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All In Podcast Episode 251 Recap and Notes November 14 2025

November 14 2025

  • Michael Burry AI short
    • Media reporting of $900M vs $9M might have affected the short/long positions?
      • Conspiracy Theory: Was the reporting in on it?
    • His thesis might be apparently around difference in reporting on how depreciating assets might work
      • That the Hyperscalers claiming 2x increase in depreciating schedule (artificially?)
    • 2020/2021 is when these schedules started changing (extending)
    • Friedberg checked with friends at folks in some of these places and apparently GPUs/TPUs are still being used 7-8 years later so maybe the schedules ARE correct?
    • Shorting is just somebody’s ability to cry “fire” in a crowded theater - its hard to claim fraud in 2025 for well run public companies
  • Palantir
    • Very successful
    • Markets - voting matter today and weighing matter in the future (as Warren Buffett has said in the past)
    • Some folks are shorting Palantir too!
    • Palantir is valued high because its well run AND unique - so there is a lack of credible competitors at least at this point
      • This isn’t unique to Palantir - will happen in any sector
  • Chamath, Sacks were in DC for a dinner celebrating government shutdown ending
  • AllIn SF Holiday Party
  • Home Affordability Crisis

    • 50 year mortgage proposal!!!! (coming from FHFA)

    • Average first time home buyer age has grown a lot

    • Republicans will lose if they don’t pay attention to this problem

    • Obamacare knock on effects led to costs just going up

    • Housing, Healthcare, Student Loans - biggest issues for young people

    • Every time the government enters a market, it distorts the market - see LA regulation recently that is making rent control even worse (lower caps on rent increase)

    • Governments keep making it harder to build housing

    • Texas the situation is better - get the wokes out of the way

    • Bill Ackman idea for fixing student loan debt - Universities should under-write the loan - they should be the first line of loss - that will be the tell-tale sign that a lot of these degrees make no sense

  • H1B debate
    • Laura Ingraham vs Trump
    • Chances of abuse when a big company makes 300K applications and games the system with higher numbers
  • Science Corner - Coronal Mass Ejections
    • Giant waves of charged particles - protons and electrons - from the Sun
    • Beautiful aurora
    • Flying 1000s of miles per second
    • You want to be careful when flying in airplanes during this storm - stay away from higher latitudes typically - north pole flying is turned off usually
    • Might lead to a move from electron based computing to photon based computing - this can help mitigate risks from such events from Geomagnetic storms
  • Rich Americans moving out
    • Tokyo, etc
    • Great confiscation is hurting America
    • People looking to move to Texas or an international place

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