Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China&#x27;s nuclear buildout, Sacks responds to PG

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

Referenced in the show:

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

https://www.google.com/finance/quote/CRWD:NASDAQ

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/TSLA:NASDAQ

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes...

(0:00) Bestie intros: Nostracanis appears!

(3:50) Wiz turns down Google's $23B offer, intends to IPO

(13:30) CrowdStrike's rough week

(17:51) Market update: Mag 7 sell-off?

(22:47) Sam Altman's UBI study was a mixed bag

(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

Referenced in the show:

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

https://www.google.com/finance/quote/CRWD:NASDAQ

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/TSLA:NASDAQ

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes...

Previous Episode

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

1 Recommendations

(0:00) Bestie intros: Live from the RNC!

(1:34) Reacting to the assassination attempt against President Trump

(12:52) Impact of charged rhetoric

(21:15) Secret Service's massive failure; institutional decay

(37:02) Inside the RNC: Sacks breaks down his speech

(41:16) Trump picks JD Vance as his running mate

(58:52) All-In Summit scholarship applications are LIVE!

(59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B

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https://summit.allinpodcast.co

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Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=rLArznk0Ns4

Sacks RNC speech:

Jason's links (16:34):

https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence

https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

Referenced in the show:

https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds

https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474

https://x.com/TeslaVee/status/1813785645472690479

https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html

https://x.com/DylanByers/status/1811855698566975936

https://x.com/newrepublic/status/1810009748697448541

https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf

https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee

https://www.youtube.com/watch?v=pot7R0Affjs

https://x.com/cb_doge/status/1813289249288134660

https://x.com/mualphaxi/status/1812579998735491327

https://x.com/D...

Next Episode

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

(0:00) Bestie intros!

(0:38) Election update: Dems energize around Kamala, policy questions remain

(19:33) Trump's NABJ interview: smart or risky?

(33:07) Markets expect rate cut in September, but are we already in a recession?

(40:58) AI buildout causing short-term volatility

(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?

(1:06:17) Bill Ackman withdraws Pershing Square USA IPO

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Intro Music Credit:

Intro Video Credit: