All-In Podcast
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
The episode begins with Supergut's launch at Target and an election livestream event. It examines Poly Market's reliability versus traditional polls and the impact of recent interviews on elections, including Kamala Harris's performance and JD Vance's views. Media biases and election integrity are debated. Updates on Tesla and SpaceX, including Starlink's growth, are shared. The potential Uber-Expedia acquisition and the future of super apps are explored. The episode also covers big tech's nuclear power investments and geopolitical impacts, advancements in nuclear safety, Trump's political fallout, and a California Coastal Commission controversy.
Key Points
- Amazon, Google, and Microsoft are heavily investing in small modular nuclear reactors (SMRs) to meet escalating energy demands for data centers, despite the technical and regulatory hurdles still to be overcome.
- The debate on nuclear energy reveals a divide between those advocating for its necessity to meet future energy demands and those concerned about the potential risks and public opposition to having nuclear plants nearby.
- Uber's potential acquisition of Expedia is being scrutinized, with arguments about whether cross-selling travel services within the Uber app can justify the $30 billion investment.
Chapters
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Transcript
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