E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
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Show Notes: (00:00) Cold Open (00:25) Besties react to last week’s All-In E63 (21:50) Implications of FTC Chair Lina Khan’s approach to enforcing antitrust (42:21) “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations (1:11:04) Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis (1:32:01) Friedberg’s new company Cana (1:33:47) Learning loss from COVID school closures

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 Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC https://www.youtube.com/watch?v=w1iYGE3PVYA

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

Chamath’s Social Capital 2019 Annual Letter https://www.socialcapital.com/annual-letters/2019

Bill Ackman suggests the Fed should raise rate by 50 basis points https://twitter.com/BillAckman/status/1482449525595943045?s=20

Gavin Baker’s Twitter on Generals https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

Jonathan Chait in NY Mag on School Closures https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

Cana - https://cana.com

Friedberg’s interview on This Week in Startups https://youtu.be/dajzLwGAntI?t=1998 https://apple.co/33Xrbq3

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