cover of episode E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

2024/4/5
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

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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 Friedberg
美国企业家、商人和天使投资者,创立并领导了The Climate Corporation和The Production Board。
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。
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Chamath Palihapitiya:内容创作者是现代需求生成的模式,取代了广告和传统内容。内容创作者可以通过各种方式连接线上和线下,探索品牌的可能性。 David Sacks:线下体验将成为人们生活中巨大的附加值,因为人们厌倦了线上的内容。线下活动可以帮助建立真正的社区,让志同道合的人们聚在一起交流、学习和娱乐。

Deep Dive

Chapters
Los depositantes de FTX recibirán un reembolso en dólares estadounidenses en función del valor de sus tokens en la fecha de la quiebra, no en la fecha actual. Esto significa que se pierden la subida del valor de las criptomonedas desde la quiebra, lo que ha generado enojo en la comunidad cripto. Se especula que esta narrativa mediática busca minimizar el daño causado por SBF y potencialmente allanar el camino para un indulto o una reducción de su sentencia.
  • Los depositantes de FTX serán reembolsados en dólares estadounidenses, no en criptomonedas.
  • El valor del reembolso se basa en el precio de los tokens en la fecha de quiebra, 11 de noviembre de 2022.
  • Muchos tokens han aumentado su valor significativamente desde la fecha de quiebra.
  • Existe la especulación de que la narrativa mediática busca minimizar el daño causado por SBF.

Shownotes Transcript

(0:00) Meet All-In's new CEO: Jon Haile!

(7:13) FTX Correction: Depositors are not getting "made whole"

(19:26) Trump Media updates

(27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?

(49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years

(1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications

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Referenced in the show:

https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html)

https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors)

https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13)

https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21)

https://www.google.com/finance/quote/DJT:NASDAQ)

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458)

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43)

https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans)

https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html)

https://twitter.com/mtaibbi/status/1619029772977455105)

https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories)

https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04)

https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue)

https://www.google.com/finance/quote/HUBS:NYSE)

https://www.statista.com/statistics/266249/advertising-revenue-of-google)

https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet)

https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results)

https://twitter.com/thedailyshow/status/1774995166778020059)

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month)

https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011)

https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html)

https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976)

https://twitter.com/lina_colucci/status/1775668500931268665)

https://twitter.com/tsarnick/status/1748923998052975099)

https://twitter.com/Figure_robot/status/1767913661253984474)

https://twitter.com/elonmusk/status/1746964887949934958)

https://www.geckorobotics.com/company/robots)

https://twitter.com/DavidSacks/status/1775926842257813910)

https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia)

https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks)

https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10)