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E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom wins & more

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's week from hell, Instagram's harmful impact on teen girls 42:42 How to properly regulate social media's impact on certain groups 1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike 1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds 1:25:54 Mailchimp sells for $12B, employees got no equity 1:29:43 AOC at the Met Gala 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.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988 https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739 https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement https://twitter.com/DavidSacks/status/1438597853320908811 https://www.kff.org/wp-content/uploads/2020/08/Slide1.png https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf https://www.sec.gov/news/press-release/2021-176 https://www.sec.gov/news/press-release/2021-164 https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/ https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx https://twitter.com/stoolpresidente/status/1437585404010582016 https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual https://www.bestiesapparel.com/ #allin #tech #news

Jason CalacanishostDavid FriedberghostChamath PalihapitiyahostGuestguest
Sep 17, 20211h 35mWatch on YouTube ↗

At a glance

WHAT IT’S REALLY ABOUT

All-In Besties Debate UBI, Newsom Recall, Facebook, Fraud, Tech Ethics

  1. This All-In Podcast episode ranges from a debrief of their first live show into deeper debates on work ethic, universal basic income, and generational motivation. The Besties then dissect the failed recall of California Governor Gavin Newsom, arguing about one‑party rule, teachers’ unions, and the Republican Party’s Trump problem. A major segment covers Facebook/Instagram’s impact on teen mental health, comparing it to tobacco and opioids and exploring regulation, age limits, and parental responsibility. They close with discussions of sexism narratives around Elizabeth Holmes, patterns of fraud and exaggeration in startups, bootstrapping versus venture capital, and political theater like AOC’s “Tax the Rich” Met Gala dress.

IDEAS WORTH REMEMBERING

5 ideas

Early-career intensity can justifiably trade off against later work–life balance.

Several hosts argue that grinding in your 20s and 30s builds skills and options that allow you to work differently in your 40s and 50s, pushing back on messages that young people shouldn’t have to work hard.

UBI risks both demotivating work and fueling long-run inflation.

They contend that paying able-bodied people not to work removes crucial entry-level rungs on the economic ladder and, as Larry Summers has warned, could drive price inflation that erodes the very benefit UBI is meant to provide.

Recalls, even failed ones, can meaningfully shift policy behavior in one-party states.

Using the Newsom recall as an example, they argue the mere threat pushed school reopenings and loosened lockdowns, and serves as one of the only checks on entrenched power in California’s one‑party environment.

Instagram and TikTok may warrant cigarette-style guardrails for minors.

Drawing analogies to tobacco and opioids, the group notes Facebook’s own internal findings on teen mental health and suggests age limits, content guardrails, or warning-style regulation for under‑16 or under‑18 users, while allowing adult usage with more personal responsibility.

The real line between startup ‘vision’ and fraud is lying about the present or past.

They stress that ambitious, low-probability claims about the future are normal in startups, but fabricating current capabilities or falsifying data—as alleged in Theranos—is what constitutes prosecutable fraud.

WORDS WORTH SAVING

5 quotes

“Deprivation creates motivation… especially to do something as hard as create a startup.”

David Sacks

“If you just let people opt out, I don’t think you really understand what happens over long durations of time when you’re not doing anything.”

Chamath Palihapitiya (on UBI and welfare)

“We’ve moved from a consensus of ‘able-bodied people should work’ to an elite ideology of UBI that basically pays people not to work.”

David Sacks

“At a core physiological level, staring at a screen can be more similar to smoking than we want to admit.”

Chamath Palihapitiya (on social media vs. cigarettes)

“Just because it doesn’t work out and what you said ends up not being true does not make it fraud. What is fraud is when you lie about the past.”

David Sacks

Reflections on the live All-In Podcast event and show formatWork ethic, deprivation, UBI, and generational motivation in careersCalifornia politics: Newsom recall, one-party rule, unions, and GOP strategyFacebook/Instagram, teen mental health, and regulatory comparisons to tobacco/opioidsKids, social media, algorithmic amplification, and potential age-based restrictionsStartup fraud vs. visionary overpromising; Elizabeth Holmes and gender/sexism claimsBootstrapped success (Mailchimp), equity vs. cash, and Silicon Valley’s ownership cultureMedia bias, social media demonization, and political symbolism (AOC’s Met Gala dress)

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