cover of episode E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

2023/6/2
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: 我的政治捐款策略很简单:先在播客中公开表达我的支持和原因,然后付诸行动。我不认为同时支持多个候选人存在矛盾,因为他们分别代表不同党派的不同竞选。 我对杰米·戴蒙竞选总统的可能性持开放态度,我认为这将是一个有趣的局面。 关于美国债务问题,我认为这是一个需要两党共同努力解决的长期问题,削减开支和提高收入都是必要的。 我不认为美元的主导地位即将结束,尽管其他国家正在努力减少对美元的依赖。 我认为英伟达正在努力在AI硬件领域建立垄断,这可能会对其他公司产生不利影响。 我认为当前的书籍审查制度是一个复杂的问题,需要在地方层面进行处理,而不是完全禁止。 David Sacks: 我担心拜登总统的精神敏锐度,并且担心存在一个实际上在掌权的影子政府。我认为美国公众应该有机会评估总统的精神状态,而公开辩论是做到这一点的最好方式。 我认为德桑蒂斯是目前最有能力的总统候选人,因为他成功地领导了佛罗里达州。 我认为美国不断增长的债务是一个严重的问题,利息支付已经超过了国防开支,这将对未来的政府支出产生重大影响。 我不认为中国正在努力结束美元的主导地位,尽管他们正在努力减少对美元的依赖。 我认为英伟达正在努力在AI硬件领域建立垄断,这可能会对其他公司产生不利影响。 我认为当前的书籍审查制度是一个复杂的问题,需要在地方层面进行处理,而不是完全禁止。

Deep Dive

Chapters
The hosts recap their fun weekend in Vegas, including Freeburg's antics and their gambling experiences.
  • Freeburg's humorous story about getting his salted pistachios confiscated at a club.
  • The group's enjoyment of playing craps and blackjack, with Jason having a 40-dice roll run.

Shownotes Transcript

(0:00) Bestie intros + Vegas recap!

(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!

(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?

(1:11:34) Book banning follow-up

(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware

(1:26:31) Biden's fall, populism in both parties

 

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.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html)

https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question)

https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country)

https://twitter.com/billackman/status/1663959113703751720)

https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a)

https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e)

https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin)

https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa)

https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low)

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541)

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

https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html)

https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f)

https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow)

https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU)

https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit)

https://pen.org/index-of-school-book-bans-2022)

https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241)

https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html)

https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered)

https://twitter.com/mdcps/status/1661194749821218818)

https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper)

https://twitter.com/jacobkschneider/status/1664343681321541636)

https://youtu.be/CwJaSa335mE)