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All-In with Chamath, Jason, Sacks & Friedberg podcast

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All-In with Chamath, Jason, Sacks & Friedberg

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·

  All-In Podcast, LLC  

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

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

 

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Progress

Duration

Release Date

#231

Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalw...

(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip (33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban Follow the Besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Whip Emmer: <a href= "https://x.com/GOPMajorityWhip">https://x.com/GOPMajorityWhip</a> Follow Rep. Swalwell: <a href= "https://x.com/ericswalwell">https://x.com/ericswalwell</a> Follow Rep. Khanna: [https://x.com/RoKhanna] (https://x.com/RoKhanna) Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> ... Read more

Yesterday

1 HR 44 MINS

1:44:38

Yesterday

#230

Senator Ted Cruz | The All-In Inauguration Series

(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag (2:21) Texas vs. California: how to approach building and entrepreneurship (10:25) Thoughts on immigration, serving in the Senate, over-politicization (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada (42:45) Thoughts on Senate confirmation hearings Follow the Besties: <a href= "https://x.com/chamath">https://x.com/chamath</a> <a href= "https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Senator Cruz: <a href= "https://x.com/tedcruz">https://x.com/tedcruz</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href= "https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> ... Read more

Yesterday

48 MINS

48:12

Yesterday

#229

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

(0:00) The Besties welcome Mark Pincus! (3:53) Mark's background (6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32) Congestion pricing in NYC, fixing broken cities (1:08:33) TikTok ban: origin and potential outcomes (1:19:15) MBA hiring downturn (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs! Follow the Besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Mark Pincus: [https://x.com/markpinc] (https://x.com/markpinc) Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.piratewires.com">https://www.piratewires.com</a> <a href= "https://x.com/micsolana">https://x.com/micsolana</a> [https://www.athena.com] (https://www.athena.com) <a href= "https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump"> https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump</a> <a href= "https://x.com/TheTechnXMedia/status/1878459564980392410">https://x.com/TheTechnXMedia/status/1878459564980392410</a> <a href= "https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf"> https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf</a> <a href= "https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf"> https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf</a> <a href= "https://x.com/MayorOfLA/status/1878630125786566664">https://x.com/MayorOfLA/status/1878630125786566664</a> <a href= "https://congestionreliefzone.mta.info">https://congestionreliefzone.mta.info</a> <a href= "https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html"> https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html</a> <a href= "https://x.com/friedberg/status/1652334973586915328">https://x.com/friedberg/status/1652334973586915328</a> <a href= "https://x.com/markpinc/status/1878575249505333606">https://x.com/markpinc/status/1878575249505333606</a> <a href= "https://www.youtube.com/watch?v=T72DfPEBn0A&t=29s">https://www.youtube.com/watch?v=T72DfPEBn0A&t=29s</a> <a href= "https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option"> https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option</a> <a href= "https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec"> https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec</a> ... Read more

18 Jan 2025

1 HR 42 MINS

1:42:52

18 Jan 2025

#228

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Cyan Banister: [https://x.com/cyantist] (https://x.com/cyantist) Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.youtube.com/watch?v=_SQ_myzmV_Q">https://www.youtube.com/watch?v=_SQ_myzmV_Q</a> <a href= "https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php">https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php</a> <a href= "https://x.com/JonVigliotti/status/1877020919475884110">https://x.com/JonVigliotti/status/1877020919475884110</a> <a href= "https://x.com/FearedBuck/status/1877355797245514085">https://x.com/FearedBuck/status/1877355797245514085</a> <a href= "https://www.youtube.com/watch?v=vKJ5WeBc7Us">https://www.youtube.com/watch?v=vKJ5WeBc7Us</a> <a href= "https://x.com/CrazyyHub/status/1823574726738092402">https://x.com/CrazyyHub/status/1823574726738092402</a> <a href= "https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html"> https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html</a> <a href= "https://www.rainmaker.com">https://www.rainmaker.com</a> <a href= "https://www.ksbw.com/article/california-fire-evacuation-maps/63382651"> https://www.ksbw.com/article/california-fire-evacuation-maps/63382651</a> <a href= "https://x.com/shaunmmaguire/status/1877366727547433382">https://x.com/shaunmmaguire/status/1877366727547433382</a> <a href= "https://x.com/WorldTimesWT/status/1876887200526111017">https://x.com/WorldTimesWT/status/1876887200526111017</a> <a href= "https://x.com/ericabbenante/status/1877207054105886836">https://x.com/ericabbenante/status/1877207054105886836</a> <a href= "https://x.com/laurapowellesq/status/1877143625588682940">https://x.com/laurapowellesq/status/1877143625588682940</a> <a href= "https://x.com/jeremykauffman/status/1877128641802285064">https://x.com/jeremykauffman/status/1877128641802285064</a> <a href= "https://x.com/deb8rr/status/1877539354802876576">https://x.com/deb8rr/status/1877539354802876576</a> <a href= "https://x.com/Jason/status/1877183155821494513">https://x.com/Jason/status/1877183155821494513</a> <a href= "https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes"> https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes</a> <a href= "https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf"> https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf</a> <a href= "https://x.com/townhallcom/status/1876684277787873397">https://x.com/townhallcom/status/1876684277787873397</a> <a href= "https://www.wsj.com/tech/ai/nvidia-ceo-pitches-robotics-cars-as-growth-areas-to-consumer-electronics-audience-68905f2d"> https://www.wsj.com/tech/ai/nvidia-ceo-pitches-robotics-cars-as-growth-areas-to-consumer-electronics-audience-68905f2d</a> <a href= "https://www.nvidia.com/en-us/project-digits">https://www.nvidia.com/en-us/project-digits</a> <a href= "https://polymarket.com/markets/creators/all-in">https://polymarket.com/markets/creators/all-in</a>   ... Read more

11 Jan 2025

1 HR 47 MINS

1:47:19

11 Jan 2025

#227

2025 Predictions with bestie Gavin Baker

(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Gavin Baker: <a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://shop.unitree.com/products/unitree-go2">https://shop.unitree.com/products/unitree-go2</a> <a href= "https://shop.unitree.com/products/unitree-g1">https://shop.unitree.com/products/unitree-g1</a> <a href= "https://a16zcrypto.com/posts/article/state-of-crypto-report-2024">https://a16zcrypto.com/posts/article/state-of-crypto-report-2024</a> <a href= "https://x.com/chamath/status/1873144394100187263">https://x.com/chamath/status/1873144394100187263</a> <a href= "https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025"> https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025</a> ... Read more

04 Jan 2025

1 HR 55 MINS

1:55:34

04 Jan 2025

#226

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25) Conspiracy Corner: What are the drones over New Jersey!? (57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software (1:27:29) Google's AI turnaround, future of AI physics and video models Follow the besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Aaron Levie: [https://x.com/levie] (https://x.com/levie) Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14"> https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14</a> <a href= "https://x.com/Jason/status/1869816646954823916">https://x.com/Jason/status/1869816646954823916</a> <a href= "https://docs.house.gov/billsthisweek/20241216/CR.pdf">https://docs.house.gov/billsthisweek/20241216/CR.pdf</a> <a href= "https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution"> https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution</a> <a href= "https://x.com/KobeissiLetter/status/1869730547851051029">https://x.com/KobeissiLetter/status/1869730547851051029</a> <a href= "https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024"> https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024</a> <a href= "https://x.com/VivekGRamaswamy/status/1869407887983821089">https://x.com/VivekGRamaswamy/status/1869407887983821089</a> <a href= "https://avalon.law.yale.edu/18th_century/fed58.asp">https://avalon.law.yale.edu/18th_century/fed58.asp</a> <a href= "https://x.com/patrickc/status/1869422495985750459">https://x.com/patrickc/status/1869422495985750459</a> <a href= "https://x.com/chamath/status/1869773044832718917">https://x.com/chamath/status/1869773044832718917</a> <a href= "https://x.com/SpeakerPelosi/status/1869871681830879256">https://x.com/SpeakerPelosi/status/1869871681830879256</a> <a href= "https://x.com/RepJayapal/status/1869823494588162475">https://x.com/RepJayapal/status/1869823494588162475</a> <a href= "https://x.com/elonmusk/status/1869485580276629975">https://x.com/elonmusk/status/1869485580276629975</a> <a href= "https://x.com/elonmusk/status/1869482581181554704">https://x.com/elonmusk/status/1869482581181554704</a> <a href= "https://x.com/elonmusk/status/1869487359420727338">https://x.com/elonmusk/status/1869487359420727338</a> <a href= "https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839"> https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839</a> <a href= "https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html"> https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html</a> <a href= "https://x.com/KanekoaTheGreat">https://x.com/KanekoaTheGreat</a> <a href= "https://x.com/AutismCapital">https://x.com/AutismCapital</a> <a href= "https://x.com/Geiger_Capital">https://x.com/Geiger_Capital</a> <a href= "https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html"> https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html</a> <a href= "https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring"> https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring</a> <a href= "https://openai.com/index/scale-the-benefits-of-ai">https://openai.com/index/scale-the-benefits-of-ai</a> <a href= "https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html"> https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html</a> <a href= "https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0"> https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0</a> <a href= "https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk"> https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk</a> <a href= "https://x.com/DailyPalantir/status/1869097046889882057">https://x.com/DailyPalantir/status/1869097046889882057</a> <a href= "https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers"> https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers</a> <a href= "https://x.com/GoogleDeepMind/status/1868703624714395907">https://x.com/GoogleDeepMind/status/1868703624714395907</a> <a href= "https://x.com/_philschmid/status/1869639246434246966">https://x.com/_philschmid/status/1869639246434246966</a> ... Read more

20 Dec 2024

1 HR 36 MINS

1:36:37

20 Dec 2024

#225

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline (1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto Follow the besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Keith: [https://x.com/rabois] (https://x.com/rabois) Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.tiktok.com/@frankielapenna/video/7010077215576575238">https://www.tiktok.com/@frankielapenna/video/7010077215576575238</a> <a href= "https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk"> https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk</a> <a href= "https://blog.google/technology/research/google-willow-quantum-chip"> https://blog.google/technology/research/google-willow-quantum-chip</a> <a href= "https://www.nature.com/articles/s41586-024-08449-y">https://www.nature.com/articles/s41586-024-08449-y</a> <a href= "https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit"> https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit</a> <a href= "https://quantumai.google/roadmap">https://quantumai.google/roadmap</a> <a href= "https://en.wikipedia.org/wiki/Hartmut_Neven">https://en.wikipedia.org/wiki/Hartmut_Neven</a> <a href= "https://en.wikipedia.org/wiki/Double-slit_experiment">https://en.wikipedia.org/wiki/Double-slit_experiment</a> <a href= "https://www.discovery.com/science/Double-Slit-Experiment">https://www.discovery.com/science/Double-Slit-Experiment</a> <a href= "https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat">https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat</a> <a href= "https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo"> https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo</a> <a href= "https://x.com/rabois/status/870673635375104000">https://x.com/rabois/status/870673635375104000</a> <a href= "https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656"> https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656</a> <a href= "https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html"> https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html</a> <a href= "https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235"> https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235</a> <a href= "https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d"> https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d</a> <a href= "https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor"> https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor</a> <a href= "https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html"> https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html</a> <a href= "https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html"> https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html</a> <a href= "https://www.ben-evans.com/benedictevans/2021/6/15/antitrust">https://www.ben-evans.com/benedictevans/2021/6/15/antitrust</a> <a href= "https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a> ... Read more

13 Dec 2024

1 HR 28 MINS

1:28:19

13 Dec 2024

#224

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!: <a href= "https://allin.com/events">https://allin.com/events</a> Follow the besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Gavin Baker: <a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a> Follow Joe Lonsdale: <a href= "https://x.com/JTLonsdale">https://x.com/JTLonsdale</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://truthsocial.com/@realDonaldTrump/posts/113603133222686186"> https://truthsocial.com/@realDonaldTrump/posts/113603133222686186</a> <a href= "https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html"> https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html</a> <a href= "https://x.com/davidmarcus/status/1862654506774810641">https://x.com/davidmarcus/status/1862654506774810641</a> <a href= "https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a> <a href= "https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f">https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f</a> <a href= "https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot"> https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot</a> <a href= "https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn"> https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn</a> <a href= "https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes"> https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes</a> ... Read more

07 Dec 2024

1 HR 24 MINS

1:24:20

07 Dec 2024

#223

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020"> https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020</a> <a href= "https://x.com/BehizyTweets/status/1859364239229821022">https://x.com/BehizyTweets/status/1859364239229821022</a> <a href= "https://x.com/sfliberty/status/1858936359949304105">https://x.com/sfliberty/status/1858936359949304105</a> <a href= "https://x.com/MarioNawfal/status/1859946626271388068">https://x.com/MarioNawfal/status/1859946626271388068</a> <a href= "https://x.com/realdogenews/status/1859233043686334791">https://x.com/realdogenews/status/1859233043686334791</a> <a href= "https://x.com/popeye31jc/status/1859233598328492360">https://x.com/popeye31jc/status/1859233598328492360</a> <a href= "https://x.com/MattForVA/status/1859248996377612755">https://x.com/MattForVA/status/1859248996377612755</a> <a href= "https://www.youtube.com/watch?v=8NLzc9kobDk">https://www.youtube.com/watch?v=8NLzc9kobDk</a> <a href= "https://tradingeconomics.com/argentina/inflation-cpi">https://tradingeconomics.com/argentina/inflation-cpi</a> <a href= "https://x.com/TrumpWarRoom/status/1858258226199818595">https://x.com/TrumpWarRoom/status/1858258226199818595</a> <a href= "https://x.com/Pismo_B/status/1858018620456186221">https://x.com/Pismo_B/status/1858018620456186221</a> <a href= "https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html"> https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html</a> <a href= "https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html"> https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html</a> <a href= "https://www.nature.com/articles/s41586-024-08165-7">https://www.nature.com/articles/s41586-024-08165-7</a> <a href= "https://x.com/bryan_johnson/status/1860022160833806646">https://x.com/bryan_johnson/status/1860022160833806646</a> ... Read more

23 Nov 2024

1 HR 10 MINS

1:10:07

23 Nov 2024

#222

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a> <a href= "https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424"> https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424</a> <a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a> <a href= "https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11"> https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11</a> <a href= "https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html">https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html</a> <a href= "https://x.com/elerianm/status/1857297087010107728">https://x.com/elerianm/status/1857297087010107728</a> <a href= "https://x.com/chamath/status/1359248379377762310">https://x.com/chamath/status/1359248379377762310</a> <a href= "https://www.congress.gov/bill/118th-congress/house-bill/4763/text"> https://www.congress.gov/bill/118th-congress/house-bill/4763/text</a> <a href= "https://stockanalysis.com/ipos/statistics">https://stockanalysis.com/ipos/statistics</a> <a href= "https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor</a> <a href= "https://www.google.com/finance/quote/TSLA:NASDAQ">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href= "https://x.com/elonmusk/status/1848055198494728496">https://x.com/elonmusk/status/1848055198494728496</a> <a href= "https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html"> https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html</a> <a href= "https://x.com/EndWokeness/status/1856208378541769076">https://x.com/EndWokeness/status/1856208378541769076</a> <a href= "https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf"> https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf</a> <a href= "https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php"> https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php</a> <a href= "https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source"> https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source</a> <a href= "https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform"> https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform</a> <a href= "https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02"> https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02</a> <a href= "https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180"> https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180</a> <a href= "https://x.com/shayne_coplan/status/1856838409861386722">https://x.com/shayne_coplan/status/1856838409861386722</a> <a href= "https://www.cftc.gov/PressRoom/PressReleases/8478-22">https://www.cftc.gov/PressRoom/PressReleases/8478-22</a> <a href= "https://x.com/shayne_coplan/status/1856808022481539192">https://x.com/shayne_coplan/status/1856808022481539192</a> <a href= "https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers"> https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers</a> <a href= "https://x.com/WallStreetSilv/status/1852863585375977877">https://x.com/WallStreetSilv/status/1852863585375977877</a> <a href= "https://x.com/charliekirk11/status/1857237886736715971">https://x.com/charliekirk11/status/1857237886736715971</a> <a href= "https://x.com/VivekGRamaswamy/status/1856725762130260383">https://x.com/VivekGRamaswamy/status/1856725762130260383</a> ... Read more

16 Nov 2024

1 HR 23 MINS

1:23:23

16 Nov 2024

#221

Trump wins! How it happened and what's next

(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: [https://x.com/chamath] (https://x.com/chamath) [https://x.com/Jason] (https://x.com/Jason) <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://x.com/twobitidiot/status/1854192602985255042">https://x.com/twobitidiot/status/1854192602985255042</a> <a href= "https://www.270towin.com/2024-election-results-live/president">https://www.270towin.com/2024-election-results-live/president</a> <a href= "https://x.com/ChrisCillizza/status/1854515791690953066">https://x.com/ChrisCillizza/status/1854515791690953066</a> <a href= "https://www.youtube.com/watch?v=_e8-KX3XKL8">https://www.youtube.com/watch?v=_e8-KX3XKL8</a> <a href= "https://x.com/Jason/status/1854209590424121464">https://x.com/Jason/status/1854209590424121464</a> <a href= "https://x.com/SawyerMerritt/status/1854045298475110779">https://x.com/SawyerMerritt/status/1854045298475110779</a> <a href= "https://x.com/DavidSacks/status/1854342908356297068">https://x.com/DavidSacks/status/1854342908356297068</a> <a href= "https://x.com/arifleischer/status/1854270972775305291">https://x.com/arifleischer/status/1854270972775305291</a> <a href= "https://www.fec.gov/data/spending-bythenumbers/?office=P">https://www.fec.gov/data/spending-bythenumbers/?office=P</a> <a href= "https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going"> https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going</a> <a href= "https://x.com/DavidSacks/status/1829383729284067659">https://x.com/DavidSacks/status/1829383729284067659</a> <a href= "https://www.snopes.com/fact-check/trump-very-fine-people">https://www.snopes.com/fact-check/trump-very-fine-people</a> <a href= "https://x.com/TheRabbitHole84/status/1840977783247286429">https://x.com/TheRabbitHole84/status/1840977783247286429</a> <a href= "https://www.cnn.com/election/2024">https://www.cnn.com/election/2024</a> <a href= "https://polymarket.com/event/house-control-after-2024-election">https://polymarket.com/event/house-control-after-2024-election</a> <a href= "https://x.com/MarioNawfal/status/1854536321282519396">https://x.com/MarioNawfal/status/1854536321282519396</a> <a href= "https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en">https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en</a> <a href= "https://x.com/DavidSacks/status/1854202717637411199">https://x.com/DavidSacks/status/1854202717637411199</a> <a href= "https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies"> https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies</a> <a href= "https://x.com/chamath/status/1854229735477551600">https://x.com/chamath/status/1854229735477551600</a> <a href= "https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906"> https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906</a> <a href= "https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html"> https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html</a> ... Read more

08 Nov 2024

1 HR 43 MINS

1:43:28

08 Nov 2024