E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more artwork

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

All-In with Chamath, Jason, Sacks & Friedberg

August 20, 2022

0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?
Speakers: Dave Friedberg, Jason Calacanis, Chamath Palihapitiya, David Sacks
**Dave Friedberg** (0:00)
Cal, what's it feel like to be a guest on your own podcast today?

**Jason Calacanis** (0:03)
I'm excited.
So delightful. You did a great job, by the way. Really like the punch up to the formatting where you actually put the questions in.

**Dave Friedberg** (0:10)
Yeah, I think it's because I want us to all agree on the stuff we want to grok on.

**Jason Calacanis** (0:13)
In a professional TV show, they would have pre-interviews with everybody, get all their positions, then they put the positions into the document, and they basically do what was called a pre-interview.

**Chamath Palihapitiya** (0:23)
Or here's another idea, you could do your job.

**Jason Calacanis** (0:25)
Well, I mean, how about that?

**Chamath Palihapitiya** (0:28)
How about you try that?

**Jason Calacanis** (0:30)
Yeah, or how about I turned you three miserable f***s into actual likable people in 91 episodes, which nobody thought was possible.

**Dave Friedberg** (0:37)
I actually think I'm becoming less likable the longer I'm on this f***ing show.

**Jason Calacanis** (0:42)
I think that correlates with all of us!

**Dave Friedberg** (0:45)
All of our likabilities is...
Hello, and welcome to the All-In Pod. I am your moderator for today, out of the hot seat, doing the easy beat, Dave Friedberg. I'm joined today by our esteemed panel, back from his European shopping spree, our national treasure, America's favorite dictator, Chamath Palihapitiya. Chamath, how are you feeling?

**Chamath Palihapitiya** (1:26)
I'm feeling great.

**Dave Friedberg** (1:27)
Jet lagged? You're okay? You're recovered?

**Chamath Palihapitiya** (1:30)
I've got a little head cold though.

**Dave Friedberg** (1:31)
Oh, well, sorry to hear that.

**Jason Calacanis** (1:33)
Hope it's not COVID 2.0.

**Chamath Palihapitiya** (1:34)
No, I tested. I'm COVID negative.

**Jason Calacanis** (1:36)
Thank God.

**Dave Friedberg** (1:38)
Also with us as usual from his emergency bunker ahead of the US Civil War, the Rain Man, David Sacks. How are you, David?

**Chamath Palihapitiya** (1:45)
Good.

**Dave Friedberg** (1:46)
Happy with the late start this morning, I'm sure. And of course, everyone's favorite, Ski Bum, producer of the Woodstock of Tech conferences, the one and done All-In Summit in Miami, Jason Calacanis. Jason, what's it like to be a guestie today?

**Jason Calacanis** (1:59)
Oh, it's so delightful. When you said you wanted to moderate, that to me was chef's kiss. I get to comment and not be the moderator.
I love it.

**Dave Friedberg** (2:08)
Yeah. So we're mixing it up a little bit today. I'm going to take the lead. J Cal's going to sit back.
I'll say a couple of words before we start because I think last week we got a little nasty. I definitely heard that from listeners.
I want to just address it real quick and then we can kick off the show. I think it's important to say that none of us really started out doing this pod as a job or thinking that it would become a real regular thing. We started doing it for fun, ad hoc from time to time, and then it became this thing that people listen to, and it became this thing that we started doing every week and people actually cared about it, and suddenly became this real obligation.
It's almost like we got pregnant and had a baby, and now it's like four men and a baby. I think we all feel this challenging obligation that we never expected to take on of taking care of the show, taking care of the pod, and we all have different points of view on what we want the pod to be and what we want it to become. J Cal cares about getting up in the rankings and listening to the audience and ultimately has shared that he wants to monetize. You know, at point, we've not always agreed on different points about that. You know, Chamath has the things he wants to bring to the table. Sacks has things he wants to talk about. And so, you know, it's really difficult kind of running the pod, managing the pod with four very different points of view, very different perspectives on what it is we all want to kind of get out of this over time. And I think it causes us to get really frustrated with each other. We end up having real fights.
You know, you have the biggest fights with your best friends. You know, you really let loose and lash out. I think last week, I listened back. I was pretty contemptuous in my kind of retort to J Cal about hitting up on the inflation topic. And I want to apologize to J Cal for doing that.
I think it was, you know, I think, yeah, I think it was a little rough. But at the same time, I just want to point out, like, you know, we're going to keep doing the show because I think, you know, as much as we all disagree, as much as we fight and as much as we may even start to dislike each other and not get along, I think it's really important that we keep doing this. And I think restating that commitment and trying to do better is really important. So, you know, we're going to try different stuff out, try and find ways to find common ground and keep doing the show productively with each other. As one experiment this week, I'm going to moderate and we're going to try and take it that way. But, you know, I just wanted to say those few words before we kick this off, guys, because I thought it was important, especially after the last couple of weeks. I think it's been a bit of a struggle. We've been having a tough time and I just want to be open about it. And, you know, highlight that, you know, as an example, you can fight with people, you can disagree with them and you can still keep trying. And I want to set that example. I want to keep doing that.

93 more minutes of transcript below

Feed this to your agent

Try it now — copy, paste, done:

curl -H "x-api-key: pt_demo" \
  https://spoken.md/transcripts/1000651996090

Works with Claude, ChatGPT, Cursor, and any agent that makes HTTP calls.

From $0.10 per transcript. No subscription. Credits never expire.

Using your own key:

curl -H "x-api-key: YOUR_KEY" \
  https://spoken.md/transcripts/1000576671733