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E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

0:00 Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans 12:30 Understanding the Omicron variant 24:49 Tech stocks plummet: why the selloff? 33:44 Inflation: here to stay? What's the 10-year outlook? 44:57 Anticipating a "Great Resignation" of successful VCs 54:45 Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech 1:02:08 Mike Bloomberg donates $750M to charter schools 1:07:52 Jack Dorsey's departure from Twitter, what it means for free speech 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://twitter.com/trvrb https://www.nejm.org/doi/full/10.1056/NEJMoa2115463 https://twitter.com/erictopol/status/1466799350990839810 https://twitter.com/Jason/status/1465037481187987457 https://www.wsj.com/articles/china-set-to-create-new-state-owned-rare-earths-giant-11638545586 https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers https://fortune.com/2021/08/09/lumber-prices-down-2018-levels https://twitter.com/rabois/status/1466816803418615812 https://twitter.com/michelletandler/status/1465393612577853440 https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324 https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse #allin #tech #news

David FriedberghostJason CalacanishostChamath Palihapitiyahost
Dec 4, 20211h 18mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
December 4, 2021
Duration
1h 18m
Channel
All-In Podcast
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

0:00 Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans 12:30 Understanding the Omicron variant 24:49 Tech stocks plummet: why the selloff? 33:44 Inflation: here to stay? What's the 10-year outlook? 44:57 Anticipating a "Great Resignation" of successful VCs 54:45 Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech 1:02:08 Mike Bloomberg donates $750M to charter schools 1:07:52 Jack Dorsey's departure from Twitter, what it means for free speech 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://twitter.com/trvrb https://www.nejm.org/doi/full/10.1056/NEJMoa2115463 https://twitter.com/erictopol/status/1466799350990839810 https://twitter.com/Jason/status/1465037481187987457 https://www.wsj.com/articles/china-set-to-create-new-state-owned-rare-earths-giant-11638545586 https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers https://fortune.com/2021/08/09/lumber-prices-down-2018-levels https://twitter.com/rabois/status/1466816803418615812 https://twitter.com/michelletandler/status/1465393612577853440 https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324 https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse #allin #tech #news

SPEAKERS

  • David Friedberg

    host
  • Jason Calacanis

    host
  • Chamath Palihapitiya

    host
  • Narrator

    other

EPISODE SUMMARY

In this episode of All-In Podcast, featuring David Sacks and Jason Calacanis, E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure explores omicron fears, tech correction, VC exits, and Twitter’s new era The All-In hosts open with banter but quickly dig into the emerging Omicron COVID variant, debating its likely medical impact versus media and policy overreaction. They then unpack the sharp drawdown in high-growth tech stocks, tying it to inflation, interest-rate expectations, and overextended private valuations.

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