In episode 163 of the All-In Podcast, Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg discuss current market trends, including the potential for a market melt-up in 2024, spurred by positive GDP numbers and reasonable CPI data. They address concerns about Tesla's demand curve, the end of the Bank Term Funding Program, and geopolitical risks. The conversation shifts to the national debt and the impact of interest rates, followed by a discussion on the state of media companies, layoffs, and the shift towards decentralized news sources. The panel then debates immigration policies, focusing on the situation at the Texas border, potential motivations behind Biden's border policies, and the role of self-loathing among liberal elites. Finally, they analyze leaked financial data from Brex and Anthropic, questioning the newsworthiness of such leaks and the long-term viability of FinTech businesses. The episode concludes with a discussion on the potential for an arc storm in California.
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