All-In with Chamath, Jason, Sacks & Friedberg
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439 afleveringen, van nieuw naar oud
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Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
19 april 2024 · 1 uur 37 min
(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" Lees meer
(9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth
(14:38) Google fires protestors
(35:08) Chaos and culture wars at NPR
(40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions
(1:02:28) Startup tax crisis: How a recent provision upended R&D deductions
(1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US
(1:23:33) How to get better at chess, childhood Bestie schemes
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
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Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
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https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/NoTechApartheid/status/1780278895058518468
https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html
https://www.notechforapartheid.com
https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract
https://twitter.com/CollinRugg/status/1779914595156808045
https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000
https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f
https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html
https://www.youtube.com/watch?v=3-APSXZy9UI
https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers…
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E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
12 april 2024 · 1 uur 27 min
Register for the All-In Summit: https://summit.allinpodcast.co Lees meer
(0:00) Bestie Intros: J-Cal is out this week!
(0:57) All-In Summit 2024 Announcement
(3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market
(17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?
(45:41) AI disclosure bill: important step for creators or unnecessary?
(1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://summit.allinpodcast.co
https://youtu.be/FgUKIRnxrxw
https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr
https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php
https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html
https://www.investing.com/economic-calendar/core-cpi-736
https://www.investing.com/economic-calendar/cpi-733
https://twitter.com/LHSummers/status/1778093870271664291
https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e
https://twitter.com/LHSummers/status/1762607548828360798
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula
https://twitter.com/chamath/status/1778098007625572487
https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship
https://www.cnbc.com/2024/04/08/biden-will-…
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E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
5 april 2024 · 1 uur 33 min
(0:00) Meet All-In's new CEO: Jon Haile! Lees meer
(7:13) FTX Correction: Depositors are not getting "made whole"
(19:26) Trump Media updates
(27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?
(49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years
(1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html
https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors
https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13
https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21
https://www.google.com/finance/quote/DJT:NASDAQ
https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458
https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43
https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans
https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html
https://twitter.com/mtaibbi/status/1619029772977455105
https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories
https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sou…
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E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
29 maart 2024 · 1 uur 28 min
(0:00) Bestie Intros: Late night poker snacks! Lees meer
(2:33) SBF sentenced to 25 years
(16:41) Trump's meme SPAC: modern trading card, protest vote, or something else?
(34:59) RFK Jr. selects Nicole Shanahan as VP
(47:46) Biden's budget plan for 2025: how to confront America's existential crisis?
(1:11:59) Science Corner: Why the price of cocoa has skyrocketed!
(1:16:41) Movie talk and wrap!
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28
https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html
https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison
https://www.google.com/finance/quote/DJT:NASDAQ
https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm
https://www.sec.gov/news/press-release/2023-121
https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d
https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html
https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay
https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e
https://twitter.com/CollinRugg/status/1773147897439436939
https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html
https://www.reuters.com/wo…
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E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
22 maart 2024 · 1 uur 19 min
(0:00) Bestie Intros: Don't spoil Dune 2! Lees meer
(0:55) DOJ drops antitrust suit on Apple
(23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone
(32:17) NAR settlement: how it impacts residential real estate going forward
(44:30) Microsoft's "Shadow Acquihire" of Inflection AI
(48:43) How the besties would deploy $40B in AI as a sovereign wealth fund
(1:01:57) Reddit IPO: is risk-on back?
(1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf
https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets
https://www.google.com/finance/quote/AAPL:NASDAQ
https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools
https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search
https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing
https://twitter.com/chamath/status/1769751534940918234
https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks
https://twitter.com/Patworx/status/1760189582870536408
https://www.youtube.com/watch?v=QNv9PRDIhes
https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634
https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23
https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most…
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E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
16 maart 2024 · 1 uur 38 min
(0:00) Bestie Intros! Lees meer
(1:02) Friedberg's newest family members
(7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs
(22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?
(28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?
(40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?
(1:22:10) Florida on the verge of banning lab-grown meat
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RachaelRad/status/1767612555063955891
https://twitter.com/iamtomnash/status/1768135725403226256
https://twitter.com/CollinRugg/status/1752749485070156025
https://futurism.com/video-openai-cto-sora-training-data
https://twitter.com/tsarnick/status/1768021821595726254
https://www.harvey.ai
https://www.abridge.com
https://www.taxgpt.com
https://sierra.ai
https://twitter.com/cognition_labs/status/1767548763134964000
https://twitter.com/heyBarsee/status/1767934812315062646
https://sourcegraph.com/cody
https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas
https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years
https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote
https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800
https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate
https://twitter.com/rabois/status/1768107160662421772
https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-706022…
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E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
8 maart 2024 · 1 uur 34 min
(0:00) Bestie intros! Lees meer
(0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables
(37:06) OpenAI's focus on AGI, different interpretations of AGI in tech
(44:46) Groq update with Sunny Madra!
(49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming
(1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright
(1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event
(1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com
https://openai.com/our-structure
https://openai.com/blog/openai-elon-musk
https://twitter.com/vkhosla/status/1765424996548333997
https://twitter.com/pmarca/status/1764039155154399490
https://twitter.com/elonmusk/status/1765415187161464972
https://twitter.com/elonmusk/status/1765387202953937224
https://companiesmarketcap.com
https://www.berkshirehathaway.com/letters/2023ltr.pdf
https://twitter.com/KevinAFischer/status/1764892031233765421
https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html
https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account
https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04
https://www.berkshirehathaway.com/letters/letters.html
https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries
https://www.reuters.com/technology/lawmakers-seek-…
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E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
1 maart 2024 · 1 uur 27 min
(0:00) Bestie intros! Jato Caelin Lees meer
(1:36) Groq update!: The key metric developer platforms should care about
(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more
(29:17) How bloated HR departments slow down companies
(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?
(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups
(1:13:06) Reddit S-1 breakdown
(1:22:52) The Apple Car is dead: Apple cancels Project Titan
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/GOOG:NASDAQ
https://twitter.com/PirateWires/status/1762842476744708171
https://twitter.com/lulumeservey/status/1762864255437516932
https://x.com/pmarca/status/1762532979317043515
https://twitter.com/shellenberger/status/1762900581134557636
https://twitter.com/shaunmmaguire/status/1760885099984261564
https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22
https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini
https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm
https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf
https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month
https://www.google.com/finance/quote/TLPFY:OTCMKTS
https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language
https://www.engadget.com/metas-new-multi…
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E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
23 februari 2024 · 1 uur 20 min
(0:00) Bestie intros: Banana boat! Lees meer
(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
(1:17:17) War Corner with Sacks
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/NVDA:NASDAQ
https://twitter.com/KobeissiLetter/status/1760680756689748478
https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
https://twitter.com/JayScambler/status/1759372542530261154
https://twitter.com/chamath/status/1760343973632291212
https://x.ai
https://twitter.com/TheTranscript_/status/1760436281438314545
https://artificialanalysis.ai
https://www.contraline.com/product
https://www.cafexapp.com/commercial
https://blog.google/technology/ai/google-gemini-ai
https://blog.google/products/gemini/bard-gemini-advanced-app
https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
https://twitter.com/benthompson/status/1760452419627233610
https://twitter.com/Patworx/status/1760189582870536408
https://twitter.com/micsolana/status/1760163801893339565
h…
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E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
17 februari 2024 · 1 uur 44 min
(0:00) Sacks Tequila Tasting! Lees meer
(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
(51:24) The risks of companies issuing stock option loans
(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
(1:31:46) Takeaways from Tucker's Putin interview
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://companiesmarketcap.com/page/1
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09
https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119
https://blog.google/products/gemini/bard-gemini-advanced-app
https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0
https://www.google.com/finance/quote/ARM:NASDAQ
https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18
https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13
https://twitter.com/OpenAI/status/1758192957386342435
https://twitter.com/CultureCrave/status/1758212761748980089
https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024
https://twitter.com/nathanbenaich/status/1758036247115608317
https://twitter.com/natfriedman/status/1758143612561568047
https://twitter.com/OfficialLoganK/status/1758198997590618550
https://huggingface.co/spaces/tsujuifu/ml-mgie
https://huggingface.co/stablediffusionapi/juggernaut-xl
https://twitter.com/jric…
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E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
9 februari 2024 · 1 uur 28 min
(0:00) Bestie intros! Lees meer
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing
(1:12:16) Rolling real estate crisis continues
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/Jason/status/1755273518416302522
https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales
https://twitter.com/Jason/status/1755386651080106166
https://www.google.com/finance/quote/META:NASDAQ
https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx
https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income
https://www.google.com/finance/quote/SNAP:NYSE
https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html
https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
https://cloudedjudgement.substack.com
https://twitter.com/chamath/status/1754641005851328553
https://help.openai.com/en/articles/8554397-creating-a-gpt
https://twitter.com/ArtificialAnlys/status/1747264832439734353
https://blog.research.google/2009/06/speed-matters.html
https://techcrunch.co…
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E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
2 februari 2024 · 1 uur 34 min
(0:00) Bestie intros! The guys try the Apple Vision Pro Lees meer
(8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms
(36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation
(1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO
(1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.vanityfair.com/news/tim-cook-apple-vision-pro
https://twitter.com/MKBHD/status/1752706894874202256
https://twitter.com/Box/status/1753085804115861766
https://twitter.com/briantong/status/1752645464204493147
https://www.meta.com/smart-glasses/shop-all
https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1
https://twitter.com/CollinRugg/status/1752749485070156025
https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674
https://ultimateclassicrock.com/judas-priest-suicide
https://www.reuters.com/article/idUSKBN1GX0C0
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html
https://courts.delaware.gov/Opinions/Download.aspx?id=359340
https://www.google.com/finance/quote/GM:NYSE
https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a
https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay
https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-…
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E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
26 januari 2024 · 1 uur 34 min
(0:00) Bestie intros! Lees meer
(1:37) Markets rip on strong economic data
(17:05) Media's broken business model, death spiral
(35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government
(1:04:18) Ethics of publishing non-public financial data
(1:13:07) Fintech's reckoning
(1:26:27) ARkStorm 2.0
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html
https://www.barrons.com/livecoverage/stock-market-today-012524
https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234
https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html
https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html
https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html
https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html
https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm
https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion
https://twitter.com/paulkrugman/status/1750529905627128154
https://fiscaldata.treasury.gov/americas-finance-guide/national-debt
https://twitter.com/RealEJAntoni/status/1750537238578930101
https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.forbes.com/sites/bradadgate/2023/12…
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E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
19 januari 2024 · 1 uur 38 min
(0:00) Live from the WEF: "Oh Davos, Kumbaya" Lees meer
(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
(21:53) Boeing's regulatory capture leading to negative impact on consumer safety
(35:16) Adam Neumann facing familiar challenges at his new startup, Flow
(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
(1:00:47) Streaming at a crossroads: is the business model broken?
(1:20:51) Science Corner: New study on microplastics in water bottles
(1:32:42) All-In Poker
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/dschlopesisback/status/1747025441825640681
https://twitter.com/davidsacks/status/1747724966941139276
https://twitter.com/andrewrsorkin/status/1746723727574794537
https://twitter.com/Jason/status/1746951952578298264
https://twitter.com/aphysicist/status/1747868626948907325
https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina
https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100
https://www.opensecrets.org/federal-lobbying/top-spenders
https://www.youtube.com/watch?v=wXMO0bhPhCw
https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen
https://www.google.com/finance/quote/TDG:NYSE
https://stacksonmain.com/gallery
https://www.societylasolas.com/photogallery
https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville
https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble
https://www.spo…
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E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
13 januari 2024 · 1 uur 39 min
(0:00) Bestie intros! Friedberg's jumper Lees meer
(1:21) US and its allies strike Houthi targets in Yemen
(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?
(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator
(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders
(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/SpeakerJohnson/status/1745642200866738254
https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12
https://twitter.com/DavidSacks/status/1745723423396118593
https://twitter.com/DavidSacks/status/1745604701654298826
https://www.imdb.com/title/tt0120885
https://twitter.com/Jason/status/1745514413782917262
https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html
https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization
https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut
https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12
https://layoffs.fyi
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m
https://twitter.com/karrisaarinen/status/1743398553500971331
https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277
https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080
https://twitter.com/chamath/status/1744…
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E160: 2024 Predictions! Markets, tech, politics, and more
6 januari 2024 · 1 uur 28 min
(0:00) Bestie intros! Pasty Preppers Lees meer
(4:17) 2024's Biggest Political Winner
(13:37) 2024's Biggest Political Loser
(19:41) 2024's Biggest Business Winner
(32:08) 2024's Biggest Business Loser
(37:31) 2024's Biggest Business Deal
(41:15) 2024's Most Contrarian Belief
(51:18) 2024's Best-Performing Asset
(56:46) 2024's Worst-Performing Asset
(1:06:14) 2024's Most Anticipated Trend
(1:12:28) 2024's Most Anticipated Media
(1:22:28) Emotional condition heading into 2024
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill
https://news.gallup.com/poll/512135/support-third-political-party.aspx
https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan
https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06
https://www.facebook.com/watch/?v=853724306532726
https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624
https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future
https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved
https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415
https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high
https://www.anduril.com/roadrunner
…
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E159: The Bestie Awards! Recapping the best and worst of 2023
29 december 2023 · 1 uur 23 min
(0:00) Welcome to the fourth annual Bestie Awards! Lees meer
(4:14) Biggest Political Winner
(10:26) Biggest Political Loser
(15:14) Biggest Political Surprise
(23:02) Biggest Business Winner
(26:50) Biggest Business Loser
(30:32) Biggest Business Surprise
(35:57) Best Science Breakthrough
(40:30) Biggest Flash in the Pan
(42:34) Best CEO
(44:53) Best Investor
(47:07) Best Turnaround
(50:04) Worst Company
(54:21) Best Meme
(56:53) Best New Tech
(59:57) Best Trend
(1:02:12) Worst Trend
(1:07:42) Favorite Media
(1:12:40) The Rudy Giuliani Award for Self-Immolation
(1:17:02) Final Thoughts
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://time.com/person-of-the-year-2022-volodymyr-zelensky
https://time.com/6329188/ukraine-volodymyr-zelensky-interview
https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us
https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll
https://news.gallup.com/poll/512135/support-third-political-party.aspx
https://twitter.com/joosteninvestor/status/1737207130111819896
https://www.google.com/finance/quote/MSFT:NASDAQ
https://www.google.com/finance/quote/UBER:NYSE
https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995
https://www.google.com/finance/quote/META:NASDAQ
https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html
https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83
https://twitter.com/NASA/status/173682682876386142
https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell…
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E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
23 december 2023 · 1 uur 47 min
(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more Lees meer
(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen
(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment
(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages
(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US
(1:31:58) Colorado bans Trump from primary ballots
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Ryan:
https://twitter.com/typesfast
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.flexport.com
https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867
https://www.figma.com/blog/figma-adobe-abandon-proposed-merger
https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17
https://www.google.com/finance/quote/ADBE:NASDAQ
https://www.saasgrid.com
https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions
https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa
https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV
https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo
https://apnews.com/article/trump-insurrection…
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E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
16 december 2023 · 1 uur 39 min
(0:00) Bestie intros: Mullets! Lees meer
(2:56) Recapping Friedberg's holiday party
(9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?
(23:21) OpenAI inks deal with Axel Springer
(35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders
(58:25) Alex Jones reinstated on X
(1:22:59) Sacks receives an unlikely apology
(1:27:32) Besties take two questions from the audience
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play
https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap
https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987
https://support.google.com/googleplay/android-developer/answer/112622
https://twitter.com/openai/status/1734940445824937993
https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories
https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal
https://fairuse.stanford.edu/overview/fair-use/four-factors
https://twitter.com/Jason/status/1730035957850833023
https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected
https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf
https://twitter.com/HansMahncke/status/1735003655697244308
https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html
https://twitter.com/BrendanCarrFCC/status/1734780816599703983
https://twitter.com/elonmusk/status/1733529033575465381
https://twitter.co…
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E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
8 december 2023 · 1 uur 32 min
(0:00) Bestie intro! Lees meer
(3:12) Ivy League antisemitism hearings
(21:55) State of the economy for consumers
(34:55) Signs of life in SaaS, VC shutdowns, and more
(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech
(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more
(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Tucker:
https://twitter.com/TuckerCarlson
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://rankings.thefire.org/rank
https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47
https://academic.oup.com/poq/article-abstract/82/1/135/4868126
https://fred.stlouisfed.org/series/CCLACBW027SBOG
https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html
https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d
https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping
https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html
https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html
https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec
https://twitter.com/KobeissiLetter/status/1730607188341624851
https://twitter.com/chamath/status/1718016818118553622
https://www.saastr.com/carta-startup-shutdowns-are-up-237
https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises
https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr
https://twitter.com/friedberg/status/1…
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E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
1 december 2023 · 2 uur 9 min
(0:00) Bestie intros! Tucker Carlson joins the show Lees meer
(0:59) Tucker's departure from Fox News
(10:49) The state of American society and the importance of rediscovering national alignment
(30:53) Why prosperity begets self-destruction, climate change, immigration
(59:48) Thoughts on the current political landscape and presidential candidates
(1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit
(1:33:56) Post-interview debrief
(1:41:49) Understanding the chaos at OpenAI
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Tucker:
https://twitter.com/TuckerCarlson
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
Tucker Carlson segment links:
https://twitter.com/talkrealopinion/status/1728139279019188257
https://twitter.com/greg_price11/status/1729991837958414573
https://twitter.com/hansmahncke/status/1730019598064390597
OpenAI segment links:
https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board
https://twitter.com/btaylor/status/1730030765482938521
https://twitter.com/chamath/status/1726351777581449627
https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22
https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11
http://paulgraham.com/fundraising.html
https://openai.com/our-structure
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E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
17 november 2023 · 1 uur 56 min
(0:00) Bestie intros! Lees meer
(1:25) Democratic Presidential Candidate Dean Phillips shares his business background
(13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician
(29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security
(56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground
(1:19:30) Post-interview debrief
(1:29:12) Xi and Biden meet in San Francisco, Newsom up next?
(1:45:00) Science Corner!: DeepMind's new weather forecasting model
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/TalentiGelato/status/487275228952014848
https://www.pinterest.com/pin/491244271857449720
https://designreplace.com/dean-phillips-us-congress
https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine
https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php
https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments
https://twitter.com/chamath/status/1718016818118553622
https://twitter.com/disclosetv/status/1724093441519341573
https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php
https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting
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E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
11 november 2023 · 1 uur 50 min
(0:00) Bestie Intros: Sacks keeps receipts! Lees meer
(1:14) Jared Kushner joins the show: background, Trump's campaign validation
(13:12) State of Israel vs Hamas, escalation risks
(23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East
(38:55) Failed solutions, Israel's response, paths to stability
(1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting
(1:15:36) Improving macro picture, potential impact on 2024 election cycle
(1:28:03) Russia-Ukraine
(1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Jared:
https://twitter.com/jaredkushner
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1722342698110304752
https://twitter.com/DavidSacks/status/1722288226235498511
https://www.youtube.com/watch?v=In1MYEc0-10
https://fred.stlouisfed.org/series/WM2NS
https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL
https://fred.stlouisfed.org/series/T10YIE
https://fred.stlouisfed.org/series/MMMFFAQ027S
https://www.google.com/finance/quote/ADYEY:OTCMKTS
https://www.google.com/finance/quote/DASH:NASDAQ
https://www.google.com/finance/quote/DDOG:NASDAQ
https://twitter.com/sundeep/status/1722635065983897910
https://twitter.com/elonmusk/status/1721029443160772875
https://twitter.com/kaifulee/status/1721321096727994590
https://openai.com/blog/introducing-gpts
https://openai.com/blog/new-models-and-developer-products-announced-at-devday
https://twitter.com/chamath/status/1721234497482670438
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E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more
3 november 2023 · 1 uur 29 min
(0:00) Bestie intros, All-In CEO talk, and Chamath's research product Lees meer
(10:49) Ukraine has its "Cronkite Moment"
(16:56) Market outlook: are we in for a Q4 rally?
(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders
(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround
(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy
(1:08:07) Silicon Valley's shift right
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/chamath/status/1718722437217685810
https://twitter.com/ShaanVP/status/1719461817699733831
https://twitter.com/chamath/status/1719887650688282786
https://sacks.substack.com
https://responsiblestatecraft.org/zelensky-war-time-magazine
https://twitter.com/davidsacks/status/1719815317000733153
https://time.com/6329188/ukraine-volodymyr-zelensky-interview
https://time.com/person-of-the-year-2022-volodymyr-zelensky
https://twitter.com/RothCRE/status/1719833548780195882
https://twitter.com/real_bill_gross/status/1720094066183139359
https://twitter.com/real_bill_gross/status/1719010907806904452
https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use
https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco
https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5
https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL…
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E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
27 oktober 2023 · 1 uur 44 min
(0:00) Bestie intros! Lees meer
(1:16) WW3 risk, is WSJ trying to escalate US vs Iran?
(22:02) Nuclear risks
(33:28) Best case scenarios for de-escalation
(40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns
(1:09:14) Cruise robotaxi accident update
(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities
(1:24:47) Jason reflects on his time in the Middle East
(1:31:09) New House Speaker and Trump case update
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html
https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html
https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/
https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html
https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military
https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110
https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9
https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6
https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a
https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-att…
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E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
20 oktober 2023 · 1 uur 28 min
(0:00) Bestie intros Lees meer
(0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures
(23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past
(42:56) Harvard and Penn megadonors cut ties
(50:43) The EU's DSA: consumer protection or censorship regime?
(1:06:05) GLP-1: the second biggest hype cycle of 2023
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/robbystarbuck/status/1714629327134834975
https://twitter.com/EndWokeness/status/1714416589724864790
https://twitter.com/CollinRugg/status/1714432578852438392
https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza
https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election
https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound
https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey
https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925
https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank
https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p
https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines
https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html
https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html
https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-…
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E149: Hamas terror attacks in Israel: fallout, reaction, next steps
13 oktober 2023 · 1 uur 6 min
(0:00) Opening statements on the Hamas terror attacks in Israel Lees meer
(3:49) Contextualizing the attacks and the fallout so far
(19:52) Trump administration's wins, Kushner's competence, path to a two-state solution
(28:51) Letter from Harvard student organizations: understanding the reaction and fallout
(46:53) The Biden Admin's next steps, electing excellence in leadership
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1711544829828862144
https://twitter.com/chamath/status/1711501410712654162
https://twitter.com/GenFlynn/status/1711156580828295246
https://twitter.com/lexfridman/status/1712170815637061914
https://www.youtube.com/watch?v=co_MeKSnyAo
https://twitter.com/LHSummers/status/1711421307227607255
https://www.harvard.edu/president/news/2023/war-in-the-middle-east
https://twitter.com/LHSummers/status/1711761982469107955
https://twitter.com/BillAckman/status/1711788747086233661
https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563
https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html
https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html
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E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
7 oktober 2023 · 1 uur 19 min
(0:00) Bestie intros: Jason's operation! Lees meer
(1:57) Airtable correction
(5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem
(25:20) US Southern Border: Understanding the situation based on data
(44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West
(1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555
https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker
https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d
https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference
https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house
https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time
https://twitter.com/zerohedge/status/1709321746673786896
https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz
https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719
https://twitter.com/CollinRugg/status/1709728378339705099
https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters
https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city
https://twitter.com/CB…
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E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
29 september 2023 · 1 uur 28 min
(0:00) Bestie intros with Coleman Hughes Lees meer
(1:12) Coleman's experience with TED, Understanding TED's ideological shift
(15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers
(44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi
(1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI
(1:12:39) The next evolution of AI: multimodal and consumer hardware
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Coleman:
https://twitter.com/coldxman
https://www.youtube.com/@ColemanHughesOfficial
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=QxB3b7fxMEA
https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness
https://twitter.com/waitbutwhy/status/1691502563571408896
https://twitter.com/chamath/status/1707051830667338170
https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html
https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414
https://twitter.com/TEDchris/status/1706792437098676224
https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919
https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880
https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138
https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26
https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b
https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he
https://jacobin.com/2015/0…
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E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
23 september 2023 · 1 uur 43 min
(0:00) Bestie intros! Lees meer
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
(50:45) Breaking down Instacart and Klaviyo's businesses
(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
https://youtu.be/yjj1QjZlQMM
https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal
https://twitter.com/pitdesi/status/1704874017357025499
https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
https://twitter.com/aswathdamodaran/status/1704246090198036914
https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.ey.com/en_gl/ipo/trends
https://stockanalysis.com/ipos/statistics
https://www.google.com/finance/quote/COIN:NASDAQ
https://www.google.com/finance/quote/EXPE:NASDAQ
https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital
https://w…
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E145: Presidential Candidate Chris Christie in conversation with the Besties
8 september 2023 · 2 uur 8 min
(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! Lees meer
(2:14) US debt crisis, cutting entitlements
(14:03) Level-setting on foreign policy
(25:28) Ukraine / Russia: culpability, where to go from here
(36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling
(50:01) Immigration policy, how each party co-opts the issue
(1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement
(1:15:57) Why Chris Christie is running for president
(1:17:41) Thoughts on prosecuting Trump, January 6th, and more
(1:23:16) Chris Christie addresses his past controversies
(1:48:34) Post-interview debrief
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Chris Christie:
https://twitter.com/GovChristie
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://fred.stlouisfed.org/series/GFDEBTN
https://fred.stlouisfed.org/series/SMPOPNETMUSA
https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters
https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden
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E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
1 september 2023 · 1 uur 7 min
(0:00) Chamath's big poker trip Lees meer
(4:32) Addressing the "in the arena" comments
(7:16) Biden administration targets Elon's businesses
(21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece
(27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS
(40:46) BRICS ultimate goals, India's key position
(51:54) How energy independence plays into the future geopolitical order
(1:00:22) All-In Summit party talk!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/chamath/status/1693992134796603477
https://twitter.com/tomosman/status/1696929638935634240
https://twitter.com/KanekoaTheGreat/status/1697072553775501661
https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709
https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring
https://twitter.com/chamath/status/1695073336483832007
https://www.justice.gov/crt/page/file/1579981/download
https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html
https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men
https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond
https://www.foxnews.com/video/6335645970112
https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists
https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24
https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95
https://www.ft.com/content/669260a5-8…
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E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
26 augustus 2023 · 1 uur 53 min
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! Lees meer
(2:58) All-In Tequila update
(10:04) Nvidia smashes earnings, GPU market outlook
(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market
(49:51) Sacks on current investable metrics right now in VC
(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions
(1:39:46) Vivek's comments on the Climate Agenda
(1:47:07) Prigozhin crash
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/friedberg/status/1694506279954526487
https://twitter.com/DavidSacks/status/1693441068036169785
https://twitter.com/chamath/status/1693524941721731189
https://www.wine.com/product/21-seeds-tequila-trio/633617
https://www.villadeste.com
https://www.google.com/finance/quote/NVDA:NASDAQ
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024
https://companiesmarketcap.com
https://twitter.com/chamath/status/1694457666289225776
https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month
https://prospect.org/features/great-telecom-implosion
https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california
https://twitter.com/OpenAI/status/1694062483462594959
https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates
https://twitter.com/nathanbenaich/status/1694073194351648932
https://commoncrawl.org/about/team
https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html
https://twitter.com/twistartups/status/1694399138194952363
https://www.sec.gov/Arc…
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E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
18 augustus 2023 · 1 uur 30 min
(0:00) Sacks' big night Lees meer
(2:56) Sacks on spirits
(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
(53:01) Michael Burry's bet against the market: overblown?
(58:33) Real estate capital crunch
(1:12:26) Trump's newest indictment
(1:23:31) What Adyen's big drop means for Stripe's valuation
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://youtu.be/sqSA-SY5Hro
https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html
https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars
https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective
https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html
https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml
https://fred.stlouisfed.org/series/MORTGAGE30US
https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f
https://twitter.com/rothcre/status/1691910066952351963
https://twitter.com/chamath/status/1691789175786246246
https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf
https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia
https://www.google.com/finance/quote/ADYEY:OTCMKTS
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E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
11 augustus 2023 · 1 uur 36 min
(0:00) Bestie intros: Friedberg's bad haircut Lees meer
(1:17) Welcome BG^2! Biography recommendations and film talk
(22:27) VC market update: State of Series A's
(33:43) Dry powder misconceptions, marking incentives
(48:57) IPO window starting to open, IPO down rounds, incentives to go public
(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market
(1:22:26) Tragic Maui wildfires, extreme temperatures
(1:26:11) Macro picture: inflation cools, deflation risk?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
https://twitter.com/bgurley
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://youtu.be/xmYekD6-PZ8
https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755
https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X
https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N
https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996
https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700
https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910
https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092
https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX
https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO
https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630
https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756
https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY
https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billio…
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E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
4 augustus 2023 · 1 uur 30 min
(0:00) Bestie intros! Lees meer
(0:53) LK-99 breakdown
(24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents
(46:04) Fitch downgrades US debt rating
(1:09:12) Trump's newest indictment
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf
https://arxiv.org/pdf/2307.12037.pdf
https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ
https://twitter.com/667keos/status/1686490898480173056
https://twitter.com/iris_IGB/status/1685731177523449856
https://twitter.com/VCBrags/status/1684591950387716097
https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers
https://www.socialcapital.com/ideas/2021-annual-letter
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext
https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup
https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023
https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy
https://twitter.com/BillAckman/status/1686906272937869312
https://home.treasury.gov/news/press-releases/jy1670
https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts
https://www.commondreams.org/news/republicans-cut-social-security
https://sgp.fas.org/crs/misc/RS22331.pdf
https://fred.stlouisfed.org/series/MORTGAGE30US
https://fred.stlouisfed.org/series/UNRATE
https://fre…
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E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
28 juli 2023 · 1 uur 18 min
(0:00) All-In in Italy!: Recapping Chamath's wedding Lees meer
(11:55) Discourse around obesity and weight loss in the US
(21:56) Are there too many VCs?
(38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine
(54:07) Equity participations vs. unions, ownership upside vs. downside protections
(1:05:04) Potential impact of room-temp superconductors
Special thanks to our Italian audio/video team!:
https://twitter.com/domdalmatico
https://www.mattiacaruso.com
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/DavidSacks/status/1684176015948488704
https://www.youtube.com/watch?v=sPelOnd7Sik
https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many
https://twitter.com/jason/status/1681985828820766720
https://twitter.com/chamath/status/1679765658517610496
https://twitter.com/chamath/status/1679935918164135936
https://arxiv.org/pdf/2307.12008.pdf
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E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
21 juli 2023 · 2 uur 10 min
(0:00) Bestie intros! Lees meer
(1:08) Vivek's background, corporate political / ESG distractions, why he's running for president
(19:16) Energy policy, unemployment work requirements, immigration
(30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China
(44:46) Media strategy, Silicon Valley Bank's implosion
(54:09) Thoughts on Trump
(1:06:16) Campaign strategy, establishment appeal
(1:14:10) Social issues: Abolishing the DOE, abortion, trans rights
(1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine
(1:39:27) Bestie update!
(1:41:33) Post-interview debrief
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Vivek Ramaswamy:
https://twitter.com/VivekGRamaswamy
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193
https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/
https://twitter.com/PatrickRuffini/status/1680204156953407488
https://twitter.com/DavidSacks/status/1680205700738211840
https://twitter.com/charliekirk11/status/1680665098765975558
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E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
14 juli 2023 · 1 uur 28 min
(0:00) Addressing the podcast hack Lees meer
(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up
(20:34) Consumer sentiment: demand crash coming?
(30:31) BREAKING: Ripple gets big win in SEC case, token rips
(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators
(51:08) EV supply/demand mismatch
(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO
(1:18:52) Science Corner: New paper on reversing cellular aging
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1
https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july
https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af
https://fred.stlouisfed.org/series/UNRATE
https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579
https://www.statista.com/statistics/290673/auto-loan-rates-usa
https://www.axios.com/2023/07/10/used-cars-prices-us-economy
https://www.macrotrends.net/stocks/charts/DIS/disney/revenue
https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13
https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1
https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing
https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan
https://twitter.com/DavidSacks/status/1678526061154295808
https://www.axios.com/2023/07/10/unsold-electric…
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E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
9 juli 2023 · 1 uur 38 min
(0:00) We hacked the pod! Jcal is on vaca Lees meer
(5:34) Meta launches Threads
(17:15) Chat AI interest in decline?
(28:36) Fed meeting minutes, economic data and outlook, and EU risk
(56:07) Florida Senate Bill 1718, jobs, and immigration debate
(1:21:48) Chinese balloon: political farce?
(1:31:47) Gerstner Science Corner: preventative heart health
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
1 juli 2023 · 1 uur 37 min
(0:00) Bestie intros: Friedberg fills in as moderator! Lees meer
(2:45) Wagner Group rebellion
(23:15) SCOTUS strikes down Affirmative Action
(51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B
(1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy
(1:26:38) Science Corner: Understanding the NANOGrav findings
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html
https://www.statista.com/statistics/896181/putin-approval-rating-russia
https://www.levada.ru/en/ratings
https://twitter.com/MatreshkaRF/status/1673209794608365570
https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center
https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html
https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html
https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard
https://twitter.com/greg_price11/status/1674426520100814848
https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361
https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06
https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai
https://www.forbes.com/sites/alexkonrad/2023/06/29/infl…
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E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
24 juni 2023 · 1 uur 34 min
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups Lees meer
(12:36) Zuck vs. Elon cage match
(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection
(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future
(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins
(1:09:59) Secondary market for depressed startup shares heats up
(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf
https://twitter.com/Dexerto/status/1671971832809791509
https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been
https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html
https://twitter.com/aaronjmate/status/1670514363634176000
https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5
https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93
https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html
https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration
https://twitter.com/davidsacks/status/1671628570714845184
https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken
https://www.nbcnews.com/politics/white-house/…
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E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
16 juni 2023 · 1 uur 58 min
(0:00) Bestie intros: Chamath flies public + Poker recap Lees meer
(8:12) FED pauses hikes momentarily, IPO window status, state of the market
(25:10) Film, cold plunge, and sauna talk
(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"
(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes
(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps
(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more
(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/altcap
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13
https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29
https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai
https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool
https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges
https://bard.google.com
https://coda.io/@presh-dineshkumar/jay-trading
https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061
https://www.cnbc.com/2023/06/14/calpers-to-i…
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E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
10 juni 2023 · 1 uur 43 min
(0:00) Bestie intros! Lees meer
(1:48) Why RFK Jr. is resonating
(7:52) US crypto crackdown: action against Binance & Coinbase
(26:08) Sequoia splits off its China and India/SE Asia businesses
(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas
(56:16) Ukraine update, Tucker on Twitter
(1:02:20) LIVE Q&A from Angel Summit in Napa!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
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Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/RobertKennedyJr/status/1666193699187875851
https://www.sec.gov/news/press-release/2023-101
https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets
https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules
https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0
https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html
https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd
https://www.sec.gov/news/press-release/2022-219
https://www.sec.gov/news/press-release/2023-101
https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren
https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says
https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152
https://www.piratewires.com/p/crypto-choke-point
https://twitter.com/rezoshm/status/1644881392357060610
https://cointelegraph.com/news/congressman-tom-e…
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E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
2 juni 2023 · 1 uur 36 min
(0:00) Bestie intros + Vegas recap! Lees meer
(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!
(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?
(1:11:34) Book banning follow-up
(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware
(1:26:31) Biden's fall, populism in both parties
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html
https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question
https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country
https://twitter.com/billackman/status/1663959113703751720
https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a
https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e
https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin
https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa
https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799
https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html
https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f
ht…
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E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
26 mei 2023 · 1 uur 38 min
(0:00) Bestie intros! Lees meer
(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience
(28:18) Debt ceiling, government spending, and lack of accountability
(40:44) Ways to force more government accountability, who really wins from higher taxes
(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology
(1:06:20) Adobe's new AI product, why they might have overpaid for Figma
(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure
(1:33:36) Bestie wrap!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/MarioNawfal
https://twitter.com/joebiden/status/1661496322980028423
https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25
https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777
https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement
https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/
https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25
https://youtu.be/50MusF365U0
https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says
https://fred.stlouisfed.org/series/FYFRGDA188S
https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001
https://twitter.com/friedberg/status/1658163970979823616
https://www.270towin.com/1980_Election
https://www.google.com/finance/quote/NVDA
https://nvidianews.nvidia.com/news/nvidia-announces…
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E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
19 mei 2023 · 1 uur 28 min
(0:00) Bestie intros!: Reddit Performance Reviews Lees meer
(5:14) Quick AIS 2023 update
(6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability
(21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit
(43:33) Elon hires new Twitter CEO
(48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics
(1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies
(1:07:45) Residential and commercial real estate headwinds
(1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death
(1:24:20) Soros political motivations for backing progressive DAs
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/
https://twitter.com/chamath/status/1658913074106236931
https://www.mosaicml.com/blog/mpt-7b
https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard
https://artificialintelligenceact.eu
https://futurism.com/the-byte/warren-buffett-ai-atom-bomb
https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html
https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499
https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf
https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention
https://sha…
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E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more
12 mei 2023 · 1 uur 19 min
(0:00) All-In Summit 2023 announcement! Lees meer
(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma
(18:33) AI regulation updates
(23:41) Druckenmiller's warning, macro overview
(40:22) RFK Jr. feedback, pushback, conspiracy accusations
(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential
(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!
Register for All-In Summit 2023:
https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://blog.google/technology/ai/google-palm-2-ai-large-language-model
https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud
https://www.google.com/finance/quote/GOOGL:NASDAQ
https://hedgefollow.com/funds/Duquesne+Family+Office
https://twitter.com/joincolossus/status/1656258955780456448
https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety
https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html
https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf
https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed
https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa
https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html
https://twitter.com/JoshWalkos/status/165574…
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E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
5 mei 2023 · 2 uur 2 min
(0:00) Bestie intros! Lees meer
(0:49) Jason and Sacks intro Robert F. Kennedy Jr.
(3:46) Foreign policy: Ukraine / Russia
(17:17) Foreign policy: Taiwan / China
(18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling
(33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture"
(46:04) COVID: mishandling, more "agency capture," vaccine policy
(55:10) Broader thoughts on vaccines in general
(1:05:54) Energy policy: thoughts on nuclear
(1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools
(1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers
(1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics
(1:40:37) The Besties do a post-interview debrief
(1:57:30) Announcing All-In Summit 2023!
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow Robert F. Kennedy Jr:
https://twitter.com/RobertKennedyJr
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more
28 april 2023 · 1 uur 16 min
(0:00) Bestie intro! Lees meer
(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture
(24:21) AI update: new projects, global enablement, early adoption
(37:38) SF CRE continues to collapse, Gotham City update
(47:52) Lab-grown meat: possibilities, potential impact, and major constraints
(1:06:47) Quick earnings button and RFK Jr's presidential bid
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/GavinSBaker
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html
https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html
https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html
https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power
https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc
https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky
https://fred.stlouisfed.org/series/JTSJOL
https://fred.stlouisfed.org/series/CIVPART
https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html
https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd
https://twitter.com/friedberg/status/1651371655774584832
https://twitter.com/mckaywrigley/status/1651291367224807424
https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea
https://twitter.com/Jason/status/1650974906916671493
https://www.kron4.com/news/ba…