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All-In with Chamath, Jason, Sacks & Friedberg

Feb 11, 2023

0:00 Bestie intro!

1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

28:26 Bestie refresh!

33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

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