Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- Oct 11, 2024
- 1:24:19
- Full Episode
(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The Jayter's Ball (38:53) Google antitrust update: DOJ is going for a breakup (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs (1:03:44) New TikTok survey shows increased usage as a news source (1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?
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Referenced in the show: https://allin.com/meetups https://youtube.com/@allin https://allin.com/tequila https://allin.com https://x.com/Ry_Bass/status/1844367980249178396 https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240 https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch https://www.nature.com/articles/s43247-024-01442-3 https://x.com/vkhosla/status/1844166857655533811 https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html https://www.nature.com/articles/d41586-024-03214-7 https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0 https://x.com/AOC/status/1844034727935988155 https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c https://x.com/iapolls2022/status/1844418916107341948 https://x.com/2waytvapp/status/1844803367740096811 https://x.com/DavidSacks/status/1829383729284067659
Brief Summary
Hurricane Milton's impact, climate change economics, and DeepMind's Nobel Prize highlight this episode's discussions.
Key points
- Anniversary Celebration. Celebrating four years and 200 episodes of the podcast.
- Hurricane Milton's Impact. Hurricane Milton made landfall, causing significant evacuations and damage.
- Economic Consequences of Hurricanes. The economic damage from hurricanes is staggering, with losses estimated in the billions.
- Climate Resilience Investments. Investing in climate resilience could be an opportunity for homeowners.
- Insurance Crisis Looms. The insurance market is facing a crisis with rising premiums and risks.
- Nobel Prize in Chemistry. Alpha creators from Google's DeepMind win the Nobel Prize for their groundbreaking work.
Episode highlights
- Anniversary CelebrationCelebrating four years and 200 episodes of the podcast.“This is nuts, huh?”0:35Oct 11, 2024
- Hurricane Milton's ImpactHurricane Milton made landfall, causing significant evacuations and damage.“The death toll is at 4 but expected to rise.”3:58Oct 11, 2024
- Economic Consequences of HurricanesThe economic damage from hurricanes is staggering, with losses estimated in the billions.“The total economic damage could be between 145 and 160 billion.”4:27Oct 11, 2024
- Climate Resilience InvestmentsInvesting in climate resilience could be an opportunity for homeowners.“It might actually be an opportunity to upgrade all these homes.”19:38Oct 11, 2024
- Insurance Crisis LoomsThe insurance market is facing a crisis with rising premiums and risks.“If you only have a $17 billion reinsurance fund and there's $50 billion of damage...”20:14Oct 11, 2024
- Nobel Prize in ChemistryAlpha creators from Google's DeepMind win the Nobel Prize for their groundbreaking work.“Alpha creators just won a Nobel Prize in chemistry.”29:03Oct 11, 2024
- DOJ's Antitrust Suit UpdateThe DOJ is considering forcing Google to sell parts of its business due to monopoly concerns.“They're guilty, so now comes time for the remedy”39:16Oct 11, 2024
- The Future of GoogleDiscussion on whether breaking up Google could be beneficial for innovation and competition.“I actually think that would be good at the end of the day”45:10Oct 11, 2024
