All-In PodcastE102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
Episode Details
EPISODE INFO
- Released
- October 29, 2022
- Duration
- 1h 36m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Sacks is back and recaps his week off! (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China (1:27:29) Science corner: Gut microbiome advancements 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.google.com/finance/quote/TWTR:NYSE https://twitter.com/elonmusk/status/1586059953311137792 https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18 https://www.google.com/finance/quote/META:NASDAQ https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/EFFR https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621 https://twitter.com/BillAckman/status/1581831084219645952 #allin #tech #news
SPEAKERS
David Friedberg
hostJason Calacanis
hostChamath Palihapitiya
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring David Sacks and Jason Calacanis, E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more explores elon’s Twitter takeover, Meta’s metaverse burn, big-tech reckoning unfolds The hosts react to Elon Musk officially closing the Twitter deal, arguing he bought an under-monetized, under-innovated asset that he can greatly improve through verification, payments, and better bot control. They sharply contrast Twitter’s upside with Meta’s massive, opaque metaverse spending, framing Zuckerberg’s Reality Labs bet as potentially the largest capital misallocation in tech history unless better justified. The conversation broadens to content moderation, free speech, Trump and Kanye’s de‑platforming, and how platforms should handle hate speech and mental illness. Finally, they zoom out to big-tech stock declines, looming macroeconomic risks, US–China chip tensions, Ukraine war diplomacy, and a science segment on gut bacteria as a driver of autoimmune disease.
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