E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

E104:FTX崩盘,Coinbase首席执行官布赖恩·阿姆斯特朗参与其中 + 选举结果,宏观经济更新及更多内容

All-In with Chamath, Jason, Sacks & Friedberg

2022-11-12

1 小时 25 分钟
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单集简介 ...

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more! (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders 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.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869 https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight https://twitter.com/GordonJohnson19/status/1591062535586848768
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  • Sacks the United States is maybe not going to send weapons to Ukraine indefinitely and they're asking them to sit down and negotiate something that people on the left Started to do and got I got smashed for something you've been pushing for so I guess mini victory left for you sacks What's the end game here?

  • Well, yeah, I mean,

  • I've been talking common sense about this for months to saying that we need to be open to diplomacy

  • because total defeat for Russia also means a maximum risk of nuclear war.

  • I mean, these things go hand in hand.

  • That's the paradox of this war is that if Russia faces the prospect of a total defeat,

  • that's when they're most likely to escalate this conflict into something much, much worse.

  • So therefore, we need to be open to diplomacy.

  • But it was good to hear administration officials over the past week say things that I've been saying for months and that I've been accused of being like a Putin sympathizer for.

  • So apparently, there's a bunch of Putin sympathizers in the administration.

  • And just to read you some of these remarks, actually,

  • I want to play like a fun game with you guys instead of just...

  • Oh, really?

  • Yeah.

  • Instead of just mentioning these quotes, I want to play a game called Millie or Sax.

  • So I want you guys to guess whether it was General Millie who said the quote or whether I said the quote.

  • Okay.

  • Does that sound like a fair, fair game?

  • Yes, fair game.

  • Let's put some game show music here.