E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

E126:科技巨头狂欢落幕,鲍威尔经济衰退预警,实验室培育肉类,小肯尼迪重振竞选局势,更多新闻

All-In with Chamath, Jason, Sacks & Friedberg

2023-04-29

1 小时 16 分钟
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单集简介 ...

(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and major constraints (1:06:47) Quick earnings button and RFK Jr's presidential bid Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/GavinSBaker 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.google.com/finance/quote/GOOG:NASDAQ https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/CIVPART https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd https://twitter.com/friedberg/status/1651371655774584832 https://twitter.com/mckaywrigley/status/1651291367224807424 https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea https://twitter.com/Jason/status/1650974906916671493 https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html https://twitter.com/RobertKennedyJr/status/1649190840198209537
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单集文稿 ...

  • I can't wait to talk about lab grown meat.

  • I had been trying to get people to.

  • Oh, please.

  • Let's not get canceled.

  • The four of us are functional again.

  • We'd like each other.

  • We enjoy.

  • We look forward to doing the show again.

  • Everything styled in.

  • Is your lab grown meats that use hormones?

  • My lab grown meat was a little.

  • Let me ask you this about your lab grown meat.

  • Do you have this age?

  • No, no, no, no, you know,

  • I was told that my lab grown meat was a little I've injected some flavors of tobacco black cherry some notes some notes or Simmons So let's go to big tech earnings Google stock is up 5% after beating on the top line and bottom line estimates some high-level takeaways Google announced a 70 billion dollar stock buyback plan and That their cloud unit was profitable for the first time in its history

  • as we mentioned last week Sundar officially announced that DeepMind was merging with Brain.

  • This is kind of controversial

  • because it's really hard according to some sources for Sundar to get all his lieutenants to work together and row in the right direction.

  • Google's Q1 search revenue up year over year, 2% down, 5% quarter over quarter,

  • just kind of to be expected because of seasonality and because we're in a down market right now,