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cover of episode E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

2023/5/26
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 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。
Topics
David Sacks:DeSantis 的 Twitter Spaces 发布会虽然遭遇技术问题,但最终成功吸引了大量观众,展现了他应对压力的能力和直接与民众沟通的意愿。这次发布会规模空前,技术挑战也凸显了平台的扩展性问题。 DeSantis 在发布会上的表现沉着冷静,展现出其潜在的领导能力。主流媒体对发布会的负面评价,反映了他们对这种直接与民众沟通方式的威胁感。 Chamath Palihapitiya:DeSantis 的 Twitter Spaces 发布会是政治宣传方式的重大转变,标志着与主流媒体脱钩的开始。Biden 团队试图参与发布会反而突显了该事件的重要性以及民众对主流媒体之外信息来源的需求。这次发布会是公民新闻、播客和音频格式发展的重要时刻,挑战了主流媒体的权威。 David Friedberg:DeSantis 的 Twitter Spaces 发布会并非完全开放的自由讨论,与预期的“自由提问”有所出入。发布会缺乏与不同政治立场选民的互动,与特朗普的成功案例形成对比。希望未来 DeSantis 能有更多机会与不同立场选民进行深入互动。

Deep Dive

Chapters
The discussion revolves around the technical difficulties and the innovative approach of Ron DeSantis's Twitter Spaces announcement for his presidential campaign, highlighting the challenges and implications of bypassing traditional media.
  • DeSantis's team faced significant technical issues due to the high interest and scale of the event.
  • The event marked a significant moment in divorcing from mainstream media, with millions of viewers engaging directly.
  • The technical challenges and the subsequent handling by DeSantis showcased his ability to remain calm under pressure.

Shownotes Transcript

(0:00) Bestie intros!

(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience

(28:18) Debt ceiling, government spending, and lack of accountability

(40:44) Ways to force more government accountability, who really wins from higher taxes

(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology

(1:06:20) Adobe's new AI product, why they might have overpaid for Figma

(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure

(1:33:36) Bestie wrap!

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://twitter.com/MarioNawfal)

https://twitter.com/joebiden/status/1661496322980028423)

https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25)

https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777)

https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement)

https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/)

https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25)

https://youtu.be/50MusF365U0)

https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says)

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

https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001)

https://twitter.com/friedberg/status/1658163970979823616)

https://www.270towin.com/1980_Election)

https://www.google.com/finance/quote/NVDA)

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024)

https://twitter.com/carlquintanilla/status/1661761614918426624)

https://en.wikipedia.org/wiki/Huang%27s_law)

https://twitter.com/scottbelsky/status/1660992735040663553)

https://twitter.com/chamath/status/1661467059341914112)

https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html)

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