E7: California's collapse, how SPACs are opening the markets for growth stocks & more

E7:加利福尼亚的衰落,特殊目的收购公司(SPACs)如何为成长股开辟市场及其他

All-In with Chamath, Jason, Sacks & Friedberg

2020-09-09

1 小时 16 分钟
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单集简介 ...

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/theallinpod Bestie recommendations: Chamath: https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792 Sacks: https://taibbi.substack.com/ https://andrewsullivan.substack.com/ Friedberg: https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766 https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1 Jason: https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1 https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1   0:00 The gang recap their summers 6:43 Is California collapsing? Why or why not? Has the one-party system failed? 14:05 Understanding the bureaucratic side of California's problem 20:37 AB-5 & the working rights of freelancers 27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this? 34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing 46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market 50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks 1:01:23 Election talk - who is in the lead ahead of the first debate? 1:12:21 Bestie recommendations
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单集文稿 ...

  • Hey everybody, welcome back to the all-in podcast besties have reunited.

  • It's been a bestie summer.

  • Chamath.

  • How are you doing?

  • You're back in America.

  • Yes.

  • I am back in America.

  • Back in America.

  • Feels great.

  • Good summer.

  • Yes.

  • I had an incredible summer.

  • I had seven weeks in Italy.

  • It was really incredible.

  • What is the vibe in Italy post pandemic?

  • Obviously, they had the roughest of any nation, I think, except for China and Wuhan with COVID-19.

  • How is the psyche there?

  • No, it was incredible because they're, I mean, they're so resilient.

  • They basically decided that they don't ever want to go through it again.

  • So everybody wore a mask and people socially distanced.