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Showing posts from October, 2023

All In Podcast Episode 151 Recap and Notes October 27 2023

October 27 2023 Besties putting their cabinet together Sacks Twitter Space Vivek Elon Col. Daniel Davis Alexander Mercouris Vivek had the idea to do it Elon is also hearing this kind of concern from leaders he speaks with Ukraine war needs to end - counter-offensive started in June has not worked - need to stop the war Continuing war just withers the flower of Ukrainian youth 😟 US should not be in a proxy war with Russia This should not continue with what’s happening in the middle east Middle East crisis, 3 possible scenarios Israel wants to go in but being asked to wait by Americans so they can get ready 1 - Successful Israel, Hezbollah and Iran can’t get in 2 - Attack doesn’t really work, muddle way to ceasefire after public outcry 3 - Backfires - west bank as 3rd front and hezbollah in the north activate, so fighting wars on multiple fronts Republican neocons like Lindsey Graham wants war with Iran They wanted to invade Iran back in

All In Podcast Episode 150 Recap and Notes October 20 2023

October 20 2023 Sacks has crazy security camera apparatus Israel Hamas war Friedberg missed last week because it was hard for him - very emotional being a parent Terrible what’s happening to children and families in Israel and Gaza Both sides entrenched in their positions as well as partisans on both sides Seems leaders on both sides know what the stakes are Apparent hospital bombing story is also lost in fog of war - not sure who is responsible Not sure what political maneuvering is happening in the background - how it affects Israel’s choice of actions to enter Gaza or not, to work for the release of the hostages or not, etc Israel has had 5 elections in the last 4 years Politics around Al-Aqsa mosque is very complicated/charged Could be the end of Israel if something destructive happens here Hard to pick a side - people are being asked to pick a side Whether intentional or not - it seems the peace process between Israel and the Arab states is now disrupted Obama and

All In Podcast Episode 149 Recap and Notes October 13 2023

October 13 2023 Friedberg out 😟 Hamas terror attacks in Israel Attack is similar to 9-11 Lets hope and pray for not more escalating wars Hamas didn’t attack uniformed Israeli forces - they attacked civilians 2.2 million Palestinians in Gaza - half are kids Seems like Hamas strategy is to leverage the civilians to foment outrage against Israel if they attack US politicians who are braying for escalation by Israel seem to not have done a full accounting of the mistakes of America going to war over the last 2 decades One of the intentions for this action seems to be to ruin any chances of peace between Israel and the rest of the middle east Trump administration wins Abraham accords was a big win Almost accord between Israel and Saudi Trump Derangement Syndrome is causing more damage than he ever did And TDS is now causing issues He was right Border wall - he was right Long term interest rate refinancing - he was right Structural peace in the middle east - he was righ

All In Podcast Episode 148 Recap and Notes October 6 2023

October 6 2023 Besties and colonoscopies Airtable correction More likely in ~$500M ARR range with decent growth Kevin McCarthy ousted as Speaker of the House Multiple folks lost faith in him Was apparently telling Republicans and Biden administration different things Omnibus bills vs individual spending bills was a point of difference Congress is allowed to legally pass 12 spending bills a year US debt went up $275B in 1 day - we are in a fiscal crisis He cared too much about people liking him He was supposed to just follow the law like he said he would Rising Interest rates mean deficits finally matter Long term rates are also going up in addition to short term rates Immigration crisis Texas and Arizona were suffering and being ignored - now NYC which was acting smart previously has been humbled Elon and RFK Jr showed through separate videos and locations that the border is being overrun Now Eric Adams and Kathy Hochul are both complaining too Mayorkas is saying

All In Podcast Episode 147 Recap and Notes September 29 2023

September 29 2023 Coleman Hughes in the house His girlfriend put him onto the Pod - she’s also a big fan of Sacks (Chamath too!) Coleman’s talk on TED caused controversy Advocated color blindness - proposing to use class instead of race in public policy Lot of blowback from within TED and even some folks at the event - though at the talk itself he got a standing ovation from a bunch of folks in the audience Tim Urban noticed the lack of amplification for his talk TED released his talk only on the condition that he do a debate and they release a video of that too Friedberg has always been a big fan of TED - but noticed some degradation of quality with a narrative they wanted to sell instead of questioning ideas, etc Chris Anderson even spoke to him about it This seems like the ultimate end game of what Friedberg has seen with TED over the years It seems TED has been captured from the bottom up by people who have infiltrated the organization A lot of perceived racism is