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cover of episode E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

2022/10/29
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。
Topics
Chamath Palihapitiya:马斯克收购推特交易已完成,推特拥有巨大潜力,马斯克有能力扭转推特局面,使其盈利并解决机器人问题。他以440亿美元收购推特,如果他能实现一些更大的想法,这笔交易将非常划算。推特可以通过身份验证和支付功能提升用户体验并增加收入。不应将推特作为宣泄负面情绪的工具。对于推特来说,支付功能和身份验证哪个更能提升股东价值?马斯克如何处理特朗普和侃爷等极化人物的账号问题?马斯克将成立内容审核委员会。莱克斯·弗里曼对侃爷的采访是否成功?Meta的事件对硅谷的企业治理有何影响?亚马逊的业绩也令人失望,这表明大型科技公司的整体下滑。大型科技公司的股价下跌可能已经触底。 David Sacks:推特董事会为股东争取到了优厚的交易条件,很好地维护了股东利益。马斯克有能力扭转推特的局面,使其盈利并解决机器人问题。推特可以通过身份验证和支付功能提升用户体验并增加收入。推特应区分已验证的真实身份用户和匿名用户,以减少垃圾信息和虚假信息。成功的开放平台都需要在内容审核方面做出调整。为了创造高质量的平台,一定程度的内容审核是必要的。推特的内容审核应建立在清晰的规则和一致的执行基础上,但永久封禁不应成为常态。任何被暂时封禁的用户都应该有重新获得使用平台的途径。特朗普被永久封禁的原因不明确,社交媒体不应决定谁可以参与政治进程。社交媒体公司在内容审核方面应参考最高法院的判决。仇恨言论不应受到保护,但观点表达不应被完全禁止。禁止观点表达可能会适得其反,公开讨论比压制言论更有价值。马斯克的创业模式是先设定目标,再将其转化为优秀的产品和业务。马斯克的目标是将推特恢复为一个言论自由的平台,在这个过程中,他会想办法让推特成为一个更好的产品和一个成功的企业。

Deep Dive

Chapters
This chapter explores Elon's acquisition of Twitter, the potential for platform improvement, content moderation, and the challenges of managing controversial figures like Trump and Kanye West.
  • Elon Musk has closed the deal to acquire Twitter.
  • There's potential for Twitter to become a more profitable and innovative platform.
  • Content moderation challenges include handling high-profile figures like Trump and Kanye West.
  • Elon plans to create a content moderation council to handle these issues.
  • Verification and payment features could enhance Twitter's user experience.

Shownotes Transcript

(0:00) Sacks is back!

(1:01) Sacks recaps his week off

(3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential

(31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more

(1:02:52) Big tech's 2022 decline, macro outlook, market breakdown

(1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China

(1:27:29) Science corner: Gut microbiome advancements

Follow the besties:

https://twitter.com/chamath)

https://linktr.ee/calacanis)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

Follow the pod:

https://twitter.com/theallinpod)

https://linktr.ee/allinpodcast)

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.google.com/finance/quote/TWTR:NYSE)

https://twitter.com/elonmusk/status/1586059953311137792)

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18)

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

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

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

https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks)

https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621)

https://twitter.com/BillAckman/status/1581831084219645952)