0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping 34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization 49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets 1:02:06 Rewriting foreign policy playbooks 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.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html https://twitter.com/davidfrum/status/1504601558184517637 https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/ https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/ https://twitter.com/RichardHanania/status/1504824837964926981 https://twitter.com/ClintEhrlich/status/1504618754784735232 https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1 https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298 https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make https://www.eia.gov/outlooks/steo/images/Fig4.png https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation https://www.marketwatch.com/investing/future/cu22 https://twitter.com/ianbremmer/status/1504214235114577926 https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates https://twitter.com/DavidSacks/status/1503989745939980292 https://www.bbc.com/news/world-europe-26079957 https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/ https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/ https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/ https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/ https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/

0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism 42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks 1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci 1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham 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.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url https://twitter.com/Jason/status/1494534850090442752 https://twitter.com/juliettekayyem/status/1491757167308902405 https://twitter.com/juliettekayyem/status/1491789181428715521 https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html https://twitter.com/garrytan/status/1493876167085944834 https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential https://twitter.com/Jason/status/1493860336713097218 https://twitter.com/MikeBloomberg/status/1494009394257870848 https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter https://www.theinformation.com/articles/tiger-global-d1-capital-signal-pullback-from-big-private-tech-deals-amid-market-rout https://www.wsj.com/articles/woman-appears-cured-of-hiv-after-umbilical-cord-blood-transplant-11644945720 https://twitter.com/phil_hellmuth/status/1494144604555206656 https://twitter.com/DavidSacks/status/1493296369796202496