cover of episode E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

2023/11/3
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
All-In播客正在招聘CEO，以更好地组织和发展播客业务，包括线下活动和社区建设。招聘过程收到大量申请，申请者质量很高。未来计划举办更多线下活动，并保持播客的核心价值不变。

Deep Dive

Chapters
The discussion revolves around a Time magazine article that suggests Ukraine's war is unwinnable and delusional, comparing it to the Vietnam War's 'Cronkite Moment'. The panel debates whether this will change public and political sentiment in the U.S. and globally.
  • Time magazine article suggests Ukraine's war is unwinnable and delusional.
  • Comparison to Walter Cronkite's reporting on the Vietnam War.
  • Potential impact on U.S. policy and public sentiment.

Shownotes Transcript

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product

(10:49) Ukraine has its “Cronkite Moment”

(16:56) Market outlook: are we in for a Q4 rally?

(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders

(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

(1:08:07) Silicon Valley's shift right

Follow the besties:

https://twitter.com/chamath)

https://twitter.com/Jason)

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/chamath/status/1718722437217685810)

https://twitter.com/ShaanVP/status/1719461817699733831)

https://twitter.com/chamath/status/1719887650688282786)

https://sacks.substack.com)

https://responsiblestatecraft.org/zelensky-war-time-magazine)

https://twitter.com/davidsacks/status/1719815317000733153)

https://time.com/6329188/ukraine-volodymyr-zelensky-interview)

https://time.com/person-of-the-year-2022-volodymyr-zelensky)

https://twitter.com/RothCRE/status/1719833548780195882)

https://twitter.com/real_bill_gross/status/1720094066183139359)

https://twitter.com/real_bill_gross/status/1719010907806904452)

https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use)

https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco)

https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5)

https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf)

https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence)

https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order)

https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115)

https://ai.meta.com/llama)

https://chamath.substack.com/p/the-case-for-big-action-to-regulate)

https://twitter.com/ImMeme0/status/1713413678765126062)

https://twitter.com/elonmusk/status/1259638112688304129)

https://twitter.com/chamath/status/1720112859198419191)