All-In with Chamath, Jason, Sacks & Friedberg
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
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() Bestie intros: Chamath flies public + Poker recap
() FED pauses hikes momentarily, IPO window status, state of the market
() Film, cold plunge, and sauna talk
() AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"
() Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes
() Reddit moderators in revolt and how this issue might reshape the future of social apps
() Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more
() Science corner: Understanding the Bill Gates-funded mosquito project in Colombia
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