All-In with Chamath, Jason, Sacks & Friedberg
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439 afleveringen, van nieuw naar oud
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#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
29 mei 2022 · 32 min
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist Lees meer
0:00 Adena Hefets breaks down the state of the US housing market in 2022
16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more
30:08 Adena does a Bestie Intro for herself!
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
28 mei 2022 · 39 min
This conversation was recorded LIVE at the All-In Summit in Miami! Lees meer
0:00 David Sacks explains the origin of this panel on political discourse in America
2:56 Understanding the new political divide, how Trump's victory impacted discourse
12:37 Can mainstream media ever get back to relative neutrality?
29:15 Audience Q&A
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Intro Music Credit:
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Intro Video Credit:
https://twitter.com/TheZachEffect
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E83: Market slide continues, and how to address Uvalde
27 mei 2022 · 1 uur 49 min
0:00 Bestie Guestie Brad Gerstner joins the show Lees meer
1:00 All-In Summit recap and best moments
16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?
29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement
51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential
1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction
1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/.DJI:INDEXDJX
https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first
https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx
https://fred.stlouisfed.org/series/T10YIE
https://twitter.com/zerohedge/status/1529100065331200005
https://twitter.com/BillAckman/status/1529133144540078083
https://layoffs.fyi
https://www.google.com/finance/quote/SNAP:NYSE
https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html
https://www.google.com/finance/quote/FB:NASDAQ
https://www.google.com/finance/quote/GOOG:NASDAQ
https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo
https://twitter.com/JeffBezos/status/1525309091970699265
https://twitter.com/DavidSacks/status…
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#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
26 mei 2022 · 1 uur 9 min
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist Lees meer
0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking
26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture
51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players
Follow the guests:
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
25 mei 2022 · 34 min
This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist Lees meer
0:00 David Sacks tees up the show: Debating the US intervention in Ukraine
This debate was recorded LIVE at the All-In Summit in Miami!
1:49 Opening statements from Glenn & Antonio
15:29 Debating US involvement, regime change motives, & more
32:01 Final word & wrap
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
24 mei 2022 · 1 uur
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist Lees meer
0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"
17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry
24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate
34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble
46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence
Follow the guests:
https://twitter.com/clairethielke
https://twitter.com/typesfast
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
23 mei 2022 · 52 min
This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist Lees meer
0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn
12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality
24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions
33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses
47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
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E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
17 mei 2022 · 1 uur 26 min
0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! Lees meer
0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration
13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company
21:42 Concerns around the Twitter deal, crypto payments on Twitter
30:19 Building vs. acquiring, early Tesla stories
39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar
56:37 Moving from CA to TX, fixing California, macroeconomic takes
1:10:20 American exceptionalism, a new immigration strategy
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffec
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E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
13 mei 2022 · 1 uur 41 min
0:00 Bestie catchup and Friedberg intros! Lees meer
4:40 Breaking down current macro risks, Great Recession comparisons
31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds
41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn
58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at
1:13:21 Psychological impact of investing after taking huge losses
1:29:00 Predictions on how the market shakes out
Follow the besties:
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/cullenroche/status/1524441227931774976
https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards
https://www.bls.gov/news.release/realer.nr0.htm
https://www.federalreserve.gov/releases/g19/current/default.htm
https://www.longtermtrends.net/home-price-median-annual-income-ratio
https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding
https://twitter.com/Jason/status/1523780820112007168
https://fred.stlouisfed.org/series/CIVPART
https://www.dol.gov/ui/data.pdf
https://twitter.com/TheBenSchmark/status/1522669777478684672
https://twitter.com/AndrewE_Dunn/status/1523653942252826624
https://twitter.com/mattturck/status/1524773379416408064
https://twitter.com/jonsakoda/status/1522625236130144256
https://cloudedjudgement.substack.com
https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/
https://twitter.com/ZoeSchiffer/s…
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E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
7 mei 2022 · 1 uur 26 min
0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade Lees meer
28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade
43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices?
1:05:09 Analyzing the path forward
Follow Amy and Tom:
https://twitter.com/AHoweBlogger
https://twitter.com/SCOTUSblog
Follow the besties:
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https://linktr.ee/calacanis
https://twitter.com/DavidSacks
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Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.documentcloud.org/documents/21835435-scotus-initial-draft
https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf
https://supreme.justia.com/cases/federal/us/505/833/case.pdf
https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings
https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates
https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf
https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292
https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330
https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf
https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx
https://news.gallup.com/poll/1576/abortion.aspx
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E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
30 april 2022 · 1 uur 52 min
0:00 Bestie intros Lees meer
4:32 Understanding VC fund metrics that matter, state of private markets
29:37 Recession possibilities, Q1 negative growth
44:56 Student loan forgiveness, fixing the underlying system, solutions
1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering
1:19:08 New Disinformation Governance Board
1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law
Follow the besties:
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https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
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https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.socialcapital.com/ideas/2021-annual-letter
https://twitter.com/jasongoepfert/status/1520040516955643905
https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351
https://twitter.com/lizannsonders/status/1520021943621140483
https://www.conference-board.org/topics/consumer-confidence
https://twitter.com/DavidSacks/status/1489128016508719104
https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp
https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/
https://www.sec.gov/news/press-release/2022-70
https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d
https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022
https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html
https://twitter.com/elonmusk/status/1519073003933515776
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E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
23 april 2022 · 1 uur 5 min
0:00 Bestie Intros + a new Bestie Guestie! Lees meer
4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase
26:25 Crypto regulation and adoption
46:37 Brian's takes on different types of stablecoins
51:14 Netflix's major headwinds
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.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804
https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation
https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook
https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook
https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648
https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/
https://sacks.substack.com/p/your-startup-is-a-movement?s=r
https://twitter.com/brian_armstrong/status/1435439291715358721
https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/
https://www.investopedia.com/terms/h/howey-test.asp
https://www.wsj.com/articles/crypto-thieves-get-bolder-by-the-heist-stealing-record-amounts-11650582598
https://techcrunch.com/2022/04/06/axie-infinity-creator-raises-150m-round-to-compensate-victims-of-625m-ronin-hack/
https://twitter.com/balajis/status/1402030233319088139
https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-compa…
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E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
16 april 2022 · 38 min
*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. Lees meer
0:00 Surprise part two!
1:03 Friedberg breaks down the global food crisis and predicts China's grand plan
9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like
18:22 Understanding French election results so far
23:08 All-In Summit update and preview
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://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/
https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties
https://allafrica.com/stories/202203190144.html
https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser
https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays
https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food
https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215
https://twitter.com/DavidSacks/status/1485696010290491393
https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022
https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html
https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879
https://summit.allinpodcast.co/
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E76: Elon vs. Twitter
16 april 2022 · 59 min
0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros Lees meer
3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more
30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee
43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/elonmusk/status/1514564966564651008
https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html
https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.
https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm
https://www.google.com/finance/quote/TWTR:NYSE
https://twitter.com/DefiantLs/status/1514738236207337477
https://twitter.com/jeffjarvis/status/1514578609754812419
https://twitter.com/maxboot/status/1514570168730636290
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/TSLA:NASDAQ
https://twitter.com/DefiantLs/status/1514738236207337477
https://twitter.com/auronmacintyre/status/1514653963408318474
https://www.google.com/finance/quote/ATVI:NASDAQ
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E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
9 april 2022 · 1 uur 18 min
0:00 Jason's big night out, bestie intros, All-In Summit update and more Lees meer
8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups
14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model
41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming
1:03:24 Food shortage update, ideal US objectives going forward
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder
https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs
https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources
https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs
https://articles.sequoiacap.com/rip-good-times
https://sacks.substack.com/p/the-saas-board-meeting
https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410
https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform
https://twitter.com/paraga/status/1511320953598357505
https://twitter.com/jack/status/1511329369473564677
https://twitter.com/elonmusk/status/1507259709224632344
https://twitter.com/micsolana/status/1511360061670662149
https://twitter.com/micsolana/status/1511674851202945024
https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html
https:/…
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E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
1 april 2022 · 1 uur 39 min
0:00 Sacks' DC trip and foreign policy speaking gig Lees meer
5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration
26:16 How the US can fix its current economic issues, reframing high-skilled immigration
48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?
1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?
1:19:03 Food shortage update
1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin
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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525
https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28
https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm
https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3
https://www.google.com/finance/quote/PATH:NYSE
https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392
https://fred.stlouisfed.org/series/CIVPART
https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html
https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962
https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy
https://thelibera…
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E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
26 maart 2022 · 1 uur 36 min
0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg Lees meer
1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies
21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology
40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble
53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive
1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war
1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk
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://sacks.substack.com/p/the-burnmultiple-51a7e43cb200
https://substack.com/profile/11803623-jamin-ball
https://twitter.com/nfergus/status/1506243619384037378
https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war
https://www.rand.org/pubs/research_briefs/RB10014.html
https://twitter.com/samramani2/status/1507378113893871617
https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/
https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail
https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html
https://www…
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E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
19 maart 2022 · 1 uur 15 min
0:00 Jason's new "family office" and Sacks' new strategy Lees meer
2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in
15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping
34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization
49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets
1:02:06 Rewriting foreign policy playbooks
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html
https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html
https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html
https://twitter.com/davidfrum/status/1504601558184517637
https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/
https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/
https://twitter.com/RichardHanania/status/1504824837964926981
https://twitter.com/ClintEhrlich/status/1504618754784735232
https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1
https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298
https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make
https…
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E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
5 maart 2022 · 1 uur 36 min
0:00 David Sacks: Man for the people Lees meer
0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare
16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia
34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far
46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan
1:05:22 Market impact, increased volatility, thinking in decades, managing risk
1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point
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/phildstewart/status/1499535843207389186
https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html
https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council
https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04
https://twitter.com/TimothyDSnyder/status/1499587642115117059
https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html
https://www.google.com/finance/quote/LUKOY:OTCMKTS
https://oec.world/en/profile/hs92/wheat
https://twitter.com/balajis/status/1498873063378612227
https://twitter.com/LindseyGrahamSC/status/1499574209567199235
https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia…
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E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
25 februari 2022 · 1 uur 11 min
0:00 Ukraine invasion: how should the US respond? Lees meer
17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc
32:51 Reflecting on the media coverage so far, Putin's ambitions
42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence
53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad
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.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3
https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands
https://twitter.com/Ukraine/status/1496837835743133699
https://twitter.com/Ukraine/status/1496716168920547331
https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw
https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131
https://en.wikipedia.org/wiki/Nuclear_power_in_Germany
https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech
https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url
https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/
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E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
19 februari 2022 · 1 uur 30 min
0:00 Sacks needs the ball Lees meer
1:43 Trudeau invokes emergency powers to try and stop the truckers protest
13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments
25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism
42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks
1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci
1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict
https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada
https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url
https://twitter.com/Jason/status/1494534850090442752
https://twitter.com/juliettekayyem/status/1491757167308902405
https://twitter.com/juliettekayyem/status/1491789181428715521
https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html
https://twitter.com/garrytan/status/1493876167085944834
https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening
https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential
https://twitter.com/Jason/status/1493860336713097218
https://twitter.com/MikeBloomberg/status/1494009394257870848
https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter
https://www.theinformation.com/articles/t…
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E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
12 februari 2022 · 1 uur 25 min
0:00 Bestie Intro: Phil Hellmuth found a new billionaire Lees meer
1:30 Chamath's new camera positioning
3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy
30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into?
45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth
54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment
1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal
1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure
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://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972
https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html
https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast
https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word
https://twitter.com/aodespair/status/1489565575894478849
https://twitter.com/Jason/status/1490803436639588352
https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest
https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001
https://bariweiss.substack.com/p/what-the-truckers-want
https://globalnews.c…
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E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
5 februari 2022 · 1 uur 39 min
0:00 Sacks' shining moment Lees meer
2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for
45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"
55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance
1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech
1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science
1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/INGR:NYSE
https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed
https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html
https://twitter.com/typesfast/status/1451543776992845834
https://www.google.com/finance/quote/FB:NASDAQ
https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html
https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html
https://www.google.com/finance/quote/PYPL:NASDAQ
https://www.google.com/finance/quote/SNAP:NYSE
https://www.cnbc.com/2022/02/03/facebook-and-…
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E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
29 januari 2022 · 1 uur 14 min
0:00 Chamath's preferred cosplay Lees meer
1:35 Reflecting on bad investment decisions and markup dynamics
15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings
39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes
55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot
1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance
https://twitter.com/DavidSacks/status/1480716684038049796
https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78
https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html
https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing
https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525
https://www.history.com/news/nato-article-5-meaning-history-world-war-2
https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html
https://www.worldometers.info/gdp/gdp-by-country
https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player
https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine
https://www.wsj.com/articles/william-ackman-…
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E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
22 januari 2022 · 1 uur 37 min
00:00 Cold Open Lees meer
00:25 Besties react to last week's All-In E63
21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust
42:21 "Superbubble," Multiple compression, Fed interest rates, Peloton & Netflix valuations
1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis
1:32:01 Friedberg's new company Cana
1:33:47 Learning loss from COVID school closures
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 Episode:
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
https://www.youtube.com/watch?v=w1iYGE3PVYA
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487
Chamath's Social Capital 2019 Annual Letter
https://www.socialcapital.com/annual-letters/2019
Bill Ackman suggests the Fed should raise rate by 50 basis points
https://twitter.com/BillAckman/status/1482449525595943045?s=20
Gavin Baker's Twitter on Generals getting shot last
https://twitter.com/GavinSBaker/status/1479454332567310342?s=20
Jonathan Chait in NY Mag on School Closures
https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime
Friedberg's interview on This Week in Startups
https://youtu.be/dajzLwGAntI?t=1998
https://apple.co/33Xrbq3
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E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
15 januari 2022 · 1 uur 25 min
0:00 Bestie Intro: Friedberg prepares for the insurrection discussion Lees meer
0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating
14:45 Human rights perspectives and challenges: domestic and international
57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts
1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws
1:19:44 Rehashing the roast of Phil Hellmuth
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html
https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th
https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and
https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html
https://twitter.com/ryanstruyk/status/1481345993320939525
https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2
https://twitter.com/Jason/status/1481386527485693953
https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html
https://www.bbc.com/news/world-asia-china-22278037
https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html
https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069
https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-
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E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
8 januari 2022 · 1 uur 7 min
0:00 Bestie intro and poker recap Lees meer
3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise
17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top
26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions
45:56 Advice for founders on navigating a downturn
1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?
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/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705
https://www.bbc.com/news/technology-58469882
https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html
https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471
https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10
https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights
https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html
https://fred.stlouisfed.org/series/T10YIE
http://www.paulgraham.com/aord.html
https://www.socialcapital.com/annual-letters/2019
https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200
https://www.statista.com/statistics/266206/googles-annual-global-revenue
https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds
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E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
29 december 2021 · 1 uur 22 min
(0:00) Recapping the "Superspreader" Lees meer
(6:12) Predicting 2022's biggest political winner
(11:57) Predicting 2022's biggest political loser
(19:07) Predicting 2022's biggest business winner
(25:47) Predicting 2022's biggest business loser
(34:30) Most contrarian belief for 2022
(1:02:07) Best performing asset for 2022
(1:04:19) Most anticipated trend for 2022
(1:09:19) Most anticipated media for 2022
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=IFMMeCMbNt8
https://www.youtube.com/watch?v=CrgYEbIQkac
https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html
https://worldpopulationreview.com/countries/countries-by-gdp
https://twitter.com/datarade/status/1474432996845436933
https://twitter.com/kerpen/status/1475209018058723334
https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor
https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600
https://twitter.com/balajis/status/1475438356473409542
https://balajis.com/mirrortable
https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769
https://twitter.com/peterdaou/status/1470906537682026499
https://twitter.com/TheOfficialRom/status/1472206678586179588
https://twitter.com/joebiden/status/1322254443644026880
https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html
https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days
https://twitter.com/FaceTheNation/status/1475209878415323140
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E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
23 december 2021 · 1 uur 48 min
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off Lees meer
(5:10) Biggest Winner - Politics
(9:43) Biggest Loser - Politics
(14:37) Biggest Political Surprise
(22:24) Biggest Winner - Business
(26:03) Biggest Loser - Business
(30:54) Biggest Business Surprise
(35:27) Best Science Breakthrough
(42:56) Biggest Flash in the Pan
(47:08) Best CEO
(52:43) Best Investor
(57:12) Best Turnaround
(1:02:47) Worth Human Being
(1:07:31) Best Meme
(1:10:02) Most Loathsome Company
(1:14:47) Best New Tech
(1:20:22) Best Trend
(1:22:17) Worst Trend
(1:26:02) Favorite Media
(1:34:15) The Rudy Giuliani Award for Self-Immolation
(1:39:07) The Besties spread holiday cheer with each other
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/jack
https://twitter.com/Jason/status/1473321415285751811
https://twitter.com/cdixon/status/1473150192400486401
https://twitter.com/jack/status/1473155226194616325
https://twitter.com/elonmusk/status/1472754632325795843
https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp
https://dune.xyz/rchen8/opensea
https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html
https://www.bbc.com/news/science-environment-55564448
https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315
https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007
https://twitter.com/GavinSBaker/status/1473326791293128706
https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility
https://www.amazon.com/Grinding…
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E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
17 december 2021 · 1 uur 28 min
(0:00) Bestie Intro: Sweater update, NYC stories Lees meer
(8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm
(14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech
(27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here
(42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward
(53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks
(1:08:57) Future of mRNA technology
(1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around?
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/1470799225566859268
https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies
https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list
https://mobile.twitter.com/SenWarren/status/1470415896053227522
https://mobile.twitter.com/SenSanders/status/1471512117257846784
https://fred.stlouisfed.org/series/WALCL
https://twitter.com/mangan150/status/1470827691527999494
https://twitter.com/peterpham/status/1471514774546509829
https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke
https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html
https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582
https://www.businessinsider.com/congress-sto…
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E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
11 december 2021 · 1 uur 21 min
0:00 Bestie Intro: Chamath's happy hour and sweater feud Lees meer
7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading
23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators
40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy
50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders
1:11:16 Lessons from the Jussie Smollett saga
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.cnbc.com/2021/12/10/consumer-price-index-november-2021.html
https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm
https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995
https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html
https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html
https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html
https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html
http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf
https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052
https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html
https://twitter.com/BillAckman/status/1469438745791410183
https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-securit…
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E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
4 december 2021 · 1 uur 18 min
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans Lees meer
(12:30) Understanding the Omicron variant
(24:49) Tech stocks plummet: why the selloff?
(33:44) Inflation: here to stay? What's the 10-year outlook?
(44:57) Anticipating a "Great Resignation" of successful VCs
(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech
(1:02:08) Mike Bloomberg donates $750M to charter schools
(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech
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/trvrb
https://www.nejm.org/doi/full/10.1056/NEJMoa2115463
https://twitter.com/erictopol/status/1466799350990839810
https://twitter.com/Jason/status/1465037481187987457
https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586
https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers
https://fortune.com/2021/08/09/lumber-prices-down-2018-levels
https://twitter.com/rabois/status/1466816803418615812
https://twitter.com/michelletandler/status/1465393612577853440
https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324
https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation
https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse
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E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
20 november 2021 · 1 uur 16 min
0:00 Bestie intro Lees meer
1:14 Constitution DAO: implications, shortcomings, how to move forward?
29:58 Rittenhouse trial media coverage
50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency
1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap
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.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html
https://twitter.com/constitutiondao
https://www.constitutiondao.com
https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/
https://youtu.be/1TBa-9Lx3vc?t=8762
https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/
https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial
https://twitter.com/elonmusk/status/1461372314424164367
https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087
https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html
https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html
https://twitter.com/ConceptualJames/status/1461007806333693959
https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html
https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html
https://www.youtube.com/watch?v=zHZ4MfOiqm8
https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe
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E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
13 november 2021 · 1 uur 32 min
0:00 Bestie intro and Solana Breakpoint talk Lees meer
4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast
30:45 Rivian's >$100B valuation, greatest CNBC hit of all time
42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it
1:01:34 Xi Jinping becomes China's "Supreme Leader"
1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal
1:24:44 Besties wrap the show
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/us-inflation-consumer-price-index-october-2021-11636491959
https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1
https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1
https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224
https://twitter.com/Sen_JoeManchin/status/1458443966135902221
https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt
https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312
https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html
https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share
https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx
…
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E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
6 november 2021 · 1 uur 30 min
Show Notes: Lees meer
0:00 Besties do a Microsoft-themed intro
7:53 Spread trading big tech, amazing power of Google and Microsoft
17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route
30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0
35:24 Zillow's iBuying implosion
46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?
1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives
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/Suhail/status/1455553539552382979
https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt
https://twitter.com/RTanuku/status/1456324783809826819
https://www.nytimes.com/news-event/elections-2021
https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html
https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney
https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html
https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html
https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment
https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303
https://twitter.com/patrickruffini/status/1454792424488902656
https://www.shorenewsnetwork.com/2021/10/17/if-…
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E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
30 oktober 2021 · 1 uur 19 min
0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave Lees meer
20:44 Proposed "Wealth Tax"
35:13 Inflation discussion: corporate and government reactions
52:30 Dealing with inflation as a capital allocator
58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand
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/JTLonsdale/status/1453399478254379008
https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs
https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield
https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers
https://fred.stlouisfed.org/series/GFDEGDQ188S
https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10
https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion
https://finance.yahoo.com/quote/TOST/
https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976
https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6
https://twitter.com/Jason/status/1450108244915937284
https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks
https://vm.tiktok.com/TTPdYPqdJ6/
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E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
23 oktober 2021 · 1 uur 27 min
Show Notes: Lees meer
0:00 Bestie weight loss strategies, poker recap
13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more
33:43 Peak venture returns, tech landscape
44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility
58:58 Democrats overplaying their hand, Netflix discourse, and more
1:17:41 Pig kidney biological innovation
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.tmtgcorp.com/press-releases/announcement-10-20-2021
https://www.tmtgcorp.com/company-overview
https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html
https://twitter.com/scienceisstrat1/status/1450723760806379520
https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801
https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf
https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html
https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html
https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html
https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358
https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity
https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html
https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows
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E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
16 oktober 2021 · 1 uur 33 min
Show Notes: Lees meer
00:00 Cold Open
01:19 Titles
01:01 Intro Banter
04:24 Supply chain, labor shortage,
34:04 Taiwan
43:14 Sacks Desantis
47:00 Dave Chappelle
01:08:24 FDA
01:23:27 Question 1
01:27:08 Question 2
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:
Statista - The U.S. Car Models Most Impacted By The Microchip Shortage
Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"
Naithan Jones on Twitter - NFTs
Daily Breeze - No start date for 24/7 operations at Port of LA
LA Daily News - Port of LA to go to 24/7 operations, Biden announces
Nikkei Asia - TSMC announces plans to build first chip plant in Japan
St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product
Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy
David Sacks on Twitter - Desantis Dinner
Variety - Ted Sarandos Doubles Down
The Light of Other Days by Arthur C. Clarke
CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million
NBC - Most adults shouldn't take daily aspirin
Botched - Man Wins $100,000 Breast Implants Bet!
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E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
9 oktober 2021 · 1 uur 23 min
Show Notes: Lees meer
0:00 Mercury is in retrograde & impacting the besties
2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive
26:23 Building regulatory framework for utility tokens, institutional money in crypto
40:59 Facebook whistleblower, potential ramifications & regulation
57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s
1:02:34 Is decentralization a solution for social media?
1:09:09 Chappelle's controversial new special, All-In summit & more
Follow the besties:
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://coinmarketcap.com
https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo
https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/
https://www.bitwiseinvestments.com
https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether
https://twitter.com/KariyaKanav/status/1446207805220917252
https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/
https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/
https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/
https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/
https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581
https://www.netflix.com/title/81228510
https://twitter.com/DavidSacks/status/1446245636563619840
https://twitt…
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E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more
2 oktober 2021 · 1 uur 29 min
Show Notes: Lees meer
0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company"
19:27 Authoritarianism on the left
33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill
45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets
57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision"
1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm
1:23:51 All-In summit planning
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.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804
https://twitter.com/brian_armstrong/status/1443727729476530178
https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance
https://twitter.com/DavidSacks/status/1443846265582735362
https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/
https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/
https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html
https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802
https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/
https://siblisresearch.com/data/us-stock-market-value/
https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30
https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html
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E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan
25 september 2021 · 1 uur 29 min
Show Notes: Lees meer
0:00 Bestie Guestie Balaji Srinivasan is introduced
6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil
16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook
39:43 Chances of a revolution in China, predictions for the next 1-2 decades
48:37 Decentralized citizen journalism, the end of corporate journalism
58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media
1:18:43 How decentralized media platforms would work mechanically
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
https://twitter.com/balajis
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/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288
https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725
https://www.readingthechinadream.com/
https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations
https://www.amazon.com/End-History-Last-Man/dp/0743284550
https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&revisionId=&format=4&depth=1
https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307
https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/
https://twitter.com/balajis/status/1386288771872673793?lang=en
https://twitter.com/VitalikButerin/status/1386024429629558784?s=20
https://www.amazon.com/Truth-…
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E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more
18 september 2021 · 1 uur 36 min
Show Notes: Lees meer
0:00 Besties intro, TPB Symposium recap, rapid generations in tech
7:00 UBI, incentives for success, social safety nets
19:45 Newsom's recall victory in California, where the GOP went wrong
33:59 Facebook's week from hell, Instagram's harmful impact on teen girls
42:42 How to properly regulate social media's impact on certain groups
1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike
1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds
1:25:54 Mailchimp sells for $12B, employees got no equity
1:29:43 AOC at the Met Gala
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Links:
https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk
https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988
https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739
https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement
https://twitter.com/DavidSacks/status/1438597853320908811
https://www.kff.org/wp-content/uploads/2020/08/Slide1.png
https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze
https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf
https://www.sec.gov/news/press-release/2021-176
https://www.sec.gov/news/press-release/2021-164
https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal
https://coing…
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E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!
14 september 2021 · 1 uur 13 min
Show Notes: Lees meer
0:00 Open: LIVE from TPB Symposium
1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more
15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing
25:36 The threat of regulatory capture
34:18 Benefits of the "wartime mentality" when solving major issues
45:30 CCP looking to break up Alipay, what this means for US/China relations
49:11 Audience Q&A!
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://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/
https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/
https://twitter.com/RollingStone/status/1433922442850930696
https://twitter.com/maddow/status/1433521336282976256
https://twitter.com/ggreenwald/status/1434854957614780424
https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353
https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79
https://sacks.substack.com/p/your-startup-is-a-movement
https://twitter.com/DavidSacks/status/1426986193271640065
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E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
4 september 2021 · 1 uur 24 min
Show Notes:
00:00 Besties recap, it's Chamath's Birthday, Callin app
08:58 What should protocol be for conferences & live events?
12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC
31:28 China's video game ban, is it a good move?
39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion
55:09 Apple alters their payment policies
1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values
1:12:48 Joe Rogan & the narratives woven by the media & consumers Lees meerDownload Callin: https://www.callin.com
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedbergFollow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcastIntro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburgIntro Video Credit:
https://twitter.com/TheZachEffectReferenced in the show:
Elizabeth Holmes Trial
https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.htmlChina Bans Video Games
https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/Texas SB8
https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/Apple Modifies App Store Developer Payment Policy
https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101Joe Rogan Covid
https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html#allin #tech #news
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E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
28 augustus 2021 · 1 uur 36 min
Show Notes: Lees meer
0:00 Intro & Italy recap
12:06 An embarrassment in Afghanistan: breaking down how it happened
34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos
1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency
1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits
1:34:49 Post-credits scene
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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E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
6 augustus 2021 · 1 uur 31 min
Show Notes: Lees meer
0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more
16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies
30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds
43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising
59:12 Chamath & Jason share Theranos stories, Jason calling out frauds
1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power
1:28:05 New Yung Spielburg banger: "Friedberg Index"
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:
CNBC - Early Google exec got Larry Page's backing to build a start-up factory focused on saving the planet
https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html
Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces
https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17
CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be 'immaterial' in 2022, removing CEO
https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html
Zymergen - Zymergen Provides Business Update
https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html
Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors
https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-invest…
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E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
30 juli 2021 · 1 uur 17 min
Show Notes: Lees meer
0:00 Quick vaccine passports update
17:15 China's massive tech crackdown: reasons, ramifications, & more
37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies
41:25 CRISPR breakthrough, future possibilities
50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions
1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story
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:
NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams
https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html
WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers
https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628
AP - Biden orders tough new vaccination rules for federal workers
https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad
Bloomberg - NYC's Top Dining Rooms Will Start Requiring Proof of Vaccination
https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining
NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test
https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/
WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck
https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403
WSJ - ByteDance Shelved IPO Inte…
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E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
23 juli 2021 · 1 uur 36 min
Show Notes: Lees meer
0:00 Intro & Dog update
5:48 COVID, Vaccine mandates, public vs. private policy
26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef
36:56 Vaccine incentives in France
45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements
59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators
1:10:46 Modern online pessimist psychology & how to fix it
1:21:32 Besties give their tech industry takeaways
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Referenced in the show:
NYT - In France, angry protests, rising infections and record vaccinations.
https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html
NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks
https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html
CNBC - Biden on Facebook: 'They're killing people' with vaccine misinformation
https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html
Fortune - In giant leap for biology, DeepMind's A.I. reveals secret building blocks of human life
https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/
The Wizard of Menlo Park - Randall E. Stross
https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633
Tweets:
https://twitter.com/OliviaGoldhill/status/1417446281685966853
https://twitter.com/DavidSacks/status/1416879494283993088
https://twitter.com/ACLU/status/1417632367200673794
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E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more
16 juli 2021 · 1 uur 19 min
Show Notes: Lees meer
0:00 Bestie game show: Who got COVID? How was the experience?
9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates
24:26 Implications on the economy, will people self-isolate even without government shutdowns?
40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators
47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband
1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021
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:
WSJ Opinion - What Drives GOP Resistance to Vaccines?
https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392
NYT - Some Republican Leaders Speak Up for Vaccines
https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates
Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits
https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/
Study Finds - Over 200 COVID 'long hauler' symptoms identified, many lasting longer than 6 months
https://www.studyfinds.org/200-covid-long-hauler-symptoms/
CNN Opinion - Richard Branson's disappointing space jaunt
https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html
Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes
https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes
Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel
https://www.foxnews.c…
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E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
9 juli 2021 · 1 uur 10 min
Show Notes: Lees meer
0:00 Super drought & climate crisis on the west coast
25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism
36:50 Friedberg's "anti-science" theory
44:48 San Francisco chaos, "crime is down" controversy, viral crime videos
59:42 Are Israel's recent COVID vaccine findings problematic?
Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
Nuclear energy timeline
https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing
The Grid: The Fraying Wires Between Americans and Our Energy Future
https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ
MarketWatch - Target shortens hours in San Francisco due to 'alarming rise' in shoplifting
https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560
Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness
https://www.gov.il/en/departments/news/05072021-03
Tweets:
https://twitter.com/friedberg/status/1413044148735672322
https://twitter.com/michelletandler/status/1411362359734542343
https://twitter.com/michelletandler/status/1411943649231851522
https://twitter.com/cyantist/status/1412478525014085632
https://twitter.com/briansugar/status/1412507632267534340
https://twitter.com/activeasian/status/1412252070829182976
https://twitter.com/DavidSacks/status/1412160046046203909
https://twitter.com/DavidSacks/status/1412163715676327950
https://twitter.com/ThomasSowell/status/1412858750747217922
https://twitter.com/robkhenderson/status/1412899033933307911
https://twitter.com/sfchronicle/sta…