Podcasts by Category

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

195 - Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

0:00 / 0:00

195 - Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
(0:00) Bestie Intros: Jason's first show for his new production company
(2:15) Why Sacks and Chamath are hosting a Trump fundraiser
(18:40) House COVID investigation: findings, cover-up, what's next?
(41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades
(53:04) Crypto Corner with Chamath
(1:04:15) State of SaaS: Salesforce drops 20%, market teetering
(1:20:10) Trump verdict: guilty on 34 counts of falsifying business records
(1:37:36) Are we seeing an AI correction?
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://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures
https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform
https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute
https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report
https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance
https://x.com/emilyakopp/status/1795482121739354552
https://x.com/R_H_Ebright/status/1795454118594568312
https://www.youtube.com/watch?v=jGxSlW0NrB4
https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance
https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext
https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor
https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit
https://x.com/KatherineEban
https://x.com/emilyakopp
https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics
https://www.youtube.com/watch?v=nvQTXAgtA6s
https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf
https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500
https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict
https://www.google.com/finance/quote/DELL:NYSE
https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down
Fri, 31 May 2024 - 1h 47min
194 - Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
(0:00) Bestie intros: Recapping "General AI Hospital"
(2:46) Scarlett Johansson vs. OpenAI
(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations
(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem
(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data
(1:02:36) New study shows plastics in testicles
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://x.com/BobbyAllyn/status/1792679435701014908
https://x.com/sama/status/1790075827666796666
https://openai.com/index/how-the-voices-for-chatgpt-were-chosen
https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice
https://x.com/SydSteyerhart/status/1792981291266138531
https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees
https://x.com/sama/status/1791936857594581428
https://x.com/ilyasut/status/1790517455628198322
https://x.com/janleike/status/1790603862132596961
https://x.com/janleike/status/1791498184671605209
https://openai.com/index/openai-announces-leadership-transition
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025
https://www.google.com/finance/quote/INTC:NASDAQ
https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat
https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo
https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022
https://chamath.substack.com/p/2023-annual-letter
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula
https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden
https://fred.stlouisfed.org/series/CCLACBW027SBOG
https://x.com/KariLake/status/1792986501820850333
https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation
https://www.google.com/finance/quote/MCD:NYSE
https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d
https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781
https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x
https://pubmed.ncbi.nlm.nih.gov/12708228
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247
https://pubmed.ncbi.nlm.nih.gov/21524797
https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133
https://www.youtube.com/watch?v=o6yuYkfNh-k
https://www.youtube.com/watch?v=EYQjShJxCtM
https://www.youtube.com/watch?v=r_4jrMwvZ2A
Fri, 24 May 2024 - 1h 30min
193 - GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend
(7:38) OpenAI launches GPT-4o: better, faster, cheaper
(29:40) Sacks demos Glue: How AI unlocked his Slack killer
(40:12) Friedberg walks through his major breakthrough at Ohalo
(1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US
(1:13:54) Jason's bet on Athena, how AI will change company building
(1:22:21) Google launches AI summaries in search
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.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm
https://x.com/OpenAI/status/1790130703721521305
https://x.com/OpenAI/status/1790089513387143469
https://crfm.stanford.edu/helm/mmlu/v1.3.0/#
https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3
https://www.opencompute.org
https://glue.ai
https://ragie.ai
https://ohalo.com
https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula
https://twitter.com/DavidSacks/status/1378034932006592512
https://www.athenawow.com/jcal
https://calacanis.substack.com/p/startup-productivity-in-the-age-of
https://blog.google/products/search/generative-ai-google-search-may-2024
https://www.youtube.com/watch?v=XEzRZ35urlk
https://finance.yahoo.com/quote/GOOG
https://startuptalky.com/apple-failed-products
Fri, 17 May 2024 - 1h 41min
192 - In conversation with Sam Altman
(0:00) Welcoming Sam Altman to the show!
(2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more
(21:56) How advanced agents will change the way we interface with apps
(33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry
(42:02) AI regulation, UBI in a post-AI world
(52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company
(1:05:33) Post-interview recap
(1:10:38) All-In Summit announcements, college protests
(1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?
(1:29:41) Google unveils AlphaFold 3.0
Follow Sam:
https://twitter.com/sama
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/EconomyApp/status/1622029832099082241
https://sacra.com/c/openai
https://twitter.com/tim_cook/status/1787864325258162239
https://openai.com/index/introducing-the-model-spec
https://twitter.com/SabriSun_Miller/status/1788298123434938738
https://www.archives.gov/founding-docs/bill-of-rights-transcript
https://twitter.com/ClayTravis/status/1788312545754825091
https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html
https://www.youtube.com/watch?v=snbTCWL6rxo
https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html
https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036
https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model
Fri, 10 May 2024 - 1h 43min
191 - In conversation with Sheryl Sandberg, plus open-source AI gene editing explained
(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg
(11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7
(28:18) Paths forward, documentary decisions, involvement of women in protests
(53:03) Post-interview debrief
(59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1
Follow Sheryl:
https://twitter.com/sherylsandberg
Watch Screams Before Silence:
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
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/fakechamath
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html
https://news.un.org/en/story/2024/03/1147477
https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/
https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html
https://github.com/Profluent-AI/OpenCRISPR
Fri, 03 May 2024 - 1h 15min
190 - 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:
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://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
Fri, 26 Apr 2024 - 1h 41min
189 - 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
Fri, 19 Apr 2024 - 1h 36min
188 - 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
Fri, 12 Apr 2024 - 1h 26min
187 - 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
Fri, 05 Apr 2024 - 1h 32min
186 - 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
Fri, 29 Mar 2024 - 1h 27min
185 - 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
Fri, 22 Mar 2024 - 1h 19min
184 - 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
Fri, 15 Mar 2024 - 1h 38min
183 - 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
Fri, 08 Mar 2024 - 1h 34min
182 - 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
Fri, 01 Mar 2024 - 1h 26min
181 - 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
Fri, 23 Feb 2024 - 1h 20min
180 - 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
Fri, 16 Feb 2024 - 1h 43min
179 - 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-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx
https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income
https://www.google.com/finance/quote/SNAP:NYSE
https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html
https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
https://cloudedjudgement.substack.com
https://twitter.com/chamath/status/1754641005851328553
https://help.openai.com/en/articles/8554397-creating-a-gpt
https://twitter.com/ArtificialAnlys/status/1747264832439734353
https://blog.research.google/2009/06/speed-matters.html
https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees
https://artificialanalysis.ai
https://chamath.substack.com/p/deep-dive-artificial-intelligence
https://twitter.com/danshipper/status/1751005727215301053
https://www.youtube.com/watch?v=7waMPlHugYI
https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut
https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people
Fri, 09 Feb 2024 - 1h 28min
178 - 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://twitter.com/briantong/status/1752645464204493147
https://www.meta.com/smart-glasses/shop-all
https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1
https://twitter.com/CollinRugg/status/1752749485070156025
https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674
https://ultimateclassicrock.com/judas-priest-suicide
https://www.reuters.com/article/idUSKBN1GX0C0
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html
https://courts.delaware.gov/Opinions/Download.aspx?id=359340
https://www.google.com/finance/quote/GM:NYSE
https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a
https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay
https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html
https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo
https://twitter.com/DavidSacks/status/1639459879546150913
https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10
https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting
https://twitter.com/Global_Mil_Info/status/1752786864900108547
https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404
https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones
https://www.saildrone.com
Fri, 02 Feb 2024 - 1h 33min
177 - 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
https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html
https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html
https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html
https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html
https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm
https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion
https://twitter.com/paulkrugman/status/1750529905627128154
https://fiscaldata.treasury.gov/americas-finance-guide/national-debt
https://twitter.com/RealEJAntoni/status/1750537238578930101
https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023
https://twitter.com/maxwelltani/status/1750507633247678531
https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html
https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html
https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html
https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts
https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html
https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast
https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year
https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877
https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy
https://twitter.com/BillAckman/status/1750537848447533207
https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en
https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians
https://www.cbp.gov/newsroom/stats/nationwide-encounters
https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad
https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december
https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande
https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration
https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf
https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them
https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html
https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis
https://www.foxbusiness.com/politics/california-offer-illegal-immigrants-free-healthcare-deficit-soars-population-shrinks
https://einvestingforbeginners.com/average-gross-profit-margin-by-industry
https://twitter.com/TexasLindsay_/status/1750427983448256552
https://twitter.com/WhidbeyWXGuy/status/1750006365790282175
https://twitter.com/US_Stormwatch/status/1749669643634233384
https://twitter.com/Weather_West/status/1750619800840110131
Fri, 26 Jan 2024 - 1h 33min
176 - 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/1747025441825640681
https://twitter.com/davidsacks/status/1747724966941139276
https://twitter.com/andrewrsorkin/status/1746723727574794537
https://twitter.com/Jason/status/1746951952578298264
https://twitter.com/aphysicist/status/1747868626948907325
https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina
https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100
https://www.opensecrets.org/federal-lobbying/top-spenders
https://www.youtube.com/watch?v=wXMO0bhPhCw
https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen
https://www.google.com/finance/quote/TDG:NYSE
https://stacksonmain.com/gallery
https://www.societylasolas.com/photogallery
https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville
https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble
https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records
https://www.businessofapps.com/data/disney-plus-statistics
https://www.businessofapps.com/data/netflix-statistics
https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html
https://www.manscaped.com/products/crop-preserver-manscaping
https://www.pnas.org/doi/10.1073/pnas.2300582121
https://www.xometry.com/resources/materials/polyethylene
https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx
https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11
https://www.pbs.org/wgbh/frontline/documentary/plastic-wars
Fri, 19 Jan 2024 - 1h 38min
175 - 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-strikes-yemen-2024-01-12
https://twitter.com/DavidSacks/status/1745723423396118593
https://twitter.com/DavidSacks/status/1745604701654298826
https://www.imdb.com/title/tt0120885
https://twitter.com/Jason/status/1745514413782917262
https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html
https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization
https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut
https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12
https://layoffs.fyi
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m
https://twitter.com/karrisaarinen/status/1743398553500971331
https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277
https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080
https://twitter.com/chamath/status/1744414462986375440
https://twitter.com/coffeewithone/status/1744488896766042277
https://twitter.com/chamath/status/1745542094696145103
https://once.com
https://twitter.com/jasonlk/status/1745552662572208473
https://twitter.com/MattWalshBlog/status/1742583950944432607
https://www.oscars.org/awards/representation-and-inclusion-standards
https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting
https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html
https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html
https://www.nytimes.com/2022/04/23/business/pilots-diversity.html
https://twitter.com/Jason/status/1735164131806986441
https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million
https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy
Sat, 13 Jan 2024 - 1h 38min
174 - 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://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan
https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06
https://www.facebook.com/watch/?v=853724306532726
https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624
https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future
https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved
https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415
https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high
https://www.anduril.com/roadrunner
https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
https://twitter.com/CeciliaZin/status/1740109465918328844
https://www.nytimes.com/2023/09/06/business/china-car-exports.html
https://img.caixin.com//2023-04-14/168147450347265.jpg
https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one
https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria
https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea
https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211
https://www.google.com/finance/quote/URA:NYSEARCA
https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran
https://www.imdb.com/title/tt9218128
https://www.imdb.com/title/tt13016388
https://www.imdb.com/title/tt11198330
https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266
Sat, 06 Jan 2024 - 1h 27min
173 - 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.com/person-of-the-year-2022-volodymyr-zelensky
https://time.com/6329188/ukraine-volodymyr-zelensky-interview
https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us
https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll
https://news.gallup.com/poll/512135/support-third-political-party.aspx
https://twitter.com/joosteninvestor/status/1737207130111819896
https://www.google.com/finance/quote/MSFT:NASDAQ
https://www.google.com/finance/quote/UBER:NYSE
https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995
https://www.google.com/finance/quote/META:NASDAQ
https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html
https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83
https://twitter.com/NASA/status/173682682876386142
https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3
https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface
https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531
https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647
https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html
https://www.google.com/finance/quote/NVO:NYSE
https://coinmarketcap.com/currencies/solana
https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d
https://twitter.com/RebelNewsOnline/status/1615770518606561282
https://www.reuters.com/article/idUSKBN28H0C7
https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit
https://twitter.com/thedailyfriday_/status/1686406249317830656
https://twitter.com/WatcherGuru/status/1730250975578038522/video/1
https://twitter.com/huavancuong1507/status/1737474510868058489
https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions
https://twitter.com/exjon/status/1348090383079641091
https://twitter.com/benswann_/status/1737547395766858206
https://twitter.com/chamath/status/1737238320235831546
https://www.imdb.com/title/tt21152040
https://www.imdb.com/title/tt26230388
https://www.youtube.com/@TheDuran
https://www.youtube.com/@judgingfreedom
https://www.youtube.com/@DanielDavisDeepDive
https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797
https://www.youtube.com/@Thebobbialthoff
https://www.youtube.com/@ziwe
https://goop.com/the-goop-podcast
https://www.patreon.com/RedScare
https://cafe.com/cafe-insider-feed
https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html
https://twitter.com/MailOnline/status/1732791280839610390
https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit
Fri, 29 Dec 2023 - 1h 22min
172 - 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
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.flexport.com
https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867
https://www.figma.com/blog/figma-adobe-abandon-proposed-merger
https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17
https://www.google.com/finance/quote/ADBE:NASDAQ
https://www.saasgrid.com
https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions
https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa
https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV
https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo
https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2
https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html
https://cafe.com/cafe-insider-feed
https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast
Sat, 23 Dec 2023 - 1h 47min
171 - 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-trial-antitrust-play-store-fortnite-recap
https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987
https://support.google.com/googleplay/android-developer/answer/112622
https://twitter.com/openai/status/1734940445824937993
https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories
https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal
https://fairuse.stanford.edu/overview/fair-use/four-factors
https://twitter.com/Jason/status/1730035957850833023
https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected
https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf
https://twitter.com/HansMahncke/status/1735003655697244308
https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html
https://twitter.com/BrendanCarrFCC/status/1734780816599703983
https://twitter.com/elonmusk/status/1733529033575465381
https://twitter.com/DrJBhattacharya/status/1602052936921939968
https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f
https://twitter.com/TheChiefNerd/status/1733496554701365582
https://twitter.com/Mark60480727/status/1735335623207038994
https://twitter.com/Jason/status/1735164131806986441
https://twitter.com/MomCooksFS/status/1735341157800915278
Sat, 16 Dec 2023 - 1h 39min
170 - 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://academic.oup.com/poq/article-abstract/82/1/135/4868126
https://fred.stlouisfed.org/series/CCLACBW027SBOG
https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html
https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d
https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping
https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html
https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html
https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec
https://twitter.com/KobeissiLetter/status/1730607188341624851
https://twitter.com/chamath/status/1718016818118553622
https://www.saastr.com/carta-startup-shutdowns-are-up-237
https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises
https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr
https://twitter.com/friedberg/status/1732217863975641389
https://ohalogenetics.com
https://www.youtube.com/watch?v=K4pX1VAxaAI
https://www.youtube.com/watch?v=v5tRc_5-8G4
https://blog.google/technology/ai/google-gemini-ai
https://twitter.com/chamath/status/1732482646419403077
https://www.figma.com/templates
https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf
Fri, 08 Dec 2023 - 1h 32min
169 - 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:
Tucker Carlson segment links:
https://twitter.com/talkrealopinion/status/1728139279019188257
https://twitter.com/greg_price11/status/1729991837958414573
https://twitter.com/hansmahncke/status/1730019598064390597
OpenAI segment links:
https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board
https://twitter.com/btaylor/status/1730030765482938521
https://twitter.com/chamath/status/1726351777581449627
https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22
https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11
http://paulgraham.com/fundraising.html
https://openai.com/our-structure
Fri, 01 Dec 2023 - 2h 09min
168 - 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/TheZachEffect
Referenced in the show:
https://twitter.com/TalentiGelato/status/487275228952014848
https://www.pinterest.com/pin/491244271857449720
https://designreplace.com/dean-phillips-us-congress
https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine
https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php
https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments
https://twitter.com/chamath/status/1718016818118553622
https://twitter.com/disclosetv/status/1724093441519341573
https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php
https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting
Fri, 17 Nov 2023 - 1h 56min
167 - 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 Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1722342698110304752
https://twitter.com/DavidSacks/status/1722288226235498511
https://www.youtube.com/watch?v=In1MYEc0-10
https://fred.stlouisfed.org/series/WM2NS
https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL
https://fred.stlouisfed.org/series/T10YIE
https://fred.stlouisfed.org/series/MMMFFAQ027S
https://www.google.com/finance/quote/ADYEY:OTCMKTS
https://www.google.com/finance/quote/DASH:NASDAQ
https://www.google.com/finance/quote/DDOG:NASDAQ
https://twitter.com/sundeep/status/1722635065983897910
https://twitter.com/elonmusk/status/1721029443160772875
https://twitter.com/kaifulee/status/1721321096727994590
https://openai.com/blog/introducing-gpts
https://openai.com/blog/new-models-and-developer-products-announced-at-devday
https://twitter.com/chamath/status/1721234497482670438
Sat, 11 Nov 2023 - 1h 50min
166 - 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/1719461817699733831
https://twitter.com/chamath/status/1719887650688282786
https://sacks.substack.com
https://responsiblestatecraft.org/zelensky-war-time-magazine
https://twitter.com/davidsacks/status/1719815317000733153
https://time.com/6329188/ukraine-volodymyr-zelensky-interview
https://time.com/person-of-the-year-2022-volodymyr-zelensky
https://twitter.com/RothCRE/status/1719833548780195882
https://twitter.com/real_bill_gross/status/1720094066183139359
https://twitter.com/real_bill_gross/status/1719010907806904452
https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use
https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco
https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5
https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf
https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence
https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order
https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115
https://ai.meta.com/llama
https://chamath.substack.com/p/the-case-for-big-action-to-regulate
https://twitter.com/ImMeme0/status/1713413678765126062
https://twitter.com/elonmusk/status/1259638112688304129
https://twitter.com/chamath/status/1720112859198419191
Fri, 03 Nov 2023 - 1h 28min
165 - 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
https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html
https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/
https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html
https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military
https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110
https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9
https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6
https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a
https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4
https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204
https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html
https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time
https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat
https://twitter.com/DavidSacks/status/1717049864180379761
https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html
https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza
https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf
https://twitter.com/DavidSacks/status/1716608344264470868
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png
https://www.google.com/finance/quote/CART:NASDAQ
https://www.google.com/finance/quote/KVYO:NYSE
https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17
https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california
https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident
https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619
https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624
https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html
https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html
https://thosenerdygirls.org/can-farts-spread-covid
Fri, 27 Oct 2023 - 1h 43min
164 - 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.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza
https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election
https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound
https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey
https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925
https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank
https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p
https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines
https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html
https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html
https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html
https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival
https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival
https://rankings.thefire.org/rank
https://twitter.com/samaberman/status/1713687680280641596
https://twitter.com/ThierryBreton/status/1714637297939788107
https://www.theverge.com/23845672/eu-digital-services-act-explained
https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126
https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24
https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348
https://www.google.com/finance/quote/NVO:NYSE
https://twitter.com/calleymeans/status/1714863716968308931
Fri, 20 Oct 2023 - 1h 28min
163 - 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://www.youtube.com/watch?v=co_MeKSnyAo
https://twitter.com/LHSummers/status/1711421307227607255
https://www.harvard.edu/president/news/2023/war-in-the-middle-east
https://twitter.com/LHSummers/status/1711761982469107955
https://twitter.com/BillAckman/status/1711788747086233661
https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563
https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html
https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html
Fri, 13 Oct 2023 - 1h 05min
162 - 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
https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker
https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d
https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference
https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house
https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time
https://twitter.com/zerohedge/status/1709321746673786896
https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz
https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719
https://twitter.com/CollinRugg/status/1709728378339705099
https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters
https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city
https://twitter.com/CBSNews/status/1556727876757737474
https://youtu.be/-09DzvdLaEw
https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254
https://www.nytimes.com/article/nyc-migrant-crisis-explained.html
https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border
https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995
https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517
https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden
https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden
https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html
https://public-inspection.federalregister.gov/2023-22176.pdf
https://www.nextgenborder.com
https://www.anduril.com/hardware/sentry
https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report
https://www.wsj.com/articles/SB994028904620983237
https://twitter.com/Cruise/status/1709114532042576305
https://twitter.com/usENTchannel/status/1707035020098142404
https://www.valuepenguin.com/car-accident-statistics
https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html
https://www.jsx.com
https://www.united.com
https://twitter.com/PopBase/status/1708164333451289062
https://twitter.com/latest_gg/status/1709948932489445478
https://twitter.com/SBJ/status/1677419552991244289
https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669
https://keep-jsx-flying.webflow.io
https://www.votervoice.net/JSXAir/Campaigns/107888/Respond
Sat, 07 Oct 2023 - 1h 18min
161 - 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=QxB3b7fxMEA
https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness
https://twitter.com/waitbutwhy/status/1691502563571408896
https://twitter.com/chamath/status/1707051830667338170
https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html
https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414
https://twitter.com/TEDchris/status/1706792437098676224
https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919
https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880
https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138
https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26
https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b
https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he
https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector
https://www.jpost.com/diaspora/antisemitism/article-738940
https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine
https://www.bbc.com/news/world-europe-26079957
https://en.wikipedia.org/wiki/Azov_Brigade
https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine
https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY
https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946
https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html
https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7
https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0
https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search
https://twitter.com/petergyang/status/1707169696049668472
https://blog.google/products/bard/google-bard-new-features-update-sept-2023
https://twitter.com/karpathy/status/1707437820045062561
https://arxiv.org/pdf/2307.07162.pdf
https://www.imdb.com/title/tt6849786
https://www.imdb.com/title/tt1798709
https://reflect.app
https://oldcomputers.net/sony-magic-link.html
Fri, 29 Sep 2023 - 1h 28min
160 - 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
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://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
https://youtu.be/yjj1QjZlQMM
https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal
https://twitter.com/pitdesi/status/1704874017357025499
https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
https://twitter.com/aswathdamodaran/status/1704246090198036914
https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.ey.com/en_gl/ipo/trends
https://stockanalysis.com/ipos/statistics
https://www.google.com/finance/quote/COIN:NASDAQ
https://www.google.com/finance/quote/EXPE:NASDAQ
https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital
https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
https://influencermarketinghub.com/amazon-ad-revenue
https://twitter.com/jasonlk/status/1704212644402540573
https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
https://twitter.com/DavidSacks/status/1078755080478715904
https://i.insider.com/4dd4d1cf4bd7c8c90f000000
https://twitter.com/asanwal/status/1703492397739516068
https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
https://tradingeconomics.com/commodity/crude-oil
https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov
https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
https://hellometer.io
https://www.nature.com/articles/s41551-023-01086-2

Fri, 22 Sep 2023 - 1h 42min
159 - 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
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/GFDEBTN
https://fred.stlouisfed.org/series/SMPOPNETMUSA
https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters
https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden
Fri, 08 Sep 2023 - 2h 08min
158 - 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/KanekoaTheGreat/status/1697072553775501661
https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709
https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring
https://twitter.com/chamath/status/1695073336483832007
https://www.justice.gov/crt/page/file/1579981/download
https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html
https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men
https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond
https://www.foxnews.com/video/6335645970112
https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists
https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24
https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95
https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143
https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html
https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30
https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy
https://twitter.com/chamath/status/1696295679344459807
https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations
Fri, 01 Sep 2023 - 1h 06min
157 - 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/1693441068036169785
https://twitter.com/chamath/status/1693524941721731189
https://www.wine.com/product/21-seeds-tequila-trio/633617
https://www.villadeste.com
https://www.google.com/finance/quote/NVDA:NASDAQ
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024
https://companiesmarketcap.com
https://twitter.com/chamath/status/1694457666289225776
https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month
https://prospect.org/features/great-telecom-implosion
https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california
https://twitter.com/OpenAI/status/1694062483462594959
https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates
https://twitter.com/nathanbenaich/status/1694073194351648932
https://commoncrawl.org/about/team
https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html
https://twitter.com/twistartups/status/1694399138194952363
https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm
https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation
https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval
https://www.stonealgo.com
https://youtu.be/f51Yd9h9ZXo
https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi
https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html
https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll
Fri, 25 Aug 2023 - 1h 52min
156 - 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-household-incomes-a-50-year-perspective
https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html
https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f
https://twitter.com/rothcre/status/1691910066952351963
https://twitter.com/chamath/status/1691789175786246246
https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf
https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia
https://www.google.com/finance/quote/ADYEY:OTCMKTS
Fri, 18 Aug 2023 - 1h 30min
155 - 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.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755
https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X
https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N
https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996
https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700
https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910
https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092
https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX
https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO
https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630
https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756
https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY
https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder
https://twitter.com/bgurley/status/1688605654188224512
https://finance.yahoo.com/chart/SN
https://www.google.com/finance/quote/CAVA:NYSE
https://finance.yahoo.com/quote/SRFM
https://twitter.com/altcap/status/1686086247029055489
https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802
https://www.youtube.com/watch?v=Hhy7JUinlu0
https://twitter.com/gokulr/status/1680006171149869056
https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition
https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html
https://twitter.com/KobeissiLetter/status/1689010884062904320
Fri, 11 Aug 2023 - 1h 36min
154 - 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/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers
https://www.socialcapital.com/ideas/2021-annual-letter
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext
https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023
https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy
https://twitter.com/BillAckman/status/1686906272937869312
https://home.treasury.gov/news/press-releases/jy1670
https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts
https://www.commondreams.org/news/republicans-cut-social-security
https://sgp.fas.org/crs/misc/RS22331.pdf
https://fred.stlouisfed.org/series/MORTGAGE30US
https://fred.stlouisfed.org/series/UNRATE
https://fred.stlouisfed.org/series/JTSJOL
https://apnews.com/trump-election-2020-indictment
https://apnews.com/article/trump-indicted-jan-6-investigation-special-counsel-debb59bb7a4d9f93f7e2dace01feccdc
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national
https://www.reuters.com/world/us/new-defendant-added-trump-classified-documents-case-court-papers-2023-07-27
https://www.nytimes.com/2023/08/03/briefing/trump-indictment.html
https://twitter.com/mtracey/status/1686843918317486081
Fri, 04 Aug 2023 - 1h 29min
153 - 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

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/1684176015948488704
https://www.youtube.com/watch?v=sPelOnd7Sik
https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many
https://twitter.com/jason/status/1681985828820766720
https://twitter.com/chamath/status/1679765658517610496
https://twitter.com/chamath/status/1679935918164135936
https://arxiv.org/pdf/2307.12008.pdf
Thu, 27 Jul 2023 - 1h 17min
152 - 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
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Vivek Ramaswamy:
https://twitter.com/VivekGRamaswamy
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.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/
https://twitter.com/PatrickRuffini/status/1680204156953407488
https://twitter.com/DavidSacks/status/1680205700738211840
https://twitter.com/charliekirk11/status/1680665098765975558
Fri, 21 Jul 2023 - 2h 10min
151 - 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
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/consumer-price-index-report-june-inflation-ede7f4b1
https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july
https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af
https://fred.stlouisfed.org/series/UNRATE
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579
https://www.statista.com/statistics/290673/auto-loan-rates-usa
https://www.axios.com/2023/07/10/used-cars-prices-us-economy
https://www.macrotrends.net/stocks/charts/DIS/disney/revenue
https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13
https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1
https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing
https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan
https://twitter.com/DavidSacks/status/1678526061154295808
https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots
https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know
https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843
https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps
https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics
https://www.google.com/finance/quote/BTC-USD
https://twitter.com/chamath/status/1679141703603703808
https://twitter.com/tobi/status/1679114154756669441
https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f
https://twitter.com/DavidSacks/status/1679229577732792320
https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july
https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline
https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html
https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576
https://twitter.com/DavidSacks/status/1678463164864667658
https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html
https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html
https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11
https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements
https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden
https://www.aging-us.com/article/204896/pdf
Fri, 14 Jul 2023 - 1h 28min
150 - 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
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
Sun, 09 Jul 2023 - 1h 38min
149 - 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
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://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/statistics/896181/putin-approval-rating-russia
https://www.levada.ru/en/ratings
https://twitter.com/MatreshkaRF/status/1673209794608365570
https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center
https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html
https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html
https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard
https://twitter.com/greg_price11/status/1674426520100814848
https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361
https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06
https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai
https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi
https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe
https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that
https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt
https://techcrunch.com/2023/06/27/prosus-byjus-markdown
https://twitter.com/shaig/status/1673836979903950851
https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d
https://twitter.com/chamath/status/1674469606746992651
https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy
https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628
https://physics.aps.org/articles/v16/116

Sat, 01 Jul 2023 - 1h 36min
148 - 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
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
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf
https://twitter.com/Dexerto/status/1671971832809791509
https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been
https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://twitter.com/aaronjmate/status/1670514363634176000
https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5
https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93
https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html
https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration
https://twitter.com/davidsacks/status/1671628570714845184
https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken
https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398
https://twitter.com/chamath/status/1671806525029986304
https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1
https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates
https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html
https://twitter.com/shellenberger/status/1671162870422454272
https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567
https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus
https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx
https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds
https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales
https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology
Sat, 24 Jun 2023 - 1h 33min
147 - 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
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
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13
https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29
https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai
https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool
https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges
https://bard.google.com
https://coda.io/@presh-dineshkumar/jay-trading
https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061
https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html
https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes
https://reddark.untone.uk
https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html
https://www.bbc.com/news/technology-20554441
https://digiday.com/media/twitters-third-party-app-problem
https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement
https://www.platformer.news/p/meta-is-building-a-decentralized
https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251
https://twitter.com/natfriedman/status/1668650915505803266
https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game
https://openai.com/blog/function-calling-and-other-api-updates
https://twitter.com/RobertKennedyJr/status/1667616444996104196
https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones

Fri, 16 Jun 2023 - 1h 58min
146 - 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!
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/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.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules
https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0
https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html
https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd
https://www.sec.gov/news/press-release/2022-219
https://www.sec.gov/news/press-release/2023-101
https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren
https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says
https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152
https://www.piratewires.com/p/crypto-choke-point
https://twitter.com/rezoshm/status/1644881392357060610
https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator
https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt
https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85
https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds
https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated
https://twitter.com/rabois/status/1643655946579607565
https://twitter.com/TimMeadsUSA/status/1666093487899680768
https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv
https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas
https://twitter.com/DavidSacks/status/1666160795703713792
https://twitter.com/TheChiefNerd/status/1666892516363231236
Sat, 10 Jun 2023 - 1h 42min
145 - 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:
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/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/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country
https://twitter.com/billackman/status/1663959113703751720
https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a
https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e
https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin
https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa
https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799
https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html
https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f
https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow
https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU
https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit
https://pen.org/index-of-school-book-bans-2022
https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241
https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html
https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered
https://twitter.com/mdcps/status/1661194749821218818
https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper
https://twitter.com/jacobkschneider/status/1664343681321541636
https://youtu.be/CwJaSa335mE
Fri, 02 Jun 2023 - 1h 35min
144 - 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!
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/MarioNawfal
https://twitter.com/joebiden/status/1661496322980028423
https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25
https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777
https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement
https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/
https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25
https://youtu.be/50MusF365U0
https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says
https://fred.stlouisfed.org/series/FYFRGDA188S
https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001
https://twitter.com/friedberg/status/1658163970979823616
https://www.270towin.com/1980_Election
https://www.google.com/finance/quote/NVDA
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024
https://twitter.com/carlquintanilla/status/1661761614918426624
https://en.wikipedia.org/wiki/Huang%27s_law
https://twitter.com/scottbelsky/status/1660992735040663553
https://twitter.com/chamath/status/1661467059341914112
https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html
https://www.google.com/finance/quote/RUM:NASDAQ
Fri, 26 May 2023 - 1h 37min
143 - 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
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
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://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/
https://twitter.com/chamath/status/1658913074106236931
https://www.mosaicml.com/blog/mpt-7b
https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard
https://artificialintelligenceact.eu
https://futurism.com/the-byte/warren-buffett-ai-atom-bomb
https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html
https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499
https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf
https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention
https://sharegpt.com/c/O6OKM9D
https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b
https://twitter.com/PalmerLuckey/status/1657828947877560323
https://twitter.com/DavidSacks/status/1658955195450286081
https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero
https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson
https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting
https://en.wikipedia.org/wiki/Guardian_Angels
https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels
https://www.eviemagazine.com/post/media-falsely-representing-jordan-neely-10-year-old-photos-crucial-information
https://twitter.com/Jason/status/1655716240500080640
https://www.foxnews.com/politics/george-soros-son-visited-white-house-dozen-times-since-biden-took-office-records-show
Fri, 19 May 2023 - 1h 28min
142 - 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
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://blog.google/technology/ai/google-palm-2-ai-large-language-model
https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud
https://www.google.com/finance/quote/GOOGL:NASDAQ
https://hedgefollow.com/funds/Duquesne+Family+Office
https://twitter.com/joincolossus/status/1656258955780456448
https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety
https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html
https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf
https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed
https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa
https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html
https://twitter.com/JoshWalkos/status/1655748898357477379
https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency
https://www.youtube.com/watch?v=KrjL_TSOFrI
https://twitter.com/PodiumDotPage/status/1656315157952200704
Fri, 12 May 2023 - 1h 19min
141 - 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:
https://twitter.com/chamath
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https://twitter.com/DavidSacks
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Follow Robert F. Kennedy Jr:
https://twitter.com/RobertKennedyJr
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Fri, 05 May 2023 - 2h 01min
140 - 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:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/GavinSBaker
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://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-time-on-record.html
https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html
https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power
https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc
https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky
https://fred.stlouisfed.org/series/JTSJOL
https://fred.stlouisfed.org/series/CIVPART
https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html
https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd
https://twitter.com/friedberg/status/1651371655774584832
https://twitter.com/mckaywrigley/status/1651291367224807424
https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea
https://twitter.com/Jason/status/1650974906916671493
https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say
https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab
https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html
https://twitter.com/RobertKennedyJr/status/1649190840198209537

Fri, 28 Apr 2023 - 1h 16min
139 - 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:
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/GavinSBaker/status/1649107858267439108
https://www.bbc.com/news/science-environment-65294084
https://twitter.com/thePrimalSpace/status/1649051677377560578
https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf
https://twitter.com/elonmusk/status/1533408313894912001
https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27
https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit
https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094
https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484
https://twitter.com/KanekoaTheGreat/status/1648462770936115202
https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html
https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html
https://twitter.com/chamath/status/1647010187377774596
https://en.wikipedia.org/wiki/Dal%C3%ADland-
https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html
https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp
https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023
https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss
https://en.wikipedia.org/wiki/Greater_fool_theory
https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data
https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong
https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html
https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll
Fri, 21 Apr 2023 - 1h 39min
138 - 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
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.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-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials
https://research.runwayml.com/gen2
https://twitter.com/wonderdynamics/status/1633627396971827200
https://twitter.com/DavidShowalter_/status/1645150966511988742
https://twitter.com/aloezeus/status/1645141925157060608
https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai
https://twitter.com/mckaywrigley/status/1646596881420783619
https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29
https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district
https://twitter.com/activeasian/status/1644547881519681537
https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html
https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing
https://twitter.com/davidsacks/status/1645969773153636352
https://twitter.com/AaronPeskin/status/1645896541893439489
https://sfchamber.com/citybeat-2022-press-release
https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages
https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php
Fri, 14 Apr 2023 - 1h 33min
137 - 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
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.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-republicans
https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump
https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799
https://twitter.com/DavidSacks/status/1638957986138959873
https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states
https://www.yahoo.com/now/social-security-funds-could-run-120000267.html
https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5
https://fred.stlouisfed.org/series/FYFRGDA188S
https://fred.stlouisfed.org/series/FYONGDA188S
https://www.longtermtrends.net/us-debt-to-gdp
https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures
https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia
https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai
https://twitter.com/rabois/status/1643655946579607565
https://twitter.com/jarvis_best/status/1643667684247371776
https://twitter.com/FrancisSuarez/status/1642862135226126338
https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html
Fri, 07 Apr 2023 - 1h 27min
136 - 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
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/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
https://sharegpt.com/c/jGKq34x
https://openai.com/blog/chatgpt-plugins
https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai
https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg
https://futureoflife.org/open-letter/pause-giant-ai-experiments
https://twitter.com/peakcooper/status/1639716822680236032
https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job
https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns
Fri, 31 Mar 2023 - 1h 24min
135 - 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:
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/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f
https://twitter.com/scottrechler/status/1638534824808923136
https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba
https://twitter.com/elonmusk/status/1636928718173003776
https://fred.stlouisfed.org/series/WGS10YR
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676
https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php
https://twitter.com/boazweinstein/status/1638964105917890561
https://twitter.com/mr_derivatives/status/1638772846326583296
https://twitter.com/DavidSacks/status/1638957986138959873
https://twitter.com/balajis/status/1636797265317867520
https://twitter.com/balajis/status/1222921758375927808
https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote
https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html
https://www.piratewires.com/p/2023-banking-crisis
https://twitter.com/balajis/status/1448455115271143424
https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered
https://twitter.com/markgags/status/802597908033966081
https://twitter.com/relativityspace/status/1638753739128315906
Fri, 24 Mar 2023 - 1h 34min
134 - 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:
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://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/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e
https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients
https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr
https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote
https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut
https://www.bbc.com/news/uk-england-london-64968795
https://www.treasurydirect.gov
https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel
https://www.axios.com/2023/03/15/stripe-50-billion
https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3
https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade
https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments
https://twitter.com/Jason/status/1633570102326202368
https://www.nature.com/articles/s41586-023-05742-0
https://youtu.be/4lE8QWtrEvQ
https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392
Fri, 17 Mar 2023 - 1h 30min
133 - 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:
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
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://twitter.com/garrytan/status/1634260576431136768
https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk
https://www.youtube.com/watch?v=Ymo6Yzjv_KY
https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge
https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy
https://twitter.com/Rippling/status/1634201986894577665
https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program
https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4
https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09
https://www.google.com/finance/quote/IAT:NYSEARCA
Sat, 11 Mar 2023 - 1h 29min
132 - 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:
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
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506
https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview
https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence
https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979
https://openai.com/blog/introducing-chatgpt-and-whisper-apis
https://twitter.com/heykahn/status/1628453782177865728
https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466
https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d
https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg
https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede
https://www.google.com/finance/quote/CRM:NYSE
https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf
https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript
https://twitter.com/altcap/status/1631361678582611970
https://www.investopedia.com/articles/06/fas123r.asp
https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0
https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01
https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27
https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611
https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now
https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188
https://twitter.com/wikileaks/status/1496886759665586177
https://twitter.com/deloreshandy/status/1629516350602264582
https://www.nber.org/system/files/working_papers/w26316/w26316.pdf
https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year
https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take
https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled
Fri, 03 Mar 2023 - 1h 56min
131 - 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.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors
https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate
https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public
https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9
https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200
https://twitter.com/tylertringas/status/1627449217294958592
https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
https://twitter.com/Jason/status/1628851245644644352
https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt
https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230
https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine
https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv
https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html
https://twitter.com/nytimes/status/1626984889449959430
https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html
https://www.bbc.com/news/world-europe-26079957
https://openai.com/blog/how-should-ai-systems-behave
Fri, 24 Feb 2023 - 1h 31min
130 - 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-derailment-emblematic-rail-trends/11248956002
https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years
https://www.foxnews.com/video/6320573959112
https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d
https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side
https://www.investopedia.com/section-230-definition-5207317
https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002
https://twitter.com/elonmusk/status/1626097497109311495
https://chat.openai.com/chat
https://twitter.com/Jason/status/1626091654120894464
https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda
https://www.bbc.com/news/technology-35902104
https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html
https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023
https://www.history.com/news/josef-stalin-great-purge-photo-retouching
https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934
https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html
Fri, 17 Feb 2023 - 1h 31min
129 - 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/status/1623540190060101632
https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream
https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine
https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability
https://twitter.com/EmiliaKaminska/status/1574817556950663169
https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage
https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link
https://www.youtube.com/watch?v=OyBNmecVtdU
https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai
https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08
https://twitter.com/Google/status/1622710355775393793
https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s
https://neeva.com
https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.
https://twitter.com/arnaudai/status/1623359864100601861
https://github.com/features/copilot
https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion
https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data
https://twitter.com/LynAldenContact/status/1620447620987785216
https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg
https://twitter.com/pretentiouswhat/status/1622832701131874306

Sat, 11 Feb 2023 - 1h 49min
128 - 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/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
https://www.google.com/finance/quote/META:NASDAQ
https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10
https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
https://twitter.com/tomloverro/status/1620466827519496194
https://twitter.com/msuster/status/1620653106387386368
https://twitter.com/gradypb/status/1620937502248034304
https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital
https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y
https://hindenburgresearch.com/adani
https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response
https://www.sec.gov/rules/proposed/2022/34-94313.pdf
https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774
Sat, 04 Feb 2023 - 1h 12min
127 - 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-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792
https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response
https://noahpinion.substack.com/p/would-breaking-up-google-really-do
https://thehustle.co/12232022-ad-spend
https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay
https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant
https://twitter.com/rebelnewsonline/status/1615770518606561282
https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025
https://www.nature.com/articles/s41467-022-31401-5
https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/
https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592
https://twitter.com/jason/status/1478587551271161857
https://twitter.com/EricTopol/status/1618381912413962240
https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html
https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1
https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html
https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html
https://twitter.com/DavidSacks/status/1618321900324950018
https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768
https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583
https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20
Fri, 27 Jan 2023 - 1h 38min
126 - 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/1616101666582892547
https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415
https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige
https://twitter.com/ShellenbergerMD/status/1614782758328598528
https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479
https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change
https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar
https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf
https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html
https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp
https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560
https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html
https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d
https://www.hellopearl.com
https://roboflow.com
https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12
https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157
Fri, 20 Jan 2023 - 1h 36min
125 - 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/article/168125/david-sacks-elon-musk-peter-thiel
https://twitter.com/BettyKPIX/status/1613080547022229504
https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals
https://fortune.com/2023/01/11/structure-openai-investment-microsoft
https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d
https://openai.com/blog/introducing-openai
https://ai.facebook.com/tools/pytorch
https://fairuse.stanford.edu/overview/fair-use/four-factors
https://fred.stlouisfed.org/series/USAPEFANA

Fri, 13 Jan 2023 - 1h 31min
124 - 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:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665
https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/
https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html
https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html
https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304
https://twitter.com/DavidSacks/status/1598076726671642624
https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html
https://twitter.com/JenniferJJacobs/status/1611052287954149377
https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california
https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280
https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279
Fri, 06 Jan 2023 - 1h 38min
123 - 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.com/TheZachEffect
Referenced in the show:
https://civil.ge/archives/469054
https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine
https://www.investopedia.com/terms/c/capm.asp
https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928
https://twitter.com/TwitterBusiness/status/1605651865818914816
https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer
https://twitter.com/ShellenbergerMD/status/1604871630613753856
https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718
https://twitter.com/ShellenbergerMD/status/1491418120086454278
https://twitter.com/seanhannity
https://youtu.be/HBiV1h7Dm5E
https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812
https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960
https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292
https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY
Sat, 24 Dec 2022 - 2h 17min
122 - 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.org/wiki/National_Ignition_Facility
https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7
https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867
https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12
https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation
Fri, 16 Dec 2022 - 1h 29min
121 - 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/1598822959866683394
https://twitter.com/bariweiss/status/1601007575633305600
https://twitter.com/c4chaos/status/1601048264262180864
https://twitter.com/bariweiss/status/1601020845224128512
https://twitter.com/DavidSacks/status/1601052241145696256
https://twitter.com/bariweiss/status/1601023504916172800
https://twitter.com/NewsPolitics/status/1601028254831620096
https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html
https://twitter.com/elonmusk/status/1601031111244599296
https://twitter.com/JamesTodaroMD/status/1601042622516035584
https://twitter.com/elonmusk/status/1601042125130371072
https://twitter.com/Jason/status/1601044058276655104
https://twitter.com/mtaibbi/status/1598831435288563712
https://twitter.com/mtaibbi/status/1600243405841666048
https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal
https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis
https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276
https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html
https://en.wikipedia.org/wiki/Demographics_of_Iran#/media/File:Iran_single_age_population_pyramid_2020.png
https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg
https://www.wsj.com/articles/letter-from-top-apple-supplier-foxconn-prodded-china-to-ease-zero-covid-rules-11670504366
https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227
Sat, 10 Dec 2022 - 1h 13min
120 - 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-ftx-investment-11669144914
https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html
https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html
https://twitter.com/lizrhoffman/status/1595193884438568960
https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream
https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections
https://chat.openai.com/chat
https://twitter.com/jdjkelly/status/1598021488795586561
https://twitter.com/pmarca/status/1598413401705021440
https://twitter.com/jdjkelly/status/1598021488795586561
https://twitter.com/DavidSacks/status/1598076726671642624
https://twitter.com/DavidSacks/status/1598363968547876864
Sat, 03 Dec 2022 - 1h 41min
119 - 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-motive-mar-a-lago-documents
https://twitter.com/IAPolls2022/status/1592271468045684736
https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748
https://fred.stlouisfed.org/series/GFDEGDQ188S
https://fred.stlouisfed.org/series/GFDGDPA188S
https://en.wikipedia.org/wiki/List_of_countries_by_public_debt
https://fred.stlouisfed.org/series/FYFRGDA188S
https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy
https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf
https://twitter.com/antoniogm/status/1593606745955348481
https://twitter.com/DavidSacks/status/1590110462347444224
https://twitter.com/g_shullenberger/status/1590069877288886274
https://compactmag.com/article/the-email-caste-s-last-stand
https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy
https://twitter.com/bgurley/status/1593448516394881024
https://twitter.com/Jason/status/1593653573329436672
https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing
https://s.wsj.net/public/resources/documents/FTXFILING.pdf
https://twitter.com/balajis/status/1593141361582444544
Sat, 19 Nov 2022 - 1h 47min
118 - 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-11668176869
https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal
https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor
https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight
https://twitter.com/GordonJohnson19/status/1591062535586848768
Sat, 12 Nov 2022 - 1h 25min
117 - 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/1587230924554399744
https://twitter.com/dee_bosa/status/1587158734689767425
https://twitter.com/TechBroDrip/status/1586370087287521280
https://twitter.com/elonmusk/status/1586149451348910081
https://layoffs.fyi
https://twitter.com/Post_Market/status/1577793695734284289
https://twitter.com/bullfightcap/status/1588311417052012544
https://www.youtube.com/watch?v=vBkzm4a7iY4
https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271
https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month
https://fred.stlouisfed.org/series/CIVPART
https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate
https://www.bbc.com/news/business-63471725
https://www.google.com/finance
https://twitter.com/bgurley/status/1554589241560010753
https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report
https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html
https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879
https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement
https://projects.fivethirtyeight.com/biden-approval-rating/
https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M
https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy
Sat, 05 Nov 2022 - 1h 28min
116 - 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-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
https://www.google.com/finance/quote/META:NASDAQ
https://fred.stlouisfed.org/series/JTSJOL
https://fred.stlouisfed.org/series/EFFR
https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks
https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621
https://twitter.com/BillAckman/status/1581831084219645952
Sat, 29 Oct 2022 - 1h 36min
115 - 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://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value
https://twitter.com/elonmusk/status/1520643441994387456
https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256
https://voterguide.sos.ca.gov/propositions/30
https://fred.stlouisfed.org/series/GFDEGDQ188S
Sat, 22 Oct 2022 - 1h 41min
114 - 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.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html
https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404
https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report
https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html
Fri, 14 Oct 2022 - 1h 29min
113 - 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-with-twitter-deal-at-54-20-a-share
https://makeavideo.studio
https://fred.stlouisfed.org/series/JTSJOL
https://twitter.com/POTUS/status/1578097875480895489
https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win
https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny
Fri, 07 Oct 2022 - 1h 25min
112 - 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
https://www.google.com/finance/quote/NFLX:NASDAQ
https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade
https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up
https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html
https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M
https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm
https://fred.stlouisfed.org/series/JTSJOL
https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795
https://goop.com/subscribe
https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29
https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30
https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30
https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530
https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine
Sat, 01 Oct 2022 - 1h 19min
111 - 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/q2-2022-pitchbook-nvca-venture-monitor
https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund
https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/
https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999
https://www.brown.edu/news/2021-09-01/costsofwar
https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766
https://twitter.com/UncommonYield/status/1572743593508638722
https://twitter.com/Jason/status/1572399621389062145
Fri, 23 Sep 2022 - 1h 24min
110 - 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-economy-to-enter-a-worldwide-recession.html
https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship
https://twitter.com/LizAnnSonders/status/1570711614277419009
https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html
https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/
https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis
Sat, 17 Sep 2022 - 1h 31min
109 - 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.com/watch?v=FfJv9QYrlwg
https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html
https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html
https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html
https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html
https://twitter.com/aaronjmate/status/1566484400224993280

Sat, 10 Sep 2022 - 1h 15min
108 - 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
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://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days
https://www.youtube.com/watch?v=XlXSGqvP-A8
https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/
https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html
https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509
Thu, 01 Sep 2022 - 1h 23min
107 - 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.html
https://time.com/6207996/twitter-whistleblower-allegations/
https://twitter.com/DavidSacks/status/1562179576800763904
https://twitter.com/DavidSacks/status/1562179705322684416
https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23
https://twitter.com/elonmusk/status/1562105413977493504
https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2
https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html
https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards
https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders
https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition
https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers
https://twitter.com/LHSummers/status/1562040653432999936
https://www.socialcapital.com/ideas/2021-annual-letter
https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple
https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf
https://grow.google
Fri, 26 Aug 2022 - 1h 23min
106 - 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
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/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html
https://www.google.com/finance/quote/PLD:NYSE
https://www.google.com/finance/quote/WE:NYSE
https://www.google.com/finance/quote/BX:NYSE
https://a16z.com/2020/04/18/its-time-to-build
https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing
https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790
https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16
https://www.foreignaffairs.com/ukraine/playing-fire-ukraine
https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf
https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all
https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html
Sat, 20 Aug 2022 - 1h 39min
105 - 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-1989-11660312801
https://fred.stlouisfed.org/series/FIXHAI
https://www.newyorkfed.org/microeconomics/hhdc
https://twitter.com/AndrewYang/status/1556987104219090945
https://twitter.com/andrewcuomo/status/1556990308424028163
https://twitter.com/elonmusk/status/1546669610509799424
https://twitter.com/michaeljburry/status/1557934401505308672
Sat, 13 Aug 2022 - 1h 09min
104 - 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
https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html
Fri, 05 Aug 2022 - 50min
103 - 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-advance-estimate#:~:text=Real%20gross%20domestic%20product%20
https://news.shopify.com/changes-to-shopifys-team
https://www.google.com/finance/quote/TDOC:NYSE
https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323
https://twitter.com/jamiedupree/status/1552406981637545993
https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html
https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease
https://www.nature.com/articles/s41380-022-01661-0
https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/
https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html
https://twitter.com/ConanOBrien/status/1552358211986006019
https://twitter.com/maga_cy/status/1552360064693915648

Fri, 29 Jul 2022 - 1h 27min
102 - 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-taipei-military-defense-11658265311
https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/
https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early
https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi
https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban
https://poll.qu.edu/poll-release?releaseid=3852
https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html
https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/
https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430
https://twitter.com/micsolana/status/1549868945640914951
https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/
https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html
https://twitter.com/WallStreetSilv/status/1549790086656581640

https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html
https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff
https://datacommons.org/place/country/CHN
https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy
https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162
https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking
https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn
https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725
https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/
https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html
https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

Fri, 22 Jul 2022 - 1h 44min
101 - 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
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://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart
https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600
https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html
https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/
https://worldpopulationreview.com/countries/countries-by-gdp
https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03
https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/
https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html
https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60
https://twitter.com/chamath/status/561467714485514240
https://datareportal.com/reports/digital-2022-sri-lanka
https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka
https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa
https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa
https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/
https://tradingeconomics.com/united-states/inflation-cpi
https://www.redfin.com/news/data-center/
https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/
https://fred.stlouisfed.org/series/DGS10
https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875
https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487
https://www.google.com/finance/quote/NOTV:NASDAQ
https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328
Thu, 14 Jul 2022 - 1h 24min
100 - 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
https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659
https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists
https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html
https://www.investing.com/economic-calendar/cb-consumer-confidence-48
https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html
https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate
https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725
https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/
https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/
https://twitter.com/BillAckman/status/1544057786065092609
https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/
https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/
https://twitter.com/GretaThunberg/status/1544380486654590983
https://mobile.twitter.com/Noahpinion/status/1544573867804348416
https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/
https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut
https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026
https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1
https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/
https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market
https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/
https://twitter.com/POTUS/status/1543263229006254080
https://twitter.com/JeffBezos/status/1543409762867494912
https://twitter.com/JeffBezos/status/1525309091970699265
https://twitter.com/chamath/status/1544370315379109888
Fri, 08 Jul 2022 - 1h 23min
99 - 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/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html
https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/
https://twitter.com/ForbesCrypto/status/1541893168152690690
https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/
https://twitter.com/DavidSacks/status/1540732780501381121
https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.blockchaincenter.net/en/altcoin-season-index/
https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition
https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/
https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx
https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx
https://cloudedjudgement.substack.com/p/clouded-judgement-62422
https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/
https://www.google.com/finance/quote/CRM:NYSE
https://www.google.com/finance/quote/WDAY:NASDAQ
https://www.google.com/finance/quote/NOW:NYSE
https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/
https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal
https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf
https://investor.onepeloton.com/node/9271/html
https://investors.buzzfeed.com/node/7426/html
https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9
https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/
https://twitter.com/missy_ryan/status/1537944064703619074
https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/
https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/
https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999
https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211
https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5
https://news.yahoo.com/blinken-says-no-change-nato-193615967.html
https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal
https://www.science.org/doi/10.1126/science.abm9326
All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q
Thu, 30 Jun 2022 - 1h 35min
98 - 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
https://www.longtermtrends.net/home-price-median-annual-income-ratio
https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html
https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/
https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y
https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333
https://www.chicagofed.org/research/dual-mandate/dual-mandate
https://data.oecd.org/leadind/consumer-confidence-index-cci.htm
https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20
https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/
https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio
https://fred.stlouisfed.org/series/CIVPART
https://tradingeconomics.com/united-states/job-offers
https://www.socialcapital.com/ideas/2021-annual-letter
https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund
https://www.coinbase.com/price/bitcoin
https://www.coinbase.com/price/ethereum
https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report
https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc
https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana
https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme
https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5
https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/
https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/
https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks
https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia
https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html
https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796
https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054
https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms
https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html
Fri, 24 Jun 2022 - 1h 41min
97 - #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
Thu, 23 Jun 2022 - 1h 01min
96 - #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 All-In Media?
50:02 Q: US strategy in the Russia/Ukraine War
54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?
58:29 Q: Are you interested in crypto micropayments?
1:00:55 Q: Biggest mistakes of your career that you've learned the most from?
1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?
1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?
1:19:41 Q: Advice for non-technical people trying to get into the startup world?
1:24:44 Q: Thoughts on the potential consumer credit crisis?
1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?
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
Tue, 07 Jun 2022 - 1h 39min

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