All-In with Chamath, Jason, Sacks & Friedberg

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. read less
TechnologyTechnology

Episodes

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
4d ago
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/RachaelRad/status/1767612555063955891 https://twitter.com/iamtomnash/status/1768135725403226256 https://twitter.com/CollinRugg/status/1752749485070156025 https://futurism.com/video-openai-cto-sora-training-data https://twitter.com/tsarnick/status/1768021821595726254 https://www.harvey.ai https://www.abridge.com https://www.taxgpt.com https://sierra.ai https://twitter.com/cognition_labs/status/1767548763134964000 https://twitter.com/heyBarsee/status/1767934812315062646 https://sourcegraph.com/cody https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800 https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate https://twitter.com/rabois/status/1768107160662421772 https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3 https://time.com/6900348/tiktok-ban-donald-trump-congress 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.congress.gov/bill/118th-congress/house-bill/7521/text https://en.wikipedia.org/wiki/United_States_foreign_adversaries https://twitter.com/davidfrum/status/1753878721163882676 https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it https://twitter.com/Teslaconomics/status/1768395010507182252 https://twitter.com/SpaceX/status/1768267464062943676 https://twitter.com/Andercot/status/1768328460622299424
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
08-03-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com https://openai.com/our-structure https://openai.com/blog/openai-elon-musk https://twitter.com/vkhosla/status/1765424996548333997 https://twitter.com/pmarca/status/1764039155154399490 https://twitter.com/elonmusk/status/1765415187161464972 https://twitter.com/elonmusk/status/1765387202953937224 https://companiesmarketcap.com https://www.berkshirehathaway.com/letters/2023ltr.pdf https://twitter.com/KevinAFischer/status/1764892031233765421 https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04 https://www.berkshirehathaway.com/letters/letters.html https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05 https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16 https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911 https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html https://twitter.com/jawwwn_/status/1732888357980536924 https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp https://time.com/6846934/bitcoin-all-time-high-price-holdings https://www.google.com/finance/quote/BTC-USD https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9 https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving https://www.nejm.org/doi/full/10.1056/NEJMoa2309822 https://www.sciencedirect.com/science/article/pii/S016041202200099X
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
01-03-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/GOOG:NASDAQ https://twitter.com/PirateWires/status/1762842476744708171 https://twitter.com/lulumeservey/status/1762864255437516932 https://x.com/pmarca/status/1762532979317043515 https://twitter.com/shellenberger/status/1762900581134557636 https://twitter.com/shaunmmaguire/status/1760885099984261564 https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22 https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month https://www.google.com/finance/quote/TLPFY:OTCMKTS https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html https://twitter.com/balajis/status/1763067849218850939 https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2 https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
23-02-2024
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:  https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/NVDA:NASDAQ https://twitter.com/KobeissiLetter/status/1760680756689748478 https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024 https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1 https://twitter.com/JayScambler/status/1759372542530261154 https://twitter.com/chamath/status/1760343973632291212 https://x.ai https://twitter.com/TheTranscript_/status/1760436281438314545 https://artificialanalysis.ai https://www.contraline.com/product https://www.cafexapp.com/commercial https://blog.google/technology/ai/google-gemini-ai https://blog.google/products/gemini/bard-gemini-advanced-app https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace https://twitter.com/benthompson/status/1760452419627233610 https://twitter.com/Patworx/status/1760189582870536408 https://twitter.com/micsolana/status/1760163801893339565 https://ai.google/responsibility/principles https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback https://twitter.com/Jason/status/1760780139476992062 https://twitter.com/paulg/status/1760416051181793361 https://twitter.com/chamath/status/1760729719094563019 https://twitter.com/Jason/status/1760780139476992062
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
16-02-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://companiesmarketcap.com/page/1 https://www.google.com/finance/quote/NVDA:NASDAQ https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09 https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119 https://blog.google/products/gemini/bard-gemini-advanced-app https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.google.com/finance/quote/ARM:NASDAQ https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18 https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13 https://twitter.com/OpenAI/status/1758192957386342435 https://twitter.com/CultureCrave/status/1758212761748980089 https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024 https://twitter.com/nathanbenaich/status/1758036247115608317 https://twitter.com/natfriedman/status/1758143612561568047 https://twitter.com/OfficialLoganK/status/1758198997590618550 https://huggingface.co/spaces/tsujuifu/ml-mgie https://huggingface.co/stablediffusionapi/juggernaut-xl https://twitter.com/jrichlive/status/1757258553688256895 https://twitter.com/jrichlive/status/1493392725814566914 https://twitter.com/chamath/status/1757537426019598418 https://twitter.com/elonmusk/status/1757537968083075137 https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024 https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007 https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html https://twitter.com/wikileaks/status/1497207251785818114 https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
09-02-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/Jason/status/1755273518416302522 https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales https://twitter.com/Jason/status/1755386651080106166 https://www.google.com/finance/quote/META:NASDAQ 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://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income https://www.google.com/finance/quote/SNAP:NYSE https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf https://cloudedjudgement.substack.com https://twitter.com/chamath/status/1754641005851328553 https://help.openai.com/en/articles/8554397-creating-a-gpt https://twitter.com/ArtificialAnlys/status/1747264832439734353 https://blog.research.google/2009/06/speed-matters.html https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees https://artificialanalysis.ai https://chamath.substack.com/p/deep-dive-artificial-intelligence https://twitter.com/danshipper/status/1751005727215301053 https://www.youtube.com/watch?v=7waMPlHugYI https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
02-02-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.vanityfair.com/news/tim-cook-apple-vision-pro https://twitter.com/MKBHD/status/1752706894874202256 https://twitter.com/Box/status/1753085804115861766 https://twitter.com/briantong/status/1752645464204493147 https://www.meta.com/smart-glasses/shop-all https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1 https://twitter.com/CollinRugg/status/1752749485070156025 https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674 https://ultimateclassicrock.com/judas-priest-suicide https://www.reuters.com/article/idUSKBN1GX0C0 https://www.google.com/finance/quote/TSLA:NASDAQ https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html https://courts.delaware.gov/Opinions/Download.aspx?id=359340 https://www.google.com/finance/quote/GM:NYSE https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay 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://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo https://twitter.com/DavidSacks/status/1639459879546150913 https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10 https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting https://twitter.com/Global_Mil_Info/status/1752786864900108547 https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404 https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones https://www.saildrone.com
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
26-01-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: 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.barrons.com/livecoverage/stock-market-today-012524 https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234 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.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion https://twitter.com/paulkrugman/status/1750529905627128154 https://fiscaldata.treasury.gov/americas-finance-guide/national-debt https://twitter.com/RealEJAntoni/status/1750537238578930101 https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx https://fred.stlouisfed.org/series/FEDFUNDS https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023 https://twitter.com/maxwelltani/status/1750507633247678531 https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html 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.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast 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://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877 https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy https://twitter.com/BillAckman/status/1750537848447533207 https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians https://www.cbp.gov/newsroom/stats/nationwide-encounters https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis https://www.foxbusiness.com/politics/california-offer-illegal-immigrants-free-healthcare-deficit-soars-population-shrinks https://einvestingforbeginners.com/average-gross-profit-margin-by-industry https://twitter.com/TexasLindsay_/status/1750427983448256552 https://twitter.com/WhidbeyWXGuy/status/1750006365790282175 https://twitter.com/US_Stormwatch/status/1749669643634233384 https://twitter.com/Weather_West/status/1750619800840110131
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
19-01-2024
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
(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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/dschlopesisback/status/1747025441825640681 https://twitter.com/davidsacks/status/1747724966941139276 https://twitter.com/andrewrsorkin/status/1746723727574794537 https://twitter.com/Jason/status/1746951952578298264 https://twitter.com/aphysicist/status/1747868626948907325 https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100 https://www.opensecrets.org/federal-lobbying/top-spenders https://www.youtube.com/watch?v=wXMO0bhPhCw https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen https://www.google.com/finance/quote/TDG:NYSE https://stacksonmain.com/gallery https://www.societylasolas.com/photogallery https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records https://www.businessofapps.com/data/disney-plus-statistics https://www.businessofapps.com/data/netflix-statistics https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html https://www.manscaped.com/products/crop-preserver-manscaping https://www.pnas.org/doi/10.1073/pnas.2300582121 https://www.xometry.com/resources/materials/polyethylene https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11 https://www.pbs.org/wgbh/frontline/documentary/plastic-wars
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
13-01-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg   Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast   Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg   Intro Video Credit: https://twitter.com/TheZachEffect   Referenced in the show: https://twitter.com/SpeakerJohnson/status/1745642200866738254 https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12 https://twitter.com/DavidSacks/status/1745723423396118593 https://twitter.com/DavidSacks/status/1745604701654298826 https://www.imdb.com/title/tt0120885 https://twitter.com/Jason/status/1745514413782917262 https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12 https://layoffs.fyi https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m https://twitter.com/karrisaarinen/status/1743398553500971331 https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277 https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080 https://twitter.com/chamath/status/1744414462986375440 https://twitter.com/coffeewithone/status/1744488896766042277 https://twitter.com/chamath/status/1745542094696145103 https://once.com https://twitter.com/jasonlk/status/1745552662572208473 https://twitter.com/MattWalshBlog/status/1742583950944432607 https://www.oscars.org/awards/representation-and-inclusion-standards https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html https://www.nytimes.com/2022/04/23/business/pilots-diversity.html https://twitter.com/Jason/status/1735164131806986441 https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy
E160: 2024 Predictions! Markets, tech, politics, and more
06-01-2024
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill https://news.gallup.com/poll/512135/support-third-political-party.aspx https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541 https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06 https://www.facebook.com/watch/?v=853724306532726 https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624 https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415 https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high https://www.anduril.com/roadrunner https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://twitter.com/CeciliaZin/status/1740109465918328844 https://www.nytimes.com/2023/09/06/business/china-car-exports.html https://img.caixin.com//2023-04-14/168147450347265.jpg https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211 https://www.google.com/finance/quote/URA:NYSEARCA https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran https://www.imdb.com/title/tt9218128 https://www.imdb.com/title/tt13016388 https://www.imdb.com/title/tt11198330 https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266
E159: The Bestie Awards! Recapping the best and worst of 2023
29-12-2023
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://time.com/person-of-the-year-2022-volodymyr-zelensky https://time.com/6329188/ukraine-volodymyr-zelensky-interview https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll https://news.gallup.com/poll/512135/support-third-political-party.aspx https://twitter.com/joosteninvestor/status/1737207130111819896 https://www.google.com/finance/quote/MSFT:NASDAQ https://www.google.com/finance/quote/UBER:NYSE https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995 https://www.google.com/finance/quote/META:NASDAQ https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83 https://twitter.com/NASA/status/173682682876386142 https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3 https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531 https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647 https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit https://www.google.com/finance/quote/NVDA:NASDAQ 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.google.com/finance/quote/NVO:NYSE https://coinmarketcap.com/currencies/solana https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d https://twitter.com/RebelNewsOnline/status/1615770518606561282 https://www.reuters.com/article/idUSKBN28H0C7 https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit https://twitter.com/thedailyfriday_/status/1686406249317830656 https://twitter.com/WatcherGuru/status/1730250975578038522/video/1 https://twitter.com/huavancuong1507/status/1737474510868058489 https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions https://twitter.com/exjon/status/1348090383079641091 https://twitter.com/benswann_/status/1737547395766858206 https://twitter.com/chamath/status/1737238320235831546 https://www.imdb.com/title/tt21152040 https://www.imdb.com/title/tt26230388 https://www.youtube.com/@TheDuran https://www.youtube.com/@judgingfreedom https://www.youtube.com/@DanielDavisDeepDive https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797 https://www.youtube.com/@Thebobbialthoff https://www.youtube.com/@ziwe https://goop.com/the-goop-podcast https://www.patreon.com/RedScare https://cafe.com/cafe-insider-feed https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html https://twitter.com/MailOnline/status/1732791280839610390 https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
23-12-2023
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Ryan: https://twitter.com/typesfast Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.flexport.com https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867 https://www.figma.com/blog/figma-adobe-abandon-proposed-merger https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17 https://www.google.com/finance/quote/ADBE:NASDAQ https://www.saasgrid.com https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2 https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html https://cafe.com/cafe-insider-feed https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
16-12-2023
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987 https://support.google.com/googleplay/android-developer/answer/112622 https://twitter.com/openai/status/1734940445824937993 https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal https://fairuse.stanford.edu/overview/fair-use/four-factors https://twitter.com/Jason/status/1730035957850833023 https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf https://twitter.com/HansMahncke/status/1735003655697244308 https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html https://twitter.com/BrendanCarrFCC/status/1734780816599703983 https://twitter.com/elonmusk/status/1733529033575465381 https://twitter.com/DrJBhattacharya/status/1602052936921939968 https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f https://twitter.com/TheChiefNerd/status/1733496554701365582 https://twitter.com/Mark60480727/status/1735335623207038994 https://twitter.com/Jason/status/1735164131806986441 https://twitter.com/MomCooksFS/status/1735341157800915278
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
08-12-2023
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Tucker: https://twitter.com/TuckerCarlson Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://rankings.thefire.org/rank https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47 https://academic.oup.com/poq/article-abstract/82/1/135/4868126 https://fred.stlouisfed.org/series/CCLACBW027SBOG https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec https://twitter.com/KobeissiLetter/status/1730607188341624851 https://twitter.com/chamath/status/1718016818118553622 https://www.saastr.com/carta-startup-shutdowns-are-up-237 https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr https://twitter.com/friedberg/status/1732217863975641389 https://ohalogenetics.com https://www.youtube.com/watch?v=K4pX1VAxaAI https://www.youtube.com/watch?v=v5tRc_5-8G4 https://blog.google/technology/ai/google-gemini-ai https://twitter.com/chamath/status/1732482646419403077 https://www.figma.com/templates https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
01-12-2023
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Tucker: https://twitter.com/TuckerCarlson Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: Tucker Carlson segment links: https://twitter.com/talkrealopinion/status/1728139279019188257 https://twitter.com/greg_price11/status/1729991837958414573 https://twitter.com/hansmahncke/status/1730019598064390597 OpenAI segment links: https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board https://twitter.com/btaylor/status/1730030765482938521 https://twitter.com/chamath/status/1726351777581449627 https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22 https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11 http://paulgraham.com/fundraising.html https://openai.com/our-structure
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
17-11-2023
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: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/TalentiGelato/status/487275228952014848 https://www.pinterest.com/pin/491244271857449720 https://designreplace.com/dean-phillips-us-congress https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments https://twitter.com/chamath/status/1718016818118553622 https://twitter.com/disclosetv/status/1724093441519341573 https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
11-11-2023
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: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow Jared: https://twitter.com/jaredkushner Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1722342698110304752 https://twitter.com/DavidSacks/status/1722288226235498511 https://www.youtube.com/watch?v=In1MYEc0-10 https://fred.stlouisfed.org/series/WM2NS https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL https://fred.stlouisfed.org/series/T10YIE https://fred.stlouisfed.org/series/MMMFFAQ027S https://www.google.com/finance/quote/ADYEY:OTCMKTS https://www.google.com/finance/quote/DASH:NASDAQ https://www.google.com/finance/quote/DDOG:NASDAQ https://twitter.com/sundeep/status/1722635065983897910 https://twitter.com/elonmusk/status/1721029443160772875 https://twitter.com/kaifulee/status/1721321096727994590 https://openai.com/blog/introducing-gpts https://openai.com/blog/new-models-and-developer-products-announced-at-devday https://twitter.com/chamath/status/1721234497482670438
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
03-11-2023
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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/chamath/status/1718722437217685810 https://twitter.com/ShaanVP/status/1719461817699733831 https://twitter.com/chamath/status/1719887650688282786 https://sacks.substack.com https://responsiblestatecraft.org/zelensky-war-time-magazine https://twitter.com/davidsacks/status/1719815317000733153 https://time.com/6329188/ukraine-volodymyr-zelensky-interview https://time.com/person-of-the-year-2022-volodymyr-zelensky https://twitter.com/RothCRE/status/1719833548780195882 https://twitter.com/real_bill_gross/status/1720094066183139359 https://twitter.com/real_bill_gross/status/1719010907806904452 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.kqed.org/news/11957640/budget-deep-dive-san-francisco https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5 https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf 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://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115 https://ai.meta.com/llama https://chamath.substack.com/p/the-case-for-big-action-to-regulate https://twitter.com/ImMeme0/status/1713413678765126062 https://twitter.com/elonmusk/status/1259638112688304129 https://twitter.com/chamath/status/1720112859198419191
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
27-10-2023
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: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/ https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110 https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9 https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6 https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25 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/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204 https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat https://twitter.com/DavidSacks/status/1717049864180379761 https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf https://twitter.com/DavidSacks/status/1716608344264470868 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://www.google.com/finance/quote/CART:NASDAQ https://www.google.com/finance/quote/KVYO:NYSE https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17 https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619 https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624 https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html https://thosenerdygirls.org/can-farts-spread-covid