All-In with Chamath, Jason, Sacks & Friedberg

Nov 01 2024 220 ep. 86 mins 57
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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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 67 mins  
(0:00) Announcement from Friedberg (0:20) Besties intro Elon Musk! (4:19) The Battle of Free Speech (13:21) Potential government efficiency agency (30:41) SpaceX updates, overreaching regulations (39:06) Thoughts on Boeing's culture (41:23) The 80/20 AI Future (56:59) Elon and Jason share unaired SNL skits Intro song credit: M83 - Outro Follow Elon: https://x.com/elonmusk Follow

In conversation with Mark Cuban

Oct 03 2024 126 mins  
(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43) The history of Cuban's love/hate relationship with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45) Should Kamala share blame for Bid

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

Oct 01 2024 54 mins  
(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) What is the Deep State Party, and what are their goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? (47:07) Conflict in the Middle Eas

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

Sep 27 2024 95 mins  
(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI? (1:09:05) Blue collar boom: trades are becoming more popular as entry-level tech jobs dry up (

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

Sep 20 2024 84 mins  
(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) AI is coming for call centers; how agent training works (33:41) US government wasting $50B for rural internet and EV charging stations (47:10) Reflecting on some rough years in VC: is the model broken? (1:07:18) Reacting to the first Trump/Kamala debate, what factors