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Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

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Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg

Feb 07
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Feb 07
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX and xAI merge (1:10:45) Brad's ...

Highlights

In this episode, Brad Gerstner joins the 'Besties' for a wide-ranging discussion on pivotal developments at the intersection of technology, finance, policy, and ethics.
00:00
Ohala's first crop will be potatoes using true seed, which changes potato-farming economics
10:49
Epstein’s death remains suspicious and the non-prosecution agreement raises serious questions about accountability
26:24
The profit pool for traditional software is decreasing while that for the agentic layer is increasing, causing devaluation.
46:46
What we do might be information computation, similar to human social interaction, and there may be predictability in outcomes like in poker and chess.
56:01
Warsh could improve the Fed's data collection by using real-time private-sector data like rental metrics from large landlord companies
1:00:50
SpaceX and xAI merger creates $1.25T entity aiming for space-based data centers in 30 months
1:10:45
Trump Accounts give every US-born child $1,000 invested in the S&P 500 to make everyone a capitalist from birth

Chapters

Besties intros: Brad Gerstner joins the show
00:00
Epstein Files
03:16
SaaS stocks crash out
15:45
Moltbook panic
35:11
Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell
47:37
SpaceX and xAI merge
1:00:50
Brad's major win with Trump Accounts
1:10:45

Transcript

Jason Calacanis: all right, everybody, welcome back to the number one podcast in the world, your favorite podcast with your favorite besties in the world, the all-in podcast. Chamath is traveling and couldn't make it this week, so our favorite fifth bestie...