All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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3 days ago
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
(0:00) Bestie Intros: Reservation Tips!
(5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings
(22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years
(47:25) FTC bans noncompetes: impact on startups and company formation
(1:00:33) Besties reminisce on their encounters with Steve Jobs
(1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?
(1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
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Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://ai.meta.com/blog/meta-llama-3
https://huggingface.co/meta-llama/Meta-Llama-3-8B
https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem
https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3
https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html
https://www.youtube.com/watch?v=kiMTRQXBol0
https://twitter.com/AravSrinivas/status/1781099224169320500
https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge
https://twitter.com/lauramaywendel/status/1782040453266710551
https://twitter.com/naveengrao/status/1781491370114633816
https://twitter.com/winglian/status/1783456379199484367
https://www.meta.ai
https://twitter.com/chamath/status/1780302197772952049
https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out
https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21
https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand
https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01
https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html
https://www.tesla.com/blog/master-plan-part-deux
https://twitter.com/chamath/status/1776663647735218491
https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf
https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html
https://palmetto.com
https://www.youtube.com/watch?v=pja_n8ThDsU
https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit
https://twitter.com/DavidSacks/status/1777496946263134414
https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html
https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements
https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes
https://www.techemails.com/p/steve-jobs-emails-adobes-ceo
https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android
https://www.youtube.com/watch?v=CWOt9Cjq2mw
https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package
https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150
https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html
https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo
https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance
https://twitter.com/DavidSacks/status/1783220583075111401
https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06
https://x.com/MsMelChen/status/1783524423963697262
https://x.com/Jason/status/1783556155924705388
https://x.com/Jason/status/1783604248569360516
https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922
https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf
https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll
https://balajis.com/p/all-it-takes-is-all-you-got
https://twitter.com/maceskridge/status/1783290784311058788
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Apr 19, 2024
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"
(9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth
(14:38) Google fires protestors
(35:08) Chaos and culture wars at NPR
(40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions
(1:02:28) Startup tax crisis: How a recent provision upended R&D deductions
(1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US
(1:23:33) How to get better at chess, childhood Bestie schemes
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/NoTechApartheid/status/1780278895058518468
https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html
https://www.notechforapartheid.com
https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract
https://twitter.com/CollinRugg/status/1779914595156808045
https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000
https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f
https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html
https://www.youtube.com/watch?v=3-APSXZy9UI
https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html
https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000
https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000
https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html
https://twitter.com/JustStop_Oil/status/1580883249228046336
https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia
https://www.npr.org/about-npr/178659563/our-mission-and-vision
https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust
https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work
https://twitter.com/realchrisrufo
https://twitter.com/wokal_distance/status/1780695504210567335
https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass
https://humane.com
https://www.youtube.com/watch?v=TitZV6k8zfA
https://www.youtube.com/watch?v=6xWXRk3yaSw
https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036
https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM
https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924
https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8
https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal
https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports
https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue
https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work
https://www.youtube.com/watch?v=U2huVf1l4UE
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Apr 12, 2024
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Register for the All-In Summit: https://summit.allinpodcast.co
(0:00) Bestie Intros: J-Cal is out this week!
(0:57) All-In Summit 2024 Announcement
(3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market
(17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?
(45:41) AI disclosure bill: important step for creators or unnecessary?
(1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://summit.allinpodcast.co
https://youtu.be/FgUKIRnxrxw
https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr
https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php
https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html
https://www.investing.com/economic-calendar/core-cpi-736
https://www.investing.com/economic-calendar/cpi-733
https://twitter.com/LHSummers/status/1778093870271664291
https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e
https://twitter.com/LHSummers/status/1762607548828360798
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula
https://twitter.com/chamath/status/1778098007625572487
https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship
https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html
https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html
https://twitter.com/unusual_whales/status/1778479545613439455
https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html
https://fred.stlouisfed.org/series/FEDFUNDS
https://twitter.com/chamath/status/1777017715846455470/photo/1
https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies
https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf
https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html
https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google
https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story
https://www.youtube.com/watch?v=xG1vOxwgqJw
https://twitter.com/sambendett/status/1774074927437475862
https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19
https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12
https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html
https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
https://www.saildrone.com
https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups
https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country
https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves
https://www.allencontrolsystems.com
https://www.allencontrolsystems.com/bullfrog
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Apr 5, 2024
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
(0:00) Meet All-In's new CEO: Jon Haile!
(7:13) FTX Correction: Depositors are not getting "made whole"
(19:26) Trump Media updates
(27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?
(49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years
(1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html
https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors
https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13
https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21
https://www.google.com/finance/quote/DJT:NASDAQ
https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458
https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43
https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans
https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html
https://twitter.com/mtaibbi/status/1619029772977455105
https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories
https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04
https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue
https://www.google.com/finance/quote/HUBS:NYSE
https://www.statista.com/statistics/266249/advertising-revenue-of-google
https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet
https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results
https://twitter.com/thedailyshow/status/1774995166778020059
https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month
https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011
https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html
https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976
https://twitter.com/lina_colucci/status/1775668500931268665
https://twitter.com/tsarnick/status/1748923998052975099
https://twitter.com/Figure_robot/status/1767913661253984474
https://twitter.com/elonmusk/status/1746964887949934958
https://www.geckorobotics.com/company/robots
https://twitter.com/DavidSacks/status/1775926842257813910
https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia
https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks
https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10
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Mar 29, 2024
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
(0:00) Bestie Intros: Late night poker snacks!
(2:33) SBF sentenced to 25 years
(16:41) Trump's meme SPAC: modern trading card, protest vote, or something else?
(34:59) RFK Jr. selects Nicole Shanahan as VP
(47:46) Biden's budget plan for 2025: how to confront America's existential crisis?
(1:11:59) Science Corner: Why the price of cocoa has skyrocketed!
(1:16:41) Movie talk and wrap!
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28
https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html
https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison
https://www.google.com/finance/quote/DJT:NASDAQ
https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm
https://www.sec.gov/news/press-release/2023-121
https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d
https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html
https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay
https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e
https://twitter.com/CollinRugg/status/1773147897439436939
https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html
https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11
https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf
https://manhattan.institute/article/the-limits-of-taxing-the-rich
https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf
https://fred.stlouisfed.org/series/FYFRGDA188S
https://fred.stlouisfed.org/series/FYONGDA188S
https://www.oecd.org/tax/revenue-statistics-united-states.pdf
https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services
https://fred.stlouisfed.org/series/USGOVT
https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter
https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures
https://www.movieposters.com/products/daliland-mpw-138836
https://twitter.com/stillgray/status/1773234188663054751
https://twitter.com/elonmusk/status/1773240336292393144
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Mar 22, 2024
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
(0:00) Bestie Intros: Don't spoil Dune 2!
(0:55) DOJ drops antitrust suit on Apple
(23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone
(32:17) NAR settlement: how it impacts residential real estate going forward
(44:30) Microsoft's "Shadow Acquihire" of Inflection AI
(48:43) How the besties would deploy $40B in AI as a sovereign wealth fund
(1:01:57) Reddit IPO: is risk-on back?
(1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf
https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets
https://www.google.com/finance/quote/AAPL:NASDAQ
https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools
https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search
https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing
https://twitter.com/chamath/status/1769751534940918234
https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks
https://twitter.com/Patworx/status/1760189582870536408
https://www.youtube.com/watch?v=QNv9PRDIhes
https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634
https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23
https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft
https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai
https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding
https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html
https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html
https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532
https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f
https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question
https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient
https://twitter.com/neuralink/status/1770563939413496146
playlist_add
Mar 16, 2024
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
(0:00) Bestie Intros!
(1:02) Friedberg's newest family members
(7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs
(22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?
(28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?
(40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?
(1:22:10) Florida on the verge of banning lab-grown meat
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RachaelRad/status/1767612555063955891
https://twitter.com/iamtomnash/status/1768135725403226256
https://twitter.com/CollinRugg/status/1752749485070156025
https://futurism.com/video-openai-cto-sora-training-data
https://twitter.com/tsarnick/status/1768021821595726254
https://www.harvey.ai
https://www.abridge.com
https://www.taxgpt.com
https://sierra.ai
https://twitter.com/cognition_labs/status/1767548763134964000
https://twitter.com/heyBarsee/status/1767934812315062646
https://sourcegraph.com/cody
https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas
https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years
https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote
https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800
https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate
https://twitter.com/rabois/status/1768107160662421772
https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3
https://time.com/6900348/tiktok-ban-donald-trump-congress
https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote
https://www.congress.gov/bill/118th-congress/house-bill/7521/text
https://en.wikipedia.org/wiki/United_States_foreign_adversaries
https://twitter.com/davidfrum/status/1753878721163882676
https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html
https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html
https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html
https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat
https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it
https://twitter.com/Teslaconomics/status/1768395010507182252
https://twitter.com/SpaceX/status/1768267464062943676
https://twitter.com/Andercot/status/1768328460622299424
playlist_add
Mar 8, 2024
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
(0:00) Bestie intros!
(0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables
(37:06) OpenAI's focus on AGI, different interpretations of AGI in tech
(44:46) Groq update with Sunny Madra!
(49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming
(1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright
(1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event
(1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com
https://openai.com/our-structure
https://openai.com/blog/openai-elon-musk
https://twitter.com/vkhosla/status/1765424996548333997
https://twitter.com/pmarca/status/1764039155154399490
https://twitter.com/elonmusk/status/1765415187161464972
https://twitter.com/elonmusk/status/1765387202953937224
https://companiesmarketcap.com
https://www.berkshirehathaway.com/letters/2023ltr.pdf
https://twitter.com/KevinAFischer/status/1764892031233765421
https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html
https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account
https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04
https://www.berkshirehathaway.com/letters/letters.html
https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries
https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05
https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf
https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16
https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html
https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911
https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html
https://twitter.com/jawwwn_/status/1732888357980536924
https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp
https://time.com/6846934/bitcoin-all-time-high-price-holdings
https://www.google.com/finance/quote/BTC-USD
https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9
https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving
https://www.nejm.org/doi/full/10.1056/NEJMoa2309822
https://www.sciencedirect.com/science/article/pii/S016041202200099X
playlist_add
Mar 1, 2024
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
(0:00) Bestie intros! Jato Caelin
(1:36) Groq update!: The key metric developer platforms should care about
(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more
(29:17) How bloated HR departments slow down companies
(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?
(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups
(1:13:06) Reddit S-1 breakdown
(1:22:52) The Apple Car is dead: Apple cancels Project Titan
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/GOOG:NASDAQ
https://twitter.com/PirateWires/status/1762842476744708171
https://twitter.com/lulumeservey/status/1762864255437516932
https://x.com/pmarca/status/1762532979317043515
https://twitter.com/shellenberger/status/1762900581134557636
https://twitter.com/shaunmmaguire/status/1760885099984261564
https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22
https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini
https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm
https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf
https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month
https://www.google.com/finance/quote/TLPFY:OTCMKTS
https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language
https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html
https://twitter.com/balajis/status/1763067849218850939
https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2
https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai
playlist_add
Feb 23, 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat!
(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
(1:17:17) War Corner with Sacks
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/NVDA:NASDAQ
https://twitter.com/KobeissiLetter/status/1760680756689748478
https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
https://twitter.com/JayScambler/status/1759372542530261154
https://twitter.com/chamath/status/1760343973632291212
https://x.ai
https://twitter.com/TheTranscript_/status/1760436281438314545
https://artificialanalysis.ai
https://www.contraline.com/product
https://www.cafexapp.com/commercial
https://blog.google/technology/ai/google-gemini-ai
https://blog.google/products/gemini/bard-gemini-advanced-app
https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
https://twitter.com/benthompson/status/1760452419627233610
https://twitter.com/Patworx/status/1760189582870536408
https://twitter.com/micsolana/status/1760163801893339565
https://ai.google/responsibility/principles
https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
https://twitter.com/Jason/status/1760780139476992062
https://twitter.com/paulg/status/1760416051181793361
https://twitter.com/chamath/status/1760729719094563019
https://twitter.com/Jason/status/1760780139476992062
playlist_add
Feb 17, 2024
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
(0:00) Sacks Tequila Tasting!
(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
(51:24) The risks of companies issuing stock option loans
(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
(1:31:46) Takeaways from Tucker's Putin interview
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://companiesmarketcap.com/page/1
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09
https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119
https://blog.google/products/gemini/bard-gemini-advanced-app
https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0
https://www.google.com/finance/quote/ARM:NASDAQ
https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18
https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13
https://twitter.com/OpenAI/status/1758192957386342435
https://twitter.com/CultureCrave/status/1758212761748980089
https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024
https://twitter.com/nathanbenaich/status/1758036247115608317
https://twitter.com/natfriedman/status/1758143612561568047
https://twitter.com/OfficialLoganK/status/1758198997590618550
https://huggingface.co/spaces/tsujuifu/ml-mgie
https://huggingface.co/stablediffusionapi/juggernaut-xl
https://twitter.com/jrichlive/status/1757258553688256895
https://twitter.com/jrichlive/status/1493392725814566914
https://twitter.com/chamath/status/1757537426019598418
https://twitter.com/elonmusk/status/1757537968083075137
https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms
https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl
https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report
https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country
https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference
https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024
https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007
https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html
https://twitter.com/wikileaks/status/1497207251785818114
https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html
playlist_add
Feb 9, 2024
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing
(1:12:16) Rolling real estate crisis continues
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/Jason/status/1755273518416302522
https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales
https://twitter.com/Jason/status/1755386651080106166
https://www.google.com/finance/quote/META:NASDAQ
https://investor.fb.com/investor-news/press-release-deta…
playlist_add
Feb 2, 2024
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
(0:00) Bestie intros! The guys try the Apple Vision Pro
(8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms
(36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation
(1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO
(1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.vanityfair.com/news/tim-cook-apple-vision-pro
https://twitter.com/MKBHD/status/1752706894874202256
https://twitter.com/Box/status/1753085804115861766
https:/…
playlist_add
Jan 26, 2024
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
(0:00) Bestie intros!
(1:37) Markets rip on strong economic data
(17:05) Media's broken business model, death spiral
(35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government
(1:04:18) Ethics of publishing non-public financial data
(1:13:07) Fintech's reckoning
(1:26:27) ARkStorm 2.0
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html
https://www.barrons.com/livecoverage/stock-market-today-012524
https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234…
playlist_add
Jan 19, 2024
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
(0:00) Live from the WEF: "Oh Davos, Kumbaya"
(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
(21:53) Boeing's regulatory capture leading to negative impact on consumer safety
(35:16) Adam Neumann facing familiar challenges at his new startup, Flow
(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
(1:00:47) Streaming at a crossroads: is the business model broken?
(1:20:51) Science Corner: New study on microplastics in water bottles
(1:32:42) All-In Poker
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/dschlopesisback/status/1747025441825…
playlist_add
Jan 13, 2024
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
(0:00) Bestie intros! Friedberg's jumper
(1:21) US and its allies strike Houthi targets in Yemen
(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?
(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator
(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders
(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/SpeakerJohnson/status/1745642200866738254
https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strike…
playlist_add
Jan 6, 2024
E160: 2024 Predictions! Markets, tech, politics, and more
(0:00) Bestie intros! Pasty Preppers
(4:17) 2024's Biggest Political Winner
(13:37) 2024's Biggest Political Loser
(19:41) 2024's Biggest Business Winner
(32:08) 2024's Biggest Business Loser
(37:31) 2024's Biggest Business Deal
(41:15) 2024's Most Contrarian Belief
(51:18) 2024's Best-Performing Asset
(56:46) 2024's Worst-Performing Asset
(1:06:14) 2024's Most Anticipated Trend
(1:12:28) 2024's Most Anticipated Media
(1:22:28) Emotional condition heading into 2024
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill
https://news.gallup.com/poll/512135/support-third-political-party.aspx
https:…
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Dec 29, 2023
E159: The Bestie Awards! Recapping the best and worst of 2023
(0:00) Welcome to the fourth annual Bestie Awards!
(4:14) Biggest Political Winner
(10:26) Biggest Political Loser
(15:14) Biggest Political Surprise
(23:02) Biggest Business Winner
(26:50) Biggest Business Loser
(30:32) Biggest Business Surprise
(35:57) Best Science Breakthrough
(40:30) Biggest Flash in the Pan
(42:34) Best CEO
(44:53) Best Investor
(47:07) Best Turnaround
(50:04) Worst Company
(54:21) Best Meme
(56:53) Best New Tech
(59:57) Best Trend
(1:02:12) Worst Trend
(1:07:42) Favorite Media
(1:12:40) The Rudy Giuliani Award for Self-Immolation
(1:17:02) Final Thoughts
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://time.c…
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Dec 23, 2023
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more
(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen
(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment
(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages
(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US
(1:31:58) Colorado bans Trump from primary ballots
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Ryan:
https://twitter.com/typesfast
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https://twitter.com/theallinpod…
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Dec 16, 2023
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
(0:00) Bestie intros: Mullets!
(2:56) Recapping Friedberg's holiday party
(9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?
(23:21) OpenAI inks deal with Axel Springer
(35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders
(58:25) Alex Jones reinstated on X
(1:22:59) Sacks receives an unlikely apology
(1:27:32) Besties take two questions from the audience
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play
https://www.theverge.com/23959932/epic-v-google…
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Dec 8, 2023
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
(0:00) Bestie intro!
(3:12) Ivy League antisemitism hearings
(21:55) State of the economy for consumers
(34:55) Signs of life in SaaS, VC shutdowns, and more
(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech
(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more
(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Tucker:
https://twitter.com/TuckerCarlson
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://rankings.thefire.org/rank
https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47
https://aca…
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Dec 1, 2023
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
(0:00) Bestie intros! Tucker Carlson joins the show
(0:59) Tucker's departure from Fox News
(10:49) The state of American society and the importance of rediscovering national alignment
(30:53) Why prosperity begets self-destruction, climate change, immigration
(59:48) Thoughts on the current political landscape and presidential candidates
(1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit
(1:33:56) Post-interview debrief
(1:41:49) Understanding the chaos at OpenAI
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Tucker:
https://twitter.com/TuckerCarlson
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show…
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Nov 17, 2023
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
(0:00) Bestie intros!
(1:25) Democratic Presidential Candidate Dean Phillips shares his business background
(13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician
(29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security
(56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground
(1:19:30) Post-interview debrief
(1:29:12) Xi and Biden meet in San Francisco, Newsom up next?
(1:45:00) Science Corner!: DeepMind's new weather forecasting model
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffe…
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Nov 11, 2023
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
(0:00) Bestie Intros: Sacks keeps receipts!
(1:14) Jared Kushner joins the show: background, Trump's campaign validation
(13:12) State of Israel vs Hamas, escalation risks
(23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East
(38:55) Failed solutions, Israel's response, paths to stability
(1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting
(1:15:36) Improving macro picture, potential impact on 2024 election cycle
(1:28:03) Russia-Ukraine
(1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Jared:
https://twitter.com/jaredkushner
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Cred…
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Nov 3, 2023
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
(0:00) Bestie intros, All-In CEO talk, and Chamath's research product
(10:49) Ukraine has its “Cronkite Moment”
(16:56) Market outlook: are we in for a Q4 rally?
(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders
(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround
(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy
(1:08:07) Silicon Valley's shift right
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/chamath/status/1718722437217685810
https://twitter.com/ShaanVP/status/171…
playlist_add
Oct 27, 2023
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
(0:00) Bestie intros!
(1:16) WW3 risk, is WSJ trying to escalate US vs Iran?
(22:02) Nuclear risks
(33:28) Best case scenarios for de-escalation
(40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns
(1:09:14) Cruise robotaxi accident update
(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities
(1:24:47) Jason reflects on his time in the Middle East
(1:31:09) New House Speaker and Trump case update
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html
htt…
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Oct 20, 2023
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
(0:00) Bestie intros
(0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures
(23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past
(42:56) Harvard and Penn megadonors cut ties
(50:43) The EU's DSA: consumer protection or censorship regime?
(1:06:05) GLP-1: the second biggest hype cycle of 2023
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/robbystarbuck/status/1714629327134834975
https://twitter.com/EndWokeness/status/1714416589724864790
https://twitter.com/CollinRugg/status/1714432578852438392
https://www…
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Oct 13, 2023
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
(0:00) Opening statements on the Hamas terror attacks in Israel
(3:49) Contextualizing the attacks and the fallout so far
(19:52) Trump administration's wins, Kushner's competence, path to a two-state solution
(28:51) Letter from Harvard student organizations: understanding the reaction and fallout
(46:53) The Biden Admin's next steps, electing excellence in leadership
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1711544829828862144
https://twitter.com/chamath/status/1711501410712654162
https://twitter.com/GenFlynn/status/1711156580828295246
https://twitter.com/lexfridman/status/1712170815637061914
https://…
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Oct 7, 2023
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
(0:00) Bestie intros: Jason's operation!
(1:57) Airtable correction
(5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem
(25:20) US Southern Border: Understanding the situation based on data
(44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West
(1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555
htt…
playlist_add
Sep 29, 2023
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
(0:00) Bestie intros with Coleman Hughes
(1:12) Coleman's experience with TED, Understanding TED's ideological shift
(15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers
(44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi
(1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI
(1:12:39) The next evolution of AI: multimodal and consumer hardware
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Coleman:
https://twitter.com/coldxman
https://www.youtube.com/@ColemanHughesOfficial
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=QxB…
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Sep 23, 2023
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
(50:45) Breaking down Instacart and Klaviyo's businesses
(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
Follow the besties:
https://twitter.com/chamath
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https://twitter.com/DavidSacks
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Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https:…
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Sep 8, 2023
E145: Presidential Candidate Chris Christie in conversation with the Besties
(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!
(2:14) US debt crisis, cutting entitlements
(14:03) Level-setting on foreign policy
(25:28) Ukraine / Russia: culpability, where to go from here
(36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling
(50:01) Immigration policy, how each party co-opts the issue
(1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement
(1:15:57) Why Chris Christie is running for president
(1:17:41) Thoughts on prosecuting Trump, January 6th, and more
(1:23:16) Chris Christie addresses his past controversies
(1:48:34) Post-interview debrief
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Chris Christie:
https://twitter.com/GovChristie
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https://linktr.ee…
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Sep 1, 2023
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
(0:00) Chamath's big poker trip
(4:32) Addressing the "in the arena" comments
(7:16) Biden administration targets Elon's businesses
(21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece
(27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS
(40:46) BRICS ultimate goals, India's key position
(51:54) How energy independence plays into the future geopolitical order
(1:00:22) All-In Summit party talk!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/chamath/status/1693992134796603477
https://twitter.com/tomosman/status/1696929638935634240
https://twitter.com/KanekoaT…
playlist_add
Aug 26, 2023
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!
(2:58) All-In Tequila update
(10:04) Nvidia smashes earnings, GPU market outlook
(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market
(49:51) Sacks on current investable metrics right now in VC
(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions
(1:39:46) Vivek's comments on the Climate Agenda
(1:47:07) Prigozhin crash
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/friedberg/status/1694506279954526487
https://twitter.com/DavidSacks/status/1693441…
playlist_add
Aug 18, 2023
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
(0:00) Sacks' big night
(2:56) Sacks on spirits
(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
(53:01) Michael Burry's bet against the market: overblown?
(58:33) Real estate capital crunch
(1:12:26) Trump's newest indictment
(1:23:31) What Adyen's big drop means for Stripe's valuation
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://youtu.be/sqSA-SY5Hro
https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html
https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars
https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-hou…
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Aug 11, 2023
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
(0:00) Bestie intros: Friedberg's bad haircut
(1:17) Welcome BG^2! Biography recommendations and film talk
(22:27) VC market update: State of Series A's
(33:43) Dry powder misconceptions, marking incentives
(48:57) IPO window starting to open, IPO down rounds, incentives to go public
(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market
(1:22:26) Tragic Maui wildfires, extreme temperatures
(1:26:11) Macro picture: inflation cools, deflation risk?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
https://twitter.com/bgurley
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://youtu.be/xmYekD6-PZ8
https://www.amazon.…
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Aug 4, 2023
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
(0:00) Bestie intros!
(0:53) LK-99 breakdown
(24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents
(46:04) Fitch downgrades US debt rating
(1:09:12) Trump's newest indictment
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf
https://arxiv.org/pdf/2307.12037.pdf
https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ
https://twitter.com/667keos/status/1686490898480173056
https://twitter.com/iris_IGB/status/1685731177523449856
https://twitter.com/VCBrags/status/1684591950387716097
https://stanforddaily.com/…
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Jul 28, 2023
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
(0:00) All-In in Italy!: Recapping Chamath's wedding
(11:55) Discourse around obesity and weight loss in the US
(21:56) Are there too many VCs?
(38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine
(54:07) Equity participations vs. unions, ownership upside vs. downside protections
(1:05:04) Potential impact of room-temp superconductors
Special thanks to our Italian audio/video team!:
https://twitter.com/domdalmatico
https://www.mattiacaruso.com
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1684176015948488704
https://www.youtube.com/watch?v=sPelOnd7Sik
https://www…
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Jul 21, 2023
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
(0:00) Bestie intros!
(1:08) Vivek's background, corporate political / ESG distractions, why he's running for president
(19:16) Energy policy, unemployment work requirements, immigration
(30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China
(44:46) Media strategy, Silicon Valley Bank's implosion
(54:09) Thoughts on Trump
(1:06:16) Campaign strategy, establishment appeal
(1:14:10) Social issues: Abolishing the DOE, abortion, trans rights
(1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine
(1:39:27) Bestie update!
(1:41:33) Post-interview debrief
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https:/…
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Jul 14, 2023
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
(0:00) Addressing the podcast hack
(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up
(20:34) Consumer sentiment: demand crash coming?
(30:31) BREAKING: Ripple gets big win in SEC case, token rips
(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators
(51:08) EV supply/demand mismatch
(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO
(1:18:52) Science Corner: New paper on reversing cellular aging
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1
https://fortune.com/2023/06…
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Jul 9, 2023
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
(0:00) We hacked the pod! Jcal is on vaca
(5:34) Meta launches Threads
(17:15) Chat AI interest in decline?
(28:36) Fed meeting minutes, economic data and outlook, and EU risk
(56:07) Florida Senate Bill 1718, jobs, and immigration debate
(1:21:48) Chinese balloon: political farce?
(1:31:47) Gerstner Science Corner: preventative heart health
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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Jul 1, 2023
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
(0:00) Bestie intros: Friedberg fills in as moderator!
(2:45) Wagner Group rebellion
(23:15) SCOTUS strikes down Affirmative Action
(51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B
(1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy
(1:26:38) Science Corner: Understanding the NANOGrav findings
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html
https://www.statista.com/s…
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Jun 24, 2023
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups
(12:36) Zuck vs. Elon cage match
(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection
(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future
(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins
(1:09:59) Secondary market for depressed startup shares heats up
(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.t…
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Jun 16, 2023
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
(0:00) Bestie intros: Chamath flies public + Poker recap
(8:12) FED pauses hikes momentarily, IPO window status, state of the market
(25:10) Film, cold plunge, and sauna talk
(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"
(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes
(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps
(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more
(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia
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Intro Music Credit:…
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Jun 10, 2023
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
(0:00) Bestie intros!
(1:48) Why RFK Jr. is resonating
(7:52) US crypto crackdown: action against Binance & Coinbase
(26:08) Sequoia splits off its China and India/SE Asia businesses
(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas
(56:16) Ukraine update, Tucker on Twitter
(1:02:20) LIVE Q&A from Angel Summit in Napa!
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RobertKennedyJr/status/1666193699187875851
https://www.sec.gov/news/press-release/2023-101
https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets
https://www.bloombe…
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Jun 2, 2023
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
(0:00) Bestie intros + Vegas recap!
(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!
(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?
(1:11:34) Book banning follow-up
(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware
(1:26:31) Biden's fall, populism in both parties
Follow the besties:
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html
https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question
https://www.bloomberg.com/news/a…
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May 26, 2023
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
(0:00) Bestie intros!
(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience
(28:18) Debt ceiling, government spending, and lack of accountability
(40:44) Ways to force more government accountability, who really wins from higher taxes
(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology
(1:06:20) Adobe's new AI product, why they might have overpaid for Figma
(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure
(1:33:36) Bestie wrap!
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/MarioNawfa…
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May 19, 2023
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
(0:00) Bestie intros!: Reddit Performance Reviews
(5:14) Quick AIS 2023 update
(6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability
(21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit
(43:33) Elon hires new Twitter CEO
(48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics
(1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies
(1:07:45) Residential and commercial real estate headwinds
(1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death
(1:24:20) Soros political motivations for backing progressive DAs
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https://…
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May 12, 2023
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
(0:00) All-In Summit 2023 announcement!
(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma
(18:33) AI regulation updates
(23:41) Druckenmiller's warning, macro overview
(40:22) RFK Jr. feedback, pushback, conspiracy accusations
(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential
(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!
Register for All-In Summit 2023:
https://summit.allinpodcast.co
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://blog.google/technology/ai/google-palm-2-ai-large-language-model
https://cloud.google.com/blog/products/application-moder…
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May 5, 2023
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
(0:00) Bestie intros!
(0:49) Jason and Sacks intro Robert F. Kennedy Jr.
(3:46) Foreign policy: Ukraine / Russia
(17:17) Foreign policy: Taiwan / China
(18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling
(33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture"
(46:04) COVID: mishandling, more "agency capture," vaccine policy
(55:10) Broader thoughts on vaccines in general
(1:05:54) Energy policy: thoughts on nuclear
(1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools
(1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers
(1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics
(1:40:37) The Besties do a post-interview debrief
(1:57:30) Announcing All-In Summit 2023!
Follow the besties:
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https…
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Apr 28, 2023
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
(0:00) Bestie intro!
(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture
(24:21) AI update: new projects, global enablement, early adoption
(37:38) SF CRE continues to collapse, Gotham City update
(47:52) Lab-grown meat: possibilities, potential impact, and major constraints
(1:06:47) Quick earnings button and RFK Jr's presidential bid
Follow the besties:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html
https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-tim…
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Apr 21, 2023
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch
(28:58) Fox News settles with Dominion Voting Systems, will pay $787M
(40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm"
(53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds
(1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap
Follow the besties:
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/GavinSBaker/status/1649107858267439108
https://www.bbc.com/news/science-environment-65294084
https://twitter.co…
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Apr 14, 2023
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
(0:00) Bestie intros!
(1:49) Understanding AutoGPTs
(23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood
(37:38) How to regulate AI?
(1:12:35) Bob Lee update, recent SF chaos
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.allinmeetups.io/ep125
https://github.com/Torantulino/Auto-GPT
https://arxiv.org/pdf/2304.03442.pdf
https://twitter.com/chamath/status/1645848531280998400
https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431
https://twitter.com/ammaar/status/1645934107304787968
https://runwayml.com/customers/how-director-…
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Apr 7, 2023
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
(0:00) Bestie intros!
(4:12) Trump indictment
(16:52) De-dollarization: What's real and what's overblown?
(39:35) Debt ceiling vote predictions
(56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture
(1:10:02) RIP Bob Lee, fixing San Francisco
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read
https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html
https://anncoulter.substack.com/p/youre-being-played-republic…
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Mar 31, 2023
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
(0:00) Bestie intros!
(1:31) Joe Manchin calls out Biden on IRA flip-flop
(7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins
(26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI
(50:19) Reaching and containing AGI, AI's impact on job destruction
(1:16:35) RESTRICT Act's bait and switch
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e
https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups…
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Mar 24, 2023
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
(0:00) Bestie intro!
(2:58) Fed hikes 25 bps
(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US
(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance
(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?
(1:25:46) Relativity Space shoutout and bestie wrap!
Follow the besties:
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Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f
https://twitter.com/scottrechler/status/1638534824808923136
https://www.wsj.com/artic…
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Mar 17, 2023
E120: Banking crisis and the great VC reset
(0:00) Bestie intro!
(1:35) Recapping the events of the past week
(5:39) Understanding the banking crisis
(32:55) Solving the global debt problem, righting the ship
(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team
(1:08:36) Science corner: Superconductors
(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!
Follow the besties:
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk
https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e
https://www.wsj.com/artic…
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Mar 11, 2023
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
(0:00) Bestie intro!
(1:57) Overview of the SVB collapse and bank run
(17:53) Who or what is to blame? Debating venture debt
(37:11) Contagion risk, second- and third-order effects, government backstops
(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders
Follow the besties:
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https://twitter.com/friedberg
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Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.fdic.gov/news/press-releases/2023/pr23016.html
https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf
https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf
https:…
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Mar 3, 2023
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros!
(6:47) The VC FOMO frenzy in AI
(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs
(37:23) Macro update: inflation not done, weaker earnings, interest rates
(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom
(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China
(1:34:33) Ukraine update: China's peace proposal, US strategy
(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month
(1:50:01) Stripe chart errata, bestie wrap!
Follow the besties:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Refer…
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Feb 24, 2023
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
(0:00) Bestie intro: Jason's Japan trip!
(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more
(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple
(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved
(39:05) AI's outsized impact on SaaS and real-world businesses
(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update
(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position
(1:14:24) Tinfoil hat corner
(1:23:25) Bestie wrap up!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb…
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Feb 17, 2023
E116: Toxic out-of-control trains, regulators, and AI
(0:00) Bestie intros, poker recap, charity shoutouts!
(8:34) Toxic Ohio train derailment
(25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230
(57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more
DONATE:
https://www.humanesociety.org/news/going-big-beagles
https://www.beastphilanthropy.org/donate
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display
https://doomberg.substack.com/p/railroaded
https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailme…
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Feb 11, 2023
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
0:00 Bestie intro!
1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex
28:26 Bestie refresh!
33:13 The AI Search Wars: Microsoft presses hard, Google's rough week
45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?
1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?
1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/statu…
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Feb 4, 2023
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
(0:00) Bestie intro!
(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow
(17:52) Interest rates impact on mega-cap company creation
(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues
(1:02:33) Adani's potential fraud, role of short sellers
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market
https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
https://fred.stlouisfed.org/series/CIVPART
https://www.ustreasuryyieldcurve.com
https://www.amazon.com/Intell…
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Jan 27, 2023
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
(0:00) David Sacks does bestie intros!
(2:49) DOJ sues Google over ads business
(23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams
(40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness
(1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more
(1:22:39) Science Corner: Will we soon be able to reverse aging?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight
https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html
https://www.wsj.com/articles/u-s-sues-go…
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Jan 20, 2023
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
(0:00) Bestie intro, who gets credit for the podcast?
(6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget
(19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy
(39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform
(1:00:42) TikTok's endgame in the US: banned, spun out, or something else?
(1:17:22) Pharma meets AI, best AI business models
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RitchieTorres/status/1616124738752987152
https://twitter.com/TalbertSwan/status/1616101666582…
playlist_add
Jan 13, 2023
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
(0:00) Bestie intro!
(0:43) Reacting to Slate's article on All-In
(11:18) SF business owner caught spraying homeless person on camera
(29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle
(1:09:57) Biden's documents, America's over-classification problem
(1:27:16) Best cabinet positions/ambassadorships
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/mattyglesias/status/1613135006272045056
https://www.epsilontheory.com/gell-mann-amnesia
https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html
https://newrepublic.com…
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Jan 6, 2023
E110: 2023 Bestie Predictions!
(0:00) Bestie New Year catch-up!
(2:44) Prediction 1: 2023's biggest political winner
(17:25) Prediction 2: 2023's biggest political loser
(21:57) Prediction 3: 2023's biggest business winner
(30:34) Prediction 4: 2023's biggest business loser
(42:03) Prediction 5: 2023's biggest business deal
(52:41) Prediction 6: 2023's most contrarian belief
(1:03:03) Prediction 7: 2023's best-performing asset
(1:07:50) Prediction 8: 2023's worst-performing asset
(1:14:46) Prediction 9: 2023's most anticipated trend
(1:21:40) Prediction 10: 2023's most anticipated media
(1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
http…
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Dec 24, 2022
E109: 2022 Bestie Awards Live from Twitter HQ
(0:00) Bestie catch up!
(3:05) Kicking off the 2022 Bestie Awards
(4:12) Biggest winner in politics
(9:11) Biggest loser in politics
(16:37) Biggest political surprise
(23:35) Biggest winner in business
(29:48) Biggest loser in business
(42:21) Biggest business surprise
(51:16) Best science breakthrough
(57:36) Biggest flash in the pan
(1:42:24) Best CEO
(1:47:38) Best investor
(1:51:21) Worst investor
(1:52:22) Best turnaround
(1:55:58) Worst human being
(1:59:57) Most loathsome company
(2:01:32) Best new tech
(2:02:34) Best trend
(2:05:09) Worst trend
(2:07:50) Best new media
(2:10:26) The Rudy Giuliani Award for Self-Immolation!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter…
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Dec 16, 2022
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
(0:00) Jason's new gig!
(1:05) Twitter's new privacy rules, notable suspension, doxing dynamics
(20:48) Nuclear fusion breakthrough and geopolitical ramifications
(42:58) Jason and Sacks's big night
(51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking
(1:22:08) TV catch up, worst person in tech bracket
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation
https://twitter.com/Cernovich/status/1602457619431493634
https://twitter.com/elonmusk/status/1603190155107794944
https://en.wikipedia.o…
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Dec 10, 2022
E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
(0:00) Bestie gut health!
(2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants
(33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story
(47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics
(58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199
https://twitter.com/mtaibbi/status/1598822959…
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Dec 3, 2022
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
(0:00) Bestie hangover!
(1:05) Analyzing SBF's media tour: his angle, media coverage, and more
(21:09) FTX culpability: media, investors, regulators
(53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing
(1:10:04) What OpenAI's new ChatGPT tool means for the future
(1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=KMZckrBPw38
https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident
https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-…
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Nov 19, 2022
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
0:00 Bestie intros!
2:19 Trump announces 2024 presidential bid
26:07 Each bestie names their most important policy issue for 2024
59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture
1:17:23 SBF's leaked DMs, Elon's culture shift
1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/ianbremmer/status/1592951330955759616
https://twitter.com/DavidSacks/status/1592970866312482816
https://twitter.com/DavidSacks/status/1593041589685063683
https://www.washingtonpost.com/national-security/2022/11/14/trump-mo…
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Nov 12, 2022
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
(0:00) New bestie game show!
(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism
(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!
(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence
(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html
https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-1166…
playlist_add
Nov 5, 2022
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
(0:00) Jason's new brand deal
(1:18) Bestie updates
(9:12) "Ligma/Johnson" blunder outside of Twitter HQ
(15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated
(35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years
(54:04) Midterm election preview, understanding the shift toward populism
(1:17:32) Science corner: Understanding Meta's AlphaFold competitor
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/elonmusk/status/1588538640401018880
https://twitter.com/yoyoel/status/1587230924554…
playlist_add
Oct 29, 2022
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
(0:00) Sacks is back!
(1:01) Sacks recaps his week off
(3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential
(31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more
(1:02:52) Big tech's 2022 decline, macro outlook, market breakdown
(1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China
(1:27:29) Science corner: Gut microbiome advancements
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/TWTR:NYSE
https://twitter.com/elonmusk/status/1586059953311137792
https://medium.com/@alt.cap/time-to-get…
playlist_add
Oct 22, 2022
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!
(2:02) Ye's current situation and acquisition of Parler
(14:17) Snap drops ~30%, corporate misgovernance, super-voting shares
(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics
(1:05:38) The difficulty of active stock picking and valuing businesses
(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/SNAP:NYSE
https://www.statista.com/statistics/545967/snapchat-app-dau
https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts
https…
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Oct 14, 2022
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
(0:00) Bestie intros are back!
(6:35) Reflecting on the first 100 episodes and what makes the show special
(29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more
(53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario
(1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10
https://www.…
playlist_add
Oct 7, 2022
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
0:00 Bestie intros!
1:34 Breaking down major cheating scandals: chess, poker, fishing
16:13 Twitter deal updates
30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads
49:45 Biden pardons all prior federal offenses of marijuana possession
59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524
https://twitter.com/Billyhottakes/status/1576246821139070976
https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-…
playlist_add
Oct 1, 2022
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
0:00 Bestie intros!
1:36 Big tech starts making cuts, plus what this means for the broader economy and startups
31:09 Global debt numbers, Fed incompetency
54:06 RIP Coolio
1:00:30 Russia / Ukraine update
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring
https://www.google.com/finance/quote/META:NASDAQ
https://www.google.com/finance/quote/AAPL:NASDAQ
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html
http…
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Sep 23, 2022
E97: SPAC updates, public/private market overview, Putin's end game & more
0:00 Bestie intros!
1:03 SPAC updates, state of the public/private markets
20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?
31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict
50:45 Government-heavy climate plans, Dilbert/ESG backlash
1:01:20 Poker plans, chess cheating scandal
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://youtu.be/AODfsBMGzGQ
https://twitter.com/chamath/status/1461453308623659010
https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021
https://pitchbook.com/news/reports/q2…
playlist_add
Sep 17, 2022
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
0:00 Bestie intro!
0:59 Adobe agrees to acquire Figma for $20B
19:21 How Adobe might bundle Figma, regulatory implications
38:59 Analyzing Google's "one off" acquisition of YouTube
49:33 Friedberg breaks down the latest TPB SPAC news
1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022
1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/ADBE:NASDAQ
https://www.figma.com/blog/a-new-collaboration-with-adobe
https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-eco…
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Sep 10, 2022
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more!
3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests
12:53 Passing of Queen Elizabeth II
15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more
53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands
1:03:46 Overprescribing of amphetamines to children
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/theallinpod/status/1568294657632907268
https://www.youtube…
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Sep 1, 2022
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
(0:00) Bestie intros + Burning Man debate
(4:16) NFT trading volume plummets
(10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue
(40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story
(52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure
(1:06:04) Besties reflect on Mikhail Gorbachev's passing
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days
https://www.youtube.com/…
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Aug 26, 2022
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
0:00 Bestie intros!
1:25 Twitter's former head of security makes allegations against the company
22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities
33:54 Student loan forgiveness
1:03:25 Red wave or red ripple?
1:07:57 Science corner: Gut microbiome, fecal transplants
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam
https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users
https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index…
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Aug 20, 2022
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
0:00 Bestie intro plus a new moderator!
7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow
25:32 Housing policy: Bay Area, Houston, Miami differences
45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?
1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more
1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up
Follow the besties:
https://twitter.com/chamath
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https://twitter.com/friedberg
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html
https://www.google.c…
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Aug 13, 2022
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
0:00 Bestie intros
3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact
27:59 Metrics that signify a bubble or the top of a market
36:46 US macroeconomic picture
50:45 FBI raids Mar-a-Lago, Trump back in news
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf
https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047
https://cloudedjudgement.substack.com/p/clouded-judgement-81222
https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-1166…
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Aug 5, 2022
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
0:00 Bestie intros
2:07 Twitter subpoenas the besties!
16:03 Markets overview: dead cat bounce or have we hit the bottom?
34:10 De-globalization trends, Pelosi's Taiwan visit
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1554963395660566533
https://davidsacks.medium.com
https://ycharts.com/indicators/us_gas_price
https://www.macrotrends.net/1369/crude-oil-price-history-chart
https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue
https://twitter.com/mkraju/status/1554485039710310401
https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png
ht…
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Jul 29, 2022
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
0:00 Bestie intros!
2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative?
22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate
36:33 "Inflation Reduction Act", how government subsidies can stifle innovation
59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M
1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advan…
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Jul 22, 2022
E88: First principle politics, China chaos & outlook, state of private/public markets & more
0:00 Bestie intros
1:45 First principle politics, analyzing each party's cynicism
48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook
1:09:21 Automation and the impact of the information economy
1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets
1:36:36 Amazon acquires One Medical
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/pelositracker_/status/1549535561718714368
https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031
https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china…
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Jul 14, 2022
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
0:00 Bestie intros!
1:41 Emerging markets, Sri Lanka break down
36:01 9.1% CPI print
48:15 Current market sentiments from retail and institutional investors
1:05:00 NASA's Webb telescope images
1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play
BEAGLE RESCUE INFO:
https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html
https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html
https://www.humanesociety.org/beaglerescue
Follow the besties:
https://twitter.com/chamath
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https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&vi…
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Jul 8, 2022
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
0:00 Bestie open: Sacks' shopping spree
2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom
39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"
48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation
1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://fred.stlouisfed.org/series/JTSJOL
https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html
https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm
h…
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Jun 30, 2022
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
0:00 Bestie intros
4:09 Assessing SBF bailing out major crypto players & the state of the market
18:24 Classifying crypto assets, high-yield crypto lending
34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech
1:01:24 Buyout targets, public market "regime change"
1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?
1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
https://www.cnbc.com/2022/06/22/s…
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Jun 24, 2022
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
0:00 Besties discuss the one-month hiatus
7:03 Markets update: Fed decisions, goals, macro factors, root causes
32:19 Earnings estimate skepticism, labor force, job openings
47:17 How startups should think about the next 18-36 months
56:20 Crypto collapse, next shoe(s) to drop
1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing
1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/.DJI:INDEXDJX
https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html…
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Jun 23, 2022
#AIS: Palmer Luckey on Anduril
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Jason intros today's episode
2:31 Palmer Luckey on Anduril, national defense & the current thing
25:24 Bestie Q&A with Palmer
53:13 Jason gives closing thoughts
Follow Palmer:
https://twitter.com/PalmerLuckey
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Links referenced in the show:
https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine
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Jun 7, 2022
#AIS: Bestie AMA with Valor's Antonio Gracias
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more
22:35 Q: How has the poker game influenced your decision making in business and life?
29:33 Q: What was the scariest step of becoming a first-time fund manager?
32:34 Q: Crypto market unwinding & how it relates to the money supply
35:57 Q: Current pre-seed / seed valuations & metrics
38:58 Q: When investing in early-stage SaaS companies, how to find outliers?
42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?
44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing
47:02 Q: Any plans for…
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Jun 3, 2022
#AIS: Opening chat with Miami Mayor Francis Suarez
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit
5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more
Follow Mayor Suarez:
https://twitter.com/FrancisSuarez
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https://twitter.com/chamath
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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Jun 2, 2022
#AIS: Joe Lonsdale on the problem with higher education
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking
10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX
Follow Joe:
https://twitter.com/JTLonsdale
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
playlist_add
Jun 1, 2022
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it
12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?
Follow The Lanby:
https://twitter.com/thelanby
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https://twitter.com/chamath
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
playlist_add
May 31, 2022
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Chamath intros MP Materials CEO James Litinsky
1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials
12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more
Follow MP Materials:
https://mobile.twitter.com/MPMaterials
Follow the besties:
https://twitter.com/chamath
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https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
playlist_add
May 31, 2022
#AIS: Pear VC’s Mar Hershenson on making successful founders
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with?
17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more
Follow Pear VC:
https://twitter.com/pearvc
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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May 29, 2022
#AIS: FiveThirtyEight's Nate Silver on how gamblers think
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Nate Silver gives a presentation on how gamblers think
19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms
Follow Nate:
https://twitter.com/NateSilver538
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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May 29, 2022
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Adena Hefets breaks down the state of the US housing market in 2022
16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more
30:08 Adena does a Bestie Intro for herself!
Follow Adena:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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May 28, 2022
#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
This conversation was recorded LIVE at the All-In Summit in Miami!
0:00 David Sacks explains the origin of this panel on political discourse in America
2:56 Understanding the new political divide, how Trump's victory impacted discourse
12:37 Can mainstream media ever get back to relative neutrality?
29:15 Audience Q&A
Follow the guests:
https://twitter.com/ggreenwald
https://twitter.com/mtaibbi
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https://twitter.com/chamath
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https://twitter.com/DavidSacks
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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May 27, 2022
E83: Market slide continues, and how to address Uvalde
0:00 Bestie Guestie Brad Gerstner joins the show
1:00 All-In Summit recap and best moments
16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement
51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential
1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction
1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
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https://twitter.com/TheZachEffect
Referenced in t…
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May 26, 2022
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking
26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture
51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players
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May 25, 2022
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 David Sacks tees up the show: Debating the US intervention in Ukraine
This debate was recorded LIVE at the All-In Summit in Miami!
1:49 Opening statements from Glenn & Antonio
15:29 Debating US involvement, regime change motives, & more
32:01 Final word & wrap Follow the guests:
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May 24, 2022
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"
17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry
24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate
34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble
46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence
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May 23, 2022
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn
12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality
24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions
33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses
47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans
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https://…
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May 17, 2022
E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit!
0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration
13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company
21:42 Concerns around the Twitter deal, crypto payments on Twitter
30:19 Building vs. acquiring, early Tesla stories
39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar
56:37 Moving from CA to TX, fixing California, macroeconomic takes
1:10:20 American exceptionalism, a new immigration strategy
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https://twitter.com/TheZachEffec
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May 13, 2022
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
0:00 Bestie catchup and Friedberg intros!
4:40 Breaking down current macro risks, Great Recession comparisons
31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds
41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn
58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at
1:13:21 Psychological impact of investing after taking huge losses
1:29:00 Predictions on how the market shakes out
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Referenced…
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May 7, 2022
E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade
28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade
43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices?
1:05:09 Analyzing the path forward
Follow Amy and Tom:
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Intro Music Credit:
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Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.documentcloud.org/documents/21835435-scotus-initial-draft
https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf…
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Apr 30, 2022
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
0:00 Bestie intros
4:32 Understanding VC fund metrics that matter, state of private markets
29:37 Recession possibilities, Q1 negative growth
44:56 Student loan forgiveness, fixing the underlying system, solutions
1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering
1:19:08 New Disinformation Governance Board
1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law
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Intro Music Credit:
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https://twitter.com/TheZachEffect
Referenced in the show:
https://www.socialcapital.com/ideas/2021-annual-letter
https://twitter.com/jasongoepfert/status/1520040516955643905
https://www.wsj.com/articles/us-economy-gdp-…
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Apr 23, 2022
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
0:00 Bestie Intros + a new Bestie Guestie!
4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase
26:25 Crypto regulation and adoption
46:37 Brian's takes on different types of stablecoins
51:14 Netflix's major headwinds
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804
https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation
https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-co…
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Apr 16, 2022
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode.
0:00 Surprise part two!
1:03 Friedberg breaks down the global food crisis and predicts China's grand plan
9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like
18:22 Understanding French election results so far
23:08 All-In Summit update and preview
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/
https://www.scmp.com/news/china/diplomacy/article/3169076/china-unit…
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Apr 16, 2022
E76: Elon vs. Twitter
0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros
3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more
30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee
43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/elonmusk/status/1514564966564651008
https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-compan…
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Apr 9, 2022
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
0:00 Jason's big night out, bestie intros, All-In Summit update and more
8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups
14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model
41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming
1:03:24 Food shortage update, ideal US objectives going forward
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Intro Music Credit:
https://rb.gy/tppkzl
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Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder
https://techcrunch.com/202…
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Apr 1, 2022
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
0:00 Sacks' DC trip and foreign policy speaking gig
5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration
26:16 How the US can fix its current economic issues, reframing high-skilled immigration
48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?
1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?
1:19:03 Food shortage update
1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin
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Intro Music Credit:
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https://twitter.com/TheZachEffect
Referenced in the…
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Mar 26, 2022
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg
1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies
21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology
40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble
53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive
1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war
1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk
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Mar 19, 2022
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
0:00 Jason's new "family office" and Sacks' new strategy
2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in
15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping
34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization
49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets
1:02:06 Rewriting foreign policy playbooks
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Intro Music Credit:
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Mar 5, 2022
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
0:00 David Sacks: Man for the people
0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare
16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia
34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far
46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan
1:05:22 Market impact, increased volatility, thinking in decades, managing risk
1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point
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https://twitt…
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Feb 25, 2022
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
0:00 Ukraine invasion: how should the US respond?
17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc
32:51 Reflecting on the media coverage so far, Putin's ambitions
42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence
53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad
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Intro Music Credit:
https://rb.gy/tppkzl
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Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3
https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russi…
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Feb 19, 2022
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
0:00 Sacks needs the ball
1:43 Trudeau invokes emergency powers to try and stop the truckers protest
13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments
25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism
42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks
1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci
1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bloomberg.com/news/articles/2022-02-1…
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Feb 12, 2022
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
0:00 Bestie Intro: Phil Hellmuth found a new billionaire
1:30 Chamath's new camera positioning
3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy
30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into?
45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth
54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment
1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal
1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure
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Feb 5, 2022
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
0:00 Sacks' shining moment
2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for
45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"
55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance
1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech
1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science
1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?
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Jan 29, 2022
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
0:00 Chamath's preferred cosplay
1:35 Reflecting on bad investment decisions and markup dynamics
15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings
39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes
55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot
1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bloomberg.com/opinion/…
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Jan 22, 2022
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
00:00 Cold Open
00:25 Besties react to last week’s All-In E63
21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust
42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations
1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis
1:32:01 Friedberg’s new company Cana
1:33:47 Learning loss from COVID school closures
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the Episode:
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
https://www.youtube.com/watch?v=w1iYGE3PVYA
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitr…
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Jan 15, 2022
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
0:00 Bestie Intro: Friedberg prepares for the insurrection discussion
0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating
14:45 Human rights perspectives and challenges: domestic and international
57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts
1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws
1:19:44 Rehashing the roast of Phil Hellmuth
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2022/01/13/us/politi…
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Jan 8, 2022
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
0:00 Bestie intro and poker recap
3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise
17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top
26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions
45:56 Advice for founders on navigating a downturn
1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?
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https://twitter.com/friedberg
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705
https://www.…
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Dec 29, 2021
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
(0:00) Recapping the "Superspreader"
(6:12) Predicting 2022's biggest political winner
(11:57) Predicting 2022's biggest political loser
(19:07) Predicting 2022's biggest business winner
(25:47) Predicting 2022's biggest business loser
(34:30) Most contrarian belief for 2022
(1:02:07) Best performing asset for 2022
(1:04:19) Most anticipated trend for 2022
(1:09:19) Most anticipated media for 2022
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https://twitter.com/friedberg
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=IFMMeCMbNt8
https://www.youtube.com/watch?v=CrgYEbIQkac
https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html
https://worldpopul…
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Dec 23, 2021
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off
(5:10) Biggest Winner - Politics
(9:43) Biggest Loser - Politics
(14:37) Biggest Political Surprise
(22:24) Biggest Winner - Business
(26:03) Biggest Loser - Business
(30:54) Biggest Business Surprise
(35:27) Best Science Breakthrough
(42:56) Biggest Flash in the Pan
(47:08) Best CEO
(52:43) Best Investor
(57:12) Best Turnaround
(1:02:47) Worth Human Being
(1:07:31) Best Meme
(1:10:02) Most Loathsome Company
(1:14:47) Best New Tech
(1:20:22) Best Trend
(1:22:17) Worst Trend
(1:26:02) Favorite Media
(1:34:15) The Rudy Giuliani Award for Self-Immolation
(1:39:07) The Besties spread holiday cheer with each other
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spiel…
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Dec 17, 2021
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
(0:00) Bestie Intro: Sweater update, NYC stories
(8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm
(14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech
(27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here
(42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward
(53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks
(1:08:57) Future of mRNA technology
(1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around?
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https://r…
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Dec 11, 2021
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
0:00 Bestie Intro: Chamath's happy hour and sweater feud
7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading
23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators
40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy
50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders
1:11:16 Lessons from the Jussie Smollett saga
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html…
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Dec 4, 2021
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans
(12:30) Understanding the Omicron variant
(24:49) Tech stocks plummet: why the selloff?
(33:44) Inflation: here to stay? What's the 10-year outlook?
(44:57) Anticipating a "Great Resignation" of successful VCs
(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech
(1:02:08) Mike Bloomberg donates $750M to charter schools
(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter…
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Nov 20, 2021
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
0:00 Bestie intro
1:14 Constitution DAO: implications, shortcomings, how to move forward?
29:58 Rittenhouse trial media coverage
50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency
1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html
https://twitter.com/constitutiondao
https://www.constitutiondao.com
https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/
https://youtu.be/1TB…
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Nov 13, 2021
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
0:00 Bestie intro and Solana Breakpoint talk
4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast
30:45 Rivian's >$100B valuation, greatest CNBC hit of all time
42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it
1:01:34 Xi Jinping becomes China's "Supreme Leader"
1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal
1:24:44 Besties wrap the show
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/article…
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Nov 6, 2021
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Show Notes:
0:00 Besties do a Microsoft-themed intro
7:53 Spread trading big tech, amazing power of Google and Microsoft
17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route
30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0
35:24 Zillow's iBuying implosion
46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?
1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitt…
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Oct 30, 2021
E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave
20:44 Proposed “Wealth Tax”
35:13 Inflation discussion: corporate and government reactions
52:30 Dealing with inflation as a capital allocator
58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/JTLonsdale/status/1453399478254379008
https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs
https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.…
playlist_add
Oct 23, 2021
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
Show Notes:
0:00 Bestie weight loss strategies, poker recap
13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more
33:43 Peak venture returns, tech landscape
44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility
58:58 Democrats overplaying their hand, Netflix discourse, and more
1:17:41 Pig kidney biological innovation
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.tmtgcorp.com/press-releases/announcement-10-20-2021
https://www.tmtgcorp.com/company-overview
https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquis…
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Oct 16, 2021
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
Show Notes:
00:00 Cold Open
01:19 Titles
01:01 Intro Banter
04:24 Supply chain, labor shortage,
34:04 Taiwan
43:14 Sacks Desantis
47:00 Dave Chappelle
01:08:24 FDA
01:23:27 Question 1
01:27:08 Question 2
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
Statista - The U.S. Car Models Most Impacted By The Microchip Shortage
Zack Kanter on Twitter - "The “supply chain crisis” is a clever rebrand"
Naithan Jones on Twitter - NFTs
Daily Breeze - No start date for 24/7 operations at Port of LA
LA Daily News - Port of LA to go to 24/7 operations, Biden announces
Nikkei Asia - TSMC announces plans to build first chip plant in Japan
St. Lou…
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Oct 9, 2021
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
Show Notes:
0:00 Mercury is in retrograde & impacting the besties
2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive
26:23 Building regulatory framework for utility tokens, institutional money in crypto
40:59 Facebook whistleblower, potential ramifications & regulation
57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s
1:02:34 Is decentralization a solution for social media?
1:09:09 Chappelle's controversial new special, All-In summit & more
Follow the besties:
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Follow the pod:
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://coinmarketcap.com
https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo
h…
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Oct 2, 2021
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more
Show Notes:
0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company"
19:27 Authoritarianism on the left
33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill
45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets
57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision"
1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm
1:23:51 All-In summit planning
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Follow the pod:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804
https://twitter.com/brian_armstrong/s…
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Sep 25, 2021
E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan
Show Notes:
0:00 Bestie Guestie Balaji Srinivasan is introduced
6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil
16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook
39:43 Chances of a revolution in China, predictions for the next 1-2 decades
48:37 Decentralized citizen journalism, the end of corporate journalism
58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media
1:18:43 How decentralized media platforms would work mechanically
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Intro Music Credit:
https://rb.gy/tppkzl
https://twi…
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Sep 18, 2021
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more
Show Notes:
0:00 Besties intro, TPB Symposium recap, rapid generations in tech
7:00 UBI, incentives for success, social safety nets
19:45 Newsom's recall victory in California, where the GOP went wrong
33:59 Facebook's week from hell, Instagram's harmful impact on teen girls
42:42 How to properly regulate social media's impact on certain groups
1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike
1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds
1:25:54 Mailchimp sells for $12B, employees got no equity
1:29:43 AOC at the Met Gala
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/Th…
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Sep 14, 2021
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!
Show Notes:
0:00 Open: LIVE from TPB Symposium
1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more
15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing
25:36 The threat of regulatory capture
34:18 Benefits of the "wartime mentality" when solving major issues
45:30 CCP looking to break up Alipay, what this means for US/China relations
49:11 Audience Q&A!
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/
https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-de…
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Sep 4, 2021
E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
Show Notes:
00:00 Besties recap, it's Chamath's Birthday, Callin app
08:58 What should protocol be for conferences & live events?
12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC
31:28 China's video game ban, is it a good move?
39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion
55:09 Apple alters their payment policies
1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values
1:12:48 Joe Rogan & the narratives woven by the media & consumers
Download Callin: https://www.callin.com
Follow the besties:
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https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
Elizabet…
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Aug 28, 2021
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
Show Notes:
0:00 Intro & Italy recap
12:06 An embarrassment in Afghanistan: breaking down how it happened
34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos
1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency
1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits
1:34:49 Post-credits scene
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
playlist_add
Aug 6, 2021
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
Show Notes:
0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more
16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies
30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds
43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising
59:12 Chamath & Jason share Theranos stories, Jason calling out frauds
1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power
1:28:05 New Yung Spielburg banger: "Friedberg Index"
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect…
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Jul 30, 2021
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
Show Notes:
0:00 Quick vaccine passports update
17:15 China's massive tech crackdown: reasons, ramifications, & more
37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies
41:25 CRISPR breakthrough, future possibilities
50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions
1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams
https://www.nytimes.co…
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Jul 23, 2021
E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
Show Notes:
0:00 Intro & Dog update
5:48 COVID, Vaccine mandates, public vs. private policy
26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef
36:56 Vaccine incentives in France
45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements
59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators
1:10:46 Modern online pessimist psychology & how to fix it
1:21:32 Besties give their tech industry takeaways
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
NYT - In France, angry protests, rising infections and record vaccinations.
https://www.nytimes.com/2021/…
playlist_add
Jul 16, 2021
E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more
Show Notes:
0:00 Bestie game show: Who got COVID? How was the experience?
9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates
24:26 Implications on the economy, will people self-isolate even without government shutdowns?
40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators
47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband
1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021
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Follow the pod:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
WSJ Opinion - What Drives GOP Resistance to Vaccines?
https://www.wsj.…
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Jul 9, 2021
E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
Show Notes:
0:00 Super drought & climate crisis on the west coast
25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism
36:50 Friedberg's "anti-science" theory
44:48 San Francisco chaos, "crime is down" controversy, viral crime videos
59:42 Are Israel's recent COVID vaccine findings problematic?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
Nuclear energy timeline
https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing
The Grid: The Fraying Wires Between Americans and Our Energy Future
https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ
MarketWatch - Ta…
playlist_add
Jul 3, 2021
E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more
Show Notes:
0:00 Jason & Sacks hash out their Twitter beef
20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions
35:29 Delta variant: reason for concern or fear porn?
57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024?
1:06:11 Future of Republican & Democratic parties
1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly?
1:19:42 Sha'Carri Richardson Olympic suspension
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
All-In Stats - E37
https://newsletter.allinstats.com/issues/al…
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Jun 25, 2021
E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia
https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election
Vanity Fair - Eric Adams interview
https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview
NY Daily News - ‘We don’t want fancy candidates’: Eric Adams declares himself ‘face of the new Democratic Party’
https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html
Jesse Bloom COVID origin research paper
https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1
Destined for War:…
playlist_add
Jun 18, 2021
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Show Notes:
00:00 Besties intro
03:37 Lina Khan appointed to the Chair of the Federal Trade Commission
07:02 Will Lina break up big tech? Which one will be first?
18:02 Potential repercussions to consumers
27:48 Sacks’ antitrust experience at PayPal vs. Ebay, Visa & MasterCard
29:50 Google’s multi-trillion dollar data trove
35:40 The U.S. government's capability to silently take data while “gagging” Big Tech
53:32 COVID’s psychic shadow, Friedberg’s office landlord is still requiring masks
1:00:17 Jon Stewart’s lab leak bit on Stephen Colbert’s show
1:10:04 California’s wildfire risk increasing with climate change
1:20:57 Besties summer plans
Referenced in th…
playlist_add
Jun 13, 2021
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Show Notes:
0:00 Bestie intro, Chamath's whereabouts
2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval
26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?
42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?
56:49 Recent factors on the commercial & private real estate markets, inflation head fake
1:05:01 ProPublica's report on billionaire tax returns
1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity
1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning
Intro Music C…
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May 31, 2021
E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage
https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125
Forbes - Friends Don't Let Friends Become Chinese Billionaires
https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae
Brookings - Fentanyl and geopolitics: Controlling opioid supply from China
https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/
NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks
https://www.npr.org/2020/11/17/916890880/we-are-shipp…
playlist_add
May 22, 2021
E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
The Verge - Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire
https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook
The Verge - Apple employees call for company to support Palestinians in internal letter
https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook
Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode
https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript
Business Insider - Tobi Lutke's Email
https://www.bus…
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May 13, 2021
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
NY Times - A Misleading C.D.C. Number
https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html
medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates
https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full
Business Insider - Silicon Valley VCs are at war with the ‘far left radicals’ running California
https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5
NY Post - Powerful teachers union influenced CDC on school reopenings, emails show
https://nypost.com/2021/0…
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May 1, 2021
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
MIT Technology Review - Some vaccinated people are still getting covid. Here’s why you shouldn’t worry.
https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/
David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility
https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db
Tweets
https://twitter.com/DavidSacks/status/1378856861970038784
https://twitter.com/DavidSacks/status/1388125436241223682
https://twitter.com/DavidSacks/status/1388135440843251714
ht…
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Apr 23, 2021
E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
Federal Net Outlays as Percent of GDP
https://fred.stlouisfed.org/series/FYONGDA188S
Wayback Machine / WhiteHouse.gov
https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov
Reuters
https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22
Show Notes:
0:00 Intro
1:19 Biden's capital gains tax hike
21:33 Addressing the federal budget problems
42:16 Chauvin verdict, media coverage
50:06 Hulu WeWork documentary, Founder psychology
59:46 COVID surge in India
1:11:01 Poor media performance in 2021
playlist_add
Apr 17, 2021
E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
Statista - Death rates from coronavirus (COVID-19) in the United States
https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state
Tweets:
https://twitter.com/bgurley/status/1382737752794353664
https://twitter.com/DavidSacks/status/1382874547179950082
https://twitter.com/DavidSacks/status/1382466963885199362
https://twitter.com/DrewHolden360/status/1382477293797400581
https://twitter.com/chamath/status/1383073577386201094
Show Notes:
0:00 Bestie intro & crowning a new SPAC king
3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT
12:06 David…
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Apr 1, 2021
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan
https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html
Cal Matters - A wealth tax could sabotage California’s recovery
https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery
Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here’s What We Know
https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know
Show Notes:
0:00 Besties intro, state of the public & private markets
18:54 Chamath receives inspiring note re…
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Mar 27, 2021
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
Sacks' Inflation Deck:
https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
Tweets
https://twitter.com/davehclark/status/1375045409542823939
https://twitter.com/BernieSanders/status/1374901873484967938
https://twitter.com/Mat_Yarger/status/1374212541367345155
https://twitter.com/Mat_Yarger/status/1375163739759116297
https://twitter.com/Jason/status/1375488265915002883
https://twitter.com/chamath/status/1375244032230625281
https://twitter.com/DavidSacks/status/1375283834711777282
https://twitter.com/chamath/status/1375484528559448064
Bitclout
https://rb.gy/sjtjzy
Show Notes:
0:00 Besties get ready to ru…
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Mar 20, 2021
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
View the State of VC deck here:
https://rb.gy/wfan6j
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
Lifespan by David Sinclair:
https://rb.gy/etzzmk
Prenuvo:
https://www.prenuvo.com
Gumroad Equity Crowdfunding:
https://republic.co/gumroad
Backstage Equity Crowdfunding:
https://republic.co/backstage
Show Notes:
0:00 Bestie intro & poker talk
5:49 Fan question: Longevity & Biohacking, Chamath's health regimen
12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?
22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government fu…
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Mar 13, 2021
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Articles referenced in the show:
The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting
https://www.nejm.org/doi/full/10.1056/NEJMoa2101765
San Francisco COVID-19 Vaccinations
https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/
The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie’s after flurry of last-minute bids nearly crashes website
https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency
CoinDesk - Burnt Banksy NFT Sells for $380K in ETH
https://www.coindesk.com/burnt-banksy-nft-sells…
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Mar 6, 2021
E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
NY Magazine - Zero COVID Risk Is the Wrong Standard
https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html
Released COVID-19 Response Contracts
https://covid19.ca.gov/contracts
Chesa's "response" to Sacks
https://twitter.com/chesaboudin/status/1366508970102247424
GoFundMe for SF DA reporter
https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime
The Verge - Entire school board resigns in shame after forgetting their WebEx call was public
https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom
Show Notes:
0:00 Ma…
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Feb 20, 2021
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins
https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997
The Changing World Order by Ray Dalio
Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity
https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/
Show Notes:
0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics
10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates
34:44 Breaking down the Facebook/Google situa…
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Feb 13, 2021
E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/vladtenev
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Show Notes:
0:00 Bestie intro, congrats to Friedberg on a big beak wet
1:44 Jason intros Vlad Tenev
2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more
11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more
21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situa…
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Feb 6, 2021
E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/Money23Green
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
David Sacks on Tucker Carlson
https://youtu.be/MukXS8uaVns
Gell-Mann Amnesia
https://www.epsilontheory.com/gell-mann-amnesia
Show Notes:
0:00 Discussing Sacks' recent hit on Tucker Carlson
7:25 Media misalignment, subjects as sources, new age of journalism
25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals
34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more
1:08:02 Mean tweets
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Feb 3, 2021
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
The Insiders' Game by David Sacks
https://www.persuasion.community/p/the-insiders-game
ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals
https://rb.gy/g8uwfj
Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion
https://rb.gy/5bhfsf
Rescue California - Recall Gavin Newsom
https://rescuecalifornia.org
Show Notes:
0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?
20:21 Unders…
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Jan 30, 2021
E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
David Sacks on Bloomberg
https://www.youtube.com/watch?v=K2lJg4sxl2U
Chamath for Governor
https://www.chamathforca.com
DeepFuckingValue's Reddit page
https://www.reddit.com/user/DeepFuckingValue
Show Notes:
0:26 Besties intro
2:11 Chamath breaks down the entire WallStreetBets/GameStop saga
15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more
39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here
53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be…
playlist_add
Jan 23, 2021
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
M1 Money Stock
https://fred.stlouisfed.org/series/M1
Friedberg's Spy Situation
https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges
Sacks' thoughts on Wilkinson cancellation
https://twitter.com/DavidSacks/status/1352432977460957185
Show Notes:
0:00 Bestie intro, Inauguration talk, Impeachment implications
20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal
34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story
44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, wo…
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Jan 11, 2021
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://www.youtube.com/watch?v=8lxk47phNV4&t=1s
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
“I Have Blood on My Hands”: A Whistleblower Says Facebook Ignored Global Political Manipulation
https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo
Show Notes:
0:00 David Sacks intros the besties
2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy
21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment
43:01 What laws can be written to prevent Big Tech oligarchy in the future?
59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administ…
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Jan 8, 2021
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/aizgdm
Intro Video Credit:
https://twitter.com/MikeSylvan
Referenced in the show:
The Killer D.A. by David Sacks
https://rb.gy/k5rz0k
Show Notes:
0:00 New intro for the besties - listen here: https://rb.gy/aizgdm
2:14 Sacks' trip to Miami
6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump
29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability
44:19 Should the 25th Amendment be invoked?
49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP?
56:23 How Friedberg would handle vaccine distribution
1:07:45 San Francisco's Killer D.A., recalling Ga…
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Dec 18, 2020
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://soundcloud.com/olyofficial
Show Notes:
0:00 The besties discuss some recent beak wetting, open source merch & more
6:31 Chamath tells the “192.5” weight loss bet story
10:54 Biggest Winner - Politics
13:08 Biggest Loser - Politics
16:24 Biggest Winner - Business
19:47 Biggest Loser - Business
23:22 Biggest Winner - Culture
26:24 Biggest Loser - Culture
32:31 Biggest Turnaround
34:49 Biggest Flash in the Pan
39:32 Biggest Breakthrough
43:51 Smartest Move - Business
49:58 Dumbest Move - Business
56:25 Smartest Move - Politics
1:00:20 Dumbest Move - Politics
1:04:22 Best/Worst Political Theatre
1:12:57 Best Memes
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Dec 4, 2020
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Invest with the Best... ies!:
https://www.thesyndicate.com/allin
Referenced in the show:
NYT - The Rich Kids Who Want to Tear Down Capitalism
https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html
Coinbase - An upcoming story about Coinbase
https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27
NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups
https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html
Show Notes:
0:00 Besties intro, fashion talk & the All-In Syndicate
3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?
19:14 Sacks on going up against…
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Nov 25, 2020
E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Referenced in the show:
NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine
https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html
Show Notes:
0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC
10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it?
21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc.
35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators,…
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Nov 11, 2020
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Show Notes:
0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000
4:44 Was this election devastating for extreme-ism in politics?
12:13 Pfizer vaccine, withholding the vaccine from the political news cycle
21:54 COVID endgame scenarios
28:45 Public markets ripping, gridlock great for the economy
34:43 Analyzing exit polls, death of identity politics
50:57 Biggest loser of the election: Journalism
57:43 When will Trump concede? What will his next move be?
1:07:37 San Francisco's collapse - will it eventually go bankrupt?
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Nov 4, 2020
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Follow the bestie guesties:
https://twitter.com/bgurley
https://twitter.com/phil_hellmuth
https://twitter.com/altcap
https://twitter.com/jcpolls
Show Notes:
0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal
10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more
20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome
24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more
41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020
50:43 Chamath on the stupidity…
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Oct 16, 2020
E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Sacks' blog post on Section 230:
https://medium.com/craft-ventures/rip-section-230-1112dfad3fac
Referenced in the show:
NY Post Hunter Biden Story
https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/
Twitter's explanation for censoring it
https://twitter.com/TwitterSafety/status/1316525303930458115
Facebook's explanation for censoring it
https://twitter.com/andymstone/status/1316395902479872000
Updated CDC survival rates
https://twitter.com/adam_creighton/status/1308652790823051264?s=21
Show Notes:
0:00 The besties catch up on the news
1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook
7:27 What is section 230 & how does it play into the publisher vs. distributor debate
13:23 Distinguishing bet…
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Oct 3, 2020
E9: Trump has COVID, First debate reactions, Coinbase letter response & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Referenced in the show:
Brian Armstrong's Blog - Coinbase is a mission focused company
https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804
President Trump's medical treatment
https://twitter.com/Jason/status/1312126100286271488
Show Notes:
0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election
9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation?
16:55 What happens to the election if Trump is incapacitated & cannot run?
20:36 Debate reaction - who won, who misfired?
29:05 Live reaction to Trump being flown to Walter Reed hospital
30:43 Has the economy began to separate from political influence?
36:25 Reflection on the execu…
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Sep 19, 2020
E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod
Articles referenced in the show:
America Needs to Lock Down Again:
https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again
A Taxonomy of Fear:
https://www.persuasion.community/p/a-taxonomy-of-fear
NuScale Power Article:
https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval
Running Tide Article:
https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor
Show Notes:
0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more
5:42 TikTok + Oracle, is the escalation between China & US a s…
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Sep 9, 2020
E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod
Bestie recommendations:
Chamath:
https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792
Sacks:
https://taibbi.substack.com/
https://andrewsullivan.substack.com/
Friedberg:
https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766
https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1
Jason:
https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1
https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1
0:00 The gang recap their summers
6:43 Is Cal…
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Aug 1, 2020
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod
Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U
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Jul 11, 2020
E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod
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Jun 20, 2020
E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis
0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more
9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more
20:56 Viral videos, doxxing bad behavior & cancel culture
25:39 Reforming law enforcement, separating police from the military, changing police incentives
36:42 Are public unions too powerful? How a lack of leadership has led us here
41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression
59:24 John Bolton's book controversy
1:03:14 Movements in the COVID vaccine space
1:07:38 Trump vs. Biden: Who has the upper hand?
1:14:24 Who should Biden pick as VP?
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May 21, 2020
E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis
0:01 Jason & Chamath intro David Sacks & David Friedberg
1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm
8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus
12:41 Sacks on 3 major data-driven discoveries about the virus
15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus
19:32 Getting back to work
21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like
28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war
34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedber…
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Apr 11, 2020
E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis
0:01 Jason & Chamath catch us up on their quarantines
1:20 Chamath intros David Sacks
4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum
6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?
12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?
19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method
27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?
30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?
36:22 Chamath & Jason assess David's plan
43:21 Have the stimulus packag…
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Mar 19, 2020
E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis
0:01 Jason & Chamath intro David and check in on each other's quarantines
2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics
13:15 Thoughts on potential treatment options & policy changes
22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time
25:03 Should the US adopt Chinese & South Korean quarantine strategies?
29:53 What do the current market conditions mean for startups & VC?
41:24 Chamath explains what is currently happening in the capital markets
45:05 How close is the US on being able to do mass-testing?
54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy
1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?…
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Mar 15, 2020
E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis
0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine
0:55 Jason intros David Friedberg
1:35 Chamath gives the inaugural (& potentially final) All-In ad read
2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors
4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?
9:03 David explains the actions he would take if he was president
12:37 Thoughts on Trump’s private sector involvement
16:58 Has the press failed in its coverage, or are they just feeding people what they want?
23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?
37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s…
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