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E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more


Chapters

0:0 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

Transcript

Oh, baby. No skin on skin. You just got to keep the shirt on. Listen to me. Only the best for my daughter. This is 100% Loro Piana Vicuña. She's going to puke on it any minute. You're using Loro Piana to wipe her when she vomits. No, this is the sweater that she's got her face on, but this is the softest material, human, I mean, natural material on earth.

Really? This is not subject to any supply chain constraints. Aww. Aww. In fact, when you buy one from Loro Piana, they'll fly one right to you. Guys, isn't it amazing how people in power cannot take any time off and still remain in power and engaged? When you have a baby.

J. Cal, what's the reference? Okay, our friend Joe Lonsdale, venture capitalist living in Austin, had a tweet that went viral, but maybe not for the best reasons. He said in response to a Dan Primrack tweet, Dan works at Axios, who was talking about Joe Rogan criticizing the amount of time Buttigieg was taking on paternity leave, and Joe Lonsdale responded, "I'm not sure I'm going to be able to do that." And Joe Lonsdale responded, "I'm not sure I'm going to be able to do that." And Joe Lonsdale responded, "I'm not sure I'm going to be able to do that." And Joe Lonsdale responded, "I'm not sure I'm going to be able to do that." And Joe Lonsdale responded, "I'm not sure I'm going to be able to do that." And Joe Lonsdale responded, "Wow, great for fathers to spend time with their kids and support moms, but any man in an important position who takes six months of leave for a newborn is a loser.

In the old days, men had babies and worked harder to provide for their future." That's the correct masculine response. Well, it was an opinion from 1957. That's either his or he found it in the Wayback Machine. But Joe's old school. Joe is a unique individual. And he just happened to I think, in this whole like, not get canceled debate or don't let yourself get canceled debate, the right is now saying like, I'm just going to tell you how I actually feel.

And so Joe told us actually how he felt. I don't think he said anything offensive. I think you can have a different opinion than what he said. But I don't think he said it shouldn't exist. He said, if you're in a position of power, and you check out for six months, it puts everything that you're doing under a lot of pressure.

That's I think what he said. And he said, "I'm not sure I'm going to be able to do that." And he called those very specific people losers. The context is Joe Rogan called out Pete Buttigieg, because Pete Buttigieg had two kids via surrogate. And I guess it's taking six months, or I don't know.

I don't even know how much time he's taking off. He's at three months, but nobody knows if he's like working half time or full time. But Rogan had an issue with it. And then Dan Premack basically said, what Rogan doesn't know is at his own company, i.e. Spotify, there's a six month policy.

Which by the way, Joe Rogan does not work for Spotify. They license his show. So there is no way for Joe Rogan to know the internal policies. He is not an employee. I mean, Jason, if you want to hang your hat on that little fig leaf, okay. No, I'm just saying, I'm not defending Joe.

But I'm also saying like, how would he know? It's not like he went to HR and was like, "Hey, what's our paternity?" He doesn't work there. Yeah, fine. Well, six months is a long time, especially. I mean, that is a long time to take off. The word loser is a very strong word.

Do you think men who take paternity are losers? No, no. I mean, it's their choice. Do you think men who take six months of paternity are closer? No, I wouldn't necessarily call him a loser. I do think that is a long time for somebody who prioritizes work. I mean- If an entrepreneur took six months of paternity, would that influence whether or not you invest in his business?

Well, look, if you are the principal of a business and you just disappear for six months, that's not going to work. I mean, let's be realistic here. Unless it does, in which case, then you have other problems. Well, or look, if you're at like the stage that Google is at or whatever, the founders can disappear and move to islands and private islands and it doesn't matter.

Basically what they did. But look, we all know, I mean, that when you're a startup, you face existential decisions daily, weekly, or monthly. You can't just disappear for six months. It's not going to work. You might only have six months of runway. So if you did take six months of paternity, there would be no company when you came back in all likelihood.

Let me speak for myself. I couldn't ever take six months. I'll probably take three weeks to a month. And honestly, I agree with David. I really didn't do much of anything. Nat had to do, frankly, all of this by herself. And so I'm there to just be moral support and help where I can.

Baby needs a diaper change. I do that. I'll hand feed in a bottle because she's tired of pumping and breastfeeding. But I am so peripherally at the edges trying to help and be relevant and try to give her a break here or there. That's my role. And at some point when the kid gets on a schedule, there's even less stuff necessarily for me to do other than, again, just be moral and emotional support.

Then of course there's bonding and stuff. But to be honest with you, I have found as a parent, the connection that I have with my children has gotten meaningfully better as they've gotten older. David: Yeah. And maybe that's just a limitation that I have and my need to communicate and how I want to connect with my kids and how I feel I get feedback back that gives me energy to be a parent.

It is much easier for me to find that equation with my 12-year-old than it is with my two-day old. So that's just me. I'm going to be out for three weeks to a month. Well, the other thing we're leaving out here is the question of resources. So Joe Lonsdale, his podcast is a billionaire, his podcast title.

And so if you're a billionaire and you have unlimited resources at home and 24-hour night nurses, which we all know what those cost, you're talking about $1,000 or $2,000 a day to have 24-hour coverage, but that's nothing to a billionaire. So I don't want to make it about class, but if you were two working parents and you didn't have the money to hire somebody, this is actually practically the only thing you can do.

David: Somebody has to be with the kid. And can one spouse be at home for 24 hours alone with the kid all the time? As you guys know, I'm from Canada. In Canada, we have a one-year maternity and paternity leave policy. It can kind of go both ways. Basically, the family gets it and you can allocate it as and how you need it.

Who pays for the salary? The government basically guarantees your job. You go on, effectively, unemployment insurance after some period of time where you go from 100% of your salary to about, I think it's 50%. Somebody will correct me if I get these details wrong. And then you go through the rest of the year.

Now, in both cases, my sister, when she had both kids, on the way in, she was like, "I think I want to take the full year." And by the six-month mark, she was losing her mind. And she's a lawyer at a really good research hospital and she does work that's really valuable to her and that she finds really stimulating.

And she just needed more adult connection after six months. David: Yeah. It was very hard for her to kind of be there. Yeah. I just think six months for the second parent, that seems like a long time. I don't think I could take six months off. But I also think if you have resources, there's pockets of time.

Even when I did stay home for, I don't know, the first couple of weeks after the kids were born, they're asleep for three hours. And then you clean the diapers, feed them, they play for an hour or two, and then they go back on a nap. It's constantly the stop and start.

I mean, that's the thing that's hardest about it. I mean, it's like, you're going to be home for a month, you're going to be home for a month, you're going to be home for a month, you're going to be home for a month. And then you're going to be home for a month.

And then you're going to be home for a month. And then you're going to be home for a month. And then you're going to be home for a month. And then you're going to be home for a month. And then you're going to be home for a month. Oh, my God.

It feels like, I mean, it's funny, but I forgot what it's like. But you're reminded quickly. It feels like you're drunk. Yes. Two hours, you wake up. You get a 10-minute cat nap, you wake up. And this is where, again, I go to, and I'm such a bit player in this play right now, at the edges where I'm not sleeping, I can take care of Tali.

But I don't know how women do it. It's incredible. And for those of you listening, Chamath has got his newborn on his chest and swallowed quite nicely there. This is why you should subscribe on YouTube. Then you can see. You can see that. Yes, he's using his new daughter to get the YouTube subscriptions up.

This is good. They should blow us past 100,000 subscribers. But how do you feel? It's so special. I feel so lucky. I feel so, so lucky. This is going to be the most popular cameo on the pod since Freeburg's dog. Yeah. I mean, this chick is so... She's so deliciously cute.

She's so delicious. And I forgot how beautiful the sounds that girls makes versus boys, having three boys and two girls now. I remember the boys, they make kind of interesting noises, but not really. But my gosh, like little baby girl noises. And you guys, Sax has two girls. You have three.

Freeburg has all girls. Girls are incredible. My gosh. We're all basically girl dads like Kogi. Oh, so what a blessing. What a blessing. I feel really lucky. I feel really lucky. Any news on Freeburg? I don't know. I don't know. I don't know. I don't know. Any news on your front?

Well, we had a baby the day after Chamath had a baby. There were... Oh, right. I did see the picture. Congratulations. Thank you. Freeburg, where's your swaddled infant? You're letting Chamath win Sweep Sweeps here. What's going on? Yeah. His vicuna is on the way. I haven't... Are you in the Joe Lonsdale?

You did one day off and then went right back to work? She's in the place where you drop the kids off to get raised and then you pick them up in a year. Okay. You're like, oh, you mean like Vulcans? You're like Vulcans where you drop them into a learning pod and come back and you're like, oh, you're like Vulcans.

You're like Vulcans. A year later. I mean, they sleep most of the day. So, she's asleep right now. Actually, Alison just sent me a picture. She's sitting on the rocking chair where they're outside right now. Pretty amazing. I give Lonsdale a lot of courage for saying what he thought.

I really don't think that what he said was altogether that like vilifiable, if that's the word you want to use. I think that there's a lot of reasonable points of view. He could have maybe used better language, but I think where he was coming from, I think a lot of us probably wouldn't do it ourselves.

We may never judge anybody else. I would never judge anybody who wants to take six months. I know that I could not. I would just, I think either I'm too selfish or whatever, but I'm not sure there's just that much to do as the secondary. And to David's point, if I was asked to be the primary, I think I could probably step in and do 10% of what Nat would do.

Here's Joe Lonsdale's super blind spot. He made this very gender specific with men and women in certain roles. And he basically is saying, a man who takes six months off is a loser. So he is not just giving his opinion. He's attacking people who do take the time off.

And then he says, listen, in the old days, men had babies and worked harder to provide for the future. That's the correct masculine response. So I think what triggered people about his response, and perhaps rightfully so, is that this is just a view of- I know, but Jason, can I say something?

This is- Like degrading men who take time to take care of their kids. But look, we've talked about this a lot. There's an opportunity for folks like us, to take a step back and slow down in how we interpret a tweet that's written at 8am in the morning super quickly.

Sure. I'm not advocating he be canceled. And not just him, but everybody else. But there's an opportunity to teach empathy here where I'm not saying you have to agree with him, but you can also choose to see what he's trying to say through the exact words that he used, decide that you agree or disagree, and then just move on.

Of course. You know what I mean? And I think that the reason why folks may want to do that in this case, but in most other cases, is eventually it will be you that makes a mistake. Sure. And you want to be let off the hook by other people that are empathetic enough to say, "I really disagree with what you're saying, but you don't deserve to be punished beyond disagreement." I love what Chamath just said.

The mistake that we make might even be on this pod today. I might have already made it. I've already made it. You may have already made it. I agree that we should all just be a little bit less judgmental. And there is a judgmental element in Joe's tweet that's probably the part I don't agree with is, "Look, if someone wants to do that, fine.

Take the time." Doesn't necessarily make them a loser, but it's not a choice that I would realistically make. Yeah, it's totally unrealistic. It's not even startups. I'm getting put to these multi-hundred-million-dollar decisions a day. I could pause the business. I could pause the business, but that'll have so many downstream implications.

Unfortunately, I picked a job where I'm in a position where I can't check out even if I wanted to, so I try to do my best. That's the point he was trying to make that wasn't that well articulated. I don't think any of us are in a situation where we can straight up walk away from work for any meaningful time.

I mean, on a daily basis. It would destroy my business. Yeah, we get texts, we get emails, we get phone calls that we have to answer. And so it almost definitionally isn't an option to just walk away. But for those who it is, it's not. It is. And if that's their choice, that's what it is.

The great thing about freedom isn't that you can say whatever you want. It's that you don't have to listen to what anyone else is saying. And, you know, really well said that disagree with Joe. I feel like you always have the option to not listen and you always have the option to walk away.

Unfollow. And yeah, and unfollow. And the whole idea of cancel culture and. You know, punishing people for the things they say, regardless of what they say and the censorship and all the shutdown of voices and channels for people to have a voice. I think it it takes the freedom away that's inherent in the idea of, you know, your choice to not listen.

Yeah. And it's almost always totally hypocritical. So this is a postscript on the whole Chappelle debate. It turns out that the leader of the anti Chappelle protests who've been trying to get him canceled at Netflix, it turns out this this person has like a treasure trove of the most angry, hateful, vile tweet.

That I or anybody has ever seen. When you put it in the group chat, I thought that that was a joke. The things that she wrote were so beyond the pale. Beyond. Beyond. Oh, my God. They're like they're like the worst tweet. We can't play them on the show.

No, we can't. I don't even want anybody to speak these things. I don't want to include it in the show notes. They're literally the worst tweet. They're the worst tweet. I've ever seen. Seriously. The most racist. Like I've never seen such explicit racist. Racism in the 21st century, basically.

Yeah. Aside from these tweets and and this is a person who's trying to cancel Chappelle was out there with the megaphone and who the press was fawning over. By the way, and she said in her thing. Yeah, those were from a long time ago. I've already owned up to those.

So let's move on. Wait. Owned up how? Owned up how? And it's kind of like, you know, let me play the empathy card on me. But then, you know, I so meaning I expect. You to see through what I'm going through. And that those expressions were in a moment in time.

So see past them and see my true character. That's what she's asking. That's what she's asking the world to do, you know, about her. But then you're not willing to do it to any for anybody else. And that's where I think that double standard just doesn't work anymore. And I think this is what people are getting really fed up with.

And yeah. And I would also say that her tweets weren't funny. They weren't attempting to be funny. They are so gross. They were. I have a customer service problem. I have a problem with this beeping. Be there. So I want to bash. I want to bash this, you know, beeping Asian or whatever over the head.

Blah, blah, blah, blah. Like a lot of racism towards Asia. You know, Asian people. No, there was homophobic tweets. There was a Asia Asian hate tweets. I mean, it Latina Hispanic. I mean, she wasn't even trying to be funny. That's the thing. It wasn't even it wasn't even a failed attempt to humor.

So here you have Chappelle, who I think is dishing it out in an equal opportunity way. Making. Funny observations about really he's criticizing our culture, not specific groups, and he's being deliberately misinterpreted by the people who want to cancel him. They're really to think that Chappelle's stand up routine is hateful, really requires, I think, deliberate obtuseness.

You have to deliberately misinterpret what he's saying. And so you have these people out there trying to do that. And meanwhile, they are guilty of that. It's a total act of projection. They are guilty of everything they accused Chappelle of. Well, not all of them. This person in particular, the leader, the leader.

And of course, the press doesn't dig any of this up. It all happens through the through kind of Internet sleuths. That would be a narrative violation. David, if somebody is virtue signaling and they are leading a cancellation movement, it's kind of a narrative violation to say, well, they maybe they should be canceled by the same standard or, you know, quite easily.

I think the thing that I don't think she should get canceled. I don't think she should be canceled. But I and this when she was drunk, what if she had a nervous break? I can only imagine the difficult path that this lady has gone through and on the off chance that she's listening.

I'm totally cool with your journey. I understand you made some mistakes. We've all I'm going to let you off the hook. Can you please try to let the next person off the hook? I think that would be a nice place for everybody to aim to go. And then just to circle back with with Joe, when he started explaining himself.

In the thread, when it became a conversation with a wider group of people, the journalists went on the pure dunk cancellation route. But then there was actually a productive discussion about between CEOs, etc. And I thought what was very interesting about it was he started talking to Gary Tan, who, you know, was like, Listen, we have a four month leave practice at our venture firm.

And Joe said, Do you really take 100% off cold turkey? Or did you work part time and stay in touch like a responsible leader of your firm? And of course, Gary did just that, right? And then Joe says, You know what, I shouldn't have written loser. And appreciate the pushback in more intensive operational context, losing key leaders cold turkey for six months seems unnecessary.

But I respect the different takes here. And I think that really is an actual good discussion about this is, hey, well, maybe if you're an intense leader, and you don't have the ability to take a couple of months off, well, maybe you should take a couple of Fridays off.

And then there was a really interesting discussion. What's better for a leader to do, spend a little more time every year, or to spend the time, you know, three or four or six months in the beginning, when you're, as you just said, Chamath on the periphery here and trying to be helpful on the margins, maybe for the secondary person, if it isn't 5050 sacks, it is actually better for you to pick up some Fridays or whatever, and take over the whole, I'm glad you read that clarification by Joe, because I think what he basically is saying is that, yeah, he, the initial language he used, he would he basically clarified that.

And it sounds like what he's saying is, listen, if you're on a high performance team, and you're a star player, and you disappear for six months, that's going to cause your team to lose. So I think that's maybe what he was saying. That's a perfect analogy, Sachs, because if we were looking at LeBron James or Kevin Durant, and they had a baby mid season, or Draymond had a baby mid season, which I'm sure has happened to, you know, folks, it's not like they say, I'm not playing the next six months of games, they missed one game, maybe two, they go back on the road.

And I think everybody understands like, yeah, you can't give up one of your 10 primary years or three years left that LeBron and KD have lost. I'll give you one final anecdote to end this chapter of our discussion today. 2007 at Facebook, at one point in like one of the umpteen reorgs we were doing as we were trying to get out of the primordial ooze, I was in charge of HR.

And everybody at that company was young, except for a handful of people. And then there was finally a person. And I think it was our this HR person that that at some through some weird convolution of events reported to me. Who got pregnant, who was pregnant. And we didn't have a policy because nobody had ever gotten pregnant before.

And you know, I remember saying, Oh, we have to come up with a policy. And what I did was I was like, Well, what would I want? Which is the easiest way for me to answer most questions. And I came up with four months for either the father or the mother, irrespective of the context.

And that's how we started the original policy. Four years later, though, when I had my first kid, I took like three weeks and it came back because the grind was too hard. All right. I think I think where we have to go is it's been a crazy week of the reconciliation bill, the infrastructure bill and how to pay for this incredible spending.

It's been a meta week. It's been it's been a meta week. I mean, and this builds on top of our discussions about inflation, as well as the supply chain issues that builds on the conversation we had about COVID and the new president. So we're trying to get the wealth, we're trying to get the reconciliation bill done.

And part of that is, hey, how do we get it done? And part of that is, hey, how is this going to get paid for? And in the course of one week, we've seen the tax proposals flip, I think, multiple times to ones that have never been tested and may not even be legal in the United States.

Of course, I'm referring to a billionaire tax, which was proposed, which would be a penalty or a tax on assets that are liquid, but that have not yet been sold. And it would look back three years, essentially going after Bezos or even the Fed. This is a really big deal.

I mean, the Fed, I mean, they're going to be doing this for years. And the fact that the Fed is going to be doing this for years, I think, is going to be really important. And I think that's what's going to be important. And I think that's what's going to be important.

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And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important.

And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important.

And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important.

And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important. And I think that's what's going to be important.

♪ Going all in ♪