E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

**David Sacks** (0:00)
Well, you're talking about three very different actors there.

**Chamath Palihapitiya** (0:02)
Wait, David, David, behind you is your security cameras are on. Do you want to turn those off?

**David Friedberg** (0:10)
Do you sit there and watch those all day? Security apparatus.

**Chamath Palihapitiya** (0:14)
Jesus Christ.

**Jason Calacanis** (0:15)
What is this guy, the Batman?

**David Friedberg** (0:16)
He sits in that couch all day and watches his security cameras.

**Chamath Palihapitiya** (0:20)
Bruce Wayne, hey.
Did you see that behind him? It was so dystopian. Oh my gosh. You must have caught some crazy shit on those security cameras, Sacks. What do you do with that footage?

**Jason Calacanis** (0:30)
Yeah.
Okay, everybody, welcome to episode 150 of the All-In Podcast. Yes, we've made it to 150 episodes somehow, talking about technology, business, and of course, politics. And this week, we will continue our discussion tragically about the situation in Israel and the war with Hamas and a lot of the downstream effects of what's going on here and try to make sense of the world as we do. We gave a disclaimer last week. We're not experts. And I suspect many of you are not experts on this, but we're going to try to talk about the hard topic here and do it in good faith. And then we will move on to topics that don't have to do with the war in Gaza. That could, by the time you read this again, another disclaimer, by the time you listen to this podcast, a ground invasion may or may not have started. We tape these on Thursdays and you listen to them, generally speaking, on Saturdays and Sundays. With me again this week, Chamath Palihapitiya, David Sacks, and of course, David Friedberg. And gentlemen, I'm just going around the horn here. Quick, before I tee up the first topic.
How's everybody feeling about the events in the 10 days since 10-7 and the terrorist attack that occurred in Israel?

**David Friedberg** (2:12)
I skipped last week. I was too emotional to do the show, just so folks know. It was...
difficult to see what I saw on the Internet and the reporting. I think I was really moved...
because I thought a lot about the...
how lucky we are. I thought about my children and seeing what I saw. Being a parent, it's really different. I remember 9-11. It was really shocking. I was really upset from 9-11 as well. But when I saw the events last week, it immediately projected onto my kids. And the care I try and take for my kids and thinking about the experience of other people in this situation. I was also, I'll be honest, really moved and saddened because of the bombing of children in Gaza. And I was really saddened that there were innocent children suffering there as well. And the whole thing just felt so horrific to me. I don't think about the justification or the morality of one side over another. I was just more moved because I felt really sad about the experience of a lot of families and a lot of children caught in the middle, caught in this environment. So I was pretty hurt last week. I was in a really bad state and I couldn't do the show. I think, you know, time has allowed me to kind of become a bit rational about things and try and understand where things are headed. And it's a really complicated, confusing situation. And it's really sad. I worry a lot about where things are headed, not just in the Middle East, but also domestically coming out of this conflict.
So that's where I'm at.

**Jason Calacanis** (4:13)
Yeah.
Thank you for sharing. I wasn't sure if you would share your absence last week. And I think it's fair. I too have been thinking about my own children and it's N911 and it's very dark. And so it's hard to talk about, but we're making progress here, I think.
And today we'll talk about a lot of the issues, Chamath or Sacks, any opening thoughts before we get started delving into what's actually happening. And then more importantly, I think, where this is heading and what the possible outcome or resolution could be if there is a resolution here.

**Chamath Palihapitiya** (4:55)
I think things are getting better, actually. I think from where, if you had to graph your expectations of how bad things could get, I think what most people would probably say is somewhere last week, there was a scepter of some potential World War III-like contagion.
And I think in general, it hasn't stopped some of the bloodshed, but the extent to which we expected this thing to escalate, it actually hasn't happened. And so if you take a step back and you kind of calmly and coldly look at the facts, I think that there are a lot of people on all sides trying to maintain their composure in a moment where there's a lot of brushfires. So I actually think that this has been much, much better than it could have been. And so I'm generally optimistic that we're gonna find our way out of this.