E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- Jun 23, 2023
- 1:33:32
- Full Episode
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future (51:49) RFK Jr's Rogan appearance, big pharma's impact on media via advertising dollars, COVID origins (1:09:59) Secondary market for depressed startup shares heats up (1:16:36) Ford to receive $9.2B federal loan to build out three EV factories, industrial policy to on-shore US supply chain
Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis 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://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf https://twitter.com/Dexerto/status/1671971832809791509 https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html https://twitter.com/aaronjmate/status/1670514363634176000 https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5 https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93 https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration https://twitter.com/davidsacks/status/1671628570714845184 https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398 https://twitter.com/chamath/status/1671806525029986304 https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1 https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html https://twitter.com/shellenberger/status/1671162870422454272 https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567 https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology
Brief Summary
The episode covers the Kotu conference, tech market challenges, and geopolitical issues, featuring insights from Brad Garlinghouse and Chamath Palihapitiya.
Key points
- The Vibe Shift at Conferences. The vibe at this year's conference was somber, reflecting on the market's downturn.
- Ukraine's Counter-Offensive Struggles. The anticipated Ukrainian counter-offensive has produced minimal gains and significant losses.
- The Missed Opportunity for Peace. A potential peace deal was rejected by the West, leading to ongoing conflict.
- The Ammo Crisis. The U.S. is facing a severe ammunition shortage, impacting Ukraine's war efforts.
- The Threat of a New World War. The potential for a new world war looms as alliances shift and tensions rise.
- Cuba Relations. Debate on the need to normalize relations with Cuba for mutual benefits.
Episode highlights
- The Vibe Shift at ConferencesThe vibe at this year's conference was somber, reflecting on the market's downturn.“Last year was SPF lunacy; this year feels sober.”1:49Jun 23, 2023
- Ukraine's Counter-Offensive StrugglesThe anticipated Ukrainian counter-offensive has produced minimal gains and significant losses.“It's been somewhat of a disaster.”17:09Jun 23, 2023
- The Missed Opportunity for PeaceA potential peace deal was rejected by the West, leading to ongoing conflict.“A deal was available but the West chose not to take it.”23:16Jun 23, 2023
- The Ammo CrisisThe U.S. is facing a severe ammunition shortage, impacting Ukraine's war efforts.“We are out of ammo!”29:29Jun 23, 2023
- The Threat of a New World WarThe potential for a new world war looms as alliances shift and tensions rise.“We could lose a new world war.”32:46Jun 23, 2023
- Cuba RelationsDebate on the need to normalize relations with Cuba for mutual benefits.“Why can't we have a peace-based foreign policy?”42:36Jun 23, 2023
- Ambiguity in Taiwan PolicyThe U.S. maintains a delicate ambiguity regarding Taiwan's independence status.“We do not support Taiwan Independence.”49:08Jun 23, 2023
- The Establishment's ControlA discussion on how the establishment curates power and controls narratives.“It's about their control over how you think.”1:01:41Jun 23, 2023





