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All-In PodcastE135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
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Episode Details
EPISODE INFO
- Released
- July 1, 2023
- Duration
- 1h 36m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy (1:26:38) Science Corner: Understanding the NANOGrav findings 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://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html https://www.statista.com/statistics/896181/putin-approval-rating-russia https://www.levada.ru/en/ratings https://twitter.com/MatreshkaRF/status/1673209794608365570 https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard https://twitter.com/greg_price11/status/1674426520100814848 https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361 https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06 https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt https://techcrunch.com/2023/06/27/prosus-byjus-markdown https://twitter.com/shaig/status/1673836979903950851 https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d https://twitter.com/chamath/status/1674469606746992651 https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628 https://physics.aps.org/articles/v16/116 #allin #tech #news
SPEAKERS
David Friedberg
hostJason Calacanis
hostChamath Palihapitiya
hostDavid Sacks
hostNarrator
otherNarrator
otherGuest
guestNarrator
otherNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring David Friedberg and Jason Calacanis, E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more explores Geopolitics, Supreme Court shifts, AI gold rush, and cosmic ripples The hosts open with analysis of the Wagner Group’s brief mutiny in Russia, debating its implications for Putin’s regime, the Ukraine war, and Western narratives about Russian instability. They then dissect the U.S. Supreme Court’s decision striking down race-based affirmative action, exploring ethics, legacy admissions, unions, and school choice as deeper levers of equality of opportunity. The conversation shifts to the AI boom, covering Databricks’ acquisition of MosaicML, Inflection AI’s massive raise, and how infrastructure players are racing to assemble full-stack AI capabilities, while warning of ZIRP-era excess and weak venture discipline. They close with examples of startup fraud and overvaluation, and a “science corner” on new evidence of universe-scale gravitational waves subtly warping spacetime.
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