cover of episode Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

2024/5/31
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript
People
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。
F
Freidberg
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人,投资过多家知名初创公司,并主持多个影响广泛的播客节目。
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
Topics
Jason Calacanis:对特朗普的定罪是政治动机驱使的,并且将会被推翻。他认为民主党应该换掉拜登,因为他太老了,而且不受欢迎。他还认为,美国资助了与中国进行的功能获得性研究,当病毒泄漏时,相关人员撒谎并掩盖真相,这是对人类的犯罪。 Chamath Palihapitiya:他对 COVID-19 大流行的反应提出了四点看法,包括经济后果、疫苗的长期影响、权力滥用以及掩盖行为。他还认为,Salesforce 的业绩下滑是宏观经济放缓和 SaaS 商业模式转变的共同结果,生成式 AI 降低了软件成本。 David Sacks:他认为对特朗普的定罪是政治动机驱使的,并且将会被推翻。他还认为,美国政府实际上是由长期任职的官僚机构控制的,而不是民选领导人。 Freidberg:他认为 COVID-19 大流行可能是试图预防大流行的努力导致的意外结果。他还认为,在 COVID-19 大流行期间存在掩盖行为,目的是保护相关人员。

Deep Dive

Shownotes Transcript

(0:00) Bestie Intros: Jason's first show for his new production company

(2:15) Why Sacks and Chamath are hosting a Trump fundraiser

(18:40) House COVID investigation: findings, cover-up, what's next?

(41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades

(53:04) Crypto Corner with Chamath

(1:04:15) State of SaaS: Salesforce drops 20%, market teetering

(1:20:10) Trump verdict: guilty on 34 counts of falsifying business records

(1:37:36) Are we seeing an AI correction?

Follow the besties:

https://twitter.com/chamath)

https://twitter.com/Jason)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

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https://twitter.com/theallinpod)

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https://www.linkedin.com/company/allinpod)

Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures)

https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform)

https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute)

https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report)

https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance)

https://x.com/emilyakopp/status/1795482121739354552)

https://x.com/R_H_Ebright/status/1795454118594568312)

https://www.youtube.com/watch?v=jGxSlW0NrB4)

https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance)

https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html)

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390)

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor)

https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit)

https://x.com/KatherineEban)

https://x.com/emilyakopp)

https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics)

https://www.youtube.com/watch?v=nvQTXAgtA6s)

https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf)

https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500)

https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict)

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

https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down)