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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.

#190

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

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

26 Apr 2024

1 HR 41 MINS

1:41:26

26 Apr 2024

#189

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

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

19 Apr 2024

1 HR 36 MINS

1:36:52

19 Apr 2024

#188

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

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

12 Apr 2024

1 HR 26 MINS

1:26:58

12 Apr 2024

#187

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting "made whole" (19:26) Trump Media updates (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications Follow the besties: <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.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html"> https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html</a> <a href= "https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors"> https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors</a> <a href= "https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13"> https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13</a> <a href= "https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21"> https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21</a> <a href= "https://www.google.com/finance/quote/DJT:NASDAQ">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href= "https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458</a> <a href= "https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43</a> <a href= "https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans"> https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans</a> <a href= "https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html"> https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html</a> <a href= "https://twitter.com/mtaibbi/status/1619029772977455105">https://twitter.com/mtaibbi/status/1619029772977455105</a> <a href= "https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories"> https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories</a> <a href= "https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04"> https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04</a> <a href= "https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue">https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue</a> <a href= "https://www.google.com/finance/quote/HUBS:NYSE">https://www.google.com/finance/quote/HUBS:NYSE</a> <a href= "https://www.statista.com/statistics/266249/advertising-revenue-of-google"> https://www.statista.com/statistics/266249/advertising-revenue-of-google</a> <a href= "https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet"> https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet</a> <a href= "https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results"> https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results</a> <a href= "https://twitter.com/thedailyshow/status/1774995166778020059">https://twitter.com/thedailyshow/status/1774995166778020059</a> <a href= "https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month"> https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month</a> <a href= "https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011"> https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011</a> <a href= "https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html"> https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html</a> <a href= "https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976">https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976</a> <a href= "https://twitter.com/lina_colucci/status/1775668500931268665">https://twitter.com/lina_colucci/status/1775668500931268665</a> <a href= "https://twitter.com/tsarnick/status/1748923998052975099">https://twitter.com/tsarnick/status/1748923998052975099</a> <a href= "https://twitter.com/Figure_robot/status/1767913661253984474">https://twitter.com/Figure_robot/status/1767913661253984474</a> <a href= "https://twitter.com/elonmusk/status/1746964887949934958">https://twitter.com/elonmusk/status/1746964887949934958</a> <a href= "https://www.geckorobotics.com/company/robots">https://www.geckorobotics.com/company/robots</a> <a href= "https://twitter.com/DavidSacks/status/1775926842257813910">https://twitter.com/DavidSacks/status/1775926842257813910</a> <a href= "https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia"> https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia</a> <a href= "https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks"> https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks</a> <a href= "https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10"> https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10</a> ... Read more

05 Apr 2024

1 HR 32 MINS

1:32:57

05 Apr 2024

#186

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap! Follow the besties: <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.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28"> https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28</a> <a href= "https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html"> https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html</a> <a href= "https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison"> https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison</a> <a href= "https://www.google.com/finance/quote/DJT:NASDAQ">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href= "https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm"> https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm</a> <a href= "https://www.sec.gov/news/press-release/2023-121">https://www.sec.gov/news/press-release/2023-121</a> <a href= "https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d"> https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d</a> <a href= "https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html"> https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html</a> <a href= "https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay"> https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay</a> <a href= "https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e"> https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e</a> <a href= "https://twitter.com/CollinRugg/status/1773147897439436939">https://twitter.com/CollinRugg/status/1773147897439436939</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.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11"> https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11</a> <a href= "https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf"> https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf</a> <a href= "https://manhattan.institute/article/the-limits-of-taxing-the-rich"> https://manhattan.institute/article/the-limits-of-taxing-the-rich</a> <a href= "https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf"> https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf</a> <a href= "https://fred.stlouisfed.org/series/FYFRGDA188S">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href= "https://www.oecd.org/tax/revenue-statistics-united-states.pdf">https://www.oecd.org/tax/revenue-statistics-united-states.pdf</a> <a href= "https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services"> https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services</a> <a href= "https://fred.stlouisfed.org/series/USGOVT">https://fred.stlouisfed.org/series/USGOVT</a> <a href= "https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter"> https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter</a> <a href= "https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures"> https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures</a> <a href= "https://www.movieposters.com/products/daliland-mpw-138836">https://www.movieposters.com/products/daliland-mpw-138836</a> <a href= "https://twitter.com/stillgray/status/1773234188663054751">https://twitter.com/stillgray/status/1773234188663054751</a> <a href= "https://twitter.com/elonmusk/status/1773240336292393144">https://twitter.com/elonmusk/status/1773240336292393144</a> ... Read more

29 Mar 2024

1 HR 27 MINS

1:27:46

29 Mar 2024

#185

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

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

22 Mar 2024

1 HR 19 MINS

1:19:20

22 Mar 2024

#184

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat Follow the besties: <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 the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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://twitter.com/RachaelRad/status/1767612555063955891">https://twitter.com/RachaelRad/status/1767612555063955891</a> <a href= "https://twitter.com/iamtomnash/status/1768135725403226256">https://twitter.com/iamtomnash/status/1768135725403226256</a> <a href= "https://twitter.com/CollinRugg/status/1752749485070156025">https://twitter.com/CollinRugg/status/1752749485070156025</a> <a href= "https://futurism.com/video-openai-cto-sora-training-data">https://futurism.com/video-openai-cto-sora-training-data</a> <a href= "https://twitter.com/tsarnick/status/1768021821595726254">https://twitter.com/tsarnick/status/1768021821595726254</a> [https://www.harvey.ai] (https://www.harvey.ai) <a href= "https://www.abridge.com">https://www.abridge.com</a> [https://www.taxgpt.com] (https://www.taxgpt.com) [https://sierra.ai] (https://sierra.ai) <a href= "https://twitter.com/cognition_labs/status/1767548763134964000">https://twitter.com/cognition_labs/status/1767548763134964000</a> <a href= "https://twitter.com/heyBarsee/status/1767934812315062646">https://twitter.com/heyBarsee/status/1767934812315062646</a> <a href= "https://sourcegraph.com/cody">https://sourcegraph.com/cody</a> <a href= "https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas"> https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas</a> <a href= "https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years"> https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years</a> <a href= "https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote"> https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote</a> <a href= "https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800"> https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800</a> <a href= "https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate"> https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate</a> <a href= "https://twitter.com/rabois/status/1768107160662421772">https://twitter.com/rabois/status/1768107160662421772</a> <a href= "https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3"> https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3</a> <a href= "https://time.com/6900348/tiktok-ban-donald-trump-congress">https://time.com/6900348/tiktok-ban-donald-trump-congress</a> <a href= "https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote"> https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote</a> <a href= "https://www.congress.gov/bill/118th-congress/house-bill/7521/text"> https://www.congress.gov/bill/118th-congress/house-bill/7521/text</a> <a href= "https://en.wikipedia.org/wiki/United_States_foreign_adversaries">https://en.wikipedia.org/wiki/United_States_foreign_adversaries</a> <a href= "https://twitter.com/davidfrum/status/1753878721163882676">https://twitter.com/davidfrum/status/1753878721163882676</a> <a href= "https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html"> https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html</a> <a href= "https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html"> https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html</a> <a href= "https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html"> https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html</a> <a href= "https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat"> https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat</a> <a href= "https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it"> https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it</a> <a href= "https://twitter.com/Teslaconomics/status/1768395010507182252">https://twitter.com/Teslaconomics/status/1768395010507182252</a> <a href= "https://twitter.com/SpaceX/status/1768267464062943676">https://twitter.com/SpaceX/status/1768267464062943676</a> <a href= "https://twitter.com/Andercot/status/1768328460622299424">https://twitter.com/Andercot/status/1768328460622299424</a> ... Read more

15 Mar 2024

1 HR 38 MINS

1:38:12

15 Mar 2024

#183

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

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

08 Mar 2024

1 HR 34 MINS

1:34:00

08 Mar 2024

#182

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

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

01 Mar 2024

1 HR 26 MINS

1:26:52

01 Mar 2024

#181

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

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

23 Feb 2024

1 HR 20 MINS

1:20:27

23 Feb 2024

#180

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

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

16 Feb 2024

1 HR 43 MINS

1:43:42

16 Feb 2024

#179

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues Follow the besties: <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 the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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://twitter.com/Jason/status/1755273518416302522">https://twitter.com/Jason/status/1755273518416302522</a> <a href= "https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales"> https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales</a> <a href= "https://twitter.com/Jason/status/1755386651080106166">https://twitter.com/Jason/status/1755386651080106166</a> <a href= "https://www.google.com/finance/quote/META:NASDAQ">https://www.google.com/finance/quote/META:NASDAQ</a> <a href= "https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx"> https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx</a> <a href= "https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income"> https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income</a> <a href= "https://www.google.com/finance/quote/SNAP:NYSE">https://www.google.com/finance/quote/SNAP:NYSE</a> <a href= "https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares"> https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares</a> <a href= "https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html"> https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html</a> <a href= "https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html"> https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html</a> <a href= "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf"> https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf</a> <a href= "https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf"> https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf</a> <a href= "https://cloudedjudgement.substack.com">https://cloudedjudgement.substack.com</a> <a href= "https://twitter.com/chamath/status/1754641005851328553">https://twitter.com/chamath/status/1754641005851328553</a> <a href= "https://help.openai.com/en/articles/8554397-creating-a-gpt">https://help.openai.com/en/articles/8554397-creating-a-gpt</a> <a href= "https://twitter.com/ArtificialAnlys/status/1747264832439734353">https://twitter.com/ArtificialAnlys/status/1747264832439734353</a> <a href= "https://blog.research.google/2009/06/speed-matters.html">https://blog.research.google/2009/06/speed-matters.html</a> <a href= "https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees"> https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees</a> <a href= "https://artificialanalysis.ai">https://artificialanalysis.ai</a> <a href= "https://chamath.substack.com/p/deep-dive-artificial-intelligence">https://chamath.substack.com/p/deep-dive-artificial-intelligence</a> <a href= "https://twitter.com/danshipper/status/1751005727215301053">https://twitter.com/danshipper/status/1751005727215301053</a> <a href= "https://www.youtube.com/watch?v=7waMPlHugYI">https://www.youtube.com/watch?v=7waMPlHugYI</a> <a href= "https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut"> https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut</a> <a href= "https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people"> https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people</a> ... Read more

09 Feb 2024

1 HR 28 MINS

1:28:21

09 Feb 2024

#178

E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex Follow the besties: <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 the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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.vanityfair.com/news/tim-cook-apple-vision-pro">https://www.vanityfair.com/news/tim-cook-apple-vision-pro</a> <a href= "https://twitter.com/MKBHD/status/1752706894874202256">https://twitter.com/MKBHD/status/1752706894874202256</a> <a href= "https://twitter.com/Box/status/1753085804115861766">https://twitter.com/Box/status/1753085804115861766</a> <a href= "https://twitter.com/briantong/status/1752645464204493147">https://twitter.com/briantong/status/1752645464204493147</a> <a href= "https://www.meta.com/smart-glasses/shop-all">https://www.meta.com/smart-glasses/shop-all</a> <a href= "https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1">https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1</a> <a href= "https://twitter.com/CollinRugg/status/1752749485070156025">https://twitter.com/CollinRugg/status/1752749485070156025</a> <a href= "https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674"> https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674</a> <a href= "https://ultimateclassicrock.com/judas-priest-suicide">https://ultimateclassicrock.com/judas-priest-suicide</a> <a href= "https://www.reuters.com/article/idUSKBN1GX0C0">https://www.reuters.com/article/idUSKBN1GX0C0</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/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html"> https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html</a> <a href= "https://courts.delaware.gov/Opinions/Download.aspx?id=359340">https://courts.delaware.gov/Opinions/Download.aspx?id=359340</a> <a href= "https://www.google.com/finance/quote/GM:NYSE">https://www.google.com/finance/quote/GM:NYSE</a> <a href= "https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a"> https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a</a> <a href= "https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay"> https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay</a> <a href= "https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html"> https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html</a> <a href= "https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo"> https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo</a> <a href= "https://twitter.com/DavidSacks/status/1639459879546150913">https://twitter.com/DavidSacks/status/1639459879546150913</a> <a href= "https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10"> https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10</a> <a href= "https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480"> https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480</a> <a href= "https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting"> https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting</a> <a href= "https://twitter.com/Global_Mil_Info/status/1752786864900108547">https://twitter.com/Global_Mil_Info/status/1752786864900108547</a> <a href= "https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404"> https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404</a> <a href= "https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones"> https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones</a> <a href= "https://www.saildrone.com">https://www.saildrone.com</a> ... Read more

02 Feb 2024

1 HR 33 MINS

1:33:50

02 Feb 2024

#177

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

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

26 Jan 2024

1 HR 33 MINS

1:33:48

26 Jan 2024

#176

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, micropl...

(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump (21:53) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on microplastics in water bottles (1:32:42) All-In Poker Follow the besties: <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 the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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://twitter.com/dschlopesisback/status/1747025441825640681">https://twitter.com/dschlopesisback/status/1747025441825640681</a> <a href= "https://twitter.com/davidsacks/status/1747724966941139276">https://twitter.com/davidsacks/status/1747724966941139276</a> <a href= "https://twitter.com/andrewrsorkin/status/1746723727574794537">https://twitter.com/andrewrsorkin/status/1746723727574794537</a> <a href= "https://twitter.com/Jason/status/1746951952578298264">https://twitter.com/Jason/status/1746951952578298264</a> <a href= "https://twitter.com/aphysicist/status/1747868626948907325">https://twitter.com/aphysicist/status/1747868626948907325</a> <a href= "https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina"> https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina</a> <a href= "https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100"> https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100</a> <a href= "https://www.opensecrets.org/federal-lobbying/top-spenders">https://www.opensecrets.org/federal-lobbying/top-spenders</a> <a href= "https://www.youtube.com/watch?v=wXMO0bhPhCw">https://www.youtube.com/watch?v=wXMO0bhPhCw</a> <a href= "https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen"> https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen</a> <a href= "https://www.google.com/finance/quote/TDG:NYSE">https://www.google.com/finance/quote/TDG:NYSE</a> <a href= "https://stacksonmain.com/gallery">https://stacksonmain.com/gallery</a> <a href= "https://www.societylasolas.com/photogallery">https://www.societylasolas.com/photogallery</a> <a href= "https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville"> https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville</a> <a href= "https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble"> https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble</a> <a href= "https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records"> https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records</a> <a href= "https://www.businessofapps.com/data/disney-plus-statistics">https://www.businessofapps.com/data/disney-plus-statistics</a> <a href= "https://www.businessofapps.com/data/netflix-statistics">https://www.businessofapps.com/data/netflix-statistics</a> <a href= "https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html"> https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html</a> <a href= "https://www.manscaped.com/products/crop-preserver-manscaping">https://www.manscaped.com/products/crop-preserver-manscaping</a> <a href= "https://www.pnas.org/doi/10.1073/pnas.2300582121">https://www.pnas.org/doi/10.1073/pnas.2300582121</a> <a href= "https://www.xometry.com/resources/materials/polyethylene">https://www.xometry.com/resources/materials/polyethylene</a> <a href= "https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx">https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx</a> <a href= "https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11"> https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11</a> <a href= "https://www.pbs.org/wgbh/frontline/documentary/plastic-wars">https://www.pbs.org/wgbh/frontline/documentary/plastic-wars</a> ... Read more

19 Jan 2024

1 HR 38 MINS

1:38:29

19 Jan 2024

#175

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey Follow the besties: <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 the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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://twitter.com/SpeakerJohnson/status/1745642200866738254">https://twitter.com/SpeakerJohnson/status/1745642200866738254</a> <a href= "https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12"> https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12</a> <a href= "https://twitter.com/DavidSacks/status/1745723423396118593">https://twitter.com/DavidSacks/status/1745723423396118593</a> <a href= "https://twitter.com/DavidSacks/status/1745604701654298826">https://twitter.com/DavidSacks/status/1745604701654298826</a> <a href= "https://www.imdb.com/title/tt0120885">https://www.imdb.com/title/tt0120885</a> <a href= "https://twitter.com/Jason/status/1745514413782917262">https://twitter.com/Jason/status/1745514413782917262</a> <a href= "https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html"> https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html</a> <a href= "https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization"> https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization</a> <a href= "https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut"> https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut</a> <a href= "https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12"> https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12</a> [https://layoffs.fyi] (https://layoffs.fyi) <a href= "https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m"> https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m</a> <a href= "https://twitter.com/karrisaarinen/status/1743398553500971331">https://twitter.com/karrisaarinen/status/1743398553500971331</a> <a href= "https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277"> https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277</a> <a href= "https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080"> https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080</a> <a href= "https://twitter.com/chamath/status/1744414462986375440">https://twitter.com/chamath/status/1744414462986375440</a> <a href= "https://twitter.com/coffeewithone/status/1744488896766042277">https://twitter.com/coffeewithone/status/1744488896766042277</a> <a href= "https://twitter.com/chamath/status/1745542094696145103">https://twitter.com/chamath/status/1745542094696145103</a> [https://once.com] (https://once.com) <a href= "https://twitter.com/jasonlk/status/1745552662572208473">https://twitter.com/jasonlk/status/1745552662572208473</a> <a href= "https://twitter.com/MattWalshBlog/status/1742583950944432607">https://twitter.com/MattWalshBlog/status/1742583950944432607</a> <a href= "https://www.oscars.org/awards/representation-and-inclusion-standards"> https://www.oscars.org/awards/representation-and-inclusion-standards</a> <a href= "https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting"> https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting</a> <a href= "https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html"> https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html</a> <a href= "https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html"> https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html</a> <a href= "https://www.nytimes.com/2022/04/23/business/pilots-diversity.html"> https://www.nytimes.com/2022/04/23/business/pilots-diversity.html</a> <a href= "https://twitter.com/Jason/status/1735164131806986441">https://twitter.com/Jason/status/1735164131806986441</a> <a href= "https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million"> https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million</a> <a href= "https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy">https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy</a> ... 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13 Jan 2024

1 HR 38 MINS

1:38:39

13 Jan 2024

#174

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

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

06 Jan 2024

1 HR 27 MINS

1:27:58

06 Jan 2024

#173

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

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

29 Dec 2023

1 HR 22 MINS

1:22:50

29 Dec 2023

#172

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

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

23 Dec 2023

1 HR 47 MINS

1:47:21

23 Dec 2023

#171

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

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

16 Dec 2023

1 HR 39 MINS

1:39:26

16 Dec 2023

#170

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

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

08 Dec 2023

1 HR 32 MINS

1:32:29

08 Dec 2023

#169

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

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

01 Dec 2023

2 HR 09 MINS

2:09:08

01 Dec 2023

#168

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

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

17 Nov 2023

1 HR 56 MINS

1:56:19

17 Nov 2023

#167

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

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

11 Nov 2023

1 HR 50 MINS

1:50:19

11 Nov 2023

#166

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cronkite Moment” (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy (1:08:07) Silicon Valley's shift right Follow the besties: <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 the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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://twitter.com/chamath/status/1718722437217685810">https://twitter.com/chamath/status/1718722437217685810</a> <a href= "https://twitter.com/ShaanVP/status/1719461817699733831">https://twitter.com/ShaanVP/status/1719461817699733831</a> <a href= "https://twitter.com/chamath/status/1719887650688282786">https://twitter.com/chamath/status/1719887650688282786</a> <a href= "https://sacks.substack.com">https://sacks.substack.com</a> <a href= "https://responsiblestatecraft.org/zelensky-war-time-magazine">https://responsiblestatecraft.org/zelensky-war-time-magazine</a> <a href= "https://twitter.com/davidsacks/status/1719815317000733153">https://twitter.com/davidsacks/status/1719815317000733153</a> <a href= "https://time.com/6329188/ukraine-volodymyr-zelensky-interview">https://time.com/6329188/ukraine-volodymyr-zelensky-interview</a> <a href= "https://time.com/person-of-the-year-2022-volodymyr-zelensky">https://time.com/person-of-the-year-2022-volodymyr-zelensky</a> <a href= "https://twitter.com/RothCRE/status/1719833548780195882">https://twitter.com/RothCRE/status/1719833548780195882</a> <a href= "https://twitter.com/real_bill_gross/status/1720094066183139359">https://twitter.com/real_bill_gross/status/1720094066183139359</a> <a href= "https://twitter.com/real_bill_gross/status/1719010907806904452">https://twitter.com/real_bill_gross/status/1719010907806904452</a> <a href= "https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use"> https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use</a> <a href= "https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco"> https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco</a> <a href= "https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5"> https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5</a> <a href= "https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf"> https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf</a> <a href= "https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence"> https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence</a> <a href= "https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order"> https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order</a> <a href= "https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115"> https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115</a> <a href= "https://ai.meta.com/llama">https://ai.meta.com/llama</a> <a href= "https://chamath.substack.com/p/the-case-for-big-action-to-regulate"> https://chamath.substack.com/p/the-case-for-big-action-to-regulate</a> <a href= "https://twitter.com/ImMeme0/status/1713413678765126062">https://twitter.com/ImMeme0/status/1713413678765126062</a> <a href= "https://twitter.com/elonmusk/status/1259638112688304129">https://twitter.com/elonmusk/status/1259638112688304129</a> <a href= "https://twitter.com/chamath/status/1720112859198419191">https://twitter.com/chamath/status/1720112859198419191</a> ... Read more

03 Nov 2023

1 HR 28 MINS

1:28:38

03 Nov 2023

#165

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi accident update (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities (1:24:47) Jason reflects on his time in the Middle East (1:31:09) New House Speaker and Trump case update Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html"> https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html</a> <a href= "https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html"> https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html</a> <a href= "https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/"> https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/</a> <a href= "https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html"> https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html</a> <a href= "https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a> <a href= "https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military"> https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military</a> <a href= "https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110"> https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110</a> <a href= "https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9"> https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9</a> <a href= "https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6"> https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6</a> <a href= "https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a"> https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a</a> <a href= "https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25"> https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25</a> <a href= "https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4"> https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4</a> <a href= "https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204"> https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204</a> <a href= "https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html"> https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html</a> <a href= "https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time"> https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time</a> <a href= "https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat">https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat</a> <a href= "https://twitter.com/DavidSacks/status/1717049864180379761">https://twitter.com/DavidSacks/status/1717049864180379761</a> <a href= "https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html"> https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html</a> <a href= "https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza"> https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza</a> <a href= "https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf">https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf</a> <a href= "https://twitter.com/DavidSacks/status/1716608344264470868">https://twitter.com/DavidSacks/status/1716608344264470868</a> <a href= "https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png"> https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png</a> <a href= "https://www.google.com/finance/quote/CART:NASDAQ">https://www.google.com/finance/quote/CART:NASDAQ</a> <a href= "https://www.google.com/finance/quote/KVYO:NYSE">https://www.google.com/finance/quote/KVYO:NYSE</a> <a href= "https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17"> https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17</a> <a href= "https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california"> https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california</a> <a href= "https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident"> https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident</a> <a href= "https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619"> https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619</a> <a href= "https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624"> https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624</a> <a href= "https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html"> https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html</a> <a href= "https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html"> https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html</a> <a href= "https://thosenerdygirls.org/can-farts-spread-covid">https://thosenerdygirls.org/can-farts-spread-covid</a> ... Read more

27 Oct 2023

1 HR 43 MINS

1:43:41

27 Oct 2023

#164

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

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

20 Oct 2023

1 HR 28 MINS

1:28:02

20 Oct 2023

#163

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

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

13 Oct 2023

1 HR 05 MINS

1:05:48

13 Oct 2023

#162

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

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

07 Oct 2023

1 HR 18 MINS

1:18:46

07 Oct 2023

#161

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

(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi (1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI (1:12:39) The next evolution of AI: multimodal and consumer hardware Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow Coleman: <a href= "https://twitter.com/coldxman">https://twitter.com/coldxman</a> <a href= "https://www.youtube.com/@ColemanHughesOfficial">https://www.youtube.com/@ColemanHughesOfficial</a> Follow the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</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.youtube.com/watch?v=QxB3b7fxMEA">https://www.youtube.com/watch?v=QxB3b7fxMEA</a> <a href= "https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness"> https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness</a> <a href= "https://twitter.com/waitbutwhy/status/1691502563571408896">https://twitter.com/waitbutwhy/status/1691502563571408896</a> <a href= "https://twitter.com/chamath/status/1707051830667338170">https://twitter.com/chamath/status/1707051830667338170</a> <a href= "https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html"> https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html</a> <a href= "https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414"> https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414</a> <a href= "https://twitter.com/TEDchris/status/1706792437098676224">https://twitter.com/TEDchris/status/1706792437098676224</a> <a href= "https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919"> https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919</a> <a href= "https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880"> https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880</a> <a href= "https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138"> https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138</a> <a href= "https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26"> https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26</a> <a href= "https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b"> https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b</a> <a href= "https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he"> https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he</a> <a href= "https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector"> https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector</a> <a href= "https://www.jpost.com/diaspora/antisemitism/article-738940">https://www.jpost.com/diaspora/antisemitism/article-738940</a> <a href= "https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine">https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine</a> <a href= "https://www.bbc.com/news/world-europe-26079957">https://www.bbc.com/news/world-europe-26079957</a> <a href= "https://en.wikipedia.org/wiki/Azov_Brigade">https://en.wikipedia.org/wiki/Azov_Brigade</a> <a href= "https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine"> https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine</a> <a href= "https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY"> https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY</a> <a href= "https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946"> https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946</a> <a href= "https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html"> https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html</a> <a href= "https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7">https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7</a> <a href= "https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0"> https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0</a> <a href= "https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search"> https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search</a> <a href= "https://twitter.com/petergyang/status/1707169696049668472">https://twitter.com/petergyang/status/1707169696049668472</a> <a href= "https://blog.google/products/bard/google-bard-new-features-update-sept-2023"> https://blog.google/products/bard/google-bard-new-features-update-sept-2023</a> <a href= "https://twitter.com/karpathy/status/1707437820045062561">https://twitter.com/karpathy/status/1707437820045062561</a> <a href= "https://arxiv.org/pdf/2307.07162.pdf">https://arxiv.org/pdf/2307.07162.pdf</a> <a href= "https://www.imdb.com/title/tt6849786">https://www.imdb.com/title/tt6849786</a> <a href= "https://www.imdb.com/title/tt1798709">https://www.imdb.com/title/tt1798709</a> [https://reflect.app] (https://reflect.app) <a href= "https://oldcomputers.net/sony-magic-link.html">https://oldcomputers.net/sony-magic-link.html</a> ... 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29 Sep 2023

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#190

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

#189

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

#188

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E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

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

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

#182

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#181

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#180

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#178

E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

#177

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

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E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, micropl...

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#174

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

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

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

#171

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

#170

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

#169

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

#168

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

#167

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

#166

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E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

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

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#161

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