E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

2024-02-09 · 88 min · 38 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://twitter.com/yung_spielburg
→ references cloudedjudgement.substack.com website

0.77

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://cloudedjudgement.substack.com/
→ references Deep Dive Artificial Intelligence person

0.77

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://chamath.substack.com/p/deep-dive-artificial-intelligence
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://rb.gy/tppkzl
→ references META:NASDAQ website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://google.com/finance/quote/META:NASDAQ
→ references SNAP:NYSE website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://google.com/finance/quote/SNAP:NYSE
→ references artificialanalysis.ai website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://artificialanalysis.ai/
→ references Apple Vision Pro Headset Sales person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://macrumors.com/2024/01/29/apple-vision-pro-headset-sales
→ references Meta Platforms person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://macrotrends.net/stocks/charts/META/meta-platforms/net-income
→ references Snap And The Rise Of No Vote Common Shares website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
→ references Disney Q1 Earnings Nelson Peltz Isnt Abandoning Proxy Fight website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
→ references C7318154 F6ae 4866 89fa F0c589f2ee3d website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
→ references SNAP 2023 Annual Report website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
→ references Creating A Gpt person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://help.openai.com/en/articles/8554397-creating-a-gpt
→ references Speed Matters person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://blog.research.google/2009/06/speed-matters.html

Entities found in this episode

websites 18

mentioned cloudedjudgement.substack.com website

0.90

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://cloudedjudgement.substack.com/
references cloudedjudgement.substack.com website

0.77

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://cloudedjudgement.substack.com/
mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://rb.gy/tppkzl
mentioned META:NASDAQ website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://google.com/finance/quote/META:NASDAQ
mentioned SNAP:NYSE website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://google.com/finance/quote/SNAP:NYSE
mentioned artificialanalysis.ai website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://artificialanalysis.ai/
mentioned Snap And The Rise Of No Vote Common Shares website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
mentioned Disney Q1 Earnings Nelson Peltz Isnt Abandoning Proxy Fight website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
mentioned C7318154 F6ae 4866 89fa F0c589f2ee3d website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
mentioned SNAP 2023 Annual Report website

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
references Tppkzl website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://rb.gy/tppkzl
references META:NASDAQ website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://google.com/finance/quote/META:NASDAQ
references SNAP:NYSE website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://google.com/finance/quote/SNAP:NYSE
references artificialanalysis.ai website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://artificialanalysis.ai/
references Snap And The Rise Of No Vote Common Shares website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
references Disney Q1 Earnings Nelson Peltz Isnt Abandoning Proxy Fight website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
references C7318154 F6ae 4866 89fa F0c589f2ee3d website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
references SNAP 2023 Annual Report website

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf

persons 12

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://twitter.com/yung_spielburg
mentioned Deep Dive Artificial Intelligence person

0.90

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://chamath.substack.com/p/deep-dive-artificial-intelligence
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://twitter.com/yung_spielburg
references Deep Dive Artificial Intelligence person

0.77

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://chamath.substack.com/p/deep-dive-artificial-intelligence
mentioned Apple Vision Pro Headset Sales person

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://macrumors.com/2024/01/29/apple-vision-pro-headset-sales
mentioned Meta Platforms person

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://macrotrends.net/stocks/charts/META/meta-platforms/net-income
mentioned Creating A Gpt person

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://help.openai.com/en/articles/8554397-creating-a-gpt
mentioned Speed Matters person

0.45

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://blog.research.google/2009/06/speed-matters.html
references Apple Vision Pro Headset Sales person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://macrumors.com/2024/01/29/apple-vision-pro-headset-sales
references Meta Platforms person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://macrotrends.net/stocks/charts/META/meta-platforms/net-income
references Creating A Gpt person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://help.openai.com/en/articles/8554397-creating-a-gpt
references Speed Matters person

0.38

evidence rules-v4
Link in episode "E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis": https://blog.research.google/2009/06/speed-matters.html

companys 4

mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

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evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

Episode description as stored

(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/Jason/status/1755273518416302522 https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales https://twitter.com/Jason/status/1755386651080106166 https://www.google.com/finance/quote/META:NASDAQ https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income https://www.google.com/finance/quote/SNAP:NYSE https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf https://cloudedjudgement.substack.com https://twitter.com/chamath/status/1754641005851328553 https://help.openai.com/en/articles/8554397-creating-a-gpt https://twitter.com/ArtificialAnlys/status/1747264832439734353 https://blog.research.google/2009/06/speed-matters.html https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees https://artificialanalysis.ai https://chamath.substack.com/p/deep-dive-artificial-intelligence https://twitter.com/danshipper/status/1751005727215301053 https://www.youtube.com/watch?v=7waMPlHugYI https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people