All-In with Chamath, Jason, Sacks & Friedberg

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

All-In Podcast, LLC 1h 28m 28 months ago

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

0:00 –:––

Website

Show Notes

Tap timecodes to jump

() Bestie intros!

() Apple Vision Pro breakdown

() Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance

() Positive signals indicating a big SaaS bounceback

() VCs are split into three camps on how to approach AI investing

() Rolling real estate crisis continues

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/Jason/status/1755273518416302522

https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales

https://twitter.com/Jason/status/1755386651080106166

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

https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx

https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income

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

https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares

https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html

https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html

https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf

https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf

https://cloudedjudgement.substack.com

https://twitter.com/chamath/status/1754641005851328553

https://help.openai.com/en/articles/8554397-creating-a-gpt

https://twitter.com/ArtificialAnlys/status/1747264832439734353

https://blog.research.google/2009/06/speed-matters.html

https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees

https://artificialanalysis.ai

https://chamath.substack.com/p/deep-dive-artificial-intelligence

https://twitter.com/danshipper/status/1751005727215301053

https://www.youtube.com/watch?v=7waMPlHugYI

https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut

https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people

This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.

Free to start

Skim the episode first,
then decide if it is worth listening.

Start free

Google sign-in · No credit card · 10 free transcript credits

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Skim the episode first,then decide if it is worth listening.

Skim the episode first,
then decide if it is worth listening.