all-in

/all-in570

SV meta

envious for those of you who are encountering this babe for the first time
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/7230d2f1-2d97-4c3a-1e69-6882edc6af00/original
/all-in fam, thoughts? worth zooming in to read

ps you know my molecular biologist soul loves the science-guy i can't help it
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/f17f7ddb-1a94-47a2-417f-cafbea8d5b00/original
/all-in
🇨🇳 China Overnight Economic Data:

*Exports: Beat 🟢
*Imports: Miss 🔴
*Trade Surplus: Beat 🟢

Despite Donald Trump’s looming tariffs, China's foreign trade is still very resilient
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/a5c1d84c-f7f9-4e0d-f2cc-34001c910900/original
what's the medical term for getting a boner every time David Sacks yells at Larry Summers?
someone get ezra a camera detached from their desk
not my asking my Uber driver to play this over Bluetooth on my way to the Dodger’s game

https://m.youtube.com/watch?si=Lj1pJFzTQCa7YCCg&v=KcmMOZKnKAk&feature=youtu.be
/all-in
Chamath is becoming spineless and not sharing his true opinions.

I'm shocked that Friedberg is not voicing his opinions as strongly as he used to.

Jason still has some strong opinions, I respect him for that.

I have started listening more to to Prof G podcast and bg2 podcast.

If you are feeling the same about the all-in podcast, check out the other two -- they're worth it.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/e585b8be-8eb9-453a-ae26-906d4600e600/original
for how much i shit on jcal, i liked his moderation for the recent all in live in tx
"If it had gone in the other direction, 30 or 40 basis points, and it touched 5%, you're talking about hundreds of billions of dollars of extra money that would not have been found, that would've had to be printed."

Ok so we traded 7T+ in public markets for billions in savings for the federal govt?
Biggest takeaway from the Howard Lutnick interview isn’t any one specific policy detail.

It’s the idea that it’s entirely possible to just reimagine how government revenue is done. USG is sitting on so many assets, including just citizenship itself.

If you can raise revenues from other sources, you can afford to reduce tax burden on your citizens.

These things have not been truly re-imagined in a long time, certainly not since software has become reliably good. We have had huge technological unlocks so why have we not accordingly adjusted how we accrue government revenue?
Coming from someone who hasn’t enjoyed All In recent episodes the the most recent All In interviews are phenomenal
This logic, that only the fraudsters will make a lot of noise when the SS payments turn off, and that's somehow an efficient way to identify fraud is just so painfully disconnected from reality and highlights that none of these guys know what they're doing.

https://youtu.be/182ckTL2KBA?si=GWGf4Ckx4i8Q9Rcn&t=2490
really good conversation
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