Background

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

All-In with Chamath, Jason, Sacks & Friedberg9 de febrero de 202401:28:21
Compartir episodio:Descargar

Descripción del Episodio

(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

Episodios Recientes

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

Más podcasts de Sociedad y Cultura

Ver toda la categoría →
Blunt Force Trauma

Blunt Force Trauma

By shows

Blunt Force Trauma is a new serialised investigation into the unsolved murder of Faithe Ely, from EchoSpace and host Troy Taylor (from award winning podcast Among The Missing). On March 28, 2021, Faith Ely was found lifeless on the side of a dark Oklahoma highway, her death quickly being ruled a hit and run.  But the evidence doesn’t line up. The injuries don’t tell a clear story. And the more you dig, the harder it becomes to make sense of the official narrative. What should be a straightforward accident begins to feel anything but… 

Después de la pérdida

Después de la pérdida

By shows

Bienvenidos a un espacio que invita a la resiliencia durante el duelo. Entender el proceso, no significa que no duela el corazón. Hablaremos sobre el dolor, pero sobre todo, del amor. Un gusto conectar con ustedes en formato de podcast para que me puedan escuchar en el coche, en la casa, en el trabajo o donde ustedes quieran. ¡Gracias!

FREE SOLO

FREE SOLO

By shows

Free Solo

Ad Propositum

Ad Propositum

By shows

Bienvenidas y bienvenidos al podcast de Adpropositum, mi espacio auditivo para acompañarte a conectarte con tu propósito ayudándote a eliminar los obstáculos para acceder a una vida autentica y con sentido. Aqui reflexionaremos y aprenderemos en torno a la vida, el amor, el sufrimiento, el proposito y lo valioso. Un lugar construido para que lo compartas con otros y para que ademas de acceder a mis podcast, tambien encuentres mis medicinas auditivas para el alma.

Modo Taoísmo

Modo Taoísmo

By shows

Obtén inspiración para poseer el poder de alcanzar la grandeza y desbloquear todo tu potencial. Solo necesitas motivación y orientación para superar obstáculos y llevar una vida con propósito.

BAJO LOS PALOS by FLEXICAR

BAJO LOS PALOS by FLEXICAR

By shows

Bajo los Palos es un podcast presentado por Iker Casillas, donde las conversaciones van más allá del fútbol. En cada episodio, Iker invita a diferentes personalidades para hablar sobre experiencias de vida, aprendizajes y reflexiones, creando un espacio cercano y auténtico. Un viaje lleno de historias inspiradoras, desde dentro y fuera del terreno de juego.

Park Predators

Park Predators

By shows

Explore the dark side of the world’s most beautiful places with investigative journalist and park enthusiast Delia D’Ambra. Each week, Delia guides you deep into national parks and forests across the globe, uncovering stories where nature’s breathtaking beauty has masked sinister secrets. From infamous cases that made headlines to little-known crimes that still need answers, Delia’s relentless pursuit of the truth takes her through archives and remote landscapes to reveal the hidden darkness haunting these natural wonders. Because sometimes, the most beautiful places hide the darkest secrets. This is Park Predators.

Monólogo de Alsina

Monólogo de Alsina

By shows

Escucha y lee todas las noticias del programa. En directo de L-V de 6 a 12:30