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All-In PodcastE89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
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Episode Details
EPISODE INFO
- Released
- July 29, 2022
- Duration
- 1h 27m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
Show Notes: 0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate 36:33 "Inflation Reduction Act", how government subsidies can stifle innovation 59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M 1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky? 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.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20 https://news.shopify.com/changes-to-shopifys-team https://www.google.com/finance/quote/TDOC:NYSE https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323 https://twitter.com/jamiedupree/status/1552406981637545993 https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease https://www.nature.com/articles/s41380-022-01661-0 https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/ https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html https://twitter.com/ConanOBrien/status/1552358211986006019 https://twitter.com/maga_cy/status/1552360064693915648 #allin #tech #news
SPEAKERS
Jason Calacanis
hostChamath Palihapitiya
hostDavid Sacks
hostDavid Friedberg
hostNarrator
otherGuest / caller (unidentified)
guestNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more explores All-In dissect GDP slump, e-commerce hangover, science fraud, politics theater The hosts debate whether two consecutive quarters of negative GDP mark a true recession, criticizing the White House and Fed for mixed messaging and delayed action on inflation. They connect macro turbulence and stimulus whiplash to mean reversion in e-commerce and tech, highlighting Shopify layoffs, Amazon overbuild, and the messy reality of work-from-home and productivity.
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