All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down his speech (41:16) Trump picks JD Vance as his running mate (58:52) All-In Summit scholarship applications are LIVE! (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B Apply for the All-In Summit: https://summit.allinpodcast.co 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 Jason's links (16:34): https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it Referenced in the show: https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474 https://x.com/TeslaVee/status/1813785645472690479 https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html https://x.com/DylanByers/status/1811855698566975936 https://x.com/newrepublic/status/1810009748697448541 https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee https://www.youtube.com/watch?v=pot7R0Affjs https://x.com/cb_doge/status/1813289249288134660 https://x.com/mualphaxi/status/1812579998735491327 https://x.com/DavidSacks/status/1813270784942494110 https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service https://x.com/yashar/status/1813757637584134615 https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html https://x.com/VivekGRamaswamy/status/1812929198433964249 https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007 https://x.com/RitaPanahi/status/1813790835332595863 https://x.com/RWTNews/status/1813779819697725669 https://www.youtube.com/watch?v=h4FnpoNU8AI https://www.youtube.com/watch?v=Xejs4gGUpjE https://www.axios.com/2024/07/15/sequoia-capital-stripe https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats https://www.youtube.com/watch?v=XJP2zlH2nt8 https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

Transcribed - Published: 19 July 2024

(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment turns bearish due to massive spend with little revenue (40:51) A16Z's 20K GPU cluster (46:41) Broad implications of France elections (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances Apply for All-In Summit: https://summit.allinpodcast.co 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/teddyschleifer/status/1811423421861113915 https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2 https://fred.stlouisfed.org/series/UNRATE https://www.google.com/finance/quote/SPY:NYSEARCA https://ycharts.com/indicators/sp_500_pe_ratio https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024 https://youtu.be/R6hJh-OwoZw https://www.sequoiacap.com/article/ais-600b-question https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals https://x.com/natfriedman/status/1668650915505803266 https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html https://x.com/CilComLFC/status/1810110921383010563 https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520 https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214 https://x.com/greenfield64/status/1811199262350532767 https://x.com/Olivianuzzi/status/1808924240529535352 https://x.com/peterjhasson/status/1811052411584164210 https://youtu.be/kOeARghNIaY https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

Transcribed - Published: 12 July 2024

(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media (12:39) Understanding how humans are wired from an evolutionary biology perspective (27:22) Haidt's proposals to help younger generations (33:12) Linking themes and trends in Haidt's books with recent college protests (48:17) Explaining traditional liberalism and conservatism (56:55) Lightning Round: Parenting tips, Gen Z employees Jonathan's website: https://jonathanhaidt.com Buy The Anxious Generation: https://www.anxiousgeneration.com/book 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.anxiousgeneration.com/take-action https://www.azquotes.com/quote/1385350 https://www.azquotes.com/quote/926752 https://www.thecoddling.com/chapter-1-antifragility https://www.anxiousgeneration.com https://www.afterbabel.com https://letgrow.org

Transcribed - Published: 10 July 2024

(0:00) Bestie Intros! (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee? (26:22) Cognitive decline coverup, Bestie strategy for Dems (34:38) SCOTUS clarifies social media moderation (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies (1:00:03) SCOTUS to hear case on restricting online porn in Texas (1:05:27) SCOTUS rules in favor of President Trump in immunity case Join/host a meetup: https://app.getriver.io/all-in Apply for All-In Summit: https://summit.allinpodcast.co 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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014 https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434 https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know https://x.com/TheKevinDalton/status/1806669560852218045 https://x.com/0rf/status/1807620571934478683 https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268 https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02 https://x.com/noalpha_allbeta/status/1808265251202167183 https://x.com/ewarren/status/1808241509738631388 https://www.axios.com/2019/06/01/supreme-court-justices-ideology https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188 https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825 https://x.com/unusual_whales/status/1808558981457326368

Transcribed - Published: 4 July 2024

(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The problem with safety-focused AI startups (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office 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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811 https://youtu.be/R6hJh-OwoZw https://x.com/KellyO/status/1806505436457189594 https://x.com/WesternLensman/status/1806660589315658003 https://x.com/stoolpresidente/status/1806496453545586779 https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab https://www.youtube.com/watch?v=YMnkqY98Cyo https://x.com/benioff/status/1805664701298491623 https://www.youtube.com/watch?v=CwQMMzoeH9s https://x.com/JoeBiden/status/1806739920255320347

Transcribed - Published: 29 June 2024

(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05) Foreign policy: Israel/Palestine (28:13) Abortion: Stance on a national ban (31:09) Foreign policy: China (32:33) COVID: Origins, Fauci relationship, deep state, bad deals (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent (46:07) JFK Files: Full release, importance of transparency (48:06) Debate prediction (50:15) Post-interview debrief 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/tyler/status/1803872859938549920 https://x.com/cameron/status/1803876953860247831 https://x.com/LHSummers/status/1802097688269181436 https://x.com/davidsacks/status/179888324567070746

Transcribed - Published: 20 June 2024

(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki: https://www.instagram.com/tim.naki 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.instagram.com/tim.naki https://x.com/eoghan/status/1799161733766062545 https://x.com/bennyjohnson/status/1800979079472288145 https://x.com/bennyjohnson/status/1797086962626494840 https://x.com/elonmusk/status/1801084780035154058 https://x.com/jhall/status/1795794521604718814 https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion https://companiesmarketcap.com https://www.youtube.com/watch?v=RXeOiIDNNek https://x.com/chiefaioffice/status/1801022115426009309 https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://fred.stlouisfed.org/series/FEDFUNDS https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024 https://fred.stlouisfed.org/series/CES0500000003 https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html https://fred.stlouisfed.org/series/JTSJOL https://x.com/VinnyLingham/status/1801129023168454907 https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1 https://x.com/jameslavish/status/1801248976911634648 https://x.com/peterfenton/status/1801300735520608529

Transcribed - Published: 14 June 2024

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season 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.youtube.com/watch?v=dQQhAg0mfF8 https://x.com/vkhosla/status/1769529054955446533 https://x.com/vkhosla/status/1796293773389127987 https://x.com/shaunmmaguire/status/1796415146077954329 https://x.com/DavidSacks/status/1798100723617698097 https://x.com/SawyerMerritt/status/1798779830521000426 https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a https://companiesmarketcap.com https://www.youtube.com/watch?v=F9cO3-MLHOM https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519 https://www.reddit.com/user/DeepFuckingValue https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4 https://x.com/TheRoaringKitty/status/1789807772542067105 https://www.google.com/finance/quote/GME:NYSE https://www.youtube.com/watch?v=M-VO6dtFRes https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301 https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html https://www.instagram.com/tim.naki/reels https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other https://x.com/leonsimons8/status/1793319395080520036

Transcribed - Published: 7 June 2024

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction? 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://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance https://x.com/emilyakopp/status/1795482121739354552 https://x.com/R_H_Ebright/status/1795454118594568312 https://www.youtube.com/watch?v=jGxSlW0NrB4 https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390 https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit https://x.com/KatherineEban https://x.com/emilyakopp https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics https://www.youtube.com/watch?v=nvQTXAgtA6s https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500 https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict https://www.google.com/finance/quote/DELL:NYSE https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

Transcribed - Published: 31 May 2024

(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

(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

(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

(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

(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

(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

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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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

(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