E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

2023-03-03 · 116 min · 35 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://twitter.com/yung_spielburg
→ references Doug Leone Lessons From A Titan podcast

0.77

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979
→ appeared on All-In with Chamath, Jason, Sacks & Friedberg podcast

0.68

evidence rules-v4
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & 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 Tppkzl website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://rb.gy/tppkzl
→ references CRM:NYSE website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://google.com/finance/quote/CRM:NYSE
→ references Investors Are Going Nuts For Chatgpt Ish Artificial Intelligence website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence
→ references Introducing Chatgpt And Whisper Apis person

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://openai.com/blog/introducing-chatgpt-and-whisper-apis
→ references 21420ce2 92a1 43a0 A153 04ac7c872466 website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466
→ references Infographic website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg
→ references Home Prices Dropping Redfin Fac43ede website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://barrons.com/articles/home-prices-dropping-redfin-fac43ede
→ references House Committee Lays Out Case For China Threat Ad62c611 website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611
→ references Working Papers person

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://nber.org/system/files/working_papers/w26316/w26316.pdf
→ references How The Biggest Fraud In German History Unravelled website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled

Entities found in this episode

websites 16

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://rb.gy/tppkzl
mentioned CRM:NYSE website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://google.com/finance/quote/CRM:NYSE
mentioned Investors Are Going Nuts For Chatgpt Ish Artificial Intelligence website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence
mentioned 21420ce2 92a1 43a0 A153 04ac7c872466 website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466
mentioned Infographic website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg
mentioned Home Prices Dropping Redfin Fac43ede website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://barrons.com/articles/home-prices-dropping-redfin-fac43ede
mentioned House Committee Lays Out Case For China Threat Ad62c611 website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611
mentioned How The Biggest Fraud In German History Unravelled website

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled
references Tppkzl website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://rb.gy/tppkzl
references CRM:NYSE website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://google.com/finance/quote/CRM:NYSE
references Investors Are Going Nuts For Chatgpt Ish Artificial Intelligence website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence
references 21420ce2 92a1 43a0 A153 04ac7c872466 website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466
references Infographic website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg
references Home Prices Dropping Redfin Fac43ede website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://barrons.com/articles/home-prices-dropping-redfin-fac43ede
references House Committee Lays Out Case For China Threat Ad62c611 website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611
references How The Biggest Fraud In German History Unravelled website

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled

persons 7

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://twitter.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://twitter.com/yung_spielburg
mentioned Brad Gerstner person

0.72

evidence rules-v4
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
mentioned Introducing Chatgpt And Whisper Apis person

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://openai.com/blog/introducing-chatgpt-and-whisper-apis
mentioned Working Papers person

0.45

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://nber.org/system/files/working_papers/w26316/w26316.pdf
references Introducing Chatgpt And Whisper Apis person

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://openai.com/blog/introducing-chatgpt-and-whisper-apis
references Working Papers person

0.38

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://nber.org/system/files/working_papers/w26316/w26316.pdf

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
mentioned FOMO company

0.35

evidence rules-v4
FOMO

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

podcasts 3

mentioned Doug Leone Lessons From A Titan podcast

0.90

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979
references Doug Leone Lessons From A Titan podcast

0.77

evidence rules-v4
Link in episode "E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner": https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979
appeared on All-In with Chamath, Jason, Sacks & Friedberg podcast

0.68

evidence rules-v4
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

Episode description as stored

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China (1:34:33) Ukraine update: China's peace proposal, US strategy (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month (1:50:01) Stripe chart errata, bestie wrap! 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.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506 https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979 https://openai.com/blog/introducing-chatgpt-and-whisper-apis https://twitter.com/heykahn/status/1628453782177865728 https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466 https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede https://www.google.com/finance/quote/CRM:NYSE https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript https://twitter.com/altcap/status/1631361678582611970 https://www.investopedia.com/articles/06/fas123r.asp https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0 https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01 https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27 https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611 https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188 https://twitter.com/wikileaks/status/1496886759665586177 https://twitter.com/deloreshandy/status/1629516350602264582 https://www.nber.org/system/files/working_papers/w26316/w26316.pdf https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled