl;dkas;ldk;asdklkasdklal23l;k4klsaldksaldksl;adk
7 comments
Read more

All In Podcast Episode 214 Recap and Notes February 7 2025

February 7 2025 Jason grifting for USAID (tongue in cheek!) Ray Dalio episode with Friedberg was a big hit Government seems to be kind of following his recommendations Antonio Gracias joins the program Legendary investor (Tesla, SpaceX, Uber, Athena, etc) DOGE vs USAID JFK established it via EO in 1961 Programs in ~130 countries Budget under Biden ~doubled from $26B to $45B Insane spending Twitter takeover ~$12.5B in debt Breaking even Biggest turnaround in history Company doing well No one came into the office - pens had gone dry in the conference room due to unuse Flowers were impeccable - 1000s of people’s worth of food being cooked everywhere and thrown into trash and not being even given to homeless Fixed the woke mind virus This is like a warmup for DOGE First he thought democracy was turning into bureaucracy Instead its becoming a kleptocracy Pure corruption Similar to 1941 Truman committe/commission Formed...
Post a Comment
Read more