(0:00) All-in Tribute(1:15) What happens to SBF? FTX = Enron + Theranos(5:00) History of collapses in crypto(8:10) DeFi/Web3 actually works(11:35) Redemption arc for SBF/Caroline? Comparing with other frauds(15:37) In an alternate universe, what could FTX have become? Steelmanning FTX the business(22:30) What’s going to happen to Twitter?(24:20) How would we advise Elon?(25:20) Is controversy good for Twitter?(26:10) The killer app for Twitter is to dunk on your enemies(26:40) Bull case for Twitter(34:00) Tech civil war? The fight for free speech(40:15) Future of AI - open vs closed?(45:10) Intersection of AI and crypto(53:00) Role for gov’t regulation(58:50) 2023 PredictionsDan Romero: www.twitter.com/dwrAntonio Garcia Martinez: www.twitter.com/antoniogmErik Torenberg: www.twitter.com/eriktorenbergMarc Andreessen: www.twitter.com/pmarcaThanks to Rob Perla and Molly Mielke for production