IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
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All right, everybody, welcome back to the number one podcast in the world. I'm your host, an executive producer for Life is Not Right, Dave Friedberg, Jake Howe, Jason Calacanis.
Not at all what you are.
Make sure you tune in to This Week in Startups and apply to Foundry University. You're something very different. With us again today, the sultan of science, David Friedberg. Can I just congratulate you on your fourth baby? If you double that number, you're going to be able to catch up to Chamath and his five plus three illegitimate.
How are you doing? I'm doing all this. Let your winners ride. Rain man, David Sasson. I'm doing all this. And instead, we open source it to the fans and they've just gone crazy with it. Love you guys. Queen of Kinwanda.
How are you feeling? You're tired and grumpy, aren't you? Easy transition for me. I didn't have to do the work. Are you tired and grumpy? And how's Allison? How's the mom? Everyone's wonderful.
Thank you for asking. And a beautiful boy. Beautiful boy. Nothing more amazing than seeing a child.
How's Schmeckle? Magnificent.
Magnificent. Thank you for asking. Thank you for asking that. Yeah. Okay, let's move on. Thank you.
Thank you for all the cut words. And just, we sent over a gift basket, Chamath and I, Longhorn, picanha steaks, a 10-year membership.
Oh, hey, congrats to Olivia Landon, by the way, of Long Hill Wagyu. She had twins.
Yeah.
That means she's going to have more people to work on the ranch and slaughter cattle to send us our picanha. Congratulations. Shout out. Congrats to Olivia Landon. It's so funny because we love this. We love these steaks so much. She doubled. We mentioned it on the pod and you idiots started like searching for it, lunatics. And they ordered out all the Kool-Aid steaks. So now Chamath and I are screwed. No Kool-Aids left.
No, they ordered out everything. Everything was sold out.
Everything was sold out. So now we have to gatekeep with us again, your chairman dictator, Chamath Palihapitiya. He of two votes in our fine organization. How are you doing, Chamath?
I love voting control.
I'm doing great. He starts Thomas Lafont with a tie. And then all of the... Gamesmanship happens between the team of rivals, me and Freeberg. With us again, Thomas LaFont, a gentleman, a scholar, no idea why he's here, a true... I don't know how he wound up on this podcast, but a true gentleman, a true scholar, and host of East Meets West, an incredible conference that I attended this week with our bestie, David Sachs, who, of course, is at the White House and can't join us. But Thomas, what a great event. Thank you for including me.
No box lunches, by the way. We took your feedback from a couple of years ago. So I hope that we met your standard.
What were the highlights for you guys at your conference, Thomas?
I mean, I think for me, obviously, I think a lot of news in AI this week. So I think that was kind of the center piece of most of the panels. Pretty much up and down the stack from SaaS companies trying to transform into AI to obviously the big Zuck companies. news on scale and then potentially i saw in the information today the the nat friedman news so it feels like there's a lot going on in the industry so should be fun to talk about yeah i'm going to talk about it all today we got a really full docket rick caruso the uh mayor who would have saved
Los Angeles from the fires. He was there and you actually hosted at his incredible facility. What a location.
We did. We talked about the state of LA, which J-Cal, it looks like that's where you're at, right?
Yes, I'm at my LA home. A.K.A.
The Compound.
Yeah, it's available on Airbnb. So I'm here in L.A. But yeah, Rick Caruso, what a great speaker.
Interestingly, Jake, today a friend just sent me a chart showing the recovery of restaurants post-COVID. And L.A. is 50% behind on the recovery per store location versus the national average.
What do you attribute that to or what did they attribute it to?
I think there's kind of a couple different things, right? I think one, the economy, which, you know, unlike the San Francisco economy being levered to AI and on the upswing, is more levered to entertainment.
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Speakers
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