E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(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…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from All-In with Chamath, Jason, Sacks & Friedberg
See all episodes →
74%The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
71%Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
71%Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Similar episodes from other shows
More like All-In with Chamath, Jason, Sacks & Friedberg →
David Sacks: AI, Crypto, China, Dems, and SF
Mark Cuban, Vlad Tenev & MORE | Larry Ellison's Cloud Scores Big, Silicon Valley's Family Life, Qasar Younis, Minna Song
20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund
Trump's Tariff Gamble EXPLAINED with Chamath
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.