All-In PodcastE126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
Episode Details
EPISODE INFO
- Released
- April 28, 2023
- Duration
- 1h 16m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and major constraints (1:06:47) Quick earnings button and RFK Jr's presidential bid 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/GOOG:NASDAQ https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/CIVPART https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd https://twitter.com/friedberg/status/1651371655774584832 https://twitter.com/mckaywrigley/status/1651291367224807424 https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea https://twitter.com/Jason/status/1650974906916671493 https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html https://twitter.com/RobertKennedyJr/status/1649190840198209537 #allin #tech #news
SPEAKERS
Jason Calacanis
hostChamath Palihapitiya
hostDavid Friedberg
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Jason Calacanis, E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more explores big Tech’s plateau, AI shockwave, and lab-grown meat’s hard reality The hosts dissect major Big Tech earnings, arguing that companies like Google, Meta, Microsoft, Apple and Amazon are becoming slow‑growth cash cows reliant on cost-cutting and financial engineering rather than breakthrough innovation. They contrast Big Tech’s resilience with Jerome Powell’s recession warnings, criticizing the Fed’s blunt, demand-killing approach and lack of supply-side creativity. A large part of the conversation focuses on AI’s rapid impact on knowledge work, with concrete examples of automation already replacing or augmenting white-collar tasks at dramatic cost savings. They also dive deep into alternative and lab-grown meats, explaining the underlying biotech, why the economics remain challenging, and how environmental, ethical and taste considerations collide.
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