cover of episode Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

2024/8/16
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
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。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人，投资过多家知名初创公司，并主持多个影响广泛的播客节目。
Topics
Jason Calacanis: 美国司法部正在考虑拆分谷歌，这在科技行业引起了巨大反响。上周，我们讨论了谷歌在搜索和广告领域拥有非法垄断地位的裁决。此案由特朗普政府的司法部于2020年提起。司法部可能采取两种行动：达成和解协议或强制拆分谷歌。 David Friedberg: 他不确定拆分谷歌会如何改善消费者定价或竞争，需要进一步分析司法部的论证。他认为剥离YouTube可能会增加谷歌的市值，但YouTube的基础设施与谷歌其他服务共享，拆分存在技术难度。他认为目前的趋势是反成功的，而不是反竞争的，成功的公司很容易被贴上垄断的标签。 Chamath Palihapitiya: 他最初认为谷歌被强制拆分的可能性很小，但由于两党都反对谷歌，这种可能性正在增加。他认为谷歌应该主动提出拆分方案，这样可以更好地控制拆分过程，并可能实现股东利益最大化。 David Sacks: 他认为谷歌应该主动拆分，这将提高股东价值，并减少公司内部效率低下的员工。他认为Android和Chrome并非独立的业务，而是为了防止其他公司控制搜索引擎而创建的工具，拆分它们可能会损害谷歌。

Deep Dive

Chapters
The discussion revolves around the potential breakup of Google due to antitrust concerns, with various outcomes and implications for the tech giant and its subsidiaries like Android, Chrome, and YouTube.

Shownotes Transcript

(0:00) Bestie intros: Jason gets a dish named after him!

(5:27) DOJ considers breaking up Google after last week's antitrust ruling

(28:10) Starbucks replaces CEO with Chipotle chief

(45:37) Work culture, WFH's damage to informal mentorship

(59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus

(1:21:27) Boeing's Starliner disaster strands two astronauts in space

(1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report

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Referenced in the show:

https://x.com/harry_schuh/status/1822030518038491400)

https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win)

https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff)

https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf)

https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9)

https://www.cafexapp.com)

https://www.google.com/finance/quote/CMG:NYSE)

https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af)

https://www.youtube.com/watch?v=mzLCpmRad5o)

https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html)

https://x.com/Jason/status/1823826884112867609)

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model)

https://x.com/JStein_WaPo/status/1823913395986305342)

https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record)

https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991)

https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024)

https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries)

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

https://www.google.com/finance/quote/WMT:NYSE)

https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539)

https://time.com/7009317/reintroduction-of-kamala-harris)

https://x.com/TIME/status/1822951410956218385)

https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers)

https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries)

https://www.socialcapital.com/ideas/2019-annual-letter)

https://www.google.com/finance/quote/BA:NYSE)

https://www.azquotes.com/quote/1413855)

https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station)

https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts)

https://newatlas.com/space/first-manned-crew-dragon-flight-date)

https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq)

https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch)

https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019)

https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems)

https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work)

https://www.boeing.com/space/starliner/launch/archive.html)

https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch)

https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch)

https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia)

https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c)

https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda)

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream)

https://www.youtube.com/watch?v=OS4O8rGRLf8)

https://www.youtube.com/watch?v=ild-PsPD_Uw)