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All In Podcast Episode 200 Recap and Notes October 18 2024

 

E200: October 18 2024

  • Friedberg shilling SuperGut

  • AllIn Livestream on Election Night

    • Sacks will go to Mar a Lago if its in the bag for Trump

  • Polls and predictions for Election

    • Both sides think their candidate did well in the adversarial interview and the other candidate failed
    • Media war going on - its fair to ask about the bias in the media
    • Voter verification systems make sense - at least its fair to ask what it should be like
    • Awesome Friedberg answer

  • Elon’s Great Week

    • Tesla We Robot
    • Starship Booster catch


    • SpaceX has reduced cost 10x in the last decade or so
    • Starlink could be one of the biggest businesses on earth
    • Friedberg got his first Tesla - Model S Plaid - better than his Audi RS 7

  • Uber exploring Expedia acquisition

    • Since Dara left Expedia, stock wise it has been sideways
    • Expedia is just a UI layer on top of the data
      • Why pay potentially $30B?
    • Perplexity is apparently testing a feature where they can book flights for you
    • Should Uber just buy Waymo instead with that money?
    • Possibility to cross-sell

  • Big Tech investing huge in nuclear power

    • Amazon signs deal
    • Google signs deal
    • Microsoft bought 3 mile island
    • Friedberg had predicted at the start of the year to buy Uranium stocks
    • No one wants a nuclear power plant in their backyard
    • The progress they enable are worth so much more than the risk we might be taking on
    • Concerns of safety
    • Maybe have robot workers

  • California Coastal Commission

    • Lawfare against Elon
    • Politically motivated

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