Podcasts by All-In with Chamath, Jason, Sacks
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Further podcasts by Jason Calacanis
Podcast on the topic Technologie
All episodes
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update from 2023-12-08T00:11
(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) ...
Listen
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained from 2023-12-01T17:13
(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 align...
Listen
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit&more from 2023-11-17T08:20
(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 o...
Listen
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI from 2023-11-11T01:02
(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
(...
Listen
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment”&more from 2023-11-03T08:33
(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...
Listen
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker&more from 2023-10-27T19:48
(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 p...
Listen
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle from 2023-10-20T07:23
(0:00) Bestie intros
(0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures
(23:20) Understanding Israel's political dynamics, feelings thr...
Listen
E149: Hamas terror attacks in Israel: fallout, reaction, next steps from 2023-10-13T16:00
(0:00) Opening statements on the Hamas terror attacks in Israel
(3:49) Contextualizing the attacks and the fallout so far
(19:52) Trump administration's wins, Kushner's competence,...
Listen
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident"&more from 2023-10-07T03:35
(0:00) Bestie intros: Jason's operation!
(1:57) Airtable correction
(5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving th...
Listen
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI? from 2023-09-29T19:50
(0:00) Bestie intros with Coleman Hughes
(1:12) Coleman's experience with TED, Understanding TED's ideological shift
(15:11) Focusing on class instead of race when enacting policie...
Listen
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns&more from 2023-09-22T22:51
(0:00) Bestie intros!
(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
(11:56) All-In Summit 2023 recap
(24:12) IPOs and M&A heat up: Arm, Instacar...
Listen
E145: Presidential Candidate Chris Christie in conversation with the Besties from 2023-09-08T20:23
(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!
(2:14) US debt crisis, cutting entitlements
(14:03) Level-setting on foreign policy<...
Listen
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece&more from 2023-09-01T12:00
(0:00) Chamath's big poker trip
(4:32) Addressing the "in the arena" comments
(7:16) Biden administration targets Elon's businesses
(21:58) Tiger Global claims disgruntled e...
Listen
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate&more from 2023-08-25T23:56
(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!
(2:58) All-In Tequila update
(10:04) Nvidia smashes earnings, GPU market outlook Listen
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO from 2023-08-18T21:58
(0:00) Sacks' big night
(2:56) Sacks on spirits
(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley&Brad Gerstner from 2023-08-11T06:23
(0:00) Bestie intros: Friedberg's bad haircut
(1:17) Welcome BG^2! Biography recommendations and film talk
(22:27) VC market update: State of Series A's
(33:43) Dry powder m...
Listen
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again from 2023-08-04T20:16
(0:00) Bestie intros!
(0:53) LK-99 breakdown
(24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents
(46:04) Fitch downgrades US debt...
Listen
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors&more from 2023-07-27T22:08
(0:00) All-In in Italy!: Recapping Chamath's wedding
(11:55) Discourse around obesity and weight loss in the US
(21:56) Are there too many VCs?
(38:18) Actors/Writers unions...
Listen
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties from 2023-07-21T21:53
(0:00) Bestie intros!
(1:08) Vivek's background, corporate political / ESG distractions, why he's running for president
(19:16) Energy policy, unemployment work requirements, immig...
Listen
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth from 2023-07-14T17:02
(0:00) Addressing the podcast hack
(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up
(20:34) Consumer sentiment: demand cras...
Listen
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health from 2023-07-09T17:22
(0:00) We hacked the pod! Jcal is on vaca
(5:34) Meta launches Threads
(17:15) Chat AI interest in decline?
(28:36) Fed meeting minutes, economic data and outlook, and EU ri...
Listen
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps&more from 2023-07-01T01:32
(0:00) Bestie intros: Friedberg fills in as moderator!
(2:45) Wagner Group rebellion
(23:15) SCOTUS strikes down Affirmative Action
(51:03) Databricks acquires MosaicML for ...
Listen
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction&more from 2023-06-24T01:14
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups
(12:36) Zuck vs. Elon cage match
(15:50) Ukraine / Russia updates: underwhelming counteroffensive, re...
Listen
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts&more with Brad Gerstner from 2023-06-16T20:55
(0:00) Bestie intros: Chamath flies public + Poker recap
(8:12) FED pauses hikes momentarily, IPO window status, state of the market
(25:10) Film, cold plunge, and sauna talk
<... Listen
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A! from 2023-06-10T17:00
(0:00) Bestie intros!
(1:48) Why RFK Jr. is resonating
(7:52) US crypto crackdown: action against Binance & Coinbase
(26:08) Sequoia splits off its China and India/SE Asia b...
Listen
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance&more from 2023-06-02T20:36
(0:00) Bestie intros + Vegas recap!
(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!
(30:43) Debt ceiling agreement...
Listen
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure&more from 2023-05-26T20:19
(0:00) Bestie intros!
(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience
(28:18) Debt ceiling, government spending, and lack of accountability
(40...
Listen
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling&more from 2023-05-19T21:12
(0:00) Bestie intros!: Reddit Performance Reviews
(5:14) Quick AIS 2023 update
(6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability
(21:...
Listen
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN&more from 2023-05-12T19:50
(0:00) All-In Summit 2023 announcement!
(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma
(18:33) AI regulation updates
(23:41) Druckenmiller's ...
Listen
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties from 2023-05-05T21:44
(0:00) Bestie intros!
(0:49) Jason and Sacks intro Robert F. Kennedy Jr.
(3:46) Foreign policy: Ukraine / Russia
(17:17) Foreign policy: Taiwan / China
(18:57) Govern...
Listen
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race&more from 2023-04-28T19:07
(0:00) Bestie intro!
(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture
(24:21) AI update: new projects, global enablement, early adoption
(37:38) SF...
Listen
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion from 2023-04-21T21:07
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch
(28:58) Fox News settles with Dominion Voting Systems, will pay $787M
(40:38) AI update: Reddit to s...
Listen
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update from 2023-04-14T08:39
(0:00) Bestie intros!
(1:49) Understanding AutoGPTs
(23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood
(37:38) How to regulate AI?
(...
Listen
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee from 2023-04-07T09:17
(0:00) Bestie intros!
(4:12) Trump indictment
(16:52) De-dollarization: What's real and what's overblown?
(39:35) Debt ceiling vote predictions
(56:36) US investors i...
Listen
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI&RESTRICT Act from 2023-03-31T08:07
(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 generativ...
Listen
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame&more from 2023-03-24T09:29
(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 rea...
Listen
E120: Banking crisis and the great VC reset from 2023-03-17T05:16
(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
(...
Listen
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more from 2023-03-11T15:46
(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 ...
Listen
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China&more with Brad Gerstner from 2023-03-03T18:43
(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 d...
Listen
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move from 2023-02-24T20:41
(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, s...
Listen
E116: Toxic out-of-control trains, regulators, and AI from 2023-02-17T08:55
(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 Sectio...
Listen
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union from 2023-02-11T13:06
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!
33:1...
Listen
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning from 2023-02-04T01:57
(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) ...
Listen
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation&more from 2023-01-27T14:00
(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...
Listen
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame&more from 2023-01-20T09:35
(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
(...
Listen
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem from 2023-01-13T08:45
(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 O...
Listen
E110: 2023 Bestie Predictions! from 2023-01-06T10:51
(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 bigge...
Listen
E109: 2022 Bestie Awards Live from Twitter HQ from 2022-12-24T07:15
(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 surpris...
Listen
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets&more from 2022-12-16T10:30
(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) Ja...
Listen
E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference&more from 2022-12-10T09:29
(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) T...
Listen
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown&more from 2022-12-03T09:47
(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 medi...
Listen
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump from 2022-11-19T10:04
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 in...
Listen
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update&more from 2022-11-12T10:31
(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 j...
Listen
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview&more from 2022-11-05T09:30
(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, Ch...
Listen
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline&more from 2022-10-29T07:51
(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...
Listen
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks&more from 2022-10-22T06:28
(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 misgovernanc...
Listen
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon&more from 2022-10-14T08:56
(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 te...
Listen
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230&more from 2022-10-07T07:38
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 tex...
Listen
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine&more from 2022-10-01T03:32
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<...
Listen
E97: SPAC updates, public/private market overview, Putin's end game&more from 2022-09-23T05:44:40
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 bott...
Listen
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture&more from 2022-09-17T03:41:57
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 ...
Listen
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm&more from 2022-09-10T09:14:07
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 Listen
E94: NFT volume plummets, California's overreach, FBI meddling, climate change&national security from 2022-09-01T15:14:19
(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 ...
Listen
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness&more from 2022-08-26T09:15:59
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 secur...
Listen
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act&more from 2022-08-20T07:52:36
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 dif...
Listen
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI from 2022-08-13T05:56:29
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 ma...
Listen
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit&more from 2022-08-05T03:50:36
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 visi...
Listen
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen&more from 2022-07-29T02:35:29
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 Loo...
Listen
E88: First principle politics, China chaos&outlook, state of private/public markets&more from 2022-07-22T04:54:19
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, fut...
Listen
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope&more from 2022-07-14T17:59:26
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 N...
Listen
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests&EU climate missteps from 2022-07-08T05:30:20
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 ea...
Listen
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold&more from 2022-06-30T07:46:58
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 sel...
Listen
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast from 2022-06-24T05:53:32
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
#AIS: Palmer Luckey on Anduril from 2022-06-23T03:15:50
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: Listen
#AIS: Bestie AMA with Valor's Antonio Gracias from 2022-06-07T19:13:33
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: Listen
#AIS: Opening chat with Miami Mayor Francis Suarez from 2022-06-03T15:40:25
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: Listen
#AIS: Joe Lonsdale on the problem with higher education from 2022-06-02T12:44:53
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: Listen
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem from 2022-06-01T02:44:37
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: Listen
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence from 2022-05-31T19:43:01
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: Listen
#AIS: Pear VC’s Mar Hershenson on making successful founders from 2022-05-30T22:47:58
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: Listen
#AIS: FiveThirtyEight's Nate Silver on how gamblers think from 2022-05-29T19:46:18
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: Listen
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market from 2022-05-29T19:25
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: Listen
#AIS: Glenn Greenwald&Matt Taibbi discuss the new political divide, moderated by David Sacks from 2022-05-28T05:34:50
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 politica...
Listen
E83: Market slide continues, and how to address Uvalde from 2022-05-27T04:58:41
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 $...
Listen
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022 from 2022-05-26T05:30:08
#AIS: Antonio Garcia Martinez&Glenn Greenwald debate Ukraine, moderated by David Sacks from 2022-05-25T04:01:25
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: Listen
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen from 2022-05-24T03:56:37
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: Listen
E81: All-In Summit: Bill Gurley&Brad Gerstner on markets, downturns&investment cycles from 2022-05-23T04:51:01
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: Listen
E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas&more from 2022-05-16T23:14:59
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 Te...
Listen
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more from 2022-05-13T06:00:32
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 fi...
Listen
E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein from 2022-05-07T04:35:43
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 o...
Listen
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest from 2022-04-30T07:55:01
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,...
Listen
E77: Tech work culture, crypto regulation, stablecoins, $NFLX&more w/ Coinbase CEO Brian Armstrong from 2022-04-23T06:10:28
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 a...
Listen
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview from 2022-04-16T06:08:42
E76: Elon vs. Twitter from 2022-04-16T02:04:53
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 responsibilit...
Listen
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution&more from 2022-04-09T04:03:42
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
... Listen
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more from 2022-04-01T09:53:30
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 immig...
Listen
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner from 2022-03-26T05:49:32
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 overva...
Listen
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more from 2022-03-19T02:02:47
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: p...
Listen
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more from 2022-03-05T05:32:59
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...
Listen
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more from 2022-02-24T23:47:34
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 ...
Listen
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy&more from 2022-02-19T07:22:01
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 g...
Listen
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move&more from 2022-02-12T06:27:34
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 controv...
Listen
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO) from 2022-02-05T07:28:09
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: cau...
Listen
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia&more from 2022-01-29T06:35:36
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 negotiatio...
Listen
E64: Antitrust standards&enforcement, tech repricing, lab leak obfuscation, E63 reactions&more from 2022-01-22T07:50:13
00:00 Cold Open
00:25 Besties react to last week’s All-In E63
21:50 Im...
Listen
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more from 2022-01-15T08:12:54
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
<... Listen
E62: Elizabeth Holmes verdict, fraud origins&takeaways, navigating "The Great Markdown"&more from 2022-01-08T06:11:56
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 ...
Listen
E61: 2022 Predictions! Business, politics, science, tech, crypto,&more from 2021-12-29T08:56:27
(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 bu...
Listen
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars from 2021-12-23T20:34:54
(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
(...
Listen
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA&more from 2021-12-17T10:44:11
(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-...
Listen
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs&more from 2021-12-11T09:55:22
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 Listen
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure from 2021-12-04T04:42:38
(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?
(3...
Listen
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government from 2021-11-20T02:55:01
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), privat...
Listen
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more from 2021-11-13T08:34:13
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
... Listen
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses from 2021-11-06T06:04:07
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 ...
Listen
E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave&more from 2021-10-30T05:20:59
0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave
20:44 Proposed “Wealth Tax”
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand from 2021-10-23T03:10:11
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 vent...
Listen
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A from 2021-10-16T03:08:25
Show Notes:
00:00 Cold Open
01:19 Titles
Listen
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special&more from 2021-10-09T03:21:32
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...
Listen
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform&more from 2021-10-02T02:49:39
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 vacci...
Listen
E48: The role of decentralization, China/US break down&more with Bestie Guestie Balaji Srinivasan from 2021-09-25T01:59:15
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 l...
Listen
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds&more from 2021-09-18T04:46:21
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 Californ...
Listen
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues&more | LIVE from TPB Symposium! from 2021-09-14T10:29:10
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 U...
Listen
E45: Theranos&VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan from 2021-09-04T04:27:25
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 Elizabet...
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap! from 2021-08-28T02:53:35
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...
Listen
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech&more from 2021-08-06T04:15:59
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 strateg...
Listen
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions&more from 2021-07-30T03:50:48
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 rea...
Listen
E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity&more from 2021-07-23T01:50:39
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
3...
Listen
E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race&more from 2021-07-16T02:30:25
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 Implicati...
Listen
E39: West coast super drought&climate crisis, Nuclear virtue signaling, chaos in SF&more from 2021-07-09T04:47:18
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 ...
Listen
E38: Bestie brawl, Robinhood's $70M fine&S-1, Delta variant, future of the political parties, FTC takes losses against big tech&more from 2021-07-03T01:36:29
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...
Listen
E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential&more from 2021-06-25T03:07:14
Follow the besties:
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires&more from 2021-06-18T03:17:21
Follow the besties:
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin&more from 2021-06-13T00:19:11
Follow the besties:
E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover from 2021-05-31T02:47:32
Follow the besties:
E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs&more from 2021-05-22T04:09:12
Follow the besties:
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy&more from 2021-05-13T03:22:06
Follow the besties:
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings&more from 2021-05-01T01:06:24
Follow the besties:
E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology&more from 2021-04-23T08:14:05
Follow the besties:
E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions&more with Bestie Guestie Brad Gerstner from 2021-04-17T02:12:13
Follow the besties:
E28: Current state of public&private markets, Archegos debacle, US debt issues, wealth tax&more from 2021-04-01T08:28:23
Follow the besties:
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains&more from 2021-03-27T03:42:39
Sacks' Inflation Deck:
https://docs.google.com/presentation/d/1vBeh__Kyf57...
Listen
E26: State of Venture Capital, plus fan questions on longevity, decentralization&quantum computing from 2021-03-20T00:56:56
View the State of VC deck here:
Follow the besties:
Listen
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation&more from 2021-03-13T02:29:03
Follow the besties:
E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act from 2021-03-06T01:45:19
Follow the besties:
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine&fan questions! from 2021-02-20T04:17:53
Follow the besties:
E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev from 2021-02-13T04:33:17
Follow the besties:
E21: Media misalignment, subjects controlling narratives&more with bestie guestie Draymond Green from 2021-02-06T03:59:17
Follow the besties:
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card&how to fix it from 2021-02-03T05:58:15
Follow the besties:
E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future? from 2021-01-30T02:09:43
Follow the crew:
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom&more from 2021-01-23T01:26:50
Follow the crew:
E17: Big Tech bans Trump, ramifications for the First Amendment&the open Internet from 2021-01-11T07:31:34
Follow the crew:
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution&more from 2021-01-08T06:47:16
Follow the crew:
E15: “The Besties” All-In’s inaugural award show covering the best, worst&most memorable of 2020 from 2020-12-18T12:46:51
Follow the crew:
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists&more from 2020-12-04T06:34:57
Follow the crew:
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios&more from 2020-11-11T05:13:23
Follow the crew:
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner&more! from 2020-11-04T10:06:21
Follow the crew:
E10: Twitter&Facebook botch censorship (again), the publisher vs. distributor debate&more from 2020-10-16T02:13:19
Follow the crew:
E9: Trump has COVID, First debate reactions, Coinbase letter response&more from 2020-10-03T02:58:42
Follow the crew:
E7: California's collapse, how SPACs are opening the markets for growth stocks&more from 2020-09-09T04:44:52
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
ht...
Listen
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley&more from 2020-07-31T23:30:34
Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https:/...
E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency from 2020-07-11T02:14:44
Follow the crew:
E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech&more with David Sacks&David Friedberg from 2020-06-20T01:15:25
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
E3: Modern Cold War between US&China, economic recovery, potential mass migration out of San Francisco, pandemic politicization&more with David Sacks&David Friedberg from 2020-05-21T05:17:29
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression&more with David Sacks from 2020-04-11T01:54:35
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
E1: US Response to COVID-19&Impact on Startups, Venture Capital&Public Markets with David Friedberg from 2020-03-19T01:16:53
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
<...
Listen
E0: COVID-19 Political, Economic&Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation) from 2020-03-15T02:04:09
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
<...
Listen