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The Host

πŸ‘€ Speaker
1207 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

The Tigers and that sort of cohort, SoftBank, Masayoshi-san.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

They've been right-sized. They're not violently doing, I mean, the Tiger deal is my understanding was they weren't joining the board in a lot of the cases and they were outsourcing the diligence. And that was a pretty violent pace. I don't know.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

They've been right-sized. They're not violently doing, I mean, the Tiger deal is my understanding was they weren't joining the board in a lot of the cases and they were outsourcing the diligence. And that was a pretty violent pace. I don't know.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Count them on two hands the last cycle, like I just did. You got Uber, you got Robinhood, you got... Coinbase, Stripe will eventually come out. You got SpaceX. Well, that was two cycles ago.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Count them on two hands the last cycle, like I just did. You got Uber, you got Robinhood, you got... Coinbase, Stripe will eventually come out. You got SpaceX. Well, that was two cycles ago.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Moving on, Pew just published some really interesting research on TikTok. If you don't know the Pew study, they've been doing it for decades. It's very well respected and bipartisan or nonpartisan. Four in 10 U.S. adults aged 18 to 29 are now regularly getting their news from TikTok. Here's some charts for you to take a look at.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Moving on, Pew just published some really interesting research on TikTok. If you don't know the Pew study, they've been doing it for decades. It's very well respected and bipartisan or nonpartisan. Four in 10 U.S. adults aged 18 to 29 are now regularly getting their news from TikTok. Here's some charts for you to take a look at.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

As you can see, the younger generation is really spending a lot of time on tik tok and getting a lot of their news there. I know this because, yeah, I've talked to a bunch of kids about this. And people that use tik tok 52% are regularly getting their news from the platform. And that number has skyrocketed compared to other social platforms. Take a look at this chart.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

As you can see, the younger generation is really spending a lot of time on tik tok and getting a lot of their news there. I know this because, yeah, I've talked to a bunch of kids about this. And people that use tik tok 52% are regularly getting their news from the platform. And that number has skyrocketed compared to other social platforms. Take a look at this chart.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Here's x 59% of people say they get their news at x, it's really a news platform. So that makes total sense. You look at Facebook, it's, you know, 48% right now, Reddit 33%, YouTube 37% in 2024, Instagram 40%, but TikTok 52, up from 22%. So it's no longer just dancing. And this is the reason I think many people in the government

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Here's x 59% of people say they get their news at x, it's really a news platform. So that makes total sense. You look at Facebook, it's, you know, 48% right now, Reddit 33%, YouTube 37% in 2024, Instagram 40%, but TikTok 52, up from 22%. So it's no longer just dancing. And this is the reason I think many people in the government

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

were concerned about the attack vector that the CCP would have in the United States since they still control the company. For services like Snapchat, LinkedIn, and WhatsApp, and Nextdoor, it's below 20, below 30% get their news from there. There's your Truth Social there, SACS, 57% of people get news there and Rumble, 48%. So what's your takeaway from this, just SACS?

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

were concerned about the attack vector that the CCP would have in the United States since they still control the company. For services like Snapchat, LinkedIn, and WhatsApp, and Nextdoor, it's below 20, below 30% get their news from there. There's your Truth Social there, SACS, 57% of people get news there and Rumble, 48%. So what's your takeaway from this, just SACS?

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

looking at it and this impact that TikTok has, is this concerning on a national security level since the algorithm's a black box and you could tweak it if you really wanted to, to really change sentiment and young people are obviously very impressionable on this platform and they're big users of it.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

looking at it and this impact that TikTok has, is this concerning on a national security level since the algorithm's a black box and you could tweak it if you really wanted to, to really change sentiment and young people are obviously very impressionable on this platform and they're big users of it.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Okay, that's posting and the main reason, right?

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Okay, that's posting and the main reason, right?

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

This is new information.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

This is new information.

All-In with Chamath, Jason, Sacks & Friedberg
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Who's your favorite? Are you a Hulk Hogan guy? Are you an Undertaker guy? Vince McMahon?