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All In Podcast Episode 211 Recap and Notes January 18 2025

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 expensive one

    • Gavin Newsom EOs

      • Anti low ball offers
        • This seems bad
        • Can’t increase prices 10% for all service providers
          • This is indefinite
        • Karen Bass started a snitch hotline
        • They will hurt the ability of people to compete to rebuild this part of CA
        • They are also prohibiting unsolicited offers on the homes in the affected zip codes
        • To be fair, you can still list yourself - the idea is that people get pressured
          • Need a cooling off period for the folks to make better decisions
        • Why are we treating these people like children - protecting from themselves
        • The 90 day window is narrow - its not indefinite
        • Similar to surge pricing issue (Uber vs Lyft)
        • CA has built stuff fast in the past - 66 days to rebuild broken freeway - used good tricks like early build bonus
        • One home didn’t burn down - was built in an interesting way
      • Coastal acts review of houses along the coast
        • This seems good

    • Most at risk homes stats



      • Seems like we have a multi trillion dollar risk in Western US
  • Congestion pricing in NYC
    • The problem in these cities isn’t the red tape - its the willingness of the people to enforce the red tape
    • Blue cities have a problem
    • Rick Caruso protected his village that he built using water trucks when it was obvious the fire was coming - and Karen Bass abandoned LA and went to Ghana
  • Tiktok ban
    • Tiktok paper is impressive
    • No reciprocity between US and China
    • China has its own economic issues
      • US might be able to strike a deal with China to help their companies - stocks might be attractive?
  • MBAs hiring
    • AI is disrupting middle managers the most
    • MBA collapse could be the beginning of the unwinding of higher education market

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