podcast image for All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg
Description

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

Episodes
  • 2024 / 3 / 22
    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...

  • 2024 / 3 / 15
    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...

  • 2024 / 3 / 8
    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...

  • 2024 / 3 / 1
    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,...

  • 2024 / 2 / 23
    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,...

  • 2024 / 2 / 16
    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...

  • 2024 / 2 / 9
    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...

  • 2024 / 2 / 2
    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,...

  • 2024 / 1 / 26
    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...

  • 2024 / 1 / 19
    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...

  • 2024 / 1 / 13
    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)...

  • 2024 / 1 / 6
    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...

  • 2023 / 12 / 29
    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...

  • 2023 / 12 / 23
    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...

  • 2023 / 12 / 16
    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...

  • 2023 / 12 / 8
    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...

  • 2023 / 12 / 1
    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...

  • 2023 / 11 / 17
    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,...

  • 2023 / 11 / 11
    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...

  • 2023 / 11 / 3
    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,...

  • 2023 / 10 / 27
    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...

  • 2023 / 10 / 20
    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...

  • 2023 / 10 / 13
    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...

  • 2023 / 10 / 7
    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...

  • 2023 / 9 / 29
    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...

  • 2023 / 9 / 22
    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...

  • 2023 / 9 / 8
    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:...

  • 2023 / 9 / 1
    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...

  • 2023 / 8 / 25
    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:...

  • 2023 / 8 / 18
    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...

  • 2023 / 8 / 11
    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...

  • 2023 / 8 / 4
    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...

  • 2023 / 7 / 27
    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...

  • 2023 / 7 / 21
    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...

  • 2023 / 7 / 14
    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:...

  • 2023 / 7 / 9
    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...

  • 2023 / 7 / 1
    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...

  • 2023 / 6 / 24
    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...

  • 2023 / 6 / 16
    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...

  • 2023 / 6 / 10
    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...

  • 2023 / 6 / 2
    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...

  • 2023 / 5 / 26
    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...

  • 2023 / 5 / 19
    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,...

  • 2023 / 5 / 12
    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...

  • 2023 / 5 / 5
    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,...

  • 2023 / 4 / 28
    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...

  • 2023 / 4 / 21
    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...

  • 2023 / 4 / 14
    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...

  • 2023 / 4 / 7
    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:...

  • 2023 / 3 / 31
    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...