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All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Technology, Investing, Business, Entrepreneurship, Startups, Health, Money, Tech, Davidsacks, Davidfriedberg, Iq, Friedberg, Poker, Covid19, Chamath, Jason, Grow, Gambling, Learn, Sacks, Tips, Calacanis, Alllin, Allin, Palihapitiya, Coronavirus

4.45.8K Ratings

Overview

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

195 Episodes

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

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/BobbyAllyn/status/1792679435701014908 https://x.com/sama/status/1790075827666796666 https://openai.com/index/how-the-voices-for-chatgpt-were-chosen https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice https://x.com/SydSteyerhart/status/1792981291266138531 https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees https://x.com/sama/status/1791936857594581428 https://x.com/ilyasut/status/1790517455628198322 https://x.com/janleike/status/1790603862132596961 https://x.com/janleike/status/1791498184671605209 https://openai.com/index/openai-announces-leadership-transition https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025 https://www.google.com/finance/quote/INTC:NASDAQ https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022 https://chamath.substack.com/p/2023-annual-letter https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden https://fred.stlouisfed.org/series/CCLACBW027SBOG https://x.com/KariLake/status/1792986501820850333 https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation https://www.google.com/finance/quote/MCD:NYSE https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781 https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x https://pubmed.ncbi.nlm.nih.gov/12708228 https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247 https://pubmed.ncbi.nlm.nih.gov/21524797 https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133 https://www.youtube.com/watch?v=o6yuYkfNh-k https://www.youtube.com/watch?v=EYQjShJxCtM https://www.youtube.com/watch?v=r_4jrMwvZ2A

Transcribed - Published: 24 May 2024

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

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm https://x.com/OpenAI/status/1790130703721521305 https://x.com/OpenAI/status/1790089513387143469 https://crfm.stanford.edu/helm/mmlu/v1.3.0/# https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3 https://www.opencompute.org https://glue.ai https://ragie.ai https://ohalo.com https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://twitter.com/DavidSacks/status/1378034932006592512 https://www.athenawow.com/jcal https://calacanis.substack.com/p/startup-productivity-in-the-age-of https://blog.google/products/search/generative-ai-google-search-may-2024 https://www.youtube.com/watch?v=XEzRZ35urlk https://finance.yahoo.com/quote/GOOG https://startuptalky.com/apple-failed-products

Transcribed - Published: 17 May 2024

In conversation with Sam Altman

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company (1:05:33) Post-interview recap (1:10:38) All-In Summit announcements, college protests (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next? (1:29:41) Google unveils AlphaFold 3.0 Follow Sam: https://twitter.com/sama Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/EconomyApp/status/1622029832099082241 https://sacra.com/c/openai https://twitter.com/tim_cook/status/1787864325258162239 https://openai.com/index/introducing-the-model-spec https://twitter.com/SabriSun_Miller/status/1788298123434938738 https://www.archives.gov/founding-docs/bill-of-rights-transcript https://twitter.com/ClayTravis/status/1788312545754825091 https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html https://www.youtube.com/watch?v=snbTCWL6rxo https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036 https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

Transcribed - Published: 10 May 2024

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in protests (53:03) Post-interview debrief (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1 Follow Sheryl: https://twitter.com/sherylsandberg Watch Screams Before Silence: https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/fakechamath https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1 https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html https://news.un.org/en/story/2024/03/1147477 https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/ https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html https://github.com/Profluent-AI/OpenCRISPR

Transcribed - Published: 3 May 2024

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) Besties reminisce on their encounters with Steve Jobs (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done? (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://ai.meta.com/blog/meta-llama-3 https://huggingface.co/meta-llama/Meta-Llama-3-8B https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3 https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html https://www.youtube.com/watch?v=kiMTRQXBol0 https://twitter.com/AravSrinivas/status/1781099224169320500 https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge https://twitter.com/lauramaywendel/status/1782040453266710551 https://twitter.com/naveengrao/status/1781491370114633816 https://twitter.com/winglian/status/1783456379199484367 https://www.meta.ai https://twitter.com/chamath/status/1780302197772952049 https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21 https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01 https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d https://www.google.com/finance/quote/TSLA:NASDAQ https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html https://www.tesla.com/blog/master-plan-part-deux https://twitter.com/chamath/status/1776663647735218491 https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html https://palmetto.com https://www.youtube.com/watch?v=pja_n8ThDsU https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit https://twitter.com/DavidSacks/status/1777496946263134414 https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes https://www.techemails.com/p/steve-jobs-emails-adobes-ceo https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android https://www.youtube.com/watch?v=CWOt9Cjq2mw https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150 https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance https://twitter.com/DavidSacks/status/1783220583075111401 https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06 https://x.com/MsMelChen/status/1783524423963697262 https://x.com/Jason/status/1783556155924705388 https://x.com/Jason/status/1783604248569360516 https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922 https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll https://balajis.com/p/all-it-takes-is-all-you-got https://twitter.com/maceskridge/status/1783290784311058788

Transcribed - Published: 26 April 2024

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US (1:23:33) How to get better at chess, childhood Bestie schemes Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/NoTechApartheid/status/1780278895058518468 https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html https://www.notechforapartheid.com https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract https://twitter.com/CollinRugg/status/1779914595156808045 https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000 https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html https://www.youtube.com/watch?v=3-APSXZy9UI https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000 https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000 https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html https://twitter.com/JustStop_Oil/status/1580883249228046336 https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia https://www.npr.org/about-npr/178659563/our-mission-and-vision https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work https://twitter.com/realchrisrufo https://twitter.com/wokal_distance/status/1780695504210567335 https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass https://humane.com https://www.youtube.com/watch?v=TitZV6k8zfA https://www.youtube.com/watch?v=6xWXRk3yaSw https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036 https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924 https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8 https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work https://www.youtube.com/watch?v=U2huVf1l4UE

Transcribed - Published: 19 April 2024

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://summit.allinpodcast.co https://youtu.be/FgUKIRnxrxw https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html https://www.investing.com/economic-calendar/core-cpi-736 https://www.investing.com/economic-calendar/cpi-733 https://twitter.com/LHSummers/status/1778093870271664291 https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e https://twitter.com/LHSummers/status/1762607548828360798 https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula https://twitter.com/chamath/status/1778098007625572487 https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html https://twitter.com/unusual_whales/status/1778479545613439455 https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html https://fred.stlouisfed.org/series/FEDFUNDS https://twitter.com/chamath/status/1777017715846455470/photo/1 https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story https://www.youtube.com/watch?v=xG1vOxwgqJw https://twitter.com/sambendett/status/1774074927437475862 https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19 https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12 https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://www.saildrone.com https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves https://www.allencontrolsystems.com https://www.allencontrolsystems.com/bullfrog

Transcribed - Published: 12 April 2024

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 Correction: Depositors are not getting "made whole" (19:26) Trump Media updates (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13 https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21 https://www.google.com/finance/quote/DJT:NASDAQ https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458 https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43 https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html https://twitter.com/mtaibbi/status/1619029772977455105 https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04 https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue https://www.google.com/finance/quote/HUBS:NYSE https://www.statista.com/statistics/266249/advertising-revenue-of-google https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results https://twitter.com/thedailyshow/status/1774995166778020059 https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011 https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976 https://twitter.com/lina_colucci/status/1775668500931268665 https://twitter.com/tsarnick/status/1748923998052975099 https://twitter.com/Figure_robot/status/1767913661253984474 https://twitter.com/elonmusk/status/1746964887949934958 https://www.geckorobotics.com/company/robots https://twitter.com/DavidSacks/status/1775926842257813910 https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

Transcribed - Published: 5 April 2024

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) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap! Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28 https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison https://www.google.com/finance/quote/DJT:NASDAQ https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm https://www.sec.gov/news/press-release/2023-121 https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e https://twitter.com/CollinRugg/status/1773147897439436939 https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11 https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf https://manhattan.institute/article/the-limits-of-taxing-the-rich https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.oecd.org/tax/revenue-statistics-united-states.pdf https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services https://fred.stlouisfed.org/series/USGOVT https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures https://www.movieposters.com/products/daliland-mpw-138836 https://twitter.com/stillgray/status/1773234188663054751 https://twitter.com/elonmusk/status/1773240336292393144

Transcribed - Published: 29 March 2024

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's "Shadow Acquihire" of Inflection AI (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund (1:01:57) Reddit IPO: is risk-on back? (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets https://www.google.com/finance/quote/AAPL:NASDAQ https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing https://twitter.com/chamath/status/1769751534940918234 https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks https://twitter.com/Patworx/status/1760189582870536408 https://www.youtube.com/watch?v=QNv9PRDIhes https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634 https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23 https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532 https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient https://twitter.com/neuralink/status/1770563939413496146

Transcribed - Published: 22 March 2024

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 family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/RachaelRad/status/1767612555063955891 https://twitter.com/iamtomnash/status/1768135725403226256 https://twitter.com/CollinRugg/status/1752749485070156025 https://futurism.com/video-openai-cto-sora-training-data https://twitter.com/tsarnick/status/1768021821595726254 https://www.harvey.ai https://www.abridge.com https://www.taxgpt.com https://sierra.ai https://twitter.com/cognition_labs/status/1767548763134964000 https://twitter.com/heyBarsee/status/1767934812315062646 https://sourcegraph.com/cody https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800 https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate https://twitter.com/rabois/status/1768107160662421772 https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3 https://time.com/6900348/tiktok-ban-donald-trump-congress https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote https://www.congress.gov/bill/118th-congress/house-bill/7521/text https://en.wikipedia.org/wiki/United_States_foreign_adversaries https://twitter.com/davidfrum/status/1753878721163882676 https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it https://twitter.com/Teslaconomics/status/1768395010507182252 https://twitter.com/SpaceX/status/1768267464062943676 https://twitter.com/Andercot/status/1768328460622299424

Transcribed - Published: 15 March 2024

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com https://openai.com/our-structure https://openai.com/blog/openai-elon-musk https://twitter.com/vkhosla/status/1765424996548333997 https://twitter.com/pmarca/status/1764039155154399490 https://twitter.com/elonmusk/status/1765415187161464972 https://twitter.com/elonmusk/status/1765387202953937224 https://companiesmarketcap.com https://www.berkshirehathaway.com/letters/2023ltr.pdf https://twitter.com/KevinAFischer/status/1764892031233765421 https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04 https://www.berkshirehathaway.com/letters/letters.html https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05 https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16 https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911 https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html https://twitter.com/jawwwn_/status/1732888357980536924 https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp https://time.com/6846934/bitcoin-all-time-high-price-holdings https://www.google.com/finance/quote/BTC-USD https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9 https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving https://www.nejm.org/doi/full/10.1056/NEJMoa2309822 https://www.sciencedirect.com/science/article/pii/S016041202200099X

Transcribed - Published: 8 March 2024

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How bloated HR departments slow down companies (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data? (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups (1:13:06) Reddit S-1 breakdown (1:22:52) The Apple Car is dead: Apple cancels Project Titan Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/GOOG:NASDAQ https://twitter.com/PirateWires/status/1762842476744708171 https://twitter.com/lulumeservey/status/1762864255437516932 https://x.com/pmarca/status/1762532979317043515 https://twitter.com/shellenberger/status/1762900581134557636 https://twitter.com/shaunmmaguire/status/1760885099984261564 https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22 https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month https://www.google.com/finance/quote/TLPFY:OTCMKTS https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html https://twitter.com/balajis/status/1763067849218850939 https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2 https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

Transcribed - Published: 1 March 2024

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/NVDA:NASDAQ https://twitter.com/KobeissiLetter/status/1760680756689748478 https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024 https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1 https://twitter.com/JayScambler/status/1759372542530261154 https://twitter.com/chamath/status/1760343973632291212 https://x.ai https://twitter.com/TheTranscript_/status/1760436281438314545 https://artificialanalysis.ai https://www.contraline.com/product https://www.cafexapp.com/commercial https://blog.google/technology/ai/google-gemini-ai https://blog.google/products/gemini/bard-gemini-advanced-app https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace https://twitter.com/benthompson/status/1760452419627233610 https://twitter.com/Patworx/status/1760189582870536408 https://twitter.com/micsolana/status/1760163801893339565 https://ai.google/responsibility/principles https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback https://twitter.com/Jason/status/1760780139476992062 https://twitter.com/paulg/status/1760416051181793361 https://twitter.com/chamath/status/1760729719094563019 https://twitter.com/Jason/status/1760780139476992062

Transcribed - Published: 23 February 2024

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 cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://companiesmarketcap.com/page/1 https://www.google.com/finance/quote/NVDA:NASDAQ https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09 https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119 https://blog.google/products/gemini/bard-gemini-advanced-app https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.google.com/finance/quote/ARM:NASDAQ https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18 https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13 https://twitter.com/OpenAI/status/1758192957386342435 https://twitter.com/CultureCrave/status/1758212761748980089 https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024 https://twitter.com/nathanbenaich/status/1758036247115608317 https://twitter.com/natfriedman/status/1758143612561568047 https://twitter.com/OfficialLoganK/status/1758198997590618550 https://huggingface.co/spaces/tsujuifu/ml-mgie https://huggingface.co/stablediffusionapi/juggernaut-xl https://twitter.com/jrichlive/status/1757258553688256895 https://twitter.com/jrichlive/status/1493392725814566914 https://twitter.com/chamath/status/1757537426019598418 https://twitter.com/elonmusk/status/1757537968083075137 https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024 https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007 https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html https://twitter.com/wikileaks/status/1497207251785818114 https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

Transcribed - Published: 16 February 2024

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://companiesmarketcap.com/page/1 https://www.google.com/finance/quote/NVDA:NASDAQ https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09 https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119 https://blog.google/products/gemini/bard-gemini-advanced-app https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.google.com/finance/quote/ARM:NASDAQ https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18 https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13 https://twitter.com/OpenAI/status/1758192957386342435 https://twitter.com/CultureCrave/status/1758212761748980089 https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024 https://twitter.com/nathanbenaich/status/1758036247115608317 https://twitter.com/natfriedman/status/1758143612561568047 https://twitter.com/OfficialLoganK/status/1758198997590618550 https://huggingface.co/spaces/tsujuifu/ml-mgie https://huggingface.co/stablediffusionapi/juggernaut-xl https://twitter.com/jrichlive/status/1757258553688256895 https://twitter.com/jrichlive/status/1493392725814566914 https://twitter.com/chamath/status/1757537426019598418 https://twitter.com/elonmusk/status/1757537968083075137 https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024 https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007 https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html https://twitter.com/wikileaks/status/1497207251785818114 https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

Transcribed - Published: 16 February 2024

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 breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/Jason/status/1755273518416302522 https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales https://twitter.com/Jason/status/1755386651080106166 https://www.google.com/finance/quote/META:NASDAQ https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income https://www.google.com/finance/quote/SNAP:NYSE https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf https://cloudedjudgement.substack.com https://twitter.com/chamath/status/1754641005851328553 https://help.openai.com/en/articles/8554397-creating-a-gpt https://twitter.com/ArtificialAnlys/status/1747264832439734353 https://blog.research.google/2009/06/speed-matters.html https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees https://artificialanalysis.ai https://chamath.substack.com/p/deep-dive-artificial-intelligence https://twitter.com/danshipper/status/1751005727215301053 https://www.youtube.com/watch?v=7waMPlHugYI https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people

Transcribed - Published: 9 February 2024

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 Pro (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.vanityfair.com/news/tim-cook-apple-vision-pro https://twitter.com/MKBHD/status/1752706894874202256 https://twitter.com/Box/status/1753085804115861766 https://twitter.com/briantong/status/1752645464204493147 https://www.meta.com/smart-glasses/shop-all https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1 https://twitter.com/CollinRugg/status/1752749485070156025 https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674 https://ultimateclassicrock.com/judas-priest-suicide https://www.reuters.com/article/idUSKBN1GX0C0 https://www.google.com/finance/quote/TSLA:NASDAQ https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html https://courts.delaware.gov/Opinions/Download.aspx?id=359340 https://www.google.com/finance/quote/GM:NYSE https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo https://twitter.com/DavidSacks/status/1639459879546150913 https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10 https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting https://twitter.com/Global_Mil_Info/status/1752786864900108547 https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404 https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones https://www.saildrone.com

Transcribed - Published: 2 February 2024

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business model, death spiral (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government (1:04:18) Ethics of publishing non-public financial data (1:13:07) Fintech's reckoning (1:26:27) ARkStorm 2.0 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html https://www.barrons.com/livecoverage/stock-market-today-012524 https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234 https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion https://twitter.com/paulkrugman/status/1750529905627128154 https://fiscaldata.treasury.gov/americas-finance-guide/national-debt https://twitter.com/RealEJAntoni/status/1750537238578930101 https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx https://fred.stlouisfed.org/series/FEDFUNDS https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023 https://twitter.com/maxwelltani/status/1750507633247678531 https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877 https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy https://twitter.com/BillAckman/status/1750537848447533207 https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians https://www.cbp.gov/newsroom/stats/nationwide-encounters https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis https://www.foxbusiness.com/politics/california-offer-illegal-immigrants-free-healthcare-deficit-soars-population-shrinks https://einvestingforbeginners.com/average-gross-profit-margin-by-industry https://twitter.com/TexasLindsay_/status/1750427983448256552 https://twitter.com/WhidbeyWXGuy/status/1750006365790282175 https://twitter.com/US_Stormwatch/status/1749669643634233384 https://twitter.com/Weather_West/status/1750619800840110131

Transcribed - Published: 26 January 2024

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) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump (21:53) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on microplastics in water bottles (1:32:42) All-In Poker Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/dschlopesisback/status/1747025441825640681 https://twitter.com/davidsacks/status/1747724966941139276 https://twitter.com/andrewrsorkin/status/1746723727574794537 https://twitter.com/Jason/status/1746951952578298264 https://twitter.com/aphysicist/status/1747868626948907325 https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100 https://www.opensecrets.org/federal-lobbying/top-spenders https://www.youtube.com/watch?v=wXMO0bhPhCw https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen https://www.google.com/finance/quote/TDG:NYSE https://stacksonmain.com/gallery https://www.societylasolas.com/photogallery https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records https://www.businessofapps.com/data/disney-plus-statistics https://www.businessofapps.com/data/netflix-statistics https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html https://www.manscaped.com/products/crop-preserver-manscaping https://www.pnas.org/doi/10.1073/pnas.2300582121 https://www.xometry.com/resources/materials/polyethylene https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11 https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

Transcribed - Published: 19 January 2024

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 and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/SpeakerJohnson/status/1745642200866738254 https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12 https://twitter.com/DavidSacks/status/1745723423396118593 https://twitter.com/DavidSacks/status/1745604701654298826 https://www.imdb.com/title/tt0120885 https://twitter.com/Jason/status/1745514413782917262 https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12 https://layoffs.fyi https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m https://twitter.com/karrisaarinen/status/1743398553500971331 https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277 https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080 https://twitter.com/chamath/status/1744414462986375440 https://twitter.com/coffeewithone/status/1744488896766042277 https://twitter.com/chamath/status/1745542094696145103 https://once.com https://twitter.com/jasonlk/status/1745552662572208473 https://twitter.com/MattWalshBlog/status/1742583950944432607 https://www.oscars.org/awards/representation-and-inclusion-standards https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html https://www.nytimes.com/2022/04/23/business/pilots-diversity.html https://twitter.com/Jason/status/1735164131806986441 https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy

Transcribed - Published: 13 January 2024

E160: 2024 Predictions! Markets, tech, politics, and more

(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most Contrarian Belief (51:18) 2024's Best-Performing Asset (56:46) 2024's Worst-Performing Asset (1:06:14) 2024's Most Anticipated Trend (1:12:28) 2024's Most Anticipated Media (1:22:28) Emotional condition heading into 2024 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill https://news.gallup.com/poll/512135/support-third-political-party.aspx https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541 https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06 https://www.facebook.com/watch/?v=853724306532726 https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624 https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415 https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high https://www.anduril.com/roadrunner https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://twitter.com/CeciliaZin/status/1740109465918328844 https://www.nytimes.com/2023/09/06/business/china-car-exports.html https://img.caixin.com//2023-04-14/168147450347265.jpg https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211 https://www.google.com/finance/quote/URA:NYSEARCA https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran https://www.imdb.com/title/tt9218128 https://www.imdb.com/title/tt13016388 https://www.imdb.com/title/tt11198330 https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

Transcribed - Published: 6 January 2024

E159: The Bestie Awards! Recapping the best and worst of 2023

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise (35:57) Best Science Breakthrough (40:30) Biggest Flash in the Pan (42:34) Best CEO (44:53) Best Investor (47:07) Best Turnaround (50:04) Worst Company (54:21) Best Meme (56:53) Best New Tech (59:57) Best Trend (1:02:12) Worst Trend (1:07:42) Favorite Media (1:12:40) The Rudy Giuliani Award for Self-Immolation (1:17:02) Final Thoughts Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://time.com/person-of-the-year-2022-volodymyr-zelensky https://time.com/6329188/ukraine-volodymyr-zelensky-interview https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll https://news.gallup.com/poll/512135/support-third-political-party.aspx https://twitter.com/joosteninvestor/status/1737207130111819896 https://www.google.com/finance/quote/MSFT:NASDAQ https://www.google.com/finance/quote/UBER:NYSE https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995 https://www.google.com/finance/quote/META:NASDAQ https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83 https://twitter.com/NASA/status/173682682876386142 https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3 https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531 https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647 https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit https://www.google.com/finance/quote/NVDA:NASDAQ https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html https://www.google.com/finance/quote/NVO:NYSE https://coinmarketcap.com/currencies/solana https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d https://twitter.com/RebelNewsOnline/status/1615770518606561282 https://www.reuters.com/article/idUSKBN28H0C7 https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit https://twitter.com/thedailyfriday_/status/1686406249317830656 https://twitter.com/WatcherGuru/status/1730250975578038522/video/1 https://twitter.com/huavancuong1507/status/1737474510868058489 https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions https://twitter.com/exjon/status/1348090383079641091 https://twitter.com/benswann_/status/1737547395766858206 https://twitter.com/chamath/status/1737238320235831546 https://www.imdb.com/title/tt21152040 https://www.imdb.com/title/tt26230388 https://www.youtube.com/@TheDuran https://www.youtube.com/@judgingfreedom https://www.youtube.com/@DanielDavisDeepDive https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797 https://www.youtube.com/@Thebobbialthoff https://www.youtube.com/@ziwe https://goop.com/the-goop-podcast https://www.patreon.com/RedScare https://cafe.com/cafe-insider-feed https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html https://twitter.com/MailOnline/status/1732791280839610390 https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit

Transcribed - Published: 29 December 2023

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen (35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment (54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages (1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US (1:31:58) Colorado bans Trump from primary ballots Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Ryan: https://twitter.com/typesfast Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.flexport.com https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867 https://www.figma.com/blog/figma-adobe-abandon-proposed-merger https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17 https://www.google.com/finance/quote/ADBE:NASDAQ https://www.saasgrid.com https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2 https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html https://cafe.com/cafe-insider-feed https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast

Transcribed - Published: 23 December 2023

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel Springer (35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders (58:25) Alex Jones reinstated on X (1:22:59) Sacks receives an unlikely apology (1:27:32) Besties take two questions from the audience Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987 https://support.google.com/googleplay/android-developer/answer/112622 https://twitter.com/openai/status/1734940445824937993 https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal https://fairuse.stanford.edu/overview/fair-use/four-factors https://twitter.com/Jason/status/1730035957850833023 https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf https://twitter.com/HansMahncke/status/1735003655697244308 https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html https://twitter.com/BrendanCarrFCC/status/1734780816599703983 https://twitter.com/elonmusk/status/1733529033575465381 https://twitter.com/DrJBhattacharya/status/1602052936921939968 https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f https://twitter.com/TheChiefNerd/status/1733496554701365582 https://twitter.com/Mark60480727/status/1735335623207038994 https://twitter.com/Jason/status/1735164131806986441 https://twitter.com/MomCooksFS/status/1735341157800915278

Transcribed - Published: 16 December 2023

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Tucker: https://twitter.com/TuckerCarlson Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://rankings.thefire.org/rank https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47 https://academic.oup.com/poq/article-abstract/82/1/135/4868126 https://fred.stlouisfed.org/series/CCLACBW027SBOG https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec https://twitter.com/KobeissiLetter/status/1730607188341624851 https://twitter.com/chamath/status/1718016818118553622 https://www.saastr.com/carta-startup-shutdowns-are-up-237 https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr https://twitter.com/friedberg/status/1732217863975641389 https://ohalogenetics.com https://www.youtube.com/watch?v=K4pX1VAxaAI https://www.youtube.com/watch?v=v5tRc_5-8G4 https://blog.google/technology/ai/google-gemini-ai https://twitter.com/chamath/status/1732482646419403077 https://www.figma.com/templates https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

Transcribed - Published: 8 December 2023

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why prosperity begets self-destruction, climate change, immigration (59:48) Thoughts on the current political landscape and presidential candidates (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit (1:33:56) Post-interview debrief (1:41:49) Understanding the chaos at OpenAI Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Tucker: https://twitter.com/TuckerCarlson Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: Tucker Carlson segment links: https://twitter.com/talkrealopinion/status/1728139279019188257 https://twitter.com/greg_price11/status/1729991837958414573 https://twitter.com/hansmahncke/status/1730019598064390597 OpenAI segment links: https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board https://twitter.com/btaylor/status/1730030765482938521 https://twitter.com/chamath/status/1726351777581449627 https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22 https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11 http://paulgraham.com/fundraising.html https://openai.com/our-structure

Transcribed - Published: 1 December 2023

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground (1:19:30) Post-interview debrief (1:29:12) Xi and Biden meet in San Francisco, Newsom up next? (1:45:00) Science Corner!: DeepMind's new weather forecasting model Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/TalentiGelato/status/487275228952014848 https://www.pinterest.com/pin/491244271857449720 https://designreplace.com/dean-phillips-us-congress https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments https://twitter.com/chamath/status/1718016818118553622 https://twitter.com/disclosetv/status/1724093441519341573 https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

Transcribed - Published: 17 November 2023

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East (38:55) Failed solutions, Israel's response, paths to stability (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting (1:15:36) Improving macro picture, potential impact on 2024 election cycle (1:28:03) Russia-Ukraine (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Jared: https://twitter.com/jaredkushner Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1722342698110304752 https://twitter.com/DavidSacks/status/1722288226235498511 https://www.youtube.com/watch?v=In1MYEc0-10 https://fred.stlouisfed.org/series/WM2NS https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL https://fred.stlouisfed.org/series/T10YIE https://fred.stlouisfed.org/series/MMMFFAQ027S https://www.google.com/finance/quote/ADYEY:OTCMKTS https://www.google.com/finance/quote/DASH:NASDAQ https://www.google.com/finance/quote/DDOG:NASDAQ https://twitter.com/sundeep/status/1722635065983897910 https://twitter.com/elonmusk/status/1721029443160772875 https://twitter.com/kaifulee/status/1721321096727994590 https://openai.com/blog/introducing-gpts https://openai.com/blog/new-models-and-developer-products-announced-at-devday https://twitter.com/chamath/status/1721234497482670438

Transcribed - Published: 11 November 2023

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 research product (10:49) Ukraine has its “Cronkite Moment” (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy (1:08:07) Silicon Valley's shift right Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/chamath/status/1718722437217685810 https://twitter.com/ShaanVP/status/1719461817699733831 https://twitter.com/chamath/status/1719887650688282786 https://sacks.substack.com https://responsiblestatecraft.org/zelensky-war-time-magazine https://twitter.com/davidsacks/status/1719815317000733153 https://time.com/6329188/ukraine-volodymyr-zelensky-interview https://time.com/person-of-the-year-2022-volodymyr-zelensky https://twitter.com/RothCRE/status/1719833548780195882 https://twitter.com/real_bill_gross/status/1720094066183139359 https://twitter.com/real_bill_gross/status/1719010907806904452 https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5 https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115 https://ai.meta.com/llama https://chamath.substack.com/p/the-case-for-big-action-to-regulate https://twitter.com/ImMeme0/status/1713413678765126062 https://twitter.com/elonmusk/status/1259638112688304129 https://twitter.com/chamath/status/1720112859198419191

Transcribed - Published: 3 November 2023

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 to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accident update (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities (1:24:47) Jason reflects on his time in the Middle East (1:31:09) New House Speaker and Trump case update Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/ https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110 https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9 https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6 https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4 https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204 https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat https://twitter.com/DavidSacks/status/1717049864180379761 https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf https://twitter.com/DavidSacks/status/1716608344264470868 https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png https://www.google.com/finance/quote/CART:NASDAQ https://www.google.com/finance/quote/KVYO:NYSE https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17 https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619 https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624 https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html https://thosenerdygirls.org/can-farts-spread-covid

Transcribed - Published: 27 October 2023

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past (42:56) Harvard and Penn megadonors cut ties (50:43) The EU's DSA: consumer protection or censorship regime? (1:06:05) GLP-1: the second biggest hype cycle of 2023 Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/robbystarbuck/status/1714629327134834975 https://twitter.com/EndWokeness/status/1714416589724864790 https://twitter.com/CollinRugg/status/1714432578852438392 https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925 https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival https://rankings.thefire.org/rank https://twitter.com/samaberman/status/1713687680280641596 https://twitter.com/ThierryBreton/status/1714637297939788107 https://www.theverge.com/23845672/eu-digital-services-act-explained https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126 https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24 https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348 https://www.google.com/finance/quote/NVO:NYSE https://twitter.com/calleymeans/status/1714863716968308931

Transcribed - Published: 20 October 2023

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student organizations: understanding the reaction and fallout (46:53) The Biden Admin's next steps, electing excellence in leadership Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1711544829828862144 https://twitter.com/chamath/status/1711501410712654162 https://twitter.com/GenFlynn/status/1711156580828295246 https://twitter.com/lexfridman/status/1712170815637061914 https://www.youtube.com/watch?v=co_MeKSnyAo https://twitter.com/LHSummers/status/1711421307227607255 https://www.harvard.edu/president/news/2023/war-in-the-middle-east https://twitter.com/LHSummers/status/1711761982469107955 https://twitter.com/BillAckman/status/1711788747086233661 https://twitter.com/MohiniTangri/status/1711987537533612322 https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563 https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

Transcribed - Published: 13 October 2023

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding the situation based on data (44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West (1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555 https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time https://twitter.com/zerohedge/status/1709321746673786896 https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719 https://twitter.com/CollinRugg/status/1709728378339705099 https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city https://twitter.com/CBSNews/status/1556727876757737474 https://youtu.be/-09DzvdLaEw https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254 https://www.nytimes.com/article/nyc-migrant-crisis-explained.html https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995 https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517 https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html https://public-inspection.federalregister.gov/2023-22176.pdf https://www.nextgenborder.com https://www.anduril.com/hardware/sentry https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report https://www.wsj.com/articles/SB994028904620983237 https://twitter.com/Cruise/status/1709114532042576305 https://twitter.com/usENTchannel/status/1707035020098142404 https://www.valuepenguin.com/car-accident-statistics https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html https://www.jsx.com https://www.united.com https://twitter.com/PopBase/status/1708164333451289062 https://twitter.com/latest_gg/status/1709948932489445478 https://twitter.com/SBJ/status/1677419552991244289 https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669 https://keep-jsx-flying.webflow.io https://www.votervoice.net/JSXAir/Campaigns/107888/Respond

Transcribed - Published: 7 October 2023

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi (1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI (1:12:39) The next evolution of AI: multimodal and consumer hardware Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Coleman: https://twitter.com/coldxman https://www.youtube.com/@ColemanHughesOfficial Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=QxB3b7fxMEA https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness https://twitter.com/waitbutwhy/status/1691502563571408896 https://twitter.com/chamath/status/1707051830667338170 https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414 https://twitter.com/TEDchris/status/1706792437098676224 https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919 https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880 https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138 https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26 https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector https://www.jpost.com/diaspora/antisemitism/article-738940 https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine https://www.bbc.com/news/world-europe-26079957 https://en.wikipedia.org/wiki/Azov_Brigade https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946 https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7 https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0 https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search https://twitter.com/petergyang/status/1707169696049668472 https://blog.google/products/bard/google-bard-new-features-update-sept-2023 https://twitter.com/karpathy/status/1707437820045062561 https://arxiv.org/pdf/2307.07162.pdf https://www.imdb.com/title/tt6849786 https://www.imdb.com/title/tt1798709 https://reflect.app https://oldcomputers.net/sony-magic-link.html

Transcribed - Published: 29 September 2023

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward (50:45) Breaking down Instacart and Klaviyo's businesses (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy? (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire https://youtu.be/yjj1QjZlQMM https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal https://twitter.com/pitdesi/status/1704874017357025499 https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D https://twitter.com/aswathdamodaran/status/1704246090198036914 https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg https://fred.stlouisfed.org/series/MORTGAGE30US https://www.ey.com/en_gl/ipo/trends https://stockanalysis.com/ipos/statistics https://www.google.com/finance/quote/COIN:NASDAQ https://www.google.com/finance/quote/EXPE:NASDAQ https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm https://influencermarketinghub.com/amazon-ad-revenue https://twitter.com/jasonlk/status/1704212644402540573 https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr https://twitter.com/DavidSacks/status/1078755080478715904 https://i.insider.com/4dd4d1cf4bd7c8c90f000000 https://twitter.com/asanwal/status/1703492397739516068 https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html https://tradingeconomics.com/commodity/crude-oil https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying https://hellometer.io https://www.nature.com/articles/s41551-023-01086-2

Transcribed - Published: 22 September 2023

E145: Presidential Candidate Chris Christie in conversation with the Besties

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling (50:01) Immigration policy, how each party co-opts the issue (1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement (1:15:57) Why Chris Christie is running for president (1:17:41) Thoughts on prosecuting Trump, January 6th, and more (1:23:16) Chris Christie addresses his past controversies (1:48:34) Post-interview debrief Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Chris Christie: https://twitter.com/GovChristie Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://fred.stlouisfed.org/series/GFDEBTN https://fred.stlouisfed.org/series/SMPOPNETMUSA https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

Transcribed - Published: 8 September 2023

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS (40:46) BRICS ultimate goals, India's key position (51:54) How energy independence plays into the future geopolitical order (1:00:22) All-In Summit party talk! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/chamath/status/1693992134796603477 https://twitter.com/tomosman/status/1696929638935634240 https://twitter.com/KanekoaTheGreat/status/1697072553775501661 https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709 https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring https://twitter.com/chamath/status/1695073336483832007 https://www.justice.gov/crt/page/file/1579981/download https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond https://www.foxnews.com/video/6335645970112 https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24 https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95 https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143 https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30 https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy https://twitter.com/chamath/status/1696295679344459807 https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations

Transcribed - Published: 1 September 2023

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/friedberg/status/1694506279954526487 https://twitter.com/DavidSacks/status/1693441068036169785 https://twitter.com/chamath/status/1693524941721731189 https://www.wine.com/product/21-seeds-tequila-trio/633617 https://www.villadeste.com https://www.google.com/finance/quote/NVDA:NASDAQ https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024 https://companiesmarketcap.com https://twitter.com/chamath/status/1694457666289225776 https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month https://prospect.org/features/great-telecom-implosion https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california https://twitter.com/OpenAI/status/1694062483462594959 https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates https://twitter.com/nathanbenaich/status/1694073194351648932 https://commoncrawl.org/about/team https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html https://twitter.com/twistartups/status/1694399138194952363 https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval https://www.stonealgo.com https://youtu.be/f51Yd9h9ZXo https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

Transcribed - Published: 25 August 2023

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate capital crunch (1:12:26) Trump's newest indictment (1:23:31) What Adyen's big drop means for Stripe's valuation Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://youtu.be/sqSA-SY5Hro https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml https://fred.stlouisfed.org/series/MORTGAGE30US https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f https://twitter.com/rothcre/status/1691910066952351963 https://twitter.com/chamath/status/1691789175786246246 https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia https://www.google.com/finance/quote/ADYEY:OTCMKTS

Transcribed - Published: 18 August 2023

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go public (1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market (1:22:26) Tragic Maui wildfires, extreme temperatures (1:26:11) Macro picture: inflation cools, deflation risk? Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap https://twitter.com/bgurley Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://youtu.be/xmYekD6-PZ8 https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755 https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996 https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700 https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910 https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092 https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630 https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756 https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder https://twitter.com/bgurley/status/1688605654188224512 https://finance.yahoo.com/chart/SN https://www.google.com/finance/quote/CAVA:NYSE https://finance.yahoo.com/quote/SRFM https://twitter.com/altcap/status/1686086247029055489 https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802 https://www.youtube.com/watch?v=Hhy7JUinlu0 https://twitter.com/gokulr/status/1680006171149869056 https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995 https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html https://twitter.com/KobeissiLetter/status/1689010884062904320

Transcribed - Published: 11 August 2023

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's newest indictment Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf https://arxiv.org/pdf/2307.12037.pdf https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ https://twitter.com/667keos/status/1686490898480173056 https://twitter.com/iris_IGB/status/1685731177523449856 https://twitter.com/VCBrags/status/1684591950387716097 https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers https://www.socialcapital.com/ideas/2021-annual-letter https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023 https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy https://twitter.com/BillAckman/status/1686906272937869312 https://home.treasury.gov/news/press-releases/jy1670 https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts https://www.commondreams.org/news/republicans-cut-social-security https://sgp.fas.org/crs/misc/RS22331.pdf https://fred.stlouisfed.org/series/MORTGAGE30US https://fred.stlouisfed.org/series/UNRATE https://fred.stlouisfed.org/series/JTSJOL https://apnews.com/trump-election-2020-indictment https://apnews.com/article/trump-indicted-jan-6-investigation-special-counsel-debb59bb7a4d9f93f7e2dace01feccdc https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national https://www.reuters.com/world/us/new-defendant-added-trump-classified-documents-case-court-papers-2023-07-27 https://www.nytimes.com/2023/08/03/briefing/trump-indictment.html https://twitter.com/mtracey/status/1686843918317486081

Transcribed - Published: 4 August 2023

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight loss in the US (21:56) Are there too many VCs? (38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine (54:07) Equity participations vs. unions, ownership upside vs. downside protections (1:05:04) Potential impact of room-temp superconductors Special thanks to our Italian audio/video team!: https://twitter.com/domdalmatico https://www.mattiacaruso.com Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1684176015948488704 https://www.youtube.com/watch?v=sPelOnd7Sik https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many https://twitter.com/jason/status/1681985828820766720 https://twitter.com/chamath/status/1679765658517610496 https://twitter.com/chamath/status/1679935918164135936 https://arxiv.org/pdf/2307.12008.pdf

Transcribed - Published: 27 July 2023

E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties

(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China (44:46) Media strategy, Silicon Valley Bank's implosion (54:09) Thoughts on Trump (1:06:16) Campaign strategy, establishment appeal (1:14:10) Social issues: Abolishing the DOE, abortion, trans rights (1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine (1:39:27) Bestie update! (1:41:33) Post-interview debrief Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Vivek Ramaswamy: https://twitter.com/VivekGRamaswamy Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193 https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/ https://twitter.com/PatrickRuffini/status/1680204156953407488 https://twitter.com/DavidSacks/status/1680205700738211840 https://twitter.com/charliekirk11/status/1680665098765975558

Transcribed - Published: 21 July 2023

E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators (51:08) EV supply/demand mismatch (1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO (1:18:52) Science Corner: New paper on reversing cellular aging Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1 https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af https://fred.stlouisfed.org/series/UNRATE https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579 https://www.statista.com/statistics/290673/auto-loan-rates-usa https://www.axios.com/2023/07/10/used-cars-prices-us-economy https://www.macrotrends.net/stocks/charts/DIS/disney/revenue https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13 https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1 https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan https://twitter.com/DavidSacks/status/1678526061154295808 https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843 https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics https://www.google.com/finance/quote/BTC-USD https://twitter.com/chamath/status/1679141703603703808 https://twitter.com/tobi/status/1679114154756669441 https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f https://twitter.com/DavidSacks/status/1679229577732792320 https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576 https://twitter.com/DavidSacks/status/1678463164864667658 https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11 https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden https://www.aging-us.com/article/204896/pdf

Transcribed - Published: 14 July 2023

E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health

(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate Bill 1718, jobs, and immigration debate (1:21:48) Chinese balloon: political farce? (1:31:47) Gerstner Science Corner: preventative heart health Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect

Transcribed - Published: 9 July 2023

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy (1:26:38) Science Corner: Understanding the NANOGrav findings Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html https://www.statista.com/statistics/896181/putin-approval-rating-russia https://www.levada.ru/en/ratings https://twitter.com/MatreshkaRF/status/1673209794608365570 https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard https://twitter.com/greg_price11/status/1674426520100814848 https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361 https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06 https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt https://techcrunch.com/2023/06/27/prosus-byjus-markdown https://twitter.com/shaig/status/1673836979903950851 https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d https://twitter.com/chamath/status/1674469606746992651 https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628 https://physics.aps.org/articles/v16/116

Transcribed - Published: 1 July 2023

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future (51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins (1:09:59) Secondary market for depressed startup shares heats up (1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf https://twitter.com/Dexerto/status/1671971832809791509 https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html https://twitter.com/aaronjmate/status/1670514363634176000 https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5 https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93 https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration https://twitter.com/davidsacks/status/1671628570714845184 https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398 https://twitter.com/chamath/status/1671806525029986304 https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1 https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html https://twitter.com/shellenberger/status/1671162870422454272 https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567 https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology

Transcribed - Published: 24 June 2023

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question" (50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes (1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps (1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more (1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html https://fred.stlouisfed.org/series/FEDFUNDS https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13 https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29 https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges https://bard.google.com https://coda.io/@presh-dineshkumar/jay-trading https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061 https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes https://reddark.untone.uk https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html https://www.bbc.com/news/technology-20554441 https://digiday.com/media/twitters-third-party-app-problem https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement https://www.platformer.news/p/meta-is-building-a-decentralized https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251 https://twitter.com/natfriedman/status/1668650915505803266 https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game https://openai.com/blog/function-calling-and-other-api-updates https://twitter.com/RobertKennedyJr/status/1667616444996104196 https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones

Transcribed - Published: 16 June 2023

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas (56:16) Ukraine update, Tucker on Twitter (1:02:20) LIVE Q&A from Angel Summit in Napa! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks 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/RobertKennedyJr/status/1666193699187875851 https://www.sec.gov/news/press-release/2023-101 https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0 https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd https://www.sec.gov/news/press-release/2022-219 https://www.sec.gov/news/press-release/2023-101 https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152 https://www.piratewires.com/p/crypto-choke-point https://twitter.com/rezoshm/status/1644881392357060610 https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85 https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated https://twitter.com/rabois/status/1643655946579607565 https://twitter.com/TimMeadsUSA/status/1666093487899680768 https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas https://twitter.com/DavidSacks/status/1666160795703713792 https://twitter.com/TheChiefNerd/status/1666892516363231236

Transcribed - Published: 10 June 2023

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