E14: Salesforce acquires Slack, DeepMind's AlphaFold breakthrough, Trust Fund Socialists & more

written during extraction and stored in data/extractions/ep014.json — the auditable source of truth, including everything market-adjacent that did not earn a capture

No tradeable captures — retrospective/analysis episode. Salesforce-Slack ($27.7B, ~10% premium to direct-listing open): Chamath's inter-company-edges thesis (his Series A memo; 'more DAU-hours than Facebook proportionally'), Sacks' one nitpick = slow to embrace enterprise sales (Yammer lesson: bottom-up SaaS generates leads, salespeople close), Friedberg reads the thin premium as board weakness; LinkedIn-acquisition parallel (fear-exploitation M&A game theory); Benioff's 2010 ~$250M Yammer offer revealed (vetoed by build-in-house engineers → Chatter flop → Yammer sold to MSFT for 5x more). 'Never sell your winners' corner: Sacks' biggest career mistake = premature selling (PayPal sold 2002 for $1.5B, now $250B); Chamath sold all FB in 2014 into AMZN/TSLA; Buffett concentration quote. AlphaFold deep-dive (Friedberg's 4/3/20 primer): protein-shape prediction now within microscope error; ~100-200 GPUs × weeks = replicable, Friedberg predicts someone replicates within 24 months and '50 startups getting funded 12-18 months from now' on designer proteins (VC-space, no public instrument — digest); his biodefense-as-biggest-industry call is latter-half-of-century horizon — digest; Chamath frames designer proteins as new WMDs needing uranium-grade oversight, 20-30 years of layers on Google. Georgia runoffs flipped: BOTH Dem candidates now polling ahead (Warnock +7 outside MoE) — Sacks blames Trump's fraud antics ('Dems have a stone cold free roll' — Chamath), relevant context for Friedberg's E12 georgia-sweep idea but no market-impact stances taken. Sacks predicts Republicans 'almost certainly' retake the House in 2022 midterms + 'retire Nancy Pelosi' ('I'll put money on that right now') — politics, no instrument. Trump pardon mechanics; Newsmax/OANN stealing Fox audience (Sacks '100%, already happened'). Trust-fund-socialists NYT piece: Chamath's coal-toothbrush Sri Lanka rant, Walter Williams quote, $30T wealth-transfer framing (Chamath re-ups: people get more conservative as they inherit). Coinbase-NYT hit-piece postmortem: front-running-the-story as 'spike protein' PR (Sacks). All-In syndicate teased ('we'll figure it out in 2021'). Labels clean; SPEAKER_5 = crosstalk interjections.