Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Fri Jul 26 2024
Show Notes
(0:00) Bestie intros: Nostracanis appears!
(3:50) Wiz turns down Google's $23B offer, intends to IPO
()CrowdStrike's rough week
()Market update: Mag 7 sell-off?
()Sam Altman's UBI study was a mixed bag
()Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire
()Biden out, Kamala in: Hot swap complete, speed-run primary subverted
()Antisemitism rising, Josh Shapiro as a VP candidate
()Sacks responds to smear campaign
()Science Corner: China's nuclear buildout
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html
https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech
https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html
https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs
https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details
https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html
https://www.google.com/finance/quote/CRWD:NASDAQ
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html
https://www.google.com/finance/quote/VIX:INDEXCBOE
https://public.websites.umich.edu/~mille/ORUS_Health.pdf
https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html
https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe
https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html
https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin
https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html
https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497
https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination
https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106
https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267
https://x.com/JoeBiden/status/1815080881981190320
https://x.com/paulg/status/1816334112086712830
https://x.com/paulg/status/1771640321446683060
https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf