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E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Show Notes:
(00:00) Cold Open
(00:25) Besties react to last week’s All-In E63
(21:50) Implications of FTC Chair Lina Khan’s approach to enforcing antitrust
(42:21) “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations
(1:11:04) Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis
(1:32:01) Friedberg’s new company Cana
(1:33:47) Learning loss from COVID school closures
Follow the besties:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg
Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg
Intro Video Credit:
/ thezacheffect
Referenced in the Episode:
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
• LIVE CNBC Capital Exchange: Big Tech,...
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
https://www.wsj.com/articles/senate-p...
Chamath’s Social Capital 2019 Annual Letter
https://www.socialcapital.com/annual-...
Bill Ackman suggests the Fed should raise rate by 50 basis points
https://twitter.com/BillAckman/status...
Gavin Baker’s Twitter on Generals
https://twitter.com/GavinSBaker/statu...
Jonathan Chait in NY Mag on School Closures
https://nymag.com/intelligencer/artic...
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
https://www.unicef.org/press-releases...
Cana - https://cana.com
Friedberg’s interview on This Week in Startups
• Google AR, Peloton pullback + David F...
https://apple.co/33Xrbq3
#allin #tech #news
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