Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 8 October 2025
⏱️ 27 minutes
🧾️ Download transcript
Summary
(0:00) Introducing Joe Tsai
(0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing?
(6:07) Alibaba origins, China's pullback on capitalism
(10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China?
(19:46) AI application in large businesses
(21:52) Managing corporate culture at Alibaba's scale, Nets predictions
(23:17) AI adoption, job anxiety, and AGI views in China
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Transcript
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| 0:00.0 | For people who don't know who he is, please give us an introduction to Joe Stapp. |
| 0:05.0 | He's the owner of the Nets and he's now chairman of Ali Baba. |
| 0:09.0 | We like innovation from the bottom up. |
| 0:11.0 | Ali Baba just dropped their secret weapon. |
| 0:14.0 | Quinn 2.5 max. |
| 0:16.0 | Valley Baba surged 14.5% overnight, beat estimates on nearly every metric. |
| 0:20.0 | A massive rally alone is he adding about100 billion to the stock's value. |
| 0:24.8 | You have to have a growth mindset when you compete. |
| 0:29.6 | Ladies and gentlemen, please welcome Joe Tsai. sigh. Hey. My man, good to see you. |
| 0:43.3 | Good to see you. |
| 0:44.3 | Joe, nice to see you. |
| 0:45.3 | How are you? |
| 0:46.3 | Good to see you. |
| 0:47.3 | David. |
| 0:48.3 | How are you? |
| 0:49.3 | The Brooklyn Nets. |
| 0:51.3 | Brooklyn Nets. |
| 0:52.3 | And the New York Liberty. And the New York Liberty, exactly. It's not easy running a team, is it? |
| 0:58.4 | It's not easy at all. Not easy at all. Because a basketball, any professional team is both a business and also it's an |
| 1:10.3 | institution. You need to keep the fan base happy so there's |
| 1:13.8 | sort of this church and state element yeah it's almost like running a news organization yeah there it is |
| 1:19.2 | we maybe start with the wmBA and we can shift to business and we can shift to basketball but |
... |
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