E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

E64:反垄断标准与执法、技术重新定价、实验室泄漏模糊化、E63反应及更多

All-In with Chamath, Jason, Sacks & Friedberg

2022-01-22

1 小时 37 分钟
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单集简介 ...

00:00 Cold Open 00:25 Besties react to last week's All-In E63 21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust 42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations 1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis 1:32:01 Friedberg's new company Cana 1:33:47 Learning loss from COVID school closures 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 Episode: Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC https://www.youtube.com/watch?v=w1iYGE3PVYA    WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487    Chamath's Social Capital 2019 Annual Letter https://www.socialcapital.com/annual-letters/2019    Bill Ackman suggests the Fed should raise rate by 50 basis points https://twitter.com/BillAckman/status/1482449525595943045?s=20    Gavin Baker's Twitter on Generals getting shot last https://twitter.com/GavinSBaker/status/1479454332567310342?s=20    Jonathan Chait in NY Mag on School Closures https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html    Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime    Friedberg's interview on This Week in Startups https://youtu.be/dajzLwGAntI?t=1998  https://apple.co/33Xrbq3
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单集文稿 ...

  • Is Chamath in a room with his PR crew right now like rehearsing and practicing and this pod is ruined Hey everybody,

  • so I just wanted to make sure based on last week's pod it was absolutely clear I care about human rights.

  • Many of you know my origin story, but for those of you that don't,

  • I was born in a country that's no stranger to civil war and religious and political persecution.

  • Growing up, my family and I felt those effects.

  • It affected our safety.

  • It's in part what led my family to file for refugee status and stay in Canada.

  • So this is a real part of my lived experience.

  • That said, you know,

  • I realized that what I said last week lacked empathy, particularly towards others.

  • who are dealing with persecution, in this case, the Uyghurs.

  • And based on what I read this week,

  • I think what's happening to them in Western China is a terrible situation.

  • I also want to talk about this idea about nobody caring.

  • Look,

  • if we take a step back and replace Uyghur with other really important issues like the conflict in Yemen,

  • the potential war in the Ukraine, gun control, school shootings,

  • health care equity, we're faced with horrible events every day.

  • However,

  • the unfortunate state of the world today is that we've also normalized this routine of being confronted with something tragic or horrible or unjust and being allowed to react with thoughts and prayers.