E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China (1:34:33) Ukraine update: China's peace proposal, US strategy (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month (1:50:01) Stripe chart errata, bestie wrap! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap 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.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506 https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979 https://openai.com/blog/introducing-chatgpt-and-whisper-apis https://twitter.com/heykahn/status/1628453782177865728 https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466 https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede https://www.google.com/finance/quote/CRM:NYSE https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w