Oct 30, 21 | 01:19:17
0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave
20:44 Proposed “Wealth Tax”
35:13 Inflation discussion: corporate and government reactions
52:30 Dealing with inflation as a capital allocator
58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/JTLonsdale/status/1453399478254379008
https://fred.stlouisfed.org/series/GFDEGDQ188S
https://finance.yahoo.com/quote/TOST/
https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976
https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6
https://twitter.com/Jason/status/1450108244915937284
https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks