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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

All-In with Chamath, Jason, Sacks & Friedberg

Nov 14
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Nov 14
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trum...

Highlights

This episode dives into a range of pressing economic, technological, and geopolitical topics, sparked by recent market movements and public commentary from high-profile investors and policymakers. From AI-driven financial bets to existential solar threats, the discussion spans both immediate policy concerns and long-term structural shifts shaping the global landscape.
11:34
Shorting is like crying fire in a theater
12:00
Palantir's valuation should be based on long-term assessment of future earnings, not short-term sentiment.
32:43
Universities should bear the first loss on student loans to align incentive
39:01
Auctioning half of H-1B visas to the highest bidder could fund vocational training.
42:42
Three major CMEs hit Earth this week, causing a G5 geomagnetic storm with minimal damage.
51:14
A forest city in Malaysia hosts a network school modeled after an in-person Y Combinator for emerging communities.

Chapters

Michael Burry's big short against AI
00:00
Why Palantir is so richly valued vs other tech companies
12:00
Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
20:07
H-1B debate flares up again after Trump's comments on Fox News
36:18
Science Corner: Solar storms, coronal mass ejection, risks
42:37
Rich Americans fleeing "the great confiscation"
51:14

Transcript

Jason Calacanis: All right, everybody. Chamath is here, I'm here, Friedberg's here. But Sacks, he was up late at the White House. We'll show some pictures later. He couldn't make it today, but let's get started. We wanted to get you a show and we wanted to...