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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

189 Episodes • By All-In Podcast, LLC • allinchamathjason.libsyn.com/web...
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Technology Investing Business
All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg
@theallinpod
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Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
(0:00) Bestie Intros: Chamath recaps the Breakthroug... more
Apr 19 2024 1h 36m
Funding Public Broadcasting Media Landscape
Chapter 1 9 mins
Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"
Chapter 2 4 mins
All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth
Chapter 3 20 mins
Google fires Pro-Palestine protestors
Chapter 4 5 mins
Chaos and culture wars at NPR
Chapter 5 21 mins
Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions
Chapter 6 10 mins
Startup tax crisis: How a recent provision upended R&D deductions
Chapter 7 10 mins
Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US
Chapter 8 13 mins
How to get better at chess, childhood Bestie schemes
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E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Register for the All-In Summit: https://summit.allin... more
Apr 12 2024 1h 26m
Impact of Inflation on US Election
Chapter 1 56 sec
Bestie Intros: J-Cal is out this week!
Chapter 2 2 mins
All-In Summit 2024 Announcement
Chapter 3 14 mins
Nvidia's market position, Collapse of Western cities, State of the cloud market
Chapter 4 28 mins
Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?
Chapter 5 20 mins
AI disclosure bill: important step for creators or unnecessary?
Chapter 6 20 mins
Drone warfare: The future of war, Silicon Valley's defense decision
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E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX ... more
Apr 5 2024 1h 32m
Future of Automation and Jobs
Chapter 1 7 mins
Meet All-In's new CEO: Jon Haile!
Chapter 2 12 mins
FTX Correction: Depositors are not getting "made whole"
Chapter 3 7 mins
Trump Media updates
Chapter 4 22 mins
Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?
Chapter 5 21 mins
AI job loss fears go mainstream, potential for autonomous domestic robots in next five years
Chapter 6 21 mins
Blinken says Ukraine will join NATO: WW3 risk, election implications
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E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
(0:00) Bestie Intros: Late night poker snacks! (2:33... more
Mar 29 2024 1h 27m
Ballot Initiative Dispute and Corruption
Chapter 1 2 mins
Bestie Intros: Late night poker snacks!
Chapter 2 14 mins
SBF sentenced to 25 years
Chapter 3 18 mins
Trump's meme SPAC: modern trading card, protest vote, or something else?
Chapter 4 12 mins
RFK Jr. selects Nicole Shanahan as VP
Chapter 5 24 mins
Biden's budget plan for 2025: how to confront America's existential crisis?
Chapter 6 4 mins
Science Corner: Why the price of cocoa has skyrocketed!
Chapter 7 11 mins
Movie talk and wrap!
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E171: DOJ sues Apple, AI arms race, Reddit IPO, NAR settlement & more
(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ... more
Mar 22 2024 1h 19m
Speculative Investing in Media Companies
Chapter 1 54 sec
Bestie Intros: Don't spoil Dune 2!
Chapter 2 22 mins
DOJ drops antitrust suit on Apple
Chapter 3 8 mins
Apple reportedly in talks with Google and OpenAI to power AI features on iPhone
Chapter 4 12 mins
NAR settlement: how it impacts residential real estate going forward
Chapter 5 4 mins
Microsoft's "Shadow Acquihire" of Inflection AI
Chapter 6 13 mins
How the besties would deploy $40B in AI as a sovereign wealth fund
Chapter 7 5 mins
Reddit IPO: is risk-on back?
Chapter 8 12 mins
Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink
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E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
(0:00) Bestie Intros! (1:02) Friedberg's newest fami... more
Mar 15 2024 1h 38m
Impact of Technology on Child's Focus
Chapter 1 1 min
Bestie Intros!
Chapter 2 6 mins
Friedberg's newest family members
Chapter 3 15 mins
Tech's vibe shift: More candidness, less PR-speak from top CEOs
Chapter 4 6 mins
OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?
Chapter 5 11 mins
Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?
Chapter 6 41 mins
TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?
Chapter 7 16 mins
Florida on the verge of banning lab-grown meat
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E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
(0:00) Bestie intros! (0:55) Elon sues OpenAI: compl... more
Mar 8 2024 1h 34m
Potential Misuse of Open Source Project
Chapter 1 54 sec
Bestie intros!
Chapter 2 36 mins
Elon sues OpenAI: complex structure, tax issues, damages, past comparables
Chapter 3 7 mins
OpenAI's focus on AGI, different interpretations of AGI in tech
Chapter 4 5 mins
Groq update with Sunny Madra!
Chapter 5 16 mins
Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming
Chapter 6 14 mins
TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright
Chapter 7 3 mins
Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event
Chapter 8 8 mins
Science Corner: More data on the negative impacts of microplastics in the bloodstream
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E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
(0:00) Bestie intros! Jato Caelin (1:36) Groq update... more
Mar 1 2024 1h 26m
Internal Changes Needed for Google
Chapter 1 1 min
Bestie intros! Jato Caelin
Chapter 2 4 mins
Groq update!: The key metric developer platforms should care about
Chapter 3 23 mins
Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more
Chapter 4 10 mins
How bloated HR departments slow down companies
Chapter 5 13 mins
Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?
Chapter 6 19 mins
Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups
Chapter 7 9 mins
Reddit S-1 breakdown
Chapter 8 4 mins
The Apple Car is dead: Apple cancels Project Titan
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E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia sma... more
Feb 23 2024 1h 20m
AI Applications in Big Companies
Chapter 1 2 mins
Bestie intros: Banana boat!
Chapter 2 24 mins
Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
Chapter 3 22 mins
Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
Chapter 4 27 mins
Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
Chapter 5 3 mins
War Corner with Sacks
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E166: Mind-blowing AI Video: OpenAI launches Sora + Biden too old? Tucker/Putin interview & more
(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market... more
Feb 16 2024 1h 43m
The Potential Pitfalls of Excessive Funding
Chapter 1 1 min
Sacks Tequila Tasting!
Chapter 2 14 mins
Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
Chapter 3 35 mins
Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
Chapter 4 13 mins
The risks of companies issuing stock option loans
Chapter 5 26 mins
Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
Chapter 6 11 mins
Takeaways from Tucker's Putin interview
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E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
(0:00) Bestie intros! (2:08) Apple Vision Pro breakd... more
Feb 9 2024 1h 28m
Compelling Insights on AI Hardware
Chapter 1 2 mins
Bestie intros!
Chapter 2 18 mins
Apple Vision Pro breakdown
Chapter 3 12 mins
Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
Chapter 4 8 mins
Positive signals indicating a big SaaS bounceback
Chapter 5 31 mins
VCs are split into three camps on how to approach AI investing
Chapter 6 16 mins
Rolling real estate crisis continues
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E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
(0:00) Bestie intros! The guys try the Apple Vision ... more
Feb 2 2024 1h 33m
Implications of CEO-driven Mergers and Acquisitions
Chapter 1 8 mins
Bestie intros! The guys try the Apple Vision Pro
Chapter 2 27 mins
Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms
Chapter 3 32 mins
Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation
Chapter 4 7 mins
Reddit reportedly targeting $5B valuation in potential March IPO
Chapter 5 17 mins
Drone attack, risks of greater Middle East conflict, failures of the military industrial complex
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E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
(0:00) Bestie intros! (1:37) Markets rip on strong e... more
Jan 26 2024 1h 33m
Experts and Direct Sources Impacting Journalism
Chapter 1 1 min
Bestie intros!
Chapter 2 15 mins
Markets rip on strong economic data
Chapter 3 18 mins
Media's broken business model, death spiral
Chapter 4 28 mins
Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government
Chapter 5 8 mins
Ethics of publishing non-public financial data
Chapter 6 13 mins
Fintech's reckoning
Chapter 7 7 mins
ARkStorm 2.0
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E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25)... more
Jan 19 2024 1h 38m
Capitalism and Collectivism in Argentina
Chapter 1 4 mins
Live from the WEF: "Oh Davos, Kumbaya"
Chapter 2 17 mins
Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
Chapter 3 13 mins
Boeing's regulatory capture leading to negative impact on consumer safety
Chapter 4 15 mins
Adam Neumann facing familiar challenges at his new startup, Flow
Chapter 5 10 mins
Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
Chapter 6 20 mins
Streaming at a crossroads: is the business model broken?
Chapter 7 11 mins
Science Corner: New study on microplastics in water bottles
Chapter 8 5 mins
All-In Poker
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E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
(0:00) Bestie intros! Friedberg's jumper (1:21) US a... more
Jan 13 2024 1h 38m
Wag the Dog Moment in Politics
Chapter 1 1 min
Bestie intros! Friedberg's jumper
Chapter 2 15 mins
US and its allies strike Houthi targets in Yemen
Chapter 3 13 mins
Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?
Chapter 4 21 mins
Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator
Chapter 5 14 mins
Why and how Sacks is taking on Slack, where Carta went wrong with founders
Chapter 6 33 mins
DEI debate: cultural significance, real solutions, Motte-and-bailey
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E160: 2024 Predictions! Markets, tech, politics, and more
(0:00) Bestie intros! Pasty Preppers (4:17) 2024's B... more
Jan 6 2024 1h 27m
Licensing Fees for OpenAI Challenges
Chapter 1 4 mins
Bestie intros! Pasty Preppers
Chapter 2 9 mins
2024's Biggest Political Winner
Chapter 3 6 mins
2024's Biggest Political Loser
Chapter 4 12 mins
2024's Biggest Business Winner
Chapter 5 5 mins
2024's Biggest Business Loser
Chapter 6 3 mins
2024's Biggest Business Deal
Chapter 7 10 mins
2024's Most Contrarian Belief
Chapter 8 5 mins
2024's Best-Performing Asset
Chapter 9 9 mins
2024's Worst-Performing Asset
Chapter 10 6 mins
2024's Most Anticipated Trend
Chapter 11 9 mins
2024's Most Anticipated Media
Chapter 12 5 mins
Emotional condition heading into 2024
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E159: The Bestie Awards! Recapping the best and worst of 2023
(0:00) Welcome to the fourth annual Bestie Awards! (... more
Dec 29 2023 1h 22m
Biggest Flash in the Pan
Chapter 1 4 mins
Welcome to the fourth annual Bestie Awards!
Chapter 2 6 mins
Biggest Political Winner
Chapter 3 4 mins
Biggest Political Loser
Chapter 4 7 mins
Biggest Political Surprise
Chapter 5 3 mins
Biggest Business Winner
Chapter 6 3 mins
Biggest Business Loser
Chapter 7 5 mins
Biggest Business Surprise
Chapter 8 4 mins
Best Science Breakthrough
Chapter 9 2 mins
Biggest Flash in the Pan
Chapter 10 2 mins
Best CEO
Chapter 11 2 mins
Best Investor
Chapter 12 2 mins
Best Turnaround
Chapter 13 4 mins
Worst Company
Chapter 14 2 mins
Best Meme
Chapter 15 3 mins
Best New Tech
Chapter 16 2 mins
Best Trend
Chapter 17 5 mins
Worst Trend
Chapter 18 4 mins
Favorite Media
Chapter 19 4 mins
The Rudy Giuliani Award for Self-Immolation
Chapter 20 5 mins
Final Thoughts
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E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
(0:00) Bestie intros: Jason comes in hot, All-In's n... more
Dec 23 2023 1h 47m
FSBO Websites' Impact on Real Estate
Chapter 1 7 mins
Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more
Chapter 2 28 mins
Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen
Chapter 3 18 mins
Major M&A deals called off, downstream impacts of a hawkish regulatory environment
Chapter 4 22 mins
The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages
Chapter 5 14 mins
Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US
Chapter 6 15 mins
Colorado bans Trump from primary ballots
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E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
(0:00) Bestie intros: Mullets! (2:56) Recapping Frie... more
Dec 16 2023 1h 39m
Bizarre Tech Grift
Chapter 1 2 mins
Bestie intros: Mullets!
Chapter 2 6 mins
Recapping Friedberg's holiday party
Chapter 3 13 mins
Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?
Chapter 4 11 mins
OpenAI inks deal with Axel Springer
Chapter 5 23 mins
FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders
Chapter 6 24 mins
Alex Jones reinstated on X
Chapter 7 4 mins
Sacks receives an unlikely apology
Chapter 8 11 mins
Besties take two questions from the audience
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E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
(0:00) Bestie intro! (3:12) Ivy League antisemitism ... more
Dec 8 2023 1h 32m
Consequences of College Admissions Scandal
Chapter 1 3 mins
Bestie intro!
Chapter 2 18 mins
Ivy League antisemitism hearings
Chapter 3 12 mins
State of the economy for consumers
Chapter 4 10 mins
Signs of life in SaaS, VC shutdowns, and more
Chapter 5 16 mins
Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech
Chapter 6 10 mins
Google announces Gemini: Why this is a notable moment for Google, industry impact, and more
Chapter 7 20 mins
Adobe's $20B Figma acquisition has stalled out due to the UK's CMA
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E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
(0:00) Bestie intros! Tucker Carlson joins the show ... more
Dec 1 2023 2h 9m
No Coverage on Nord Stream Pipeline
Chapter 1 58 sec
Bestie intros! Tucker Carlson joins the show
Chapter 2 9 mins
Tucker's departure from Fox News
Chapter 3 20 mins
The state of American society and the importance of rediscovering national alignment
Chapter 4 28 mins
Why prosperity begets self-destruction, climate change, immigration
Chapter 5 9 mins
Thoughts on the current political landscape and presidential candidates
Chapter 6 24 mins
Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit
Chapter 7 7 mins
Post-interview debrief
Chapter 8 27 mins
Understanding the chaos at OpenAI
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E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
(0:00) Bestie intros! (1:25) Democratic Presidential... more
Nov 17 2023 1h 56m
Restoring Relationships and Honoring Don Beyer
Chapter 1 1 min
Bestie intros!
Chapter 2 11 mins
Democratic Presidential Candidate Dean Phillips shares his business background
Chapter 3 15 mins
Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician
Chapter 4 26 mins
Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security
Chapter 5 23 mins
US fiscal situation, healthcare, defense spending, restoring cross-party common ground
Chapter 6 9 mins
Post-interview debrief
Chapter 7 15 mins
Xi and Biden meet in San Francisco, Newsom up next?
Chapter 8 11 mins
Science Corner!: DeepMind's new weather forecasting model
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E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
(0:00) Bestie Intros: Sacks keeps receipts! (1:14) J... more
Nov 11 2023 1h 50m
Political Leaders and Foreign Aid Differences
Chapter 1 1 min
Bestie Intros: Sacks keeps receipts!
Chapter 2 11 mins
Jared Kushner joins the show: background, Trump's campaign validation
Chapter 3 9 mins
State of Israel vs Hamas, escalation risks
Chapter 4 15 mins
Historical context around Israel's relationship with the Arab world, understanding the modern Middle East
Chapter 5 25 mins
Failed solutions, Israel's response, paths to stability
Chapter 6 10 mins
GOP debate, establishment blind spots, pragmatic politics, tribal infighting
Chapter 7 12 mins
Improving macro picture, potential impact on 2024 election cycle
Chapter 8 4 mins
Russia-Ukraine
Chapter 9 17 mins
Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement
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E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
(0:00) Bestie intros, All-In CEO talk, and Chamath's... more
Nov 3 2023 1h 28m
The Future of Regulation in Technology
Chapter 1 10 mins
Bestie intros, All-In CEO talk, and Chamath's research product
Chapter 2 6 mins
Ukraine has its “Cronkite Moment”
Chapter 3 5 mins
Market outlook: are we in for a Q4 rally?
Chapter 4 19 mins
CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders
Chapter 5 5 mins
WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround
Chapter 6 21 mins
Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy
Chapter 7 20 mins
Silicon Valley's shift right
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E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying... more
Oct 27 2023 1h 43m
Government Intervention and Money Supply
Chapter 1 1 min
Bestie intros!
Chapter 2 20 mins
WW3 risk, is WSJ trying to escalate US vs Iran?
Chapter 3 11 mins
Nuclear risks
Chapter 4 7 mins
Best case scenarios for de-escalation
Chapter 5 28 mins
Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns
Chapter 6 3 mins
Cruise robotaxi accident update
Chapter 7 11 mins
Hurricane Otis's rapid progression and the second-order effects on US coastal communities
Chapter 8 6 mins
Jason reflects on his time in the Middle East
Chapter 9 12 mins
New House Speaker and Trump case update
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