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All-In with Chamath, Jason, Sacks & Friedberg

Jan 22, 2022

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

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Referenced in the Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC 


WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill 


Chamath’s Social Capital 2019 Annual Letter 


Bill Ackman suggests the Fed should raise rate by 50 basis points 


Gavin Baker’s Twitter on Generals getting shot last 


Jonathan Chait in NY Mag on School Closures 


Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion 


Friedberg’s interview on This Week in Startups