All-In with Chamath, Jason, Sacks & Friedberg

Alle afleveringen

439 afleveringen, van nieuw naar oud

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

8 maart 2025 · 2 uur 7 min
Afspelen

(0:00) The Besties welcome Joe Lonsdale! Lees meer

(3:51) Jason recaps an eventful week in Washington

(8:29) Trump's tariffs: endgame, impact, chaos, master plan

(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?

(53:42) CoreWeave IPO

(1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy

(1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts

(1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models

(1:33:47) All-In for F1 Miami!

(1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile

(1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day

(1:57:23) Importance of disclosures and updates on a market structure bill

GET TICKETS for All-In Live: Miami

https://allin.com/events

Follow Joe:

https://x.com/JTLonsdale

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://truthsocial.com/@realDonaldTrump/posts/114093526901586124

https://x.com/JTLonsdale/status/1896245689488920748

https://x.com/Jason/status/1896235076456739138

https://truthsocial.com/@realDonaldTrump/posts/114093946326587357

https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03

https://x.com/AutismCapital/status/1896655215899893968

https://x.com/USATODAY/status/1897248477081460849

https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usa…
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

1 maart 2025 · 1 uur 15 min
Afspelen

(0:00) Bestie intros Lees meer

(1:41) Epstein files first release underwhelms

(4:40) Friedberg recaps his experience on Celebrity Jeopardy!

(14:22) State of autonomous robots

(21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building

(29:12) State of the market: stocks, tariffs, spending bill, the "great reset"

(49:07) Trump's Gold Card

(56:19) Sophisticated investor test, changing accreditation laws

(1:06:57) USPS, Bezos refocuses the WaPo's opinion page

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/bennyjohnson/status/1895195194947183047

https://x.com/adcock_brett/status/1895175400160133543

https://x.com/markjeffrey/status/1892735775550406828

https://x.com/pitdesi/status/1895117427480109238

https://x.com/jmover/status/1895129169882661100

https://coinmarketcap.com/currencies/tether

https://coinmarketcap.com/currencies/usd-coin

https://fred.stlouisfed.org/series/UNRATE

https://www.cnbc.com/2025/02/12/cpi-january-2025.html

https://x.com/StealthQE4/status/1894227465616171361

https://www.youtube.com/watch?v=7-ttACozP8s

https://www.cnbc.com/quotes/US10Y

https://x.com/chamath/status/1888371069322686895

https://polymarket.com/event/how-many-gold-cards-will-trump-sell-in-2025/will-trump-sell-2pt5k-5k-gold-cards-in-2025?tid=1740688723350

https://x.com/Jason/status/1706067572226244789

https://www.washingtonpost.com/business/2025/02/20/trump-usps-takeover-dejoy/

https://x.com/Jason/status/1894412028279693546

https://x.com/JeffBezos/status…
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

22 februari 2025 · 1 uur 46 min
Afspelen

(0:00) The Besties welcome John and Patrick Collison! Lees meer

(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators

(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy

(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years

(43:51) Crypto Corner: Milei's Memecoin embarrassment

(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model

(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up

(1:30:22) Science Corner: Asteroid update

(1:35:42) Why Stripe hasn't gone public yet, despite great metrics

Register for All-In at SXSW:

https://allin.com/events

Follow John:

https://x.com/collision

Follow Patrick:

https://x.com/patrickc

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html

https://x.com/Zigmanfreud/status/1890202488596492620

https://www.coworker.org/petitions/professional-dignity

https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings

https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts

https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883

https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html

https://www.cnn.com/2025/02/18/americas/a…
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

15 februari 2025 · 1 uur 50 min
Afspelen

(0:00) The Besties intro Naval Ravikant! Lees meer

(9:07) Naval reflects on his thoughtful tweets and reputation

(14:17) Unique views on parenting

(23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers

(1:11:06) Tariffs and the US economic experiment

(1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders

(1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks

(1:45:09) Tulsi Gabbard, RFK Jr. confirmed

Follow Naval:

https://x.com/naval

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/naval/status/1002103360646823936

https://x.com/CollinRugg/status/1889349078657716680

https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence

https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html

https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html

https://x.com/JDVance/status/1889640434793910659

https://www.youtube.com/watch?v=QCNYhuISzxg

https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit

https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf

https://www.youtube.com/watch?v=7xTGNNLPyMI

https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488
DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

7 februari 2025 · 1 uur 37 min
Afspelen

(0:00) The Besties intro Antonio Gracias! Lees meer

(3:11) DOGE takes on USAID

(31:44) Sacks breaks in to talk USAID

(34:00) Sacks explains what he's working on: Crypto/AI Frameworks

(46:41) The Democratic Party's shrinking base

(52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News

(1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI

(1:23:21) Science Corner: GLP-1 macro study

Follow Antonio:

https://x.com/AntonioGracias

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development

https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920

https://www.usa.gov/agencies/u-s-agency-for-international-development

https://www.usaspending.gov/agency/agency-for-international-development?fy=2024

https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep

https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c

https://www.usaspending.gov

https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation

https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024

https://www.bbc.co.uk/mediaaction/about/funding

https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid

https://x.com/susancrabtree/status/1884034727046226317

https://x.com/elonmusk/status/1886627783138316442

https://www.…
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

31 januari 2025 · 1 uur 49 min
Afspelen

(0:00) The Besties intro Travis Kalanick! Lees meer

(2:11) Travis breaks down the future of food and the state of CloudKitchens

(13:34) Sacks breaks in!

(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry

(50:14) US vs China in AI, the Singapore backdoor

(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor

(1:10:37) DOGE's first 10 days

(1:25:13) Future of Self Driving: Uber, Waymo, Tesla

(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts

(1:44:17) Fatal DC plane crash

Follow Travis:

https://x.com/travisk

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf

https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m

https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html

https://x.com/shrihacker/status/1884414667503853749

https://x.com/balajis/status/1884975064283812270

https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024

earnings-call-transcri

https://x.com/mrexits/status/1885017400308806121

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5

https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3

https://techcrunch.co…
Ray Dalio | The All-In Interview

28 januari 2025 · 1 uur 16 min
Afspelen

(0:00) Ray Dalio joins Friedberg! Lees meer

(0:50) The current US fiscal situation

(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth

(24:54) USD vs other currencies and assets, best hedges against the dollar

(33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999

(41:45) How the US can avoid a debt crisis

(53:29) DOGE, Trump, and AI's greatest risk

(1:05:31) Chances of conflict between the US and China

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Ray Dalio:

https://x.com/RayDalio

Read Part 1 of "How Countries Go Broke":

https://x.com/RayDalio/status/1878840018770210979

Pre-order "How Countries Go Broke":

https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://tradingeconomics.com/united-states/government-debt-to-gdp

https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion

https://www.cbo.gov/publication/61172

https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater

https://fred.stlouisfed.org/series/M2SL

https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024

https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing

https://www.chathamfinancial.com/insights/fomc-recap-december-2024

https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rat…
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

25 januari 2025 · 2 uur 6 min
Afspelen

(0:00) The Besties intro Thomas Laffont! Lees meer

(6:22) Behind the scenes: Inauguration Weekend recap!

(15:58) Biggest takeaways from DC during the Inauguration

(31:38) Trump Executive Action breakdown

(33:39) TikTok's grace period extended, valuing the business, US new equity strategy?

(57:01) Jan 6th pardons, birthright citizenship

(1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI

(1:23:41) How electricity production capacity plays into the global AI race

(1:36:20) Netflix's stock rise correlates with some alarming societal trends

(1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Thomas Laffont:

https://www.linkedin.com/in/thomas-laffont-02430914

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/dontcallmeraylo/status/1882444994264629402

https://x.com/craigkellyXXX/status/1882170281722339700

https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993

https://www.whitehouse.gov/presidential-actions

https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html

https://constitution.congress.gov/constitution/amendment-14

https://avalon.law.yale.edu/18th_century/fed74.asp

https://x.com/OpenAI/status/1881830103858172059

https://x.com/sama/status/1882106524090482701

https://x.com/GavinSBaker/status/1882081746877063677

https://x.com/elonmusk/status/1881923570458304780

https://x.com/elonmusk/status/1882303826214162580

https://x.com/satyanadella/status/1882340818289307954

https://x.com/GregKamradt…
Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

20 januari 2025 · 1 uur 45 min
Afspelen

(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip Lees meer

(33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more

(1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Whip Emmer:

https://x.com/GOPMajorityWhip

Follow Rep. Swalwell:

https://x.com/ericswalwell

Follow Rep. Khanna:

https://x.com/RoKhanna

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect
Senator Ted Cruz | The All-In Inauguration Series

20 januari 2025 · 48 min
Afspelen

(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag Lees meer

(2:21) Texas vs. California: how to approach building and entrepreneurship

(10:25) Thoughts on immigration, serving in the Senate, over-politicization

(16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity

(23:54) How Sen. Cruz would approach Trump's first two weeks of his second term

(29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip

(35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada

(42:45) Thoughts on Senate confirmation hearings

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Senator Cruz:

https://x.com/tedcruz

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect
Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

18 januari 2025 · 1 uur 43 min
Afspelen

(0:00) The Besties welcome Mark Pincus! Lees meer

(3:53) Mark's background

(6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences

(23:21) LA Wildfires update: Newsom's EOs, market impact of price controls

(51:32) Congestion pricing in NYC, fixing broken cities

(1:08:33) TikTok ban: origin and potential outcomes

(1:19:15) MBA hiring downturn

(1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs!

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Mark Pincus:

https://x.com/markpinc

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.piratewires.com

https://x.com/micsolana

https://www.athena.com

https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump

https://x.com/TheTechnXMedia/status/1878459564980392410

https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf

https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf

https://x.com/MayorOfLA/status/1878630125786566664

https://congestionreliefzone.mta.info

https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html

https://x.com/friedberg/status/1652334973586915328

https://x.com/markpinc/status/1878575249505333606

https://www.youtube.com/watch?v=T72DfPEBn0A&t=29s

https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option

https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

11 januari 2025 · 1 uur 47 min
Afspelen

(0:00) The Besties welcome Cyan Banister! Lees meer

(9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned

(36:51) Insurance issues, rebuilding headwinds, reclaiming the government

(59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model

(1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical

(1:34:49) Why Trump wants Greenland

(1:40:05) Conspiracy Corner: Who built the pyramids?

Follow the Besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Cyan Banister:

https://x.com/cyantist

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.youtube.com/watch?v=_SQ_myzmV_Q

https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php

https://x.com/JonVigliotti/status/1877020919475884110

https://x.com/FearedBuck/status/1877355797245514085

https://www.youtube.com/watch?v=vKJ5WeBc7Us

https://x.com/CrazyyHub/status/1823574726738092402

https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html

https://www.rainmaker.com

https://www.ksbw.com/article/california-fire-evacuation-maps/63382651

https://x.com/shaunmmaguire/status/1877366727547433382

https://x.com/WorldTimesWT/status/1876887200526111017

https://x.com/ericabbenante/status/1877207054105886836

https://x.com/laurapowellesq/status/1877143625588682940

https://x.com/jeremykauffman/status/1877128641802285064

https://x.com/deb8rr/status/1877539354802876576

https://x.com/Jason/status/1877183155821494513

https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes

https://www.ameri…
2025 Predictions with bestie Gavin Baker

4 januari 2025 · 1 uur 56 min
Afspelen

(0:00) The Besties welcome Gavin Baker and recap ski week! Lees meer

(5:38) Biggest Political Winner

(9:26) Biggest Political Loser

(17:34) Biggest Business Winner

(32:43) Biggest Business Loser

(46:54) Biggest Business Deal

(57:04) Most Contrarian Belief

(1:12:59) Best Performing Asset

(1:22:56) Worst Performing Asset

(1:30:19) Most Anticipated Trend

(1:38:59) Most Anticipated Media

(1:43:03) Super Predictions

(1:46:50) Bonus: Drones, UFOs, and more

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Gavin Baker:

https://x.com/GavinSBaker

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://shop.unitree.com/products/unitree-go2

https://shop.unitree.com/products/unitree-g1

https://a16zcrypto.com/posts/article/state-of-crypto-report-2024

https://x.com/chamath/status/1873144394100187263

https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

20 december 2024 · 1 uur 37 min
Afspelen

(0:00) Bestie intros Lees meer

(3:07) The Besties welcome Box CEO Aaron Levie!

(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI

(18:42) DOGE's first casualty and its paradigm-shifting potential

(48:25) Conspiracy Corner: What are the drones over New Jersey!?

(57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software

(1:27:29) Google's AI turnaround, future of AI physics and video models

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Aaron Levie:

https://x.com/levie

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14

https://x.com/Jason/status/1869816646954823916

https://docs.house.gov/billsthisweek/20241216/CR.pdf

https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution

https://x.com/KobeissiLetter/status/1869730547851051029

https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024

https://x.com/VivekGRamaswamy/status/1869407887983821089

https://avalon.law.yale.edu/18th_century/fed58.asp

https://x.com/patrickc/status/1869422495985750459

https://x.com/chamath/status/1869773044832718917

https://x.com/SpeakerPelosi/status/1869871681830879256

https://x.com/RepJayapal/status/1869823494588162475

https://x.com/elonmusk/status/1869485580276629975

https://x.com/elonmusk/status/1869482581181554704

https://x.com/elonmusk/status/1869487359420727338

https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839

https://www.cnbc.…
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

13 december 2024 · 1 uur 28 min
Afspelen

(0:00) The Besties welcome Keith Rabois! Lees meer

(4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin

(13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion

(25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more

(43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing

(54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline

(1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Keith:

https://x.com/rabois

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.tiktok.com/@frankielapenna/video/7010077215576575238

https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk

https://blog.google/technology/research/google-willow-quantum-chip

https://www.nature.com/articles/s41586-024-08449-y

https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit

https://quantumai.google/roadmap

https://en.wikipedia.org/wiki/Hartmut_Neven

https://en.wikipedia.org/wiki/Double-slit_experiment

https://www.discovery.com/science/Double-Slit-Experiment

https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat

https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo

https://x.com/rabois/status/870673635375104000

https://www.amazon.com/Company-Giants-Conversations-Visionaries-…
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

7 december 2024 · 1 uur 24 min
Afspelen

(0:00) Bestie announcement! Lees meer

(2:53) Gavin Baker and Joe Lonsdale join the show

(4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position

(20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets

(41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition

(49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next

(1:08:28) UnitedHealth CEO murdered, reactions

Get virtual tickets for The All-In Holiday Spectacular!:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Gavin Baker:

https://x.com/GavinSBaker

Follow Joe Lonsdale:

https://x.com/JTLonsdale

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://truthsocial.com/@realDonaldTrump/posts/113603133222686186

https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html

https://x.com/davidmarcus/status/1862654506774810641

https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade

https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f

https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot

https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn

https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

23 november 2024 · 1 uur 10 min
Afspelen

(0:00) Bestie intros! Lees meer

(1:54) Breaking down the DOGE roadmap

(24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE

(48:11) WW3 risk: Biden's recent escalation

(1:00:43) Science Corner: Fat cells can remember being fat!

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020

https://x.com/BehizyTweets/status/1859364239229821022

https://x.com/sfliberty/status/1858936359949304105

https://x.com/MarioNawfal/status/1859946626271388068

https://x.com/realdogenews/status/1859233043686334791

https://x.com/popeye31jc/status/1859233598328492360

https://x.com/MattForVA/status/1859248996377612755

https://www.youtube.com/watch?v=8NLzc9kobDk

https://tradingeconomics.com/argentina/inflation-cpi

https://x.com/TrumpWarRoom/status/1858258226199818595

https://x.com/Pismo_B/status/1858018620456186221

https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html

https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html

https://www.nature.com/articles/s41586-024-08165-7

https://x.com/bryan_johnson/status/1860022160833806646
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

16 november 2024 · 1 uur 23 min
Afspelen

(0:00) Bestie intros! Lees meer

(7:57) Election impact on Bitcoin, crypto, and fintech stocks

(21:56) M&A and IPOs: What to expect in 2025

(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?

(58:17) FBI raids Polymarket CEO Shayne Coplan's home

(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.google.com/finance/quote/BTC-USD

https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424

https://fred.stlouisfed.org/series/DGS10

https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11

https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html

https://x.com/elerianm/status/1857297087010107728

https://x.com/chamath/status/1359248379377762310

https://www.congress.gov/bill/118th-congress/house-bill/4763/text

https://stockanalysis.com/ipos/statistics

https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor

https://www.google.com/finance/quote/TSLA:NASDAQ

https://x.com/elonmusk/status/1848055198494728496

https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html

https://x.com/EndWokeness/status/1856208378541769076

https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf

https://www.cjr.org/…
Trump wins! How it happened and what's next

8 november 2024 · 1 uur 43 min
Afspelen

(0:00) Bestie intros! Lees meer

(4:55) Sacks recaps election night at Mar-a-Lago

(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost

(25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media

(37:59) What mattered most: Policy, Candidate, or Campaign?

(50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons

(1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch

(1:28:47) California rejects progressives

(1:35:17) Abortion laws being settled around the US

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/twobitidiot/status/1854192602985255042

https://www.270towin.com/2024-election-results-live/president

https://x.com/ChrisCillizza/status/1854515791690953066

https://www.youtube.com/watch?v=_e8-KX3XKL8

https://x.com/Jason/status/1854209590424121464

https://x.com/SawyerMerritt/status/1854045298475110779

https://x.com/DavidSacks/status/1854342908356297068

https://x.com/arifleischer/status/1854270972775305291

https://www.fec.gov/data/spending-bythenumbers/?office=P

https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going

https://x.com/DavidSacks/status/1829383729284067659

https://www.snopes.com/fact-check/trump-very-fine-people

https://x.com/TheRabbitHole84/status/1840977783247286429

https://www.cnn.com/election/…
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

1 november 2024 · 1 uur 31 min
Afspelen

(0:00) Bestie intros! Lees meer

(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues

(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google?

(36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks

(42:17) How the media became one of the least trusted institutions in the US

(54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results

(1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats

Get notified for the Election Night Livestream:

https://www.youtube.com/watch?v=D4Xaqgd9-Ro

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://fred.stlouisfed.org/series/DGS10

https://x.com/freesites_com/status/1851615700869144908

https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.commercebank.com/about-us/prime-rate-update

https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png

https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf

https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html

https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926

https://x.com/DavidSacks/status/18184677434795421…
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

26 oktober 2024 · 1 uur 37 min
Afspelen

(0:00) Bestie intros! Lees meer

(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events

(9:08) Macro and markets: making sense of unique asset diversions

(27:23) Gen Z's economic cultural movements

(38:28) Reallocating assets for a new period of constraints

(53:52) Election update: Data leans Trump as we enter the home stretch

(1:19:01) Is Starbucks fixable? Or has it hit market saturation?

Get tickets to The All-In Holiday Spectacular:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://allin.com/events

https://fred.stlouisfed.org/series/DGS10

https://www.google.com/finance/quote/GCW00:COMEX

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/BTC-USD

https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html

https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e

https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html

https://fred.stlouisfed.org/series/A091RC1Q027SBEA

https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes

https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09

https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23

https://www.cnbc.com/2024/09/14/more-than-ha…
Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

19 oktober 2024 · 1 uur 19 min
Afspelen

(0:00) Bestie intros Lees meer

(2:01) Polls vs Prediction markets, dueling interviews, election update

(16:06) Tesla's Robotaxi event and SpaceX's Starship catch

(27:36) Uber reportedly looking into acquiring Expedia

(45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI

(1:11:10) Lawfare from the California Coastal Commission

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575

https://x.com/elonmusk/status/1846826782797799580

https://x.com/collinrugg/status/1845472475322462468

https://x.com/SawyerMerritt/status/1839424008900477354

https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7

https://www.google.com/finance/quote/EXPE:NASDAQ

https://companiesmarketcap.com/expedia/revenue

https://x.com/Jason/status/1847016512583786921

https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html

https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html

https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html

https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017
JD Vance | All-In Summit 2024

15 oktober 2024 · 46 min
Afspelen

(0:00) Announcement from Friedberg Lees meer

(0:18) Besties intro JD Vance!

(3:33) America's innovation problem

(5:04) Thoughts on Trump

(8:53) Would JD Vance have certified the election in 2020?

(12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs

(19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years

(23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem

(25:55) Fixing the Southern Border

(32:16) How to practically approach deportations, who's coming in through the Southern Border?

(36:51) Relationship with China

Follow JD Vance:

https://x.com/JDVance

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

12 oktober 2024 · 1 uur 24 min
Afspelen

(0:00) Bestie intros! Lees meer

(3:18) The science behind Hurricanes Helene and Milton

(14:59) The economics of intensifying natural disasters

(29:03) AlphaFold creators win Nobel Prize in Chemistry

(35:17) The Jayter's Ball

(38:53) Google antitrust update: DOJ is going for a breakup

(53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs

(1:03:44) New TikTok survey shows increased usage as a news source

(1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://allin.com/meetups

https://youtube.com/@allin

https://allin.com/tequila

https://allin.com

https://x.com/Ry_Bass/status/1844367980249178396

https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240

https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch

https://www.nature.com/articles/s43247-024-01442-3

https://x.com/vkhosla/status/1844166857655533811

https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html

https://www.nature.com/articles/d41586-024-03214-7

https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0

https://x.com/AOC/status/1844034727935988155

https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html

https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regula…
Elon Musk | All-In Summit 2024

8 oktober 2024 · 1 uur 4 min
Afspelen

(0:00) Announcement from Friedberg Lees meer

(0:24) Besties intro Elon Musk!

(1:23) The Battle of Free Speech

(10:24) Potential government efficiency agency

(27:45) SpaceX updates, overreaching regulations

(36:10) Thoughts on Boeing's culture

(38:27) The 80/20 AI Future

(54:03) Elon and Jason share unaired SNL skits

Follow Elon:

https://x.com/elonmusk

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect
In conversation with Mark Cuban

3 oktober 2024 · 2 uur 6 min
Afspelen

(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 Lees meer

(5:43) The history of Cuban's love/hate relationship with Trump

(19:08) Trump's performance as President: what he got right and wrong

(40:46) Party nominations: Kamala vs. Trump

(49:18) Biden's performance as President: what he got right and wrong

(55:45) Should Kamala share blame for Biden's failures?

(1:07:01) International conflict, national debt, crypto regulation

(1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump

(1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs

(1:44:50) Thoughts on AI, what's next for him

(1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise

Follow Mark:

https://x.com/mcuban

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m

https://fred.stlouisfed.org/series/GFDEBTN

https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing

https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

1 oktober 2024 · 54 min
Afspelen

(0:00) Announcement from Friedberg! Lees meer

(0:21) Sacks intros John Mearsheimer and Jeffrey Sachs

(1:32) What is the Deep State Party, and what are their goals?

(13:56) Should America leverage its power against dictators?

(22:07) The China threat: avoiding the escalatory path to nuclear war

(36:08) India's growing role; are China's wounds self-inflicted?

(47:07) Conflict in the Middle East and the path to peace

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

27 september 2024 · 1 uur 36 min
Afspelen

(0:00) Bestie intros: In Memoriam Lees meer

(6:43) OpenAI's $150B valuation: bull and bear cases

(24:46) Will AI hurt or help SaaS incumbents?

(40:41) Implications from OpenAI's for-profit conversion

(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

(1:20:55) Risk of nuclear war increasing

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company

https://x.com/chiefaioffice

https://openai.com/our-structure

https://x.com/unusual_whales/status/1658664383717978112

https://x.com/elonmusk/status/1839121268521492975

https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399

https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book

https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html

https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393

https://layoffs.fyi

https://educationdata.org/college-enrollment-statistics

https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

20 september 2024 · 1 uur 25 min
Afspelen

(0:00) Bestie intros + All-In Summit recap Lees meer

(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?

(17:35) AI is coming for call centers; how agent training works

(33:41) US government wasting $50B for rural internet and EV charging stations

(47:10) Reflecting on some rough years in VC: is the model broken?

(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc

https://mearsheimer.ai

https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives

https://x.com/brendancarrfcc/status/1836079197967532497

https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years

https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html

https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer

https://x.com/brendancarrfcc/status/1836435062994121053

https://x.com/brendancarrfcc/status/1834009499931463705

https://x.com/molson_hart/status/1835650978906857948

https://x.com/danprimack/status/1824506087116058665

https://x.com/Jason/status/1768073854545449228

https://chamath.substack.com/p/2023-annual-letter

htt…
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

6 september 2024 · 1 uur 36 min
Afspelen

(0:00) Bestie intros! Jason goes "Founder Mode" Lees meer

(1:03) All-In Summit lineup announcement

(9:01) Understanding "Founder Mode"

(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"

(52:28) Tech's Section 230 protections might be in danger after new ruling

(1:08:45) DOJ charges two Russians with infiltrating US media company

(1:22:42) Kamala's economic pivot

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://paulgraham.com/foundermode.html

https://x.com/chamath/status/1831003871344501069

https://www.google.com/finance/quote/PANW:NASDAQ

https://a16z.com/on-micromanagement

https://www.amazon.com/gp/product/0679762884

https://www.google.com/finance/quote/ABNB:NASDAQ

https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756

https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn

https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1

https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058

https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html

https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe

https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe

https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo

https://www.axios.com/2024/08/22/bolt-investors-baffled

https://x.com/MikeSacksEsq/status/1828795866590896599

https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-respon…
In conversation with Reid Hoffman & Robert F. Kennedy Jr.

30 augustus 2024 · 2 uur 12 min
Afspelen

(0:00) Bestie intros: Buttons are back for fall Lees meer

(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks

(7:52) State of AI: Nvidia, cluster buildouts, competition

(19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit

(29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry

(41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots

(52:02) Reid's thoughts on growing antisemitism

(55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.

(1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump

(1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump

(1:31:13) Falling out with the Democratic Party

(1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda

(1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Reid Hoffman:

https://x.com/reidhoffman

Follow Robert F. Kennedy Jr.:

https://x.com/RobertKennedyJr

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592
Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

24 augustus 2024 · 1 uur 32 min
Afspelen

(0:00) Bestie intros! Lees meer

(1:59) Labor department revises down nonfarm payrolls by 818K

(15:02) MIT publishes data from first incoming class post race-based admissions ban

(36:16) Decision 2024: State of the race, Polls vs prediction markets

(52:33) Tale of two tickets: Private sector vs. Public sector

(1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $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/@theallinpod

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/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html

https://x.com/RealEJAntoni/status/1826290040374243821

https://x.com/DavidSacks/status/1664788807059660800

https://www.statista.com/statistics/269959/employment-in-the-united-states

https://fred.stlouisfed.org/series/FEDFUNDS

https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774

https://x.com/chamath/status/1826360792351957141

https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://x.com/Polymarket/status/1826469365069271419

https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes

https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations

https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ

https://www.crfb.org/blogs/kamala-har…
Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive

16 augustus 2024 · 1 uur 46 min
Afspelen

(0:00) Bestie intros: Jason gets a dish named after him! Lees meer

(5:27) DOJ considers breaking up Google after last week's antitrust ruling

(28:10) Starbucks replaces CEO with Chipotle chief

(45:37) Work culture, WFH's damage to informal mentorship

(59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus

(1:21:27) Boeing's Starliner disaster strands two astronauts in space

(1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report

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/@theallinpod

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/harry_schuh/status/1822030518038491400

https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win

https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff

https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf

https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9

https://www.cafexapp.com

https://www.google.com/finance/quote/CMG:NYSE

https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af

https://www.youtube.com/watch?v=mzLCpmRad5o

https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html

https://x.com/Jason/status/1823826884112867609

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://x.com/JStein_WaPo/status/1823913395986305342

https://www.npr.org/2024…
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

9 augustus 2024 · 1 uur 44 min
Afspelen

(0:00) Bestie intros: Jason is back from COVID! Lees meer

(3:55) Yen carry trade unravels, Japan's unique economic issues

(27:22) Recession odds growing, is the US already in a "lowkey recession"?

(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position

(55:54) Major antitrust ruling against Google, predicting outcomes

(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate

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/@theallinpod

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.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8

https://tradingeconomics.com/japan/interest-rate

https://pebblewriter.com/the-yen-carry-trade-explained

https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan

https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22

https://x.com/GoldmanSachs/status/1793998451291615316

https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec

https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html

https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound

https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-exp…
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

2 augustus 2024 · 1 uur 19 min
Afspelen

(0:00) Bestie intros! Lees meer

(0:38) Election update: Dems energize around Kamala, policy questions remain

(19:33) Trump's NABJ interview: smart or risky?

(33:07) Markets expect rate cut in September, but are we already in a recession?

(40:58) AI buildout causing short-term volatility

(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?

(1:06:17) Bill Ackman withdraws Pershing Square USA IPO

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/@theallinpod

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.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech

https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title

https://x.com/jeffstorobinsky/status/1818722254542590012

https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572

https://x.com/grdecter/status/1819362069797654784

https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e

https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs

https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips

https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html

https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html

https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09d…
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

27 juli 2024 · 1 uur 39 min
Afspelen

(0:00) Bestie intros: Nostracanis appears! Lees meer

(3:50) Wiz turns down Google's $23B offer, intends to IPO

(13:30) CrowdStrike's rough week

(17:51) Market update: Mag 7 sell-off?

(22:47) Sam Altman's UBI study was a mixed bag

(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

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/@theallinpod

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/2024/07/23/google-wiz-deal-dead.html

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

https://www.google.com/finance/quote/CRWD:NASDAQ

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/TSLA:NASDAQ

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://ww…
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

19 juli 2024 · 1 uur 16 min
Afspelen

(0:00) Bestie intros: Live from the RNC! Lees meer

(1:34) Reacting to the assassination attempt against President Trump

(12:52) Impact of charged rhetoric

(21:15) Secret Service's massive failure; institutional decay

(37:02) Inside the RNC: Sacks breaks down his speech

(41:16) Trump picks JD Vance as his running mate

(58:52) All-In Summit scholarship applications are LIVE!

(59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B

Apply for the All-In Summit:

https://summit.allinpodcast.co

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

Sacks RNC speech:

https://www.youtube.com/watch?v=rLArznk0Ns4

Jason's links (16:34):

https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence

https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

Referenced in the show:

https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds

https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474

https://x.com/TeslaVee/status/1813785645472690479

https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html

https://x.com/DylanByers/status/1811855698566975936

https://x.com/newrepublic/status/1810009748697448541

https://pt.icct.nl/sites/default/files/import/pdf/naco…
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

12 juli 2024 · 1 uur 26 min
Afspelen

(0:00) Bestie intros! Lees meer

(4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception

(20:48) AI sentiment turns bearish due to massive spend with little revenue

(40:51) A16Z's 20K GPU cluster

(46:41) Broad implications of France elections

(1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances

Apply for All-In Summit: https://summit.allinpodcast.co

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/teddyschleifer/status/1811423421861113915

https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html

https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2

https://fred.stlouisfed.org/series/UNRATE

https://www.google.com/finance/quote/SPY:NYSEARCA

https://ycharts.com/indicators/sp_500_pe_ratio

https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens

https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024

https://youtu.be/R6hJh-OwoZw

https://www.sequoiacap.com/article/ais-600b-question

https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf

https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals

https://x.com/natfriedman/status/1668650915505803266

https://www.dai…
Jonathan Haidt | The All-In Interview

10 juli 2024 · 1 uur 14 min
Afspelen

(0:00) New format: The All-In Interview! Lees meer

(0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media

(12:39) Understanding how humans are wired from an evolutionary biology perspective

(27:22) Haidt's proposals to help younger generations

(33:12) Linking themes and trends in Haidt's books with recent college protests

(48:17) Explaining traditional liberalism and conservatism

(56:55) Lightning Round: Parenting tips, Gen Z employees

Jonathan's website:

https://jonathanhaidt.com

Buy The Anxious Generation:

https://www.anxiousgeneration.com/book

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.anxiousgeneration.com/take-action

https://www.azquotes.com/quote/1385350

https://www.azquotes.com/quote/926752

https://www.thecoddling.com/chapter-1-antifragility

https://www.anxiousgeneration.com

https://www.afterbabel.com

https://letgrow.org
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

4 juli 2024 · 1 uur 23 min
Afspelen

(0:00) Bestie Intros! Lees meer

(5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?

(26:22) Cognitive decline coverup, Bestie strategy for Dems

(34:38) SCOTUS clarifies social media moderation

(47:06) SCOTUS overturns Chevron, limiting the power of federal agencies

(1:00:03) SCOTUS to hear case on restricting online porn in Texas

(1:05:27) SCOTUS rules in favor of President Trump in immunity case

Join/host a meetup: https://app.getriver.io/all-in

Apply for All-In Summit: https://summit.allinpodcast.co

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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014

https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434

https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea

https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate

https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know

https://x.com/TheKevinDalton/status/1806669560852218045

https://x.com/0rf/status/1807620571934478683

https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas

https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf

https://www.nbcnews.com/politics/supreme-court/supre…
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

29 juni 2024 · 1 uur 22 min
Afspelen

(0:00) Bestie intros! Lees meer

(1:54) Debate recap and analysis: Hot swap incoming?

(16:53) Subverting democracy, power grab, Democratic party shakeup

(36:43) Why tech job postings are down significantly from pre-COVID levels

(42:43) OpenAI considering for-profit conversion

(54:11) The problem with safety-focused AI startups

(1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office

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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811

https://youtu.be/R6hJh-OwoZw

https://x.com/KellyO/status/1806505436457189594

https://x.com/WesternLensman/status/1806660589315658003

https://x.com/stoolpresidente/status/1806496453545586779

https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE

https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai

https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab

https://www.youtube.com/watch?v=YMnkqY98Cyo

https://x.com/benioff/status/1805664701298491623

https://www.youtube.com/watch?v=CwQMMzoeH9s

https://x.com/JoeBiden/status/1806739920255320347
In conversation with President Trump

20 juni 2024 · 1 uur 21 min
Afspelen

(0:00) Bestie intros: Big house talk! Lees meer

(1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization

(12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear

(20:22) Foreign policy: Ukraine/Russia

(25:05) Foreign policy: Israel/Palestine

(28:13) Abortion: Stance on a national ban

(31:09) Foreign policy: China

(32:33) COVID: Origins, Fauci relationship, deep state, bad deals

(39:39) Border: Wall, immigration, H-1Bs, recruiting global talent

(46:07) JFK Files: Full release, importance of transparency

(48:06) Debate prediction

(50:15) Post-interview debrief

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/tyler/status/1803872859938549920

https://x.com/cameron/status/1803876953860247831

https://x.com/LHSummers/status/1802097688269181436

https://x.com/davidsacks/status/179888324567070746
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

14 juni 2024 · 1 uur 25 min
Afspelen

(0:00) Bestie intros: bringing up the energy! Lees meer

(8:48) Trump fundraiser recap

(23:16) Elon's comp package approved by shareholders

(40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC

(50:17) OpenAI reportedly hits a $3.4B revenue run rate

(1:05:26) Macro debate: State of the US economy?

Follow Tim Naki:

https://www.instagram.com/tim.naki

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.instagram.com/tim.naki

https://x.com/eoghan/status/1799161733766062545

https://x.com/bennyjohnson/status/1800979079472288145

https://x.com/bennyjohnson/status/1797086962626494840

https://x.com/elonmusk/status/1801084780035154058

https://x.com/jhall/status/1795794521604718814

https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion

https://companiesmarketcap.com

https://www.youtube.com/watch?v=RXeOiIDNNek

https://x.com/chiefaioffice/status/1801022115426009309

https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en

https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://fred.stlouisfed.org/series/FEDFUNDS

https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024

https://fred.stlouisfed.org/series/CES0500000003

https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf

https://www.cnbc.com/2024/06/07/jobs-report-…
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

7 juni 2024 · 1 uur 25 min
Afspelen

(0:00) Besties intros! Lees meer

(2:10) Responding to recent media coverage

(17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft

(32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop

(58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq

(1:02:34) Apple to announce OpenAI iPhone deal at WWDC

(1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season

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.youtube.com/watch?v=dQQhAg0mfF8

https://x.com/vkhosla/status/1769529054955446533

https://x.com/vkhosla/status/1796293773389127987

https://x.com/shaunmmaguire/status/1796415146077954329

https://x.com/DavidSacks/status/1798100723617698097

https://x.com/SawyerMerritt/status/1798779830521000426

https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html

https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a

https://companiesmarketcap.com

https://www.youtube.com/watch?v=F9cO3-MLHOM

https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519

https://www.reddit.com/user/DeepFuckingValue

https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4

https://x.com/TheRoaringKitty/status/1789807772542067105

https://www.google.com/finance/quote/GME:NYSE

https://www.youtube.com/watch?v=M-VO6dtFRes

https://www.wsj.co…
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

31 mei 2024 · 1 uur 48 min
Afspelen

(0:00) Bestie Intros: Jason's first show for his new production company Lees meer

(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-resea…
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

24 mei 2024 · 1 uur 30 min
Afspelen

(0:00) Bestie intros: Recapping "General AI Hospital" Lees meer

(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/threa…
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

17 mei 2024 · 1 uur 41 min
Afspelen

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend Lees meer

(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/q…
In conversation with Sam Altman

10 mei 2024 · 1 uur 43 min
Afspelen

(0:00) Welcoming Sam Altman to the show! Lees meer

(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-fiv…
In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

3 mei 2024 · 1 uur 15 min
Afspelen

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg Lees meer

(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
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

27 april 2024 · 1 uur 41 min
Afspelen

(0:00) Bestie Intros: Reservation Tips! Lees meer

(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-drivin…

Alle afleveringen

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

Ray Dalio | The All-In Interview

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

Senator Ted Cruz | The All-In Inauguration Series

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

2025 Predictions with bestie Gavin Baker

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

Trump wins! How it happened and what's next

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

JD Vance | All-In Summit 2024

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

Elon Musk | All-In Summit 2024

In conversation with Mark Cuban

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

Jonathan Haidt | The All-In Interview

Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

In conversation with President Trump

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

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

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

In conversation with Sam Altman

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax