E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

E123:特朗普被起诉,去美元化,风险投资应否支持中国AI?悼念鲍勃·李先生

All-In with Chamath, Jason, Sacks & Friedberg

2023-04-07

1 小时 27 分钟
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单集简介 ...

(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture (1:10:02) RIP Bob Lee, fixing San Francisco 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.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html https://anncoulter.substack.com/p/youre-being-played-republicans https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799 https://twitter.com/DavidSacks/status/1638957986138959873 https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states https://www.yahoo.com/now/social-security-funds-could-run-120000267.html https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5 https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.longtermtrends.net/us-debt-to-gdp https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai https://twitter.com/rabois/status/1643655946579607565 https://twitter.com/jarvis_best/status/1643667684247371776 https://twitter.com/FrancisSuarez/status/1642862135226126338 https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html
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单集文稿 ...

  • I can't see what's on your hat.

  • What does it say?

  • Super Gut?

  • One of my most exciting companies called Ohalo.

  • Oh, Mahalo.

  • I still have Mahalo.com.

  • No, not Mahalo.

  • Unrelated, completely unrelated, nothing whatsoever to do with Mahalo.

  • I remember Mahalo.

  • Great product.

  • Sorry to become like it.

  • We were making $10 million in revenue at the peak.

  • Yeah.

  • Had 100 people writing like human curated search result pages.

  • I remember that.

  • You're a great guy to reference the chat GPT thing coming out of that.

  • Well,

  • then what happened was they did the Panda update and we went from 10 million down to 500,000 in revenue overnight.

  • What was the Panda update?

  • They looked at who the top sites were, eHow, Mahalo, etc.