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All-In with Chamath, Jason, Sacks & Friedberg


Oct 27, 2023

(0:00) Bestie intros!

(1:16) WW3 risk, is WSJ trying to escalate US vs Iran?

(22:02) Nuclear risks

(33:28) Best case scenarios for de-escalation

(40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns

(1:09:14) Cruise robotaxi accident update

(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities

(1:24:47) Jason reflects on his time in the Middle East

(1:31:09) New House Speaker and Trump case update

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/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html

https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html

https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/

https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military

https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110

https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9

https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6

https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4

https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204

https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time

https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat

https://twitter.com/DavidSacks/status/1717049864180379761

https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html

https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza

https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf

https://twitter.com/DavidSacks/status/1716608344264470868

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png

https://www.google.com/finance/quote/CART:NASDAQ

https://www.google.com/finance/quote/KVYO:NYSE

https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17

https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california

https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident

https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619

https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624

https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html

https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html

https://thosenerdygirls.org/can-farts-spread-covid