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cover of episode E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

2023/4/7
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg
AI Deep Dive AI Chapters Transcript
People
(
(无法从上下文判断发言人)
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
Topics
(无法从上下文判断发言人): Holo公司的失败并非产品或执行问题，而是谷歌的算法调整导致的。谷歌的Panda更新导致Holo公司收入骤减，从1000万美元降至50万美元。谷歌拒绝与Holo公司合作，也不回复邮件。 (无法从上下文判断发言人): 只有真正创建过成功产品的创始人才能评论产品。拥有成功的创业经历才能有资格评价他人的产品和执行能力。

Deep Dive

Chapters
Former President Donald Trump's indictment on 34 felony counts has sparked controversy. Is this a politically motivated witch hunt, a legitimate legal pursuit, or a strategic maneuver to influence the upcoming election?
  • Trump faces 34 felony counts related to falsifying business records.
  • Alvin Bragg's case is based on elevating misdemeanors to felonies due to alleged tax evasion and election law violations.
  • Some legal experts question the strength and timing of the case, suggesting it could be politically motivated.
  • Concerns exist about setting a precedent for criminalizing political disagreements.

Shownotes Transcript

(0:00) Bestie intros!

(4:12) Trump indictment

(16:52) De-dollarization: What's real and what's overblown?

(39:35) Debt ceiling vote predictions

(56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture

(1:10:02) RIP Bob Lee, fixing San Francisco

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https://twitter.com/chamath)

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https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

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Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read)

https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html)

https://anncoulter.substack.com/p/youre-being-played-republicans)

https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump)

https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799)

https://twitter.com/DavidSacks/status/1638957986138959873)

https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states)

https://www.yahoo.com/now/social-security-funds-could-run-120000267.html)

https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5)

https://fred.stlouisfed.org/series/FYFRGDA188S)

https://fred.stlouisfed.org/series/FYONGDA188S)

https://www.longtermtrends.net/us-debt-to-gdp)

https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures)

https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia)

https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai)

https://twitter.com/rabois/status/1643655946579607565)

https://twitter.com/jarvis_best/status/1643667684247371776)

https://twitter.com/FrancisSuarez/status/1642862135226126338)

https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html)