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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

All-In with Chamath, Jason, Sacks & Friedberg

Nov 14
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Nov 14
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trum...

Highlights

This episode explores a range of pressing economic, technological, and societal issues, from high-stakes market moves to the fragility of modern infrastructure and shifting global talent flows. The conversation weaves through finance, housing policy, immigration reform, and even space weather, offering a multidimensional view of forces shaping the future.
08:16
Shorting AI is like crying fire in a theater—it creates chaos more than correction.
12:07
The Palantir short is stupid and those who short it will lose money
26:33
Government intervention often leads to inflation in housing, education, and healthcare markets.
39:08
Auctioning H-1B visas could turn the program into a profit center and fund vocational training.
48:56
Earth's magnetic field protects against charged particles, but strong solar storms can overwhelm it, causing global technological disruptions
51:14
Forest City in Malaysia hosts a real-life Y-Combinator style network school.

Chapters

Michael Burry's big short against AI
00:00
Why Palantir is so richly valued vs other tech companies
12:00
Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
20:07
H-1B debate flares up again after Trump's comments on Fox News
36:18
Science Corner: Solar storms, coronal mass ejection, risks
42:37
Rich Americans fleeing "the great confiscation"
51:14

Transcript

Jason Calacanis: All right, everybody. Chamath is here, I'm here, Friedberg's here. But Sacks, he was up late at the White House. We'll show some pictures later. He couldn't make it today, but let's get started. We wanted to get you a show and we wanted to...