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All-In PodcastE162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
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Episode Details
EPISODE INFO
- Released
- January 19, 2024
- Duration
- 1h 38m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump (21:53) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on microplastics in water bottles (1:32:42) All-In Poker Follow the besties: https://twitter.com/chamath https://twitter.com/Jason 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://twitter.com/dschlopesisback/status/1747025441825640681 https://twitter.com/davidsacks/status/1747724966941139276 https://twitter.com/andrewrsorkin/status/1746723727574794537 https://twitter.com/Jason/status/1746951952578298264 https://twitter.com/aphysicist/status/1747868626948907325 https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100 https://www.opensecrets.org/federal-lobbying/top-spenders https://www.youtube.com/watch?v=wXMO0bhPhCw https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen https://www.google.com/finance/quote/TDG:NYSE https://stacksonmain.com/gallery https://www.societylasolas.com/photogallery https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records https://www.businessofapps.com/data/disney-plus-statistics https://www.businessofapps.com/data/netflix-statistics https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html https://www.manscaped.com/products/crop-preserver-manscaping https://www.pnas.org/doi/10.1073/pnas.2300582121 https://www.xometry.com/resources/materials/polyethylene https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11 https://www.pbs.org/wgbh/frontline/documentary/plastic-wars #allin #tech #news
SPEAKERS
Jason Calacanis
hostChamath Palihapitiya
hostDavid Sacks
hostNarrator
otherNarrator
otherDavid Friedberg
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more explores Davos mocked, Milei praised, and capitalism’s faults ruthlessly dissected The hosts open with satirical jabs at the World Economic Forum in Davos, arguing it has become a self-parody of ‘surplus elites’ more focused on status than substance. They highlight Javier Milei’s fiery pro-market speech and Jamie Dimon’s praise of Trump’s policies as rare moments of honesty that directly challenged Davos orthodoxy on collectivism and globalization. The conversation then broadens into systemic critiques of regulatory capture (Boeing, defense contractors), late‑stage capitalism, and the mislabeling of capital‑intensive or real‑world businesses as ‘tech.’ They also break down the broken economics of streaming, the risks and tradeoffs of plastics and microplastics, and finish with lighter banter about poker and subscriptions, underscoring consumer fatigue with endless recurring charges.
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