E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

**Chamath Palihapitiya** (0:00)
How was your colonoscopy, by the way?

**Jason Calacanis** (0:01)
Oh, wow. That was...

**David Sacks** (0:03)
Talk about your anus.

**Jason Calacanis** (0:05)
Talk about my anus.
Have you guys had yours recently? Who's had a colonoscopy?

**Chamath Palihapitiya** (0:09)
I have mine in December. Yeah, my first one.

**Jason Calacanis** (0:12)
Yeah, I was delinquent on mine, too.

**Chamath Palihapitiya** (0:14)
They used to be 50, and they moved the age down to 45

**Jason Calacanis** (0:17)
Yeah, they didn't move the age down. Friedberg, have you had one yet?
That's a yes. We got a yes.

**David Friedberg** (0:22)
I'm due.

**Jason Calacanis** (0:23)
Sacks, have you had yours?

**David Sacks** (0:24)
I'm due.

**Jason Calacanis** (0:24)
By the way, I got a report, because actually Sacks, you did have one, and they found a bunch of DeSantis merchandise up there. We found a DeSantis hat, a DeSantis pin, tons of DeSantis stuff right up your ass.
At our age, we should be four for four on the colonoscopies. We're one for four. We gotta get that stat up. Every week, I wanna check in here.
Propofol, shout out Michael Jackson, is the greatest drug ever. I counted 15 seconds, I was knocked out. I woke up, and the next thing I know, I was in the recovery area.

**Chamath Palihapitiya** (0:53)
Were you groggy?

**Jason Calacanis** (0:54)
I was not groggy. No, I was fine. You literally don't remember anything. No pain, no suffering. I did have-

**Chamath Palihapitiya** (0:59)
But were you able to have a regular schedule the rest of the day?

**Jason Calacanis** (1:02)
Not really. So I don't wanna dissuade anybody from having this, but you do have to take a drink called PrEP, which clears you out.
And when I say clears you out-

**Chamath Palihapitiya** (1:11)
Oh, I love that.

**Jason Calacanis** (1:12)
Oh, I love it.

**David Friedberg** (1:12)
It clears you out.

**Jason Calacanis** (1:13)
Yeah, I would hit a record low weight. I'm 168 now, so that was the one benefit.

**Chamath Palihapitiya** (1:17)
Well, how much weight did you lose?

**David Friedberg** (1:18)
Three pounds, maybe.

**Chamath Palihapitiya** (1:20)
Come on.

**Jason Calacanis** (1:21)
Oh yeah, yeah, yeah.

**Chamath Palihapitiya** (1:22)
Were you working when you were prepping?

**Jason Calacanis** (1:23)
No, I was working when I was prepping. So Monday when I was prepping, but then literally, you take this prep stuff, an hour later, you need to be ready to evacuate at any time.

**David Sacks** (1:34)
Normally the diarrhea is coming out of your mouth.

**Jason Calacanis** (1:57)
All right, everybody, welcome to another amazing episode of The All-In Podcast episode 148 The docket is absurd. The number of lawsuits and the amount of news that has happened in just the last week has been insane.
But we want to at the top of the show do a quick correction, right? It's an all-in correction. If we make a mistake here, we don't hide it in the show notes. We just talk about it right up front. Sacks, you were in touch with the Airtable CEO, Howie Liu, who's been a guest on This Week in Startups. I'm going to have him on again actually soon.
Maybe you could just discuss what we got wrong and how we got it wrong, and then what the correct facts are about Airtable just quickly here at the top of the show.

**David Sacks** (2:37)
Yeah. Well, we had a segment a couple of weeks ago where we were talking about these high-priced, late-stage unicorn rounds needing to get revalued. The IPO of Instacart was a good example of this where, yes, the IPO did about $10 billion, but the last private round was at $39 billion. So there is a big wave of revaluations or down rounds coming. We cited some numbers off the internet regarding Airtable.
As it turns out, not everything on the internet is true.

**Jason Calacanis** (3:06)
And you're talking about specific journalists might have gotten it wrong.

**David Sacks** (3:10)
Well, this is actually a tweet storm on X from a financial account that appeared on the surface to be correct.
And in fact, it did have some correct information, but it was outdated. It was stale. So just the quick correction here is that the amount of ARR that we cited, which I think was around $150 million, was accurate as of the time they did the last round. But that was like three years ago. Furthermore, the growth rate that was cited, which I think was around 15%, that was off. That was off by about a 3X multiple. So when you put all these things together, I wasn't able to get the exact numbers. But if you just do a little bit of napkin math here, my guess is that Airtable is somewhere in the half a billion of ARR club with pretty decent growth.