All-In with Chamath, Jason, Sacks & Friedberg

Dec 06 2024 224 ep. 86 mins 58
All-In with Chamath, Jason, Sacks & Friedberg Podcast artwork

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

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

Dec 06 2024 84 mins  
(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:07) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (40:52) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competiti

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

Nov 23 2024 70 mins  
(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectac

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

Nov 16 2024 83 mins  
(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The Al

Trump wins! How it happened and what's next

Nov 08 2024 103 mins  
(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet p

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

Nov 01 2024 90 mins  
(0:00) Bestie intros! (4:50) US Real GDP growth comes in at 2.8%, but there are underlying issues (28:26) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (35:34) Sacks's idea to auction off public spectrum licenses of major broadcast networks (41:27) How the media became one of the least trusted institutions in the US (53:35) Why J

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

Oct 25 2024 96 mins  
(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events (9:08) Macro and markets: making sense of unique asset diversions (27:23) Gen Z's economic cultural movements (38:28) Reallocating assets for a new period of constraints (53:52) Election update: Data leans Trump as we

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

Oct 18 2024 78 mins  
(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch (27:36) Uber reportedly looking into acquiring Expedia (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI, Nuclear vs NIMBY debate (1:11:10) Lawfare from the California Coastal Commission Follow th

JD Vance | All-In Summit 2024

Oct 15 2024 46 mins  
(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD Vance have certified the election in 2020? (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs (19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the las

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

Oct 11 2024 84 mins  
(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold creators win Nobel Prize in Chemistry (35:17) The Jayter's Ball (38:53) Google antitrust update: DOJ is going for a breakup (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs (1:03:44) New TikTok survey shows increase

Elon Musk | All-In Summit 2024

Oct 08 2024 64 mins  
(0:00) Announcement from Friedberg (0:20) Besties intro Elon Musk! (1:19) The Battle of Free Speech (10:21) Potential government efficiency agency (27:41) SpaceX updates, overreaching regulations (36:06) Thoughts on Boeing's culture (38:23) The 80/20 AI Future (53:59) Elon and Jason share unaired SNL skits Follow Elon: https://x.com/elonmusk Follow the besties: https://x.com/cha