Learning not to trust the All-In podcast

I’m glad this author wrote this up. The guys in All-In really need to be called out for all their bs.

Here’s episode 191 Aug 9, 2024 where Chamath is talking about a Google breakup possibility:

“The big O outcome though is more if you go back to the Ma Bell kind of thing where the company gets broken up. I think that the odds of that are extremely unlikely. I think the big O outcome is probably something that you can pretty safely take off the table.”

And here’s episode 199 Oct 11, 2024 where the host rewrites history:

“We have an update on the DOJ's antitrust suit with Google. It looks like they're going for the break up as Chamath predicted”

What??

I think Chamath is guilty of this to a degree that far exceeds the others. Chamath regularly states misconceptions about economic data, but with extreme confidence as if he's a macro econ subject matter expert. I think Friedberg should get some credit for often calling him out on what Chamath is confidently mouthing off about. In a recent episode, I think Friedberg just started laughing after he realized breaking through to Chamath would be impossible.