(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cronkite Moment” (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy (1:08:07) Silicon Valley's shift right Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://twitter.com/chamath/status/1718722437217685810">https://twitter.com/chamath/status/1718722437217685810</a> <a href= "https://twitter.com/ShaanVP/status/1719461817699733831">https://twitter.com/ShaanVP/status/1719461817699733831</a> <a href= "https://twitter.com/chamath/status/1719887650688282786">https://twitter.com/chamath/status/1719887650688282786</a> <a href= "https://sacks.substack.com">https://sacks.substack.com</a> <a href= "https://responsiblestatecraft.org/zelensky-war-time-magazine">https://responsiblestatecraft.org/zelensky-war-time-magazine</a> <a href= "https://twitter.com/davidsacks/status/1719815317000733153">https://twitter.com/davidsacks/status/1719815317000733153</a> <a href= "https://time.com/6329188/ukraine-volodymyr-zelensky-interview">https://time.com/6329188/ukraine-volodymyr-zelensky-interview</a> <a href= "https://time.com/person-of-the-year-2022-volodymyr-zelensky">https://time.com/person-of-the-year-2022-volodymyr-zelensky</a> <a href= "https://twitter.com/RothCRE/status/1719833548780195882">https://twitter.com/RothCRE/status/1719833548780195882</a> <a href= "https://twitter.com/real_bill_gross/status/1720094066183139359">https://twitter.com/real_bill_gross/status/1720094066183139359</a> <a href= "https://twitter.com/real_bill_gross/status/1719010907806904452">https://twitter.com/real_bill_gross/status/1719010907806904452</a> <a href= "https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use</a> <a href= "https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco"> https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco</a> <a href= "https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5"> https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5</a> <a href= "https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf"> https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf</a> <a href= "https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence"> https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence</a> <a href= "https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order"> https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order</a> <a href= "https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115"> https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115</a> <a href= "https://ai.meta.com/llama">https://ai.meta.com/llama</a> <a href= "https://chamath.substack.com/p/the-case-for-big-action-to-regulate"> https://chamath.substack.com/p/the-case-for-big-action-to-regulate</a> <a href= "https://twitter.com/ImMeme0/status/1713413678765126062">https://twitter.com/ImMeme0/status/1713413678765126062</a> <a href= "https://twitter.com/elonmusk/status/1259638112688304129">https://twitter.com/elonmusk/status/1259638112688304129</a> <a href= "https://twitter.com/chamath/status/1720112859198419191">https://twitter.com/chamath/status/1720112859198419191</a>

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E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

All-In with Chamath, Jason, Sacks & Friedberg