World Model · podcast knowledge graph

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

2023-06-16 · 118 min · 48 entities

episode page audio

Asserted relationships

  • → references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://twitter.com/yung_spielburg
  • 0.68
    evidence rules-v4
    E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
  • → discusses Technology company
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
    0.40
    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 Technology company
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://bbc.com/news/technology-20554441
  • → references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://rb.gy/tppkzl
  • → references FEDFUNDS website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://fred.stlouisfed.org/series/FEDFUNDS
  • → references bard.google.com website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://bard.google.com/
  • → references Reddit Ai Openai Google person
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html
  • → references Fed Rate Decision June person
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://cnbc.com/2023/06/14/fed-rate-decision-june-2023.html
  • → references @Presh Dineshkumar website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://coda.io/@presh-dineshkumar/jay-trading
  • → references 86b49e10 3dd2 4427 B70b 993bad47b061 website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes
  • → references reddark.untone.uk website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://reddark.untone.uk/
  • → references Twitters Third Party App Problem person
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://digiday.com/media/twitters-third-party-app-problem
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement
  • → references Meta Is Building A Decentralized person
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://platformer.news/p/meta-is-building-a-decentralized
  • → references Cf939ea4 D96c 4908 896a 48a74381f251 website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251
  • → references Oculus Rift Step Into The Game website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://openai.com/blog/function-calling-and-other-api-updates
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones

Entities found in this episode

websites 26

  • mentioned Tppkzl website
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://rb.gy/tppkzl
  • mentioned FEDFUNDS website
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://fred.stlouisfed.org/series/FEDFUNDS
  • mentioned bard.google.com website
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://bard.google.com/
  • mentioned @Presh Dineshkumar website
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://coda.io/@presh-dineshkumar/jay-trading
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes
  • mentioned reddark.untone.uk website
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://reddark.untone.uk/
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251
  • mentioned Oculus Rift Step Into The Game website
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://openai.com/blog/function-calling-and-other-api-updates
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones
  • references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://rb.gy/tppkzl
  • references FEDFUNDS website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://fred.stlouisfed.org/series/FEDFUNDS
  • references bard.google.com website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://bard.google.com/
  • references @Presh Dineshkumar website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://coda.io/@presh-dineshkumar/jay-trading
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes
  • references reddark.untone.uk website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://reddark.untone.uk/
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251
  • references Oculus Rift Step Into The Game website
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://openai.com/blog/function-calling-and-other-api-updates
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones

persons 11

  • mentioned Yung Spielburg person
    0.90
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://twitter.com/yung_spielburg
  • references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://twitter.com/yung_spielburg
  • mentioned Brad Gerstner person
    0.72
    evidence rules-v4
    E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
  • mentioned Reddit Ai Openai Google person
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html
  • mentioned Fed Rate Decision June person
    0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://cnbc.com/2023/06/14/fed-rate-decision-june-2023.html
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://digiday.com/media/twitters-third-party-app-problem
  • 0.45
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://platformer.news/p/meta-is-building-a-decentralized
  • references Reddit Ai Openai Google person
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html
  • references Fed Rate Decision June person
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://cnbc.com/2023/06/14/fed-rate-decision-june-2023.html
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://digiday.com/media/twitters-third-party-app-problem
  • 0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://platformer.news/p/meta-is-building-a-decentralized

companys 5

  • 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
    0.40
    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
  • references Technology company
    0.38
    evidence rules-v4
    Link in episode "E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner": https://bbc.com/news/technology-20554441

concepts 5

  • 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
  • mentioned IPO concept
    0.35
    evidence rules-v4
    IPO

podcasts 1

Episode description as stored
(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question" (50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes (1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps (1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more (1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap 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://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html https://fred.stlouisfed.org/series/FEDFUNDS https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13 https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29 https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges https://bard.google.com https://coda.io/@presh-dineshkumar/jay-trading https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061 https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes https://reddark.untone.uk https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html https://www.bbc.com/news/technology-20554441 https://digiday.com/media/twitters-third-party-app-problem https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement https://www.platformer.news/p/meta-is-building-a-decentralized https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251 https://twitter.com/natfriedman/status/1668650915505803266 https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game https://openai.com/blog/function-calling-and-other-api-updates https://twitter.com/RobertKennedyJr/status/1667616444996104196 https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones