Episode Details

Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois
12/13/2024
All-In with Chamath, Jason, Sacks & Friedberg

Key Insights

Bullish:

  • 🟢 $TIKTOK - TikTok is viewed as a potential national security threat to the United States, which could lead to regulatory actions or bans, potentially impacting its market position.
    • TikTok is a threat to the national security of the United States.” - Keith (55:05)
  • 🟢 $SHOP - 🔒
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  • 🟢 $STRIPE - 🔒
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  • 🟢 $TARIFFS - 🔒
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Bearish:

  • 🔻 $TIKTOK - 🔒
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