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E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more


Chapters

0:0 Cold Open
0:25 Besties react to last week’s All-In E63
21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust
42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations
71:4 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis
92:1 Friedberg’s new company Cana
93:47 Learning loss from COVID school closures

Transcript

is chamath in a room with his pr crew right now like rehearsing and practicing and this pod is ruined let your winners ride brain man david sacks hey everybody so i just wanted to make sure based on last week's pod it was absolutely clear i care about human rights many of you know my origin story but for those of you that don't i was born in a country that's no stranger to civil war and religious and political persecution growing up my family and i felt those effects it affected our safety it's in part what led my family to file for refugee status and stay in canada so this is a real part of my lived experience that said you know i realized that what i said last week lacked empathy particularly towards others who are dealing with persecution in this case the uyghurs and based on what i read this week i think what's happening to them in western china is a terrible situation i also want to talk about this idea about nobody caring look if we take a step back and replace uyghur with other really important issues like the conflict in yemen the potential war in the ukraine gun control school shootings healthcare equity we're faced with horrible events every day however the unfortunate state of the world today is that we've also normalized this routine of being confronted with something tragic or horrible or unjust and being allowed to react with thoughts and prayers and this was the real intent of what i was trying to get across so when i talk about my line it's not about whether something matters or not it's about which issues of all the important issues we face every day where i have the expertise and i believe i have the ability to have a real impact even if just by a little for me those areas happen to be climate change life sciences and deep tech but just because this is where i spend my time it's not to take away from any of the real work any of you are doing in other areas and then lastly i just wanted to explain to people who may be new to the pod because of last week that this is a place where four of us four friends talk about a whole wide range of things we explore our curiosities we try to learn from each other we challenge each other but we've always done it in a really supportive space and i hope you keep that in mind as you listen and watch going forward and hopefully it can you can bring some of that to your own conversations that's all i have to say well said uh sax i mean i know you have something to say but i'll say um i got a lot of messages this past week after the show where um which which i felt a little bit hurt by and mischaracterized and maybe it was simply i said the wrong thing at the wrong time um and so i want to just be very clear about a couple of points if i can take a minute that's all right with you guys yeah so i said um i just wanted to i was going to actually send this out on twitter and i decided it was better just to address it on the pod so to be clear i strongly believe in and support absolute freedom of all people and this means de facto i strongly disagree with the suppression of free speech denial of religious freedom imprisonment harm capital punishment slavery and genocide i thought this was obvious when we were having our conversation i did not know i needed to be you're not in favor of genocide i'm not in favor of genocide aside i'm not in favor of slavery or capital punishment or suppression of religious freedom i thought this was obvious the conversation i tried to have was the wrong conversation at the wrong time which was to trying to talk about the broader china v us narrative that is swelling and will continue to swell this decade i think that the primary function of civilized society or any advanced social system is to take care of and protect those that cannot take care of or protect those that are not in favor of the government and this is usually done by government but when government fails and government is in fact the oppressor i think it is the responsibility of other governments and other peoples to step in and have a voice and to take action and so that is um that is kind of my moral framework i think it's important i don't deny any of the harm being done to the weaker population in china i don't agree with it on a principled basis and i don't think that what the chinese government is doing is right and the point that i was trying to make during our conversation with the president is that what the chinese government is doing is right and the point that i was trying to make during our conversation with the president is that what the chinese government is doing is right and the point that i was trying to make during our conversation with the president is that what the chinese government is doing is right and the point that i was trying to make during our conversation with the president is that what the chinese government is doing is right and the point that i was trying to make during our conversation with the president is that what the chinese 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