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All-In PodcastE151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
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Episode Details
EPISODE INFO
- Released
- October 27, 2023
- Duration
- 1h 43m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accident update (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities (1:24:47) Jason reflects on his time in the Middle East (1:31:09) New House Speaker and Trump case update 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.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/ https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110 https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9 https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6 https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4 https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204 https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat https://twitter.com/DavidSacks/status/1717049864180379761 https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf https://twitter.com/DavidSacks/status/1716608344264470868 https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png https://www.google.com/finance/quote/CART:NASDAQ https://www.google.com/finance/quote/KVYO:NYSE https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17 https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619 https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624 https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html https://thosenerdygirls.org/can-farts-spread-covid #allin #tech #news
SPEAKERS
Chamath Palihapitiya
hostDavid Sacks
hostJason Calacanis
hostDavid Friedberg
hostNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Chamath Palihapitiya and David Sacks, E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more explores World War III fears, Iran tensions, startup reckoning, and political chaos The episode ranges from rising geopolitical risks—especially the Middle East and Ukraine—to the structural fragility of the global economy and startup ecosystem. David Sacks recaps a Twitter Space with Elon Musk and Vivek Ramaswamy on preventing World War III, arguing for a negotiated end to the Ukraine war and warning about neocon pushes for conflict with Iran. The besties then dissect how high interest rates, shifting public market multiples, and stalled IPO windows are crushing late‑stage startups and venture funds, with Stripe seen as the key pricing event for the entire private market. They also cover Hurricane Otis as a case study of climate-driven “black swan” weather, collapsing insurance economics, the new hard‑right Speaker of the House, and the cascading Trump legal cases.
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