DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

司法部瞄准英伟达,关注热门股的回归,旧金山特朗普筹款活动,苹果/OpenAI,德克萨斯州股市

All-In with Chamath, Jason, Sacks & Friedberg

2024-06-08

1 小时 25 分钟
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单集简介 ...

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod 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.youtube.com/watch?v=dQQhAg0mfF8 https://x.com/vkhosla/status/1769529054955446533 https://x.com/vkhosla/status/1796293773389127987 https://x.com/shaunmmaguire/status/1796415146077954329 https://x.com/DavidSacks/status/1798100723617698097 https://x.com/SawyerMerritt/status/1798779830521000426 https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a https://companiesmarketcap.com https://www.youtube.com/watch?v=F9cO3-MLHOM https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519 https://www.reddit.com/user/DeepFuckingValue https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4 https://x.com/TheRoaringKitty/status/1789807772542067105 https://www.google.com/finance/quote/GME:NYSE https://www.youtube.com/watch?v=M-VO6dtFRes https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301 https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html https://www.instagram.com/tim.naki/reels https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other https://x.com/leonsimons8/status/1793319395080520036
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单集文稿 ...

  • All right, everybody, welcome to the world's greatest podcast.

  • With me again today.

  • The world's number one podcast.

  • Yes, the world's number one podcast.

  • We came in eighth last week, I think,

  • for those of you looking at the iTunes rankings, which is absurd.

  • We've only got to beat Ben Shapiro.

  • Number eight across all of Apple.

  • Something like that.

  • Yeah, whatever their top episodes are on the weekends.

  • Well, that means we crushed on Spotify then.

  • Probably yeah, I would guess I don't I don't know all the rankings,

  • but and and I guess on YouTube We got labeled with some COVID thing magic.

  • I mean So what is going on at YouTube a joke like literally you're labeling COVID at this point.

  • I mean what a joke.

  • Oh my lord so I Guess we have to at the top of the show talk about the fundraiser and I guess this like Vinno Costa came in hot this week and attacked the besties.

  • Let's play the clip.

  • What is your sense of the shifting winds in the valley around politics?

  • I think for a very long time, the valley was seen as sort of a liberal bastion.

  • But you know, if you listen to Elon Musk or you listen to all in podcast and that gang and others,