All-In PodcastE123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
Episode Details
EPISODE INFO
- Released
- April 7, 2023
- Duration
- 1h 27m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(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 #allin #tech #news
SPEAKERS
Jason Calacanis
hostDavid Friedberg
hostChamath Palihapitiya
hostNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Friedberg, E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee explores trump indictment, dollar dominance, China AI, and San Francisco’s decline The hosts open with banter before diving into the New York indictment of Donald Trump, largely criticizing the case as weak, politicized, and counterproductive even for anti‑Trump advocates. They then examine fears around global de‑dollarization, arguing the dollar’s dominance is not immediately threatened but warning that US debt, unfunded liabilities, and weaponization of the dollar are long‑term risks. The conversation shifts to geopolitical strategy: whether US VCs should take capital from allies like Saudi Arabia and whether they should be allowed to fund Chinese AI companies, with consensus that backing adversarial AI should be restricted. They close with the stabbing of Bob Lee in San Francisco, using it to highlight perceived policy failures on crime, homelessness, and “decaceration,” and calling for political change or exit from failing cities.
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