All-In with Chamath, Jason, Sacks & Friedberg



E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

By /Fri, 31 Mar 2023 08:07

(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins (26:31) Will generative AI be more important than mobile and the internet i

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E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

By /Fri, 24 Mar 2023 09:29

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as region

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E120: Banking crisis and the great VC reset

By /Fri, 17 Mar 2023 05:16

(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eig

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E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

By /Sat, 11 Mar 2023 15:46

(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backstops (1:00:36) What d

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E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

By /Fri, 03 Mar 2023 18:43

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) M

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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

By /Fri, 24 Feb 2023 20:41

(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons fo

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E116: Toxic out-of-control trains, regulators, and AI

By /Fri, 17 Feb 2023 08:55

(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bi

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E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

By /Sat, 11 Feb 2023 13:06

0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google'

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E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

By /Sat, 04 Feb 2023 01:57

(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning f

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E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

By /Fri, 27 Jan 2023 14:00

(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effect

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E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

By /Fri, 20 Jan 2023 09:35

(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, glob

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E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

By /Fri, 13 Jan 2023 08:45

(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle<

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E110: 2023 Bestie Predictions!

By /Fri, 06 Jan 2023 10:51

(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023'

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E109: 2022 Bestie Awards Live from Twitter HQ

By /Sat, 24 Dec 2022 07:15

(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (2

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E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

By /Fri, 16 Dec 2022 10:30

(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the

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E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

By /Sat, 10 Dec 2022 09:29

(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's

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E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

By /Sat, 03 Dec 2022 09:47

(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situat

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E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

By /Sat, 19 Nov 2022 10:04

0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial clas

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E105: Trump enters 2024 race, fiscal responsibility, big tech austerity measures, more FTX chaos

By /Sat, 19 Nov 2022 10:04

0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial clas

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E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

By /Sat, 12 Nov 2022 10:31

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagio

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E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

By /Sat, 05 Nov 2022 09:30

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than

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E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

By /Sat, 29 Oct 2022 07:51

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance st

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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

By /Sat, 22 Oct 2022 06:28

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook,

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E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

By /Fri, 14 Oct 2022 08:56

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (5

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E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

By /Fri, 07 Oct 2022 07:38

0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Bi

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E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

By /Sat, 01 Oct 2022 03:32

0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow

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E97: SPAC updates, public/private market overview, Putin's end game & more

By /Fri, 23 Sep 2022 05:44

0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner

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E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

By /Sat, 17 Sep 2022 03:41

0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest

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E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

By /Sat, 10 Sep 2022 09:14

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39

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E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

By /Thu, 01 Sep 2022 15:14

(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15)

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E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

By /Fri, 26 Aug 2022 09:15

0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgive

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E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

By /Sat, 20 Aug 2022 07:52

0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia inc

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E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

By /Sat, 13 Aug 2022 05:56

0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago

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E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

By /Fri, 05 Aug 2022 03:50

0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit Follow the besties: Listen/Read More

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

By /Fri, 29 Jul 2022 02:35

0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commer

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E88: First principle politics, China chaos & outlook, state of private/public markets & more

By /Fri, 22 Jul 2022 04:54

0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact

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E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

By /Thu, 14 Jul 2022 17:59

0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle res

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E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

By /Fri, 08 Jul 2022 05:30

0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas

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E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

By /Thu, 30 Jun 2022 07:46

0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergre

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E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

By /Fri, 24 Jun 2022 05:53

0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36

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#AIS: Palmer Luckey on Anduril

By /Thu, 23 Jun 2022 03:15

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: Bestie AMA with Valor's Antonio Gracias

By /Tue, 07 Jun 2022 19:13

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: Opening chat with Miami Mayor Francis Suarez

By /Fri, 03 Jun 2022 15:40

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: Joe Lonsdale on the problem with higher education

By /Thu, 02 Jun 2022 12:44

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem

By /Wed, 01 Jun 2022 02:44

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

By /Tue, 31 May 2022 19:43

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: Pear VC’s Mar Hershenson on making successful founders

By /Mon, 30 May 2022 22:47

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: FiveThirtyEight's Nate Silver on how gamblers think

By /Sun, 29 May 2022 19:46

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplay

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#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market

By /Sun, 29 May 2022 19:25

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylis

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#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks

By /Sat, 28 May 2022 05:34

This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse

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E83: Market slide continues, and how to address Uvalde

By /Fri, 27 May 2022 04:58

0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, und

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#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022

By /Thu, 26 May 2022 05:30

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check o

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#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks

By /Wed, 25 May 2022 04:01

This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 David Sack

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E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

By /Tue, 24 May 2022 03:56

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Claire Cormi

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E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

By /Mon, 23 May 2022 04:51

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Bill

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E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more

By /Mon, 16 May 2022 23:14

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional

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E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

By /Fri, 13 May 2022 06:00

0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega fundsListen/Read More

E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein

By /Sat, 07 May 2022 04:35

0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leak

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E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

By /Sat, 30 Apr 2022 07:55

0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:

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E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong

By /Sat, 23 Apr 2022 06:10

0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoptio

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E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

By /Sat, 16 Apr 2022 06:08

*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter,

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E76: Elon vs. Twitter

By /Sat, 16 Apr 2022 02:04

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitt

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E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

By /Sat, 09 Apr 2022 04:03

0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's sh

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E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

By /Fri, 01 Apr 2022 09:53

0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current ec

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E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

By /Sat, 26 Mar 2022 05:49

0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital alloca

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E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

By /Sat, 19 Mar 2022 02:02

0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distribu

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E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

By /Sat, 05 Mar 2022 05:32

0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia

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E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

By /Thu, 24 Feb 2022 23:47

0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 4

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E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more

By /Sat, 19 Feb 2022 07:22

0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Educat

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E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

By /Sat, 12 Feb 2022 06:27

0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy 30:04 Canadian truckers' "Freedom Convoy"

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E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)

By /Sat, 05 Feb 2022 07:28

0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse

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E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

By /Sat, 29 Jan 2022 06:35

0:00 Chamath's preferred cosplay 1:35 Reflecting on bad investment decisions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russ

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E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

By /Sat, 22 Jan 2022 07:50

00:00 Cold Open 00:25 Besties react to last week’s All-In E63 21:50 Implications of FTC Chair Lina Khan’s approach to enfor

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E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more

By /Sat, 15 Jan 2022 08:12

0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating 14:45 Human rights perspectives and challenges: dom

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E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

By /Sat, 08 Jan 2022 06:11

0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top 26:09

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E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

By /Wed, 29 Dec 2021 08:56

(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predicting 2022's bigges

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E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

By /Thu, 23 Dec 2021 20:34

(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (26:03) Bigge

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E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

By /Fri, 17 Dec 2021 10:44

(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech Listen/Read More

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

By /Sat, 11 Dec 2021 09:55

0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current v

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E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

By /Sat, 04 Dec 2021 04:42

(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year out

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E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

By /Sat, 20 Nov 2021 02:55

0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency <

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E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

By /Sat, 13 Nov 2021 08:34

0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$100B valuation, greatest CNBC hit

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E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

By /Sat, 06 Nov 2021 06:04

Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds

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E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more

By /Sat, 30 Oct 2021 05:20

0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave 20:44 Proposed “Wealth Tax” 35:13 Inflation discuss

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E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

By /Sat, 23 Oct 2021 03:10

Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's globa

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E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

By /Sat, 16 Oct 2021 03:08

Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter Listen/Read More

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

By /Sat, 09 Oct 2021 03:21

Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, institutional money in cryptoListen/Read More

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

By /Sat, 02 Oct 2021 02:49

Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pillListen/Read More

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

By /Sat, 25 Sep 2021 01:59

Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transac

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E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

By /Sat, 18 Sep 2021 04:46

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's

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E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

By /Tue, 14 Sep 2021 10:29

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing 25:3

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E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

By /Sat, 04 Sep 2021 04:27

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in V

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E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

By /Sat, 28 Aug 2021 02:53

Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Rent moratorium ends,

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E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

By /Fri, 06 Aug 2021 04:15

Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of dilige

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E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

By /Fri, 30 Jul 2021 03:50

Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of

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E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

By /Fri, 23 Jul 2021 01:50

Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France 45:39 Friedb

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E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

By /Fri, 16 Jul 2021 02:30

Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will people self-isolate even wit

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E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

By /Fri, 09 Jul 2021 04:47

Show Notes: 0:00 Super drought & climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48 San Francisco chao

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E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

By /Sat, 03 Jul 2021 01:36

Show Notes: 0:00 Jason & Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fear porn? 57:25 Trump

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E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

By /Fri, 25 Jun 2021 03:07

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

By /Fri, 18 Jun 2021 03:17

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more

By /Sun, 13 Jun 2021 00:19

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

By /Mon, 31 May 2021 02:47

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more

By /Sat, 22 May 2021 04:09

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

By /Thu, 13 May 2021 03:22

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

By /Sat, 01 May 2021 01:06

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

By /Fri, 23 Apr 2021 08:14

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

By /Sat, 17 Apr 2021 02:12

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

By /Thu, 01 Apr 2021 08:28

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

By /Sat, 27 Mar 2021 03:42

Sacks' Inflation Deck: https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing<

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E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

By /Sat, 20 Mar 2021 00:56

View the State of VC deck here: https://rb.gy/wfan6j Follow the besties: https://twitter.com/chamath htt

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E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more

By /Sat, 13 Mar 2021 02:29

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act

By /Sat, 06 Mar 2021 01:45

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

By /Sat, 20 Feb 2021 04:17

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

By /Sat, 13 Feb 2021 04:33

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green

By /Sat, 06 Feb 2021 03:59

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

By /Wed, 03 Feb 2021 05:58

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/David

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E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

By /Sat, 30 Jan 2021 02:09

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

By /Sat, 23 Jan 2021 01:26

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

By /Mon, 11 Jan 2021 07:31

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more

By /Fri, 08 Jan 2021 06:47

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020

By /Fri, 18 Dec 2020 12:46

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more

By /Fri, 04 Dec 2020 06:34

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more

By /Wed, 25 Nov 2020 06:53

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more

By /Wed, 11 Nov 2020 05:13

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!

By /Wed, 04 Nov 2020 10:06

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more

By /Fri, 16 Oct 2020 02:13

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E9: Trump has COVID, First debate reactions, Coinbase letter response & more

By /Sat, 03 Oct 2020 02:58

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

By /Sat, 19 Sep 2020 04:23

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E7: California's collapse, how SPACs are opening the markets for growth stocks & more

By /Wed, 09 Sep 2020 04:44

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/t

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E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

By /Fri, 31 Jul 2020 23:30

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/thealli

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E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

By /Sat, 11 Jul 2020 02:14

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSac

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E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

By /Sat, 20 Jun 2020 01:15

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis

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E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

By /Thu, 21 May 2020 05:17

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/ca

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E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks

By /Sat, 11 Apr 2020 01:54

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath catch us up on their quarantines 1:20 Chamath intros David Sacks

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E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg

By /Thu, 19 Mar 2020 01:16

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/

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E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)

By /Sun, 15 Mar 2020 02:04

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/

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