All the crap you never needed

January 31 2025 Friedberg episode with Ray Dalio New book on how countries go broke Travis Kalanick joins the show Cloud Kitchens Uber Cloud Kitchens intro Future of food Bowl builder Cooks prep, machine plates Tie in to health Friedberg did the same thing with ~Eatsa? ~10 years ago Used a canister model He got sick, company closed Had conversations with Chipotle, Sweetgreen, etc 800 sqft restaurant doing $3M a year NY had automats in the early 20th century Sacks is here!!!! Has an office in the Eisenhower building Has a pass to the West Wing Can take people to lunch at the Navy mess Deepseek New startup disrupting AI space Sacks new role lets him get access to all the big people in the space China vs US Open source vs Closed source 2 kinds of models LLM 4o Reasoning o1 Final training run cost vs full training cost is different Some credible reports that Deepseek has extensive training cluster which isn’t exactly cheap If you’...

January 24 2025 Thomas Laffont joins the pod Coatue Was Chris Evans agent Highest rated speaker at AIS Inauguration pics Inauguration takeaways Business friendly American strength affirmation Trump doesn’t seem to be playing favorites - Elon as well his rivals were all there DOGE will find it hard Seems to be established as a government agency Trump dunked on Davos Its now a counter indicator Trump won and the globalist elite lost Trump Executive Action 26 EOs on Day 1 - all time record DOGE Lead, Engineer, HR specialist, attorney Vivek leaving 😟 Tiktok ban suspended for 75 days Jan 6 pardons Ending birthright citizenship for children of illegal immigrants Energy Hiring freeze and RTO for federal employees Regulatory freeze Tiktok Started with a simple idea Great DAU Great avg time per user US business should be quite valuable If it can’t exist without Trump’s consent - then the US government can name their price for the asset Chamath predi...

January 18 2024 Marc Pincus joins the show! Renting from Friedberg Presidio Trust is/manages very expensive real estate Zynga, Farmville, Tribe Invested in Friendster, Napster, Facebook, Twitter Owns original 6 degrees patents Owns half and MSFT owns the other half Red pilling for Trump Lunch with Biden, wrote big checks (Dec 2023) Pirate Wires NYT writers asked Ukrainian soldiers to remove swastikas from their garb for photos Red pill moment - learning about the “fine people” hoax Chief of Staff left him after 9 years - protecting him from himself on Twitter Started tweeting himself Connected to Techno Optimists Came out 2 days before the election publicly for Trump Differences with Reid Seemed fine with Biden at the lunch - though got vibe that his people were managing him Rumor that Biden needed a teleprompter for a speech at a lunch at Vinod’s house LA WildFire update 10 times more costly than any other wildfire in history - $12.5B was the other e...

January 10 2025 Friedberg haircut Cyan Banister joins the show! Investor Was in Founders Fund SpaceX, Anduril, Uber etc Cyan, Chamath, Jason collaborated on investing show for NBC, Harvey Weinstein, etc LA fires 😟 Palisades fires Eaten fires Hurst fires Some of the most exclusive real estate burnt down! Lot of conditions caused it Low rain Crazy winds - ~100MPH Poor management also Can’t make excuses - in 2018 such a crazy fire happened then too - Sepulveda Insurance companies dropped fire coverage recently too So people knew AB 2330, AB 1951, AB 2639 - all rejected by Democrat legislature or Gov Newsom - that would have helped - even SB 103 (power lines underground) CA has accumulated 163million dead trees over the last 70-odd years Don’t even build houses to be burn proof in CA Innovative solutions like cloud seeding could have helped Trump had called this out - he has been proven right Public service orgs should not serve DEI metrics ahead of serving th...

  January 3 2025 Gavin Baker joins Predictions Show Super predictions go on PolyMarket All In section on PolyMarket - ex US only Skiing fun Biggest Winner Politics Chamath Jason Friedberg Gavin Biggest Winner Politics Fiscal conservatives Gen X (Elon, Rubio, etc) and Elder millenials (Vance, Vivek, Tulsi) Young candidates (avg Trump candidates’ age is 45 or so - Biden had like 60+ - so by end of 2025 younger political names will rise) Trump and centrism Biggest Political Loser Progressivism (Pierre > Trudeau, LePen > Macron, Farage > Starmer, AfD wins, etc - repudiation of class based identity politics) - Said Koch family last year and claims he got it right Racist vocal minority on both sides Pro war neocons (said Ukraine last year) Putin (European will re-arm itself so US will redeploy to Japan and South Korea so Xi Jinping will decouple from Putin) Biggest Business Winner Dollar denominated stable coins ( https://a16zcrypto.com/posts/...

All In Holiday Spectacular Dec 7 2024 Backstage and pre show prep Intro Santacanis Bestie Awards Chamath Jason Friedberg Sacks Biggest Business Winner Free speech NVidia SpaceX, Starlink, Starship Elon Biggest Business Loser Intel Apple (vision pro fell flat, new iPhone16 not good) Boeing (airline issues, starliner) Legacy Media Biggest Business Surprise GLP-1s (almost like a wonder drug) Google Long tail crypto comeback Palantir (stock up 5x, market cap passed lockheed martin) Biggest Political Winner David Sacks (seems to be a part of a great government team) Paypal Mafia (Thiel, Sacks, etc) Independent Media (changing the narrative) Trump (won White House, Senate, House, Popular Vote, overcame 2 assassination attempts) - grateful to Chamath for helping him increase Trump fund raise from $5M to $12M-$13M Biggest Political Loser Barack Obama (the image is shattered) Biden and Democratic machine (cover up of the cognitive decline) Legacy...