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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.

#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

#220

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: <a href= "https://www.youtube.com/watch?v=D4Xaqgd9-Ro">https://www.youtube.com/watch?v=D4Xaqgd9-Ro</a> 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://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a> <a href= "https://x.com/freesites_com/status/1851615700869144908">https://x.com/freesites_com/status/1851615700869144908</a> <a href= "https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html"> https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html</a> <a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href= "https://www.commercebank.com/about-us/prime-rate-update">https://www.commercebank.com/about-us/prime-rate-update</a> <a href= "https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png"> https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png</a> <a href= "https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf"> https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf</a> <a href= "https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html"> https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html</a> <a href= "https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926"> https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926</a> <a href= "https://x.com/DavidSacks/status/1818467743479542130">https://x.com/DavidSacks/status/1818467743479542130</a> <a href= "https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx"> https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx</a> <a href= "https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx"> https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx</a> <a href= "https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll"> https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll</a> <a href= "https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust"> https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust</a> <a href= "https://x.com/DavidSacks/status/1850277560816681255">https://x.com/DavidSacks/status/1850277560816681255</a> <a href= "https://x.com/DavidSacks/status/1850979360037356001/photo/1">https://x.com/DavidSacks/status/1850979360037356001/photo/1</a> <a href= "https://x.com/davidsacks/status/1844429818554876026">https://x.com/davidsacks/status/1844429818554876026</a> <a href= "https://x.com/elonmusk/status/1851745648313602189">https://x.com/elonmusk/status/1851745648313602189</a> ... Read more

01 Nov 2024

1 HR 30 MINS

1:30:52

01 Nov 2024

#219

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: <a href= "https://allin.com/events">https://allin.com/events</a> (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we enter the home stretch (1:19:01) Is Starbucks fixable? Or has it hit market saturation? Get tickets to 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 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://allin.com/events">https://allin.com/events</a> <a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a> <a href= "https://www.google.com/finance/quote/GCW00:COMEX">https://www.google.com/finance/quote/GCW00:COMEX</a> <a href= "https://www.google.com/finance/quote/SPY:NYSEARCA">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a> <a href= "https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html"> https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html</a> <a href= "https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e"> https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e</a> <a href= "https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html"> https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html</a> <a href= "https://fred.stlouisfed.org/series/A091RC1Q027SBEA">https://fred.stlouisfed.org/series/A091RC1Q027SBEA</a> <a href= "https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes"> https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes</a> <a href= "https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09"> https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09</a> <a href= "https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23"> https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23</a> <a href= "https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html"> https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html</a> <a href= "https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report"> https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report</a> <a href= "https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator"> https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator</a> <a href= "https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation"> https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation</a> <a href= "https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart"> https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart</a> <a href= "https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris"> https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris</a> <a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href= "https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html"> https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html</a> <a href= "https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html"> https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html</a> <a href= "https://x.com/scubaryan_/status/1848072120699625968">https://x.com/scubaryan_/status/1848072120699625968</a> <a href= "https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid"> https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid</a> <a href= "https://x.com/justintrudeau/status/1849467713711710699">https://x.com/justintrudeau/status/1849467713711710699</a> <a href= "https://x.com/scubaryan_/status/1848072120699625968">https://x.com/scubaryan_/status/1848072120699625968</a> <a href= "https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html"> https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html</a> <a href= "https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx"> https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx</a> ... Read more

25 Oct 2024

1 HR 36 MINS

1:36:43

25 Oct 2024

#218

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI (1:11:10) Lawfare from the California Coastal Commission 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://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575"> https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575</a> <a href= "https://x.com/elonmusk/status/1846826782797799580">https://x.com/elonmusk/status/1846826782797799580</a> <a href= "https://x.com/collinrugg/status/1845472475322462468">https://x.com/collinrugg/status/1845472475322462468</a> <a href= "https://x.com/SawyerMerritt/status/1839424008900477354">https://x.com/SawyerMerritt/status/1839424008900477354</a> <a href= "https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7">https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7</a> <a href= "https://www.google.com/finance/quote/EXPE:NASDAQ">https://www.google.com/finance/quote/EXPE:NASDAQ</a> <a href= "https://companiesmarketcap.com/expedia/revenue">https://companiesmarketcap.com/expedia/revenue</a> <a href= "https://x.com/Jason/status/1847016512583786921">https://x.com/Jason/status/1847016512583786921</a> <a href= "https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html"> https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html</a> <a href= "https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html"> https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html</a> <a href= "https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html"> https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html</a> <a href= "https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017"> https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017</a> ... Read more

18 Oct 2024

1 HR 18 MINS

1:18:44

18 Oct 2024

#217

JD Vance | All-In Summit 2024

(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD Vance have certified the election in 2020? (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs (19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years (23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem (25:55) Fixing the Southern Border (32:16) How to practically approach deportations, who's coming in through the Southern Border? (36:51) Relationship with China Follow JD Vance: [https://x.com/JDVance] (https://x.com/JDVance) 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> ... Read more

15 Oct 2024

46 MINS

46:24

15 Oct 2024

#216

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The Jayter's Ball (38:53) Google antitrust update: DOJ is going for a breakup (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs (1:03:44) New TikTok survey shows increased usage as a news source (1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris? 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://allin.com/meetups">https://allin.com/meetups</a> <a href= "https://youtube.com/@allin">https://youtube.com/@allin</a> <a href= "https://allin.com/tequila">https://allin.com/tequila</a> [https://allin.com] (https://allin.com) <a href= "https://x.com/Ry_Bass/status/1844367980249178396">https://x.com/Ry_Bass/status/1844367980249178396</a> <a href= "https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240"> https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240</a> <a href= "https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch"> https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch</a> <a href= "https://www.nature.com/articles/s43247-024-01442-3">https://www.nature.com/articles/s43247-024-01442-3</a> <a href= "https://x.com/vkhosla/status/1844166857655533811">https://x.com/vkhosla/status/1844166857655533811</a> <a href= "https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html">https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html</a> <a href= "https://www.nature.com/articles/d41586-024-03214-7">https://www.nature.com/articles/d41586-024-03214-7</a> <a href= "https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case"> https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case</a> <a href= "https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0"> https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0</a> <a href= "https://x.com/AOC/status/1844034727935988155">https://x.com/AOC/status/1844034727935988155</a> <a href= "https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html"> https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html</a> <a href= "https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel"> https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel</a> <a href= "https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults"> https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults</a> <a href= "https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok"> https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok</a> <a href= "https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c"> https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c</a> <a href= "https://x.com/iapolls2022/status/1844418916107341948">https://x.com/iapolls2022/status/1844418916107341948</a> <a href= "https://x.com/2waytvapp/status/1844803367740096811">https://x.com/2waytvapp/status/1844803367740096811</a> <a href= "https://x.com/DavidSacks/status/1829383729284067659">https://x.com/DavidSacks/status/1829383729284067659</a> ... Read more

11 Oct 2024

1 HR 24 MINS

1:24:19

11 Oct 2024

#215

Elon Musk | All-In Summit 2024

(0:00) Announcement from Friedberg (0:24) Besties intro Elon Musk! (1:23) The Battle of Free Speech (10:24) Potential government efficiency agency (27:45) SpaceX updates, overreaching regulations (36:10) Thoughts on Boeing's culture (38:27) The 80/20 AI Future (54:03) Elon and Jason share unaired SNL skits Follow Elon: [https://x.com/elonmusk] (https://x.com/elonmusk) 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> ... Read more

08 Oct 2024

1 HR 04 MINS

1:04:17

08 Oct 2024

#214

In conversation with Mark Cuban

(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43) The history of Cuban's love/hate relationship with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45) Should Kamala share blame for Biden's failures? (1:07:01) International conflict, national debt, crypto regulation (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs (1:44:50) Thoughts on AI, what's next for him (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise Follow Mark: [https://x.com/mcuban] (https://x.com/mcuban) 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.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m"> https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m</a> <a href= "https://fred.stlouisfed.org/series/GFDEBTN">https://fred.stlouisfed.org/series/GFDEBTN</a> <a href= "https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing"> https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing</a> <a href= "https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources"> https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources</a> ... Read more

03 Oct 2024

2 HR 06 MINS

2:06:28

03 Oct 2024

#213

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) What is the Deep State Party, and what are their goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? (47:07) Conflict in the Middle East and the path to peace 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> ... Read more

01 Oct 2024

54 MINS

54:27

01 Oct 2024

#212

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI? (1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up (1:20:55) Risk of nuclear war increasing 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.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/"> https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/</a> <a href= "https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company"> https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company</a> <a href= "https://x.com/chiefaioffice">https://x.com/chiefaioffice</a> <a href= "https://openai.com/our-structure">https://openai.com/our-structure</a> <a href= "https://x.com/unusual_whales/status/1658664383717978112">https://x.com/unusual_whales/status/1658664383717978112</a> <a href= "https://x.com/elonmusk/status/1839121268521492975">https://x.com/elonmusk/status/1839121268521492975</a> <a href= "https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399"> https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399</a> <a href= "https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book"> https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book</a> <a href= "https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html"> https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html</a> <a href= "https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393"> https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393</a> [https://layoffs.fyi] (https://layoffs.fyi) <a href= "https://educationdata.org/college-enrollment-statistics">https://educationdata.org/college-enrollment-statistics</a> <a href= "https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees"> https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees</a> ... Read more

27 Sep 2024

1 HR 35 MINS

1:35:49

27 Sep 2024

#211

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) AI is coming for call centers; how agent training works (33:41) US government wasting $50B for rural internet and EV charging stations (47:10) Reflecting on some rough years in VC: is the model broken? (1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race 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.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html"> https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html</a> <a href= "https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc"> https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc</a> [https://mearsheimer.ai] (https://mearsheimer.ai) <a href= "https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives"> https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives</a> <a href= "https://x.com/brendancarrfcc/status/1836079197967532497">https://x.com/brendancarrfcc/status/1836079197967532497</a> <a href= "https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years"> https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years</a> <a href= "https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html"> https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html</a> <a href= "https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer"> https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer</a> <a href= "https://x.com/brendancarrfcc/status/1836435062994121053">https://x.com/brendancarrfcc/status/1836435062994121053</a> <a href= "https://x.com/brendancarrfcc/status/1834009499931463705">https://x.com/brendancarrfcc/status/1834009499931463705</a> <a href= "https://x.com/molson_hart/status/1835650978906857948">https://x.com/molson_hart/status/1835650978906857948</a> <a href= "https://x.com/danprimack/status/1824506087116058665">https://x.com/danprimack/status/1824506087116058665</a> <a href= "https://x.com/Jason/status/1768073854545449228">https://x.com/Jason/status/1768073854545449228</a> <a href= "https://chamath.substack.com/p/2023-annual-letter">https://chamath.substack.com/p/2023-annual-letter</a> <a href= "https://x.com/Jason/status/1836820167449326063">https://x.com/Jason/status/1836820167449326063</a> <a href= "https://www.axios.com/2024/04/03/us-global-venture-capital-q1">https://www.axios.com/2024/04/03/us-global-venture-capital-q1</a> <a href= "https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802"> https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802</a> <a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href= "https://x.com/GrageDustin/status/1836178999178866766">https://x.com/GrageDustin/status/1836178999178866766</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/EndWokeness/status/1836516153893519867">https://x.com/EndWokeness/status/1836516153893519867</a> ... Read more

20 Sep 2024

1 HR 24 MINS

1:24:50

20 Sep 2024

#210

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

(0:00) Bestie intros! Jason goes "Founder Mode" (1:03) All-In Summit lineup announcement (9:01) Understanding "Founder Mode" (32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode" (52:28) Tech's Section 230 protections might be in danger after new ruling (1:08:45) DOJ charges two Russians with infiltrating US media company (1:22:42) Kamala's economic pivot 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://paulgraham.com/foundermode.html">https://paulgraham.com/foundermode.html</a> <a href= "https://x.com/chamath/status/1831003871344501069">https://x.com/chamath/status/1831003871344501069</a> <a href= "https://www.google.com/finance/quote/PANW:NASDAQ">https://www.google.com/finance/quote/PANW:NASDAQ</a> <a href= "https://a16z.com/on-micromanagement">https://a16z.com/on-micromanagement</a> <a href= "https://www.amazon.com/gp/product/0679762884">https://www.amazon.com/gp/product/0679762884</a> <a href= "https://www.google.com/finance/quote/ABNB:NASDAQ">https://www.google.com/finance/quote/ABNB:NASDAQ</a> <a href= "https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756"> https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756</a> <a href= "https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn">https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn</a> <a href= "https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1"> https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1</a> <a href= "https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058"> https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058</a> <a href= "https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html"> https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html</a> <a href= "https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe"> https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe</a> <a href= "https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe"> https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe</a> <a href= "https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo"> https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo</a> <a href= "https://www.axios.com/2024/08/22/bolt-investors-baffled">https://www.axios.com/2024/08/22/bolt-investors-baffled</a> <a href= "https://x.com/MikeSacksEsq/status/1828795866590896599">https://x.com/MikeSacksEsq/status/1828795866590896599</a> <a href= "https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges"> https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges</a> <a href= "https://www.youtube.com/watch?v=0JTcxIVlQfU">https://www.youtube.com/watch?v=0JTcxIVlQfU</a> <a href= "https://x.com/elonmusk/status/1830440852411326782">https://x.com/elonmusk/status/1830440852411326782</a> <a href= "https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands"> https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands</a> <a href= "https://www.justice.gov/opa/media/1366266/dl">https://www.justice.gov/opa/media/1366266/dl</a> <a href= "https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference"> https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference</a> <a href= "https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html"> https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html</a> <a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href= "https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats"> https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats</a> ... Read more

06 Sep 2024

1 HR 35 MINS

1:35:49

06 Sep 2024

#209

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks (7:52) State of AI: Nvidia, cluster buildouts, competition (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit (29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry (41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots (52:02) Reid's thoughts on growing antisemitism (55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc. (1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump (1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump (1:31:13) Falling out with the Democratic Party (1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda (1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy 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 Reid Hoffman: <a href= "https://x.com/reidhoffman">https://x.com/reidhoffman</a> Follow Robert F. Kennedy Jr.: <a href= "https://x.com/RobertKennedyJr">https://x.com/RobertKennedyJr</a> Follow on X: <a href= "https://twitter.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://twitter.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025</a> <a href= "https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592"> https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592</a> ... Read more

30 Aug 2024

2 HR 11 MINS

2:11:44

30 Aug 2024

#208

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admission...

(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class post race-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale of two tickets: Private sector vs. Public sector (1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html"> https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html</a> <a href= "https://x.com/RealEJAntoni/status/1826290040374243821">https://x.com/RealEJAntoni/status/1826290040374243821</a> <a href= "https://x.com/DavidSacks/status/1664788807059660800">https://x.com/DavidSacks/status/1664788807059660800</a> <a href= "https://www.statista.com/statistics/269959/employment-in-the-united-states"> https://www.statista.com/statistics/269959/employment-in-the-united-states</a> <a href= "https://fred.stlouisfed.org/series/FEDFUNDS">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href= "https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774"> https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774</a> <a href= "https://x.com/chamath/status/1826360792351957141">https://x.com/chamath/status/1826360792351957141</a> <a href= "https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html"> https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html</a> <a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href= "https://x.com/Polymarket/status/1826469365069271419">https://x.com/Polymarket/status/1826469365069271419</a> <a href= "https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes"> https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes</a> <a href= "https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations"> https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations</a> <a href= "https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ"> https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ</a> <a href= "https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families"> https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families</a> <a href= "https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf"> https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf</a> ... Read more

23 Aug 2024

1 HR 31 MINS

1:31:43

23 Aug 2024

#207

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust ruling (28:10) Starbucks replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus (1:21:27) Boeing's Starliner disaster strands two astronauts in space (1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://x.com/harry_schuh/status/1822030518038491400">https://x.com/harry_schuh/status/1822030518038491400</a> <a href= "https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win"> https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win</a> <a href= "https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff"> https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff</a> <a href= "https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf"> https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf</a> <a href= "https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9"> https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9</a> <a href= "https://www.cafexapp.com">https://www.cafexapp.com</a> <a href= "https://www.google.com/finance/quote/CMG:NYSE">https://www.google.com/finance/quote/CMG:NYSE</a> <a href= "https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af"> https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af</a> <a href= "https://www.youtube.com/watch?v=mzLCpmRad5o">https://www.youtube.com/watch?v=mzLCpmRad5o</a> <a href= "https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html"> https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html</a> <a href= "https://x.com/Jason/status/1823826884112867609">https://x.com/Jason/status/1823826884112867609</a> <a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href= "https://x.com/JStein_WaPo/status/1823913395986305342">https://x.com/JStein_WaPo/status/1823913395986305342</a> <a href= "https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record"> https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record</a> <a href= "https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991"> https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991</a> <a href= "https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024"> https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024</a> <a href= "https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries"> https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries</a> <a href= "https://en.wikipedia.org/wiki/Whip_Inflation_Now">https://en.wikipedia.org/wiki/Whip_Inflation_Now</a> <a href= "https://www.google.com/finance/quote/WMT:NYSE">https://www.google.com/finance/quote/WMT:NYSE</a> <a href= "https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539"> https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539</a> <a href= "https://time.com/7009317/reintroduction-of-kamala-harris">https://time.com/7009317/reintroduction-of-kamala-harris</a> <a href= "https://x.com/TIME/status/1822951410956218385">https://x.com/TIME/status/1822951410956218385</a> <a href= "https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers"> https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers</a> <a href= "https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries"> https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries</a> <a href= "https://www.socialcapital.com/ideas/2019-annual-letter">https://www.socialcapital.com/ideas/2019-annual-letter</a> <a href= "https://www.google.com/finance/quote/BA:NYSE">https://www.google.com/finance/quote/BA:NYSE</a> <a href= "https://www.azquotes.com/quote/1413855">https://www.azquotes.com/quote/1413855</a> <a href= "https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station"> https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station</a> <a href= "https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts"> https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts</a> <a href= "https://newatlas.com/space/first-manned-crew-dragon-flight-date">https://newatlas.com/space/first-manned-crew-dragon-flight-date</a> <a href= "https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq"> https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq</a> <a href= "https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch"> https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch</a> <a href= "https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019"> https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019</a> <a href= "https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems"> https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems</a> <a href= "https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work"> https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work</a> <a href= "https://www.boeing.com/space/starliner/launch/archive.html">https://www.boeing.com/space/starliner/launch/archive.html</a> <a href= "https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch"> https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch</a> <a href= "https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch"> https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch</a> <a href= "https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia"> https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia</a> <a href= "https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c"> https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c</a> <a href= "https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda"> https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda</a> <a href= "https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream"> https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream</a> <a href= "https://www.youtube.com/watch?v=OS4O8rGRLf8">https://www.youtube.com/watch?v=OS4O8rGRLf8</a> <a href= "https://www.youtube.com/watch?v=ild-PsPD_Uw">https://www.youtube.com/watch?v=ild-PsPD_Uw</a> ... 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16 Aug 2024

1 HR 46 MINS

1:46:02

16 Aug 2024

#206

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8"> https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8</a> <a href= "https://tradingeconomics.com/japan/interest-rate">https://tradingeconomics.com/japan/interest-rate</a> <a href= "https://pebblewriter.com/the-yen-carry-trade-explained">https://pebblewriter.com/the-yen-carry-trade-explained</a> <a href= "https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan"> https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan</a> <a href= "https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22"> https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22</a> <a href= "https://x.com/GoldmanSachs/status/1793998451291615316">https://x.com/GoldmanSachs/status/1793998451291615316</a> <a href= "https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962"> https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962</a> <a href= "https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a> <a href= "https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec"> https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec</a> <a href= "https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html"> https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html</a> <a href= "https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound"> https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound</a> <a href= "https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html"> https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html</a> <a href= "https://fred.stlouisfed.org/series/UNRATE">https://fred.stlouisfed.org/series/UNRATE</a> <a href= "https://polymarket.com/event/how-many-fed-rate-cuts-this-year">https://polymarket.com/event/how-many-fed-rate-cuts-this-year</a> <a href= "https://www.google.com/finance/quote/.DJI:INDEXDJX">https://www.google.com/finance/quote/.DJI:INDEXDJX</a> <a href= "https://www.google.com/finance/quote/SPY:NYSEARCA">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href= "https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ">https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ</a> <a href= "https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR"> https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR</a> <a href= "https://www.google.com/finance/quote/ABNB:NASDAQ">https://www.google.com/finance/quote/ABNB:NASDAQ</a> <a href= "https://x.com/RealEJAntoni/status/1799085407394845087">https://x.com/RealEJAntoni/status/1799085407394845087</a> <a href= "https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves"> https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves</a> <a href= "https://www.google.com/finance/quote/AAPL:NASDAQ">https://www.google.com/finance/quote/AAPL:NASDAQ</a> <a href= "https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17">https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17</a> <a href= "https://www.documentcloud.org/documents/25032786-googleruling">https://www.documentcloud.org/documents/25032786-googleruling</a> <a href= "https://x.com/Jason/status/1820823406503157764">https://x.com/Jason/status/1820823406503157764</a> <a href= "https://x.com/chamath/status/1817893425137508474">https://x.com/chamath/status/1817893425137508474</a> <a href= "https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates"> https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates</a> <a href= "https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice">https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice</a> <a href= "https://x.com/NickFondacaro/status/1820840411335737852">https://x.com/NickFondacaro/status/1820840411335737852</a> <a href= "https://x.com/KamalaHQ/status/1820918063966962143">https://x.com/KamalaHQ/status/1820918063966962143</a> <a href= "https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick"> https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick</a> <a href= "https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html"> https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html</a> <a href= "https://x.com/PokerGO/status/1818836856890704291">https://x.com/PokerGO/status/1818836856890704291</a> ... 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09 Aug 2024

1 HR 44 MINS

1:44:29

09 Aug 2024

#205

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? (1:06:17) Bill Ackman withdraws Pershing Square USA IPO Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model"> https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model</a> <a href= "https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech"> https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech</a> <a href= "https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title"> https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title</a> <a href= "https://x.com/jeffstorobinsky/status/1818722254542590012">https://x.com/jeffstorobinsky/status/1818722254542590012</a> <a href= "https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572"> https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572</a> <a href= "https://x.com/grdecter/status/1819362069797654784">https://x.com/grdecter/status/1819362069797654784</a> <a href= "https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e"> https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e</a> <a href= "https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs"> https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs</a> <a href= "https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips"> https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips</a> <a href= "https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html"> https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html</a> <a href= "https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html"> https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html</a> <a href= "https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae">https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae</a> <a href= "https://www.google.com/finance/quote/NVDA:NASDAQ">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href= "https://www.google.com/finance/quote/META:NASDAQ">https://www.google.com/finance/quote/META:NASDAQ</a> <a href= "https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html"> https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html</a> <a href= "https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp"> https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp</a> <a href= "https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17"> https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17</a> ... Read more

02 Aug 2024

1 HR 19 MINS

1:19:10

02 Aug 2024

#204

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

(0:00) Bestie intros: Nostracanis appears! (3:50) Wiz turns down Google's $23B offer, intends to IPO (13:30) CrowdStrike's rough week (17:51) Market update: Mag 7 sell-off? (22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate (1:08:37) Sacks responds to smear campaign (1:26:46) Science Corner: China's nuclear buildout Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html">https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html</a> <a href= "https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech"> https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech</a> <a href= "https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html"> https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html</a> <a href= "https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs"> https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs</a> <a href= "https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details"> https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details</a> <a href= "https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html"> https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html</a> <a href= "https://www.google.com/finance/quote/CRWD:NASDAQ">https://www.google.com/finance/quote/CRWD:NASDAQ</a> <a href= "https://www.google.com/finance/quote/SPY:NYSEARCA">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href= "https://www.google.com/finance/quote/TSLA:NASDAQ">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href= "https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html"> https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html</a> <a href= "https://www.google.com/finance/quote/VIX:INDEXCBOE">https://www.google.com/finance/quote/VIX:INDEXCBOE</a> <a href= "https://public.websites.umich.edu/~mille/ORUS_Health.pdf">https://public.websites.umich.edu/~mille/ORUS_Health.pdf</a> <a href= "https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html"> https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html</a> <a href= "https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe"> https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe</a> <a href= "https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html"> https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html</a> <a href= "https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination"> https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination</a> <a href= "https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin"> https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin</a> <a href= "https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html"> https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html</a> <a href= "https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497"> https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497</a> <a href= "https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination"> https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination</a> <a href= "https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106"> https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106</a> <a href= "https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267"> https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267</a> <a href= "https://x.com/JoeBiden/status/1815080881981190320">https://x.com/JoeBiden/status/1815080881981190320</a> <a href= "https://x.com/paulg/status/1816334112086712830">https://x.com/paulg/status/1816334112086712830</a> <a href= "https://x.com/paulg/status/1771640321446683060">https://x.com/paulg/status/1771640321446683060</a> <a href= "https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf">https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf</a> <a href= "https://x.com/mwseibel/status/1816542692727488784">https://x.com/mwseibel/status/1816542692727488784</a> ... Read more

26 Jul 2024

1 HR 39 MINS

1:39:26

26 Jul 2024

#203

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

(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: <a href= "https://summit.allinpodcast.co">https://summit.allinpodcast.co</a> Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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/@all_in_tok">https://www.tiktok.com/@all_in_tok</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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Sacks RNC speech: <a href= "https://www.youtube.com/watch?v=rLArznk0Ns4">https://www.youtube.com/watch?v=rLArznk0Ns4</a> Jason's links (16:34): <a href= "https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence"> https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence</a> <a href= "https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html"> https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html</a> <a href= "https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it"> https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it</a> Referenced in the show: <a href= "https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds"> https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds</a> <a href= "https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474"> https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474</a> <a href= "https://x.com/TeslaVee/status/1813785645472690479">https://x.com/TeslaVee/status/1813785645472690479</a> <a href= "https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html"> https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html</a> <a href= "https://x.com/DylanByers/status/1811855698566975936">https://x.com/DylanByers/status/1811855698566975936</a> <a href= "https://x.com/newrepublic/status/1810009748697448541">https://x.com/newrepublic/status/1810009748697448541</a> <a href= "https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf"> https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf</a> <a href= "https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html"> https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html</a> <a href= "https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it"> https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it</a> <a href= "https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee"> https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee</a> <a href= "https://www.youtube.com/watch?v=pot7R0Affjs">https://www.youtube.com/watch?v=pot7R0Affjs</a> <a href= "https://x.com/cb_doge/status/1813289249288134660">https://x.com/cb_doge/status/1813289249288134660</a> <a href= "https://x.com/mualphaxi/status/1812579998735491327">https://x.com/mualphaxi/status/1812579998735491327</a> <a href= "https://x.com/DavidSacks/status/1813270784942494110">https://x.com/DavidSacks/status/1813270784942494110</a> <a href= "https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service"> https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service</a> <a href= "https://x.com/yashar/status/1813757637584134615">https://x.com/yashar/status/1813757637584134615</a> <a href= "https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html"> https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html</a> <a href= "https://x.com/VivekGRamaswamy/status/1812929198433964249">https://x.com/VivekGRamaswamy/status/1812929198433964249</a> <a href= "https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007"> https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007</a> <a href= "https://x.com/RitaPanahi/status/1813790835332595863">https://x.com/RitaPanahi/status/1813790835332595863</a> <a href= "https://x.com/RWTNews/status/1813779819697725669">https://x.com/RWTNews/status/1813779819697725669</a> <a href= "https://www.youtube.com/watch?v=h4FnpoNU8AI">https://www.youtube.com/watch?v=h4FnpoNU8AI</a> <a href= "https://www.youtube.com/watch?v=Xejs4gGUpjE">https://www.youtube.com/watch?v=Xejs4gGUpjE</a> <a href= "https://www.axios.com/2024/07/15/sequoia-capital-stripe">https://www.axios.com/2024/07/15/sequoia-capital-stripe</a> <a href= "https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a"> https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a</a> <a href= "https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look</a> <a href= "https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats"> https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats</a> <a href= "https://www.youtube.com/watch?v=XJP2zlH2nt8">https://www.youtube.com/watch?v=XJP2zlH2nt8</a> <a href= "https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting"> https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting</a> ... Read more

19 Jul 2024

1 HR 15 MINS

1:15:57

19 Jul 2024

#202

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

(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: <a href= "https://summit.allinpodcast.co">https://summit.allinpodcast.co</a> Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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/@all_in_tok">https://www.tiktok.com/@all_in_tok</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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://x.com/teddyschleifer/status/1811423421861113915">https://x.com/teddyschleifer/status/1811423421861113915</a> <a href= "https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html"> https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html</a> <a href= "https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2"> https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2</a> <a href= "https://fred.stlouisfed.org/series/UNRATE">https://fred.stlouisfed.org/series/UNRATE</a> <a href= "https://www.google.com/finance/quote/SPY:NYSEARCA">https://www.google.com/finance/quote/SPY:NYSEARCA</a> <a href= "https://ycharts.com/indicators/sp_500_pe_ratio">https://ycharts.com/indicators/sp_500_pe_ratio</a> <a href= "https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens"> https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens</a> <a href= "https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024"> https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024</a> <a href= "https://youtu.be/R6hJh-OwoZw">https://youtu.be/R6hJh-OwoZw</a> <a href= "https://www.sequoiacap.com/article/ais-600b-question">https://www.sequoiacap.com/article/ais-600b-question</a> <a href= "https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf"> https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf</a> <a href= "https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals"> https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals</a> <a href= "https://x.com/natfriedman/status/1668650915505803266">https://x.com/natfriedman/status/1668650915505803266</a> <a href= "https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html"> https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html</a> <a href= "https://x.com/CilComLFC/status/1810110921383010563">https://x.com/CilComLFC/status/1810110921383010563</a> <a href= "https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html"> https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html</a> <a href= "https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520"> https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520</a> <a href= "https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214"> https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214</a> <a href= "https://x.com/greenfield64/status/1811199262350532767">https://x.com/greenfield64/status/1811199262350532767</a> <a href= "https://x.com/Olivianuzzi/status/1808924240529535352">https://x.com/Olivianuzzi/status/1808924240529535352</a> <a href= "https://x.com/peterjhasson/status/1811052411584164210">https://x.com/peterjhasson/status/1811052411584164210</a> <a href= "https://youtu.be/kOeARghNIaY">https://youtu.be/kOeARghNIaY</a> <a href= "https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out"> https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out</a> ... Read more

12 Jul 2024

1 HR 25 MINS

1:25:38

12 Jul 2024

#201

Jonathan Haidt | The All-In Interview

(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: <a href= "https://jonathanhaidt.com">https://jonathanhaidt.com</a> Buy The Anxious Generation: <a href= "https://www.anxiousgeneration.com/book">https://www.anxiousgeneration.com/book</a> Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow on X: <a href= "https://twitter.com/theallinpod">https://twitter.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/@all_in_tok">https://www.tiktok.com/@all_in_tok</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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.anxiousgeneration.com/take-action">https://www.anxiousgeneration.com/take-action</a> <a href= "https://www.azquotes.com/quote/1385350">https://www.azquotes.com/quote/1385350</a> <a href= "https://www.azquotes.com/quote/926752">https://www.azquotes.com/quote/926752</a> <a href= "https://www.thecoddling.com/chapter-1-antifragility">https://www.thecoddling.com/chapter-1-antifragility</a> <a href= "https://www.anxiousgeneration.com">https://www.anxiousgeneration.com</a> <a href= "https://www.afterbabel.com">https://www.afterbabel.com</a> [https://letgrow.org] (https://letgrow.org) ... Read more

10 Jul 2024

1 HR 13 MINS

1:13:58

10 Jul 2024

Podurama

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#222

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

#221

Trump wins! How it happened and what's next

#220

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

#219

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

#218

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

#217

JD Vance | All-In Summit 2024

#216

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

#215

Elon Musk | All-In Summit 2024

#214

In conversation with Mark Cuban

#213

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

#212

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

#211

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

#210

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

#209

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

#208

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admission...

#207

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

#206

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

#205

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

#204

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

#203

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

#202

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

#201

Jonathan Haidt | The All-In Interview