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    Business

    All-In with Chamath, Jason, Sacks & Friedberg – Jason Calacanis

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

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    Latest Episodes:
    E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning Feb 04, 2023

    (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 for VCs, venture debt issues

    (1:02:33) Adani's potential fraud, role of short sellers

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market

    https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

    https://fred.stlouisfed.org/series/CIVPART

    https://www.ustreasuryyieldcurve.com

    https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661

    https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

    https://www.google.com/finance/quote/META:NASDAQ

    https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

    https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10

    https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice

    https://twitter.com/tomloverro/status/1620466827519496194

    https://twitter.com/msuster/status/1620653106387386368

    https://twitter.com/gradypb/status/1620937502248034304

    https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital

    https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y

    https://hindenburgresearch.com/adani

    https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response

    https://www.sec.gov/rules/proposed/2022/34-94313.pdf

    https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774


    E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more Jan 27, 2023

    (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 effectiveness

    (1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more

    (1:22:39) Science Corner: Will we soon be able to reverse aging?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight

    https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html

    https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792

    https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response

    https://noahpinion.substack.com/p/would-breaking-up-google-really-do

    https://thehustle.co/12232022-ad-spend

    https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay

    https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant

    https://twitter.com/rebelnewsonline/status/1615770518606561282

    https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025

    https://www.nature.com/articles/s41467-022-31401-5

    https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/

    https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn

    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592

    https://twitter.com/jason/status/1478587551271161857

    https://twitter.com/EricTopol/status/1618381912413962240

    https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html

    https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1

    https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html

    https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html

    https://twitter.com/DavidSacks/status/1618321900324950018

    https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768

    https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583

    https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20


    E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more Jan 20, 2023

    (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, globalist mishaps, evaluating the US free trade policy

    (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform

    (1:00:42) TikTok's endgame in the US: banned, spun out, or something else?

    (1:17:22) Pharma meets AI, best AI business models

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/RitchieTorres/status/1616124738752987152

    https://twitter.com/TalbertSwan/status/1616101666582892547

    https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415

    https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige

    https://twitter.com/ShellenbergerMD/status/1614782758328598528

    https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479

    https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change

    https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar

    https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf

    https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html

    https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp

    https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560

    https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

    https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

    https://www.hellopearl.com

    https://roboflow.com

    https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12

    https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157


    E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem Jan 13, 2023

    (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

    (1:09:57) Biden's documents, America's over-classification problem

    (1:27:16) Best cabinet positions/ambassadorships

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/mattyglesias/status/1613135006272045056

    https://www.epsilontheory.com/gell-mann-amnesia

    https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html

    https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel

    https://twitter.com/BettyKPIX/status/1613080547022229504

    https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals

    https://fortune.com/2023/01/11/structure-openai-investment-microsoft

    https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

    https://openai.com/blog/introducing-openai

    https://ai.facebook.com/tools/pytorch

    https://fairuse.stanford.edu/overview/fair-use/four-factors

    https://fred.stlouisfed.org/series/USAPEFANA


    E110: 2023 Bestie Predictions! Jan 06, 2023

    (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's biggest business loser

    (42:03) Prediction 5: 2023's biggest business deal

    (52:41) Prediction 6: 2023's most contrarian belief

    (1:03:03) Prediction 7: 2023's best-performing asset

    (1:07:50) Prediction 8: 2023's worst-performing asset

    (1:14:46) Prediction 9: 2023's most anticipated trend

    (1:21:40) Prediction 10: 2023's most anticipated media

    (1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665

    https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/

    https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html

    https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html

    https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304

    https://twitter.com/DavidSacks/status/1598076726671642624

    https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html

    https://twitter.com/JenniferJJacobs/status/1611052287954149377

    https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california

    https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280

    https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279


    E109: 2022 Bestie Awards Live from Twitter HQ Dec 24, 2022

    (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

    (29:48) Biggest loser in business

    (42:21) Biggest business surprise

    (51:16) Best science breakthrough

    (57:36) Biggest flash in the pan

    (1:42:24) Best CEO

    (1:47:38) Best investor

    (1:51:21) Worst investor

    (1:52:22) Best turnaround

    (1:55:58) Worst human being

    (1:59:57) Most loathsome company

    (2:01:32) Best new tech

    (2:02:34) Best trend

    (2:05:09) Worst trend

    (2:07:50) Best new media

    (2:10:26) The Rudy Giuliani Award for Self-Immolation!

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://civil.ge/archives/469054

    https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine

    https://www.investopedia.com/terms/c/capm.asp

    https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928

    https://twitter.com/TwitterBusiness/status/1605651865818914816

    https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer

    https://twitter.com/ShellenbergerMD/status/1604871630613753856

    https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718

    https://twitter.com/ShellenbergerMD/status/1491418120086454278

    https://twitter.com/seanhannity

    https://youtu.be/HBiV1h7Dm5E

    https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812

    https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960

    https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292

    https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY


    E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more Dec 16, 2022

    (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 markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking

    (1:22:08) TV catch up, worst person in tech bracket

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

    https://twitter.com/Cernovich/status/1602457619431493634

    https://twitter.com/elonmusk/status/1603190155107794944

    https://en.wikipedia.org/wiki/National_Ignition_Facility

    https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7

    https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867

    https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12

    https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation


    E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more Dec 10, 2022

    (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 Hunter Biden laptop story

    (47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics

    (58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199

    https://twitter.com/mtaibbi/status/1598822959866683394

    https://twitter.com/bariweiss/status/1601007575633305600

    https://twitter.com/c4chaos/status/1601048264262180864

    https://twitter.com/bariweiss/status/1601020845224128512

    https://twitter.com/DavidSacks/status/1601052241145696256

    https://twitter.com/bariweiss/status/1601023504916172800

    https://twitter.com/NewsPolitics/status/1601028254831620096

    https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html

    https://twitter.com/elonmusk/status/1601031111244599296

    https://twitter.com/JamesTodaroMD/status/1601042622516035584

    https://twitter.com/elonmusk/status/1601042125130371072

    https://twitter.com/Jason/status/1601044058276655104

    https://twitter.com/mtaibbi/status/1598831435288563712

    https://twitter.com/mtaibbi/status/1600243405841666048

    https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal

    https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis

    https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276

    https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html

    https://en.wikipedia.org/wiki/Demographics_of_Iran#/media/File:Iran_single_age_population_pyramid_2020.png

    https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg

    https://www.wsj.com/articles/letter-from-top-apple-supplier-foxconn-prodded-china-to-ease-zero-covid-rules-11670504366

    https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227


    E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more Dec 03, 2022

    (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 situation, Xi Jinping's standing

    (1:10:04) What OpenAI's new ChatGPT tool means for the future

    (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.youtube.com/watch?v=KMZckrBPw38

    https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident

    https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914

    https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html

    https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html

    https://twitter.com/lizrhoffman/status/1595193884438568960

    https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream

    https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections

    https://chat.openai.com/chat

    https://twitter.com/jdjkelly/status/1598021488795586561

    https://twitter.com/pmarca/status/1598413401705021440

    https://twitter.com/jdjkelly/status/1598021488795586561

    https://twitter.com/DavidSacks/status/1598076726671642624

    https://twitter.com/DavidSacks/status/1598363968547876864


    E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump Nov 19, 2022

    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 class culture

    1:17:23 SBF's leaked DMs, Elon's culture shift

    1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/ianbremmer/status/1592951330955759616

    https://twitter.com/DavidSacks/status/1592970866312482816

    https://twitter.com/DavidSacks/status/1593041589685063683

    https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents

    https://twitter.com/IAPolls2022/status/1592271468045684736

    https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748

    https://fred.stlouisfed.org/series/GFDEGDQ188S

    https://fred.stlouisfed.org/series/GFDGDPA188S

    https://en.wikipedia.org/wiki/List_of_countries_by_public_debt

    https://fred.stlouisfed.org/series/FYFRGDA188S

    https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy

    https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf

    https://twitter.com/antoniogm/status/1593606745955348481

    https://twitter.com/DavidSacks/status/1590110462347444224

    https://twitter.com/g_shullenberger/status/1590069877288886274

    https://compactmag.com/article/the-email-caste-s-last-stand

    https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy

    https://twitter.com/bgurley/status/1593448516394881024

    https://twitter.com/Jason/status/1593653573329436672

    https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing

    https://s.wsj.net/public/resources/documents/FTXFILING.pdf

    https://twitter.com/balajis/status/1593141361582444544


    E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more Nov 12, 2022

    (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 contagion risk, regulation, and more!

    (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence

    (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html

    https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869

    https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal

    https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor

    https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight

    https://twitter.com/GordonJohnson19/status/1591062535586848768


    E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more Nov 05, 2022

    (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 originally anticipated

    (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years

    (54:04) Midterm election preview, understanding the shift toward populism

    (1:17:32) Science corner: Understanding Meta's AlphaFold competitor

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/elonmusk/status/1588538640401018880

    https://twitter.com/yoyoel/status/1587230924554399744

    https://twitter.com/dee_bosa/status/1587158734689767425

    https://twitter.com/TechBroDrip/status/1586370087287521280

    https://twitter.com/elonmusk/status/1586149451348910081

    https://layoffs.fyi

    https://twitter.com/Post_Market/status/1577793695734284289

    https://twitter.com/bullfightcap/status/1588311417052012544

    https://www.youtube.com/watch?v=vBkzm4a7iY4

    https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271

    https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month

    https://fred.stlouisfed.org/series/CIVPART

    https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate

    https://www.bbc.com/news/business-63471725

    https://www.google.com/finance

    https://twitter.com/bgurley/status/1554589241560010753

    https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report

    https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html

    https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879

    https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement

    https://projects.fivethirtyeight.com/biden-approval-rating/

    https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric

    https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M

    https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy


    E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more Oct 29, 2022

    (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 structure, and more

    (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown

    (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China

    (1:27:29) Science corner: Gut microbiome advancements

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/TWTR:NYSE

    https://twitter.com/elonmusk/status/1586059953311137792

    https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

    https://www.google.com/finance/quote/META:NASDAQ

    https://fred.stlouisfed.org/series/JTSJOL

    https://fred.stlouisfed.org/series/EFFR

    https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks

    https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621

    https://twitter.com/BillAckman/status/1581831084219645952


    E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more Oct 22, 2022

    (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, Stability AI $101M fundraise, VC fund metrics

    (1:05:38) The difficulty of active stock picking and valuing businesses

    (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/SNAP:NYSE

    https://www.statista.com/statistics/545967/snapchat-app-dau

    https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts

    https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value

    https://twitter.com/elonmusk/status/1520643441994387456

    https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256

    https://voterguide.sos.ca.gov/propositions/30

    https://fred.stlouisfed.org/series/GFDEGDQ188S


    E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more Oct 14, 2022

    (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

    (53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario

    (1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10

    https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html

    https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404

    https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report

    https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html


    E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more Oct 07, 2022

    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 Biden pardons all prior federal offenses of marijuana possession

    59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524

    https://twitter.com/Billyhottakes/status/1576246821139070976

    https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share

    https://makeavideo.studio

    https://fred.stlouisfed.org/series/JTSJOL

    https://twitter.com/POTUS/status/1578097875480895489

    https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win

    https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny


    E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more Oct 01, 2022

    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 the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring

    https://www.google.com/finance/quote/META:NASDAQ

    https://www.google.com/finance/quote/AAPL:NASDAQ

    https://www.google.com/finance/quote/GOOG:NASDAQ

    https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html

    https://www.google.com/finance/quote/NFLX:NASDAQ

    https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade

    https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up

    https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html

    https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M

    https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm

    https://fred.stlouisfed.org/series/JTSJOL

    https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795

    https://goop.com/subscribe

    https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29

    https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30

    https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30

    https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530

    https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine


    E97: SPAC updates, public/private market overview, Putin's end game & more Sep 23, 2022

    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, Russia's end game, conditions for conflict

    50:45 Government-heavy climate plans, Dilbert/ESG backlash

    1:01:20 Poker plans, chess cheating scandal

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://youtu.be/AODfsBMGzGQ

    https://twitter.com/chamath/status/1461453308623659010

    https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021

    https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor

    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

    https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

    https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/

    https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

    https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999

    https://www.brown.edu/news/2021-09-01/costsofwar

    https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766

    https://twitter.com/UncommonYield/status/1572743593508638722

    https://twitter.com/Jason/status/1572399621389062145


    E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more Sep 17, 2022

    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 TPB SPAC news

    1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022

    1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/ADBE:NASDAQ

    https://www.figma.com/blog/a-new-collaboration-with-adobe

    https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html

    https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship

    https://twitter.com/LizAnnSonders/status/1570711614277419009

    https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html

    https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/

    https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis


    E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more Sep 10, 2022

    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 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more

    53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands

    1:03:46 Overprescribing of amphetamines to children

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/theallinpod/status/1568294657632907268

    https://www.youtube.com/watch?v=FfJv9QYrlwg

    https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html

    https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html

    https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html

    https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html

    https://twitter.com/aaronjmate/status/1566484400224993280


    E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security Sep 01, 2022

    (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) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story

    (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure

    (1:06:04) Besties reflect on Mikhail Gorbachev's passing

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days

    https://www.youtube.com/watch?v=XlXSGqvP-A8

    https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/

    https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html

    https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509


    E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more Aug 26, 2022

    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 forgiveness

    1:03:25 Red wave or red ripple?

    1:07:57 Science corner: Gut microbiome, fecal transplants

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam

    https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users

    https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

    https://time.com/6207996/twitter-whistleblower-allegations/

    https://twitter.com/DavidSacks/status/1562179576800763904

    https://twitter.com/DavidSacks/status/1562179705322684416

    https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23

    https://twitter.com/elonmusk/status/1562105413977493504

    https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2

    https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

    https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards

    https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders

    https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition

    https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers

    https://twitter.com/LHSummers/status/1562040653432999936

    https://www.socialcapital.com/ideas/2021-annual-letter

    https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple

    https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf

    https://grow.google


    E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more Aug 20, 2022

    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 increase relations: should the US be worried?

    1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

    1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html

    https://www.google.com/finance/quote/PLD:NYSE

    https://www.google.com/finance/quote/WE:NYSE

    https://www.google.com/finance/quote/BX:NYSE

    https://a16z.com/2020/04/18/its-time-to-build

    https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing

    https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023

    https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

    https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790

    https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16

    https://www.foreignaffairs.com/ukraine/playing-fire-ukraine

    https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf

    https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all

    https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html


    E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI Aug 13, 2022

    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, Trump back in news

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

    https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

    https://cloudedjudgement.substack.com/p/clouded-judgement-81222

    https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

    https://fred.stlouisfed.org/series/FIXHAI

    https://www.newyorkfed.org/microeconomics/hhdc

    https://twitter.com/AndrewYang/status/1556987104219090945

    https://twitter.com/andrewcuomo/status/1556990308424028163

    https://twitter.com/elonmusk/status/1546669610509799424

    https://twitter.com/michaeljburry/status/1557934401505308672


    E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more Aug 05, 2022

    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:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/DavidSacks/status/1554963395660566533

    https://davidsacks.medium.com

    https://ycharts.com/indicators/us_gas_price

    https://www.macrotrends.net/1369/crude-oil-price-history-chart

    https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue

    https://twitter.com/mkraju/status/1554485039710310401

    https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png

    https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html


    E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more Jul 29, 2022

    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-commerce, remote work, and how they correlate

    36:33 "Inflation Reduction Act", how government subsidies can stifle innovation

    59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M

    1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20

    https://news.shopify.com/changes-to-shopifys-team

    https://www.google.com/finance/quote/TDOC:NYSE

    https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323

    https://twitter.com/jamiedupree/status/1552406981637545993

    https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html

    https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

    https://www.nature.com/articles/s41380-022-01661-0

    https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/

    https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html

    https://twitter.com/ConanOBrien/status/1552358211986006019

    https://twitter.com/maga_cy/status/1552360064693915648


    E88: First principle politics, China chaos & outlook, state of private/public markets & more Jul 22, 2022

    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 of the information economy

    1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

    1:36:36 Amazon acquires One Medical

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/pelositracker_/status/1549535561718714368

    https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

    https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

    https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

    https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

    https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

    https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

    https://poll.qu.edu/poll-release?releaseid=3852

    https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

    https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

    https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

    https://twitter.com/micsolana/status/1549868945640914951

    https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

    https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

    https://twitter.com/WallStreetSilv/status/1549790086656581640

    https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

    https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

    https://datacommons.org/place/country/CHN

    https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

    https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

    https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

    https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

    https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

    https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

    https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

    https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case


    E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more Jul 14, 2022

    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 rescue, Biden admin's lack of private sector experience, Russia's new energy play

    BEAGLE RESCUE INFO:

    https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html

    https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html

    https://www.humanesociety.org/beaglerescue

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart

    https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600

    https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html

    https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/

    https://worldpopulationreview.com/countries/countries-by-gdp

    https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03

    https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/

    https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html

    https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60

    https://twitter.com/chamath/status/561467714485514240

    https://datareportal.com/reports/digital-2022-sri-lanka

    https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka

    https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa

    https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa

    https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/

    https://tradingeconomics.com/united-states/inflation-cpi

    https://www.redfin.com/news/data-center/

    https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/

    https://fred.stlouisfed.org/series/DGS10

    https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875

    https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487

    https://www.google.com/finance/quote/NOTV:NASDAQ

    https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328


    E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps Jul 08, 2022

    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 as "green"

    48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation

    1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://fred.stlouisfed.org/series/JTSJOL

    https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html

    https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm

    https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659

    https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists

    https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html

    https://www.investing.com/economic-calendar/cb-consumer-confidence-48

    https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html

    https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate

    https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725

    https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/

    https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

    https://twitter.com/BillAckman/status/1544057786065092609

    https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/

    https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

    https://twitter.com/GretaThunberg/status/1544380486654590983

    https://mobile.twitter.com/Noahpinion/status/1544573867804348416

    https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

    https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut

    https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026

    https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1

    https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/

    https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market

    https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/

    https://twitter.com/POTUS/status/1543263229006254080

    https://twitter.com/JeffBezos/status/1543409762867494912

    https://twitter.com/JeffBezos/status/1525309091970699265

    https://twitter.com/chamath/status/1544370315379109888


    E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more Jun 30, 2022

    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, evergreen standard in tech

    1:01:24 Buyout targets, public market "regime change"

    1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?

    1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404

    https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html

    https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/

    https://twitter.com/ForbesCrypto/status/1541893168152690690

    https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/

    https://twitter.com/DavidSacks/status/1540732780501381121

    https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239

    https://www.coinbase.com/price/bitcoin

    https://www.coinbase.com/price/ethereum

    https://www.blockchaincenter.net/en/altcoin-season-index/

    https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition

    https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/

    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx

    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx

    https://cloudedjudgement.substack.com/p/clouded-judgement-62422

    https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/

    https://www.google.com/finance/quote/CRM:NYSE

    https://www.google.com/finance/quote/WDAY:NASDAQ

    https://www.google.com/finance/quote/NOW:NYSE

    https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/

    https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal

    https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf

    https://investor.onepeloton.com/node/9271/html

    https://investors.buzzfeed.com/node/7426/html

    https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9

    https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/

    https://twitter.com/missy_ryan/status/1537944064703619074

    https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/

    https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/

    https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999

    https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html

    https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211

    https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

    https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

    https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5

    https://news.yahoo.com/blinken-says-no-change-nato-193615967.html

    https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal

    https://www.science.org/doi/10.1126/science.abm9326

    All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q


    E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast Jun 24, 2022

    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 months

    56:20 Crypto collapse, next shoe(s) to drop

    1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

    1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/SPY:NYSEARCA

    https://www.google.com/finance/quote/.DJI:INDEXDJX

    https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

    https://www.longtermtrends.net/home-price-median-annual-income-ratio

    https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

    https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

    https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

    https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

    https://www.chicagofed.org/research/dual-mandate/dual-mandate

    https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

    https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

    https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

    https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

    https://fred.stlouisfed.org/series/CIVPART

    https://tradingeconomics.com/united-states/job-offers

    https://www.socialcapital.com/ideas/2021-annual-letter

    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

    https://www.coinbase.com/price/bitcoin

    https://www.coinbase.com/price/ethereum

    https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

    https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

    https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

    https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme

    https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5

    https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/

    https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/

    https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks

    https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia

    https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html

    https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796

    https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054

    https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms

    https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html


    #AIS: Palmer Luckey on Anduril Jun 23, 2022

    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 Jason intros today's episode

    2:31 Palmer Luckey on Anduril, national defense & the current thing

    25:24 Bestie Q&A with Palmer

    53:13 Jason gives closing thoughts

    Follow Palmer:

    https://twitter.com/PalmerLuckey

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Links referenced in the show:

    https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine


    #AIS: Bestie AMA with Valor's Antonio Gracias Jun 07, 2022

    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 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

    22:35 Q: How has the poker game influenced your decision making in business and life?

    29:33 Q: What was the scariest step of becoming a first-time fund manager?

    32:34 Q: Crypto market unwinding & how it relates to the money supply

    35:57 Q: Current pre-seed / seed valuations & metrics

    38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

    42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

    44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

    47:02 Q: Any plans for All-In Media?

    50:02 Q: US strategy in the Russia/Ukraine War

    54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

    58:29 Q: Are you interested in crypto micropayments?

    1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

    1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

    1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

    1:19:41 Q: Advice for non-technical people trying to get into the startup world?

    1:24:44 Q: Thoughts on the potential consumer credit crisis?

    1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: Opening chat with Miami Mayor Francis Suarez Jun 03, 2022

    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 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit

    5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more

    Follow Mayor Suarez:

    https://twitter.com/FrancisSuarez

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: Joe Lonsdale on the problem with higher education Jun 02, 2022

    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 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking

    10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX

    Follow Joe:

    https://twitter.com/JTLonsdale

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem Jun 01, 2022

    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 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it

    12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?

    Follow The Lanby:

    https://twitter.com/thelanby

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence May 31, 2022

    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 Chamath intros MP Materials CEO James Litinsky

    1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

    12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

    Follow MP Materials:

    https://mobile.twitter.com/MPMaterials

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: Pear VC’s Mar Hershenson on making successful founders May 30, 2022

    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 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with?

    17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more

    Follow Pear VC:

    https://twitter.com/pearvc

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: FiveThirtyEight's Nate Silver on how gamblers think May 29, 2022

    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 Nate Silver gives a presentation on how gamblers think

    19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms

    Follow Nate:

    https://twitter.com/NateSilver538

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market May 29, 2022

    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 Adena Hefets breaks down the state of the US housing market in 2022

    16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more

    30:08 Adena does a Bestie Intro for herself!

    Follow Adena:

    https://twitter.com/adenahefets

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks May 28, 2022

    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

    12:37 Can mainstream media ever get back to relative neutrality?

    29:15 Audience Q&A

    Follow the guests:

    https://twitter.com/ggreenwald

    https://twitter.com/mtaibbi

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    E83: Market slide continues, and how to address Uvalde May 27, 2022

    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, understanding signs of a true bottom, the end of entitlement

    51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

    1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

    1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/altcap

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/SPY:NYSEARCA

    https://www.google.com/finance/quote/.DJI:INDEXDJX

    https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

    https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

    https://fred.stlouisfed.org/series/T10YIE

    https://twitter.com/zerohedge/status/1529100065331200005

    https://twitter.com/BillAckman/status/1529133144540078083

    https://layoffs.fyi

    https://www.google.com/finance/quote/SNAP:NYSE

    https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

    https://www.google.com/finance/quote/FB:NASDAQ

    https://www.google.com/finance/quote/GOOG:NASDAQ

    https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

    https://twitter.com/JeffBezos/status/1525309091970699265

    https://twitter.com/DavidSacks/status/1529119829080150016

    https://twitter.com/DavidSacks/status/1528102541723979776

    https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

    https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

    https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

    https://twitter.com/Jason/status/1529843255176663040

    https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

    https://twitter.com/Jason/status/1529504198974263296


    #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022 May 26, 2022

    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 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking

    26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture

    51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players

    Follow the guests:

    https://twitter.com/waitbutwhy

    https://twitter.com/rabois

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks May 25, 2022

    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 Sacks tees up the show: Debating the US intervention in Ukraine

    This debate was recorded LIVE at the All-In Summit in Miami!

    1:49 Opening statements from Glenn & Antonio

    15:29 Debating US involvement, regime change motives, & more

    32:01 Final word & wrap

    Follow the guests: https://twitter.com/ggreenwald https://twitter.com/antoniogm Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen May 24, 2022

    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 Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"

    17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry

    24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate

    34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble

    46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence

    Follow the guests:

    https://twitter.com/clairethielke

    https://twitter.com/typesfast

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles May 23, 2022

    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 Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

    12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality

    24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

    33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

    47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more May 16, 2022

    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 car company

    21:42 Concerns around the Twitter deal, crypto payments on Twitter

    30:19 Building vs. acquiring, early Tesla stories

    39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar

    56:37 Moving from CA to TX, fixing California, macroeconomic takes

    1:10:20 American exceptionalism, a new immigration strategy

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/elonmusk

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffec


    E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more May 13, 2022

    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 funds

    41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn

    58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at

    1:13:21 Psychological impact of investing after taking huge losses

    1:29:00 Predictions on how the market shakes out

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/cullenroche/status/1524441227931774976

    https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards

    https://www.bls.gov/news.release/realer.nr0.htm

    https://www.federalreserve.gov/releases/g19/current/default.htm

    https://www.longtermtrends.net/home-price-median-annual-income-ratio

    https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding

    https://twitter.com/Jason/status/1523780820112007168

    https://fred.stlouisfed.org/series/CIVPART

    https://www.dol.gov/ui/data.pdf

    https://twitter.com/TheBenSchmark/status/1522669777478684672

    https://twitter.com/AndrewE_Dunn/status/1523653942252826624

    https://twitter.com/mattturck/status/1524773379416408064

    https://twitter.com/jonsakoda/status/1522625236130144256

    https://cloudedjudgement.substack.com

    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/

    https://twitter.com/ZoeSchiffer/status/1523017143939309568

    https://twitter.com/BurryArchive/status/1524504399070081025

    https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/

    https://twitter.com/Airbnb/status/1524379284260892674


    E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein May 07, 2022

    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 leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices?

    1:05:09 Analyzing the path forward

    Follow Amy and Tom:

    https://twitter.com/AHoweBlogger

    https://twitter.com/SCOTUSblog

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.documentcloud.org/documents/21835435-scotus-initial-draft

    https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf

    https://supreme.justia.com/cases/federal/us/505/833/case.pdf

    https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings

    https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates

    https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf

    https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292

    https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330

    https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf

    https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx

    https://news.gallup.com/poll/1576/abortion.aspx


    E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest Apr 30, 2022

    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

    1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering

    1:19:08 New Disinformation Governance Board

    1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.socialcapital.com/ideas/2021-annual-letter

    https://twitter.com/jasongoepfert/status/1520040516955643905

    https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351

    https://twitter.com/lizannsonders/status/1520021943621140483

    https://www.conference-board.org/topics/consumer-confidence

    https://twitter.com/DavidSacks/status/1489128016508719104

    https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp

    https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/

    https://www.sec.gov/news/press-release/2022-70

    https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d

    https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022

    https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html

    https://twitter.com/elonmusk/status/1519073003933515776


    E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong Apr 23, 2022

    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 adoption

    46:37 Brian's takes on different types of stablecoins

    51:14 Netflix's major headwinds

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

    https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation

    https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

    https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook

    https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648

    https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/

    https://sacks.substack.com/p/your-startup-is-a-movement?s=r

    https://twitter.com/brian_armstrong/status/1435439291715358721

    https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/

    https://www.investopedia.com/terms/h/howey-test.asp

    https://www.wsj.com/articles/crypto-thieves-get-bolder-by-the-heist-stealing-record-amounts-11650582598

    https://techcrunch.com/2022/04/06/axie-infinity-creator-raises-150m-round-to-compensate-victims-of-625m-ronin-hack/

    https://twitter.com/balajis/status/1402030233319088139

    https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/

    https://www.pbs.org/newshour/arts/netflix-loses-200000-subscribers-projects-even-deeper-losses-this-spring

    https://www.google.com/finance/quote/NFLX:NASDAQ

    https://ycharts.com/companies/NFLX/market_cap

    https://www.bloomberg.com/news/articles/2022-04-20/ackman-loses-more-than-430-million-on-three-month-netflix-bet

    https://www.google.com/finance/quote/FB:NASDAQ

    https://www.google.com/finance/quote/GOOG:NASDAQ

    https://twitter.com/elonmusk/status/1516600269899026432

    https://summit.allinpodcast.co/


    E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview Apr 16, 2022

    *** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. 0:00 Surprise part two!

    1:03 Friedberg breaks down the global food crisis and predicts China's grand plan

    9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like

    18:22 Understanding French election results so far

    23:08 All-In Summit update and preview

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/

    https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties

    https://allafrica.com/stories/202203190144.html

    https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser

    https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays

    https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food

    https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215

    https://twitter.com/DavidSacks/status/1485696010290491393

    https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022

    https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html

    https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879

    https://summit.allinpodcast.co/


    E76: Elon vs. Twitter Apr 16, 2022

    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. Twitter, analyzing reactions, breaking down Twitter's revenue per employee

    43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/elonmusk/status/1514564966564651008

    https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html

    https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.

    https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm

    https://www.google.com/finance/quote/TWTR:NYSE

    https://twitter.com/DefiantLs/status/1514738236207337477

    https://twitter.com/jeffjarvis/status/1514578609754812419

    https://twitter.com/maxboot/status/1514570168730636290

    https://www.google.com/finance/quote/SPY:NYSEARCA

    https://www.google.com/finance/quote/TSLA:NASDAQ

    https://twitter.com/DefiantLs/status/1514738236207337477

    https://twitter.com/auronmacintyre/status/1514653963408318474

    https://www.google.com/finance/quote/ATVI:NASDAQ


    E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more Apr 09, 2022

    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 shutdown, VC diligence strategy, VC/founder model

    41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming

    1:03:24 Food shortage update, ideal US objectives going forward

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder

    https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs

    https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources

    https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs

    https://articles.sequoiacap.com/rip-good-times

    https://sacks.substack.com/p/the-saas-board-meeting

    https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410

    https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform

    https://twitter.com/paraga/status/1511320953598357505

    https://twitter.com/jack/status/1511329369473564677

    https://twitter.com/elonmusk/status/1507259709224632344

    https://twitter.com/micsolana/status/1511360061670662149

    https://twitter.com/micsolana/status/1511674851202945024

    https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html

    https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23

    https://www.theamericanconservative.com/articles/the-state-department-failed-to-prevent-the-war-will-it-now-prevent-the-peace


    E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more Apr 01, 2022

    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 economic issues, reframing high-skilled immigration

    48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?

    1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?

    1:19:03 Food shortage update

    1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

    https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28

    https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm

    https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3

    https://www.google.com/finance/quote/PATH:NYSE

    https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392

    https://fred.stlouisfed.org/series/CIVPART

    https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html

    https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962

    https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy

    https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center

    https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts

    https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets

    https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate

    https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html

    https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/

    https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says

    https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html

    https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html

    https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report

    https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change

    https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R


    E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner Mar 26, 2022

    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 allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology

    40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble

    53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive

    1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war

    1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/altcap

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://sacks.substack.com/p/the-burnmultiple-51a7e43cb200

    https://substack.com/profile/11803623-jamin-ball

    https://twitter.com/nfergus/status/1506243619384037378

    https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war

    https://www.rand.org/pubs/research_briefs/RB10014.html

    https://twitter.com/samramani2/status/1507378113893871617

    https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/

    https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail

    https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html

    https://www.politico.com/news/2022/03/20/zelenskyy-ukraine-zakaria-interview-00018716

    https://fortune.com/2022/03/25/russia-g20-summit-putin-biden-indonesia-bali-china-ukraine/

    https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

    https://fortune.com/2022/03/24/putin-russia-natural-gas-europe-imports-pay-in-rubles-sanctions/

    https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

    https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

    https://www.cnbc.com/2022/03/24/biden-says-us-would-respond-to-russia-if-putin-uses-chemical-or-biological-weapons.html

    https://www.washingtonpost.com/news/post-politics/wp/2014/03/09/blinken-u-s-would-not-recognize-crimea-secession/

    https://www.wsj.com/articles/biden-sticks-with-longstanding-u-s-policy-on-use-of-nuclear-weapons-amid-pressure-from-allies-11648176849

    https://www.bloomberg.com/news/articles/2022-03-21/china-embraces-supply-side-economics-with-tax-cuts


    E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more Mar 19, 2022

    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 distributed manufacturing and supply chains, capitalist incentives flipping

    34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization

    49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets

    1:02:06 Rewriting foreign policy playbooks

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html

    https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html

    https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html

    https://twitter.com/davidfrum/status/1504601558184517637

    https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/

    https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/

    https://twitter.com/RichardHanania/status/1504824837964926981

    https://twitter.com/ClintEhrlich/status/1504618754784735232

    https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1

    https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298

    https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make

    https://www.eia.gov/outlooks/steo/images/Fig4.png

    https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation

    https://www.marketwatch.com/investing/future/cu22

    https://twitter.com/ianbremmer/status/1504214235114577926

    https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

    https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html

    https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates

    https://twitter.com/DavidSacks/status/1503989745939980292

    https://www.bbc.com/news/world-europe-26079957

    https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy

    https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato

    https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/

    https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

    https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/

    https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

    https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/

    https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/


    E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more Mar 05, 2022

    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

    34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far

    46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan

    1:05:22 Market impact, increased volatility, thinking in decades, managing risk

    1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/phildstewart/status/1499535843207389186

    https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html

    https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council

    https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04

    https://twitter.com/TimothyDSnyder/status/1499587642115117059

    https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html

    https://www.google.com/finance/quote/LUKOY:OTCMKTS

    https://oec.world/en/profile/hs92/wheat

    https://twitter.com/balajis/status/1498873063378612227

    https://twitter.com/LindseyGrahamSC/status/1499574209567199235

    https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html

    https://twitter.com/biancoresearch/status/1499385705591709698

    https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/

    https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/

    https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/

    https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html

    https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/

    https://www.nato.int/docu/update/2008/04-april/e0403h.html

    https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911

    https://www.youtube.com/watch?v=JrMiSQAGOS4

    https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU

    https://twitter.com/shellenbergermd/status/1499386637066727424

    https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r

    https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter

    https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html

    https://twitter.com/Ukraine/status/1497834538843660291

    https://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04

    https://twitter.com/chamath/status/1496998762496946203

    https://twitter.com/morganhousel/status/1499484089082007552

    https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/

    https://twitter.com/zekejmiller/status/1499739582115553281

    https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/

    https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/

    https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/

    https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers

    https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911

    https://twitter.com/MZHemingway/status/1499588624664657926


    E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more Feb 24, 2022

    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

    42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence

    53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3

    https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands

    https://twitter.com/Ukraine/status/1496837835743133699

    https://twitter.com/Ukraine/status/1496716168920547331

    https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw

    https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131

    https://en.wikipedia.org/wiki/Nuclear_power_in_Germany

    https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech

    https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url

    https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/


    E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more Feb 19, 2022

    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 Education recall: what this means for the boundaries of progressivism

    42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks

    1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci

    1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict

    https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada

    https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url

    https://twitter.com/Jason/status/1494534850090442752

    https://twitter.com/juliettekayyem/status/1491757167308902405

    https://twitter.com/juliettekayyem/status/1491789181428715521

    https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html

    https://twitter.com/garrytan/status/1493876167085944834

    https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening

    https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential

    https://twitter.com/Jason/status/1493860336713097218

    https://twitter.com/MikeBloomberg/status/1494009394257870848

    https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter

    https://www.theinformation.com/articles/tiger-global-d1-capital-signal-pullback-from-big-private-tech-deals-amid-market-rout

    https://www.wsj.com/articles/woman-appears-cured-of-hiv-after-umbilical-cord-blood-transplant-11644945720

    https://twitter.com/phil_hellmuth/status/1494144604555206656

    https://twitter.com/DavidSacks/status/1493296369796202496


    E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more Feb 12, 2022

    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": root causes, impact, what is this turning into?

    45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth

    54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment

    1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal

    1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972

    https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html

    https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

    https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word

    https://twitter.com/aodespair/status/1489565575894478849

    https://twitter.com/Jason/status/1490803436639588352

    https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest

    https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001

    https://bariweiss.substack.com/p/what-the-truckers-want

    https://globalnews.ca/news/8539610/trucker-convoy-covid-vaccine-mandates-ottawa

    https://twitter.com/DavidSacks/status/1245179774097477633

    https://www.nytimes.com/2022/02/08/us/politics/new-york-mask-mandate.html

    https://theliberalpatriot.substack.com/p/the-left-is-blowing-its-big-opportunity

    https://www.google.com/finance/quote/XLE:NYSEARCA?window=6M

    https://seekingalpha.com/news/3799278-oil-and-gas-stocks-top-todays-leaderboard-as-oil-resumes-upward-climb

    https://www.wsj.com/articles/microsoft-promises-openness-on-new-app-store-as-it-seeks-approval-for-activision-acquisition-11644424237

    https://twitter.com/zerohedge/status/1491771262544318464

    https://finance.yahoo.com/news/u-consumer-sentiment-falls-fresh-151419313.html

    https://www.mercurynews.com/2012/12/13/thomas-sowell-inflation-can-tax-the-poor-as-well-as-the-rich/

    https://www.nationaljournal.com/s/716486/biden-is-blowing-his-covid-moment/

    https://twitter.com/hollandcourtney/status/1491996868829614081

    https://www.wyden.senate.gov/news/press-releases/wyden-and-heinrich-newly-declassified-documents-reveal-previously-secret-cia-bulk-collection-problems-with-cia-handling-of-americans-information

    https://www.wyden.senate.gov/imo/media/doc/HainesBurns_WydenHeinrich_13APR21%20-FINAL.pdf

    https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022


    E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO) Feb 05, 2022

    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 might have been a "frothy market mistake"

    55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance

    1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech

    1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science

    1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/INGR:NYSE

    https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed

    https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html

    https://twitter.com/typesfast/status/1451543776992845834

    https://www.google.com/finance/quote/FB:NASDAQ

    https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html

    https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html

    https://www.google.com/finance/quote/PYPL:NASDAQ

    https://www.google.com/finance/quote/SNAP:NYSE

    https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html

    https://twitter.com/GavinSBaker/status/1462831115572596744

    https://www.google.com/finance/quote/NFLX:NASDAQ

    https://www.google.com/finance/quote/AMZN:NASDAQ

    https://twitter.com/DavidSacks/status/1489321225520238592

    https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

    https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html

    https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

    https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html

    https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation

    https://twitter.com/ggreenwald/status/1488252747489202181

    https://twitter.com/ggreenwald/status/1489258034865971205

    https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news

    https://twitter.com/echeloninsights/status/1487118055582965762

    https://twitter.com/MonmouthPoll/status/1488180589505167372

    https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743

    https://www.voltairenet.org/article215540.html


    E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more Jan 29, 2022

    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 Russia dealings

    39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes

    55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot

    1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance

    https://twitter.com/DavidSacks/status/1480716684038049796

    https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78

    https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html

    https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing

    https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

    https://www.history.com/news/nato-article-5-meaning-history-world-war-2

    https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html

    https://www.worldometers.info/gdp/gdp-by-country

    https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player

    https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine

    https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690

    https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22

    https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast

    https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html

    https://www.tcv.com/tcv-insights/netflix-case-study

    https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html

    https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming

    https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf

    https://twitter.com/theryanking/status/1485784823641755648

    https://twitter.com/shaunmmaguire/status/1486082835974811650

    https://twitter.com/Jason/status/1486113945790214146

    https://twitter.com/shaunmmaguire/status/1486114773209006080

    https://twitter.com/Jason/status/1486121975311339520

    https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T


    E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more Jan 22, 2022

    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 enforcing antitrust

    42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations

    1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis

    1:32:01 Friedberg’s new company Cana

    1:33:47 Learning loss from COVID school closures

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the Episode:

    Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

    https://www.youtube.com/watch?v=w1iYGE3PVYA

    WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

    https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

    Chamath’s Social Capital 2019 Annual Letter

    https://www.socialcapital.com/annual-letters/2019

    Bill Ackman suggests the Fed should raise rate by 50 basis points

    https://twitter.com/BillAckman/status/1482449525595943045?s=20

    Gavin Baker’s Twitter on Generals getting shot last

    https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

    Jonathan Chait in NY Mag on School Closures

    https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

    Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

    https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

    Friedberg’s interview on This Week in Startups

    https://youtu.be/dajzLwGAntI?t=1998

    https://apple.co/33Xrbq3


    E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more Jan 15, 2022

    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: domestic and international

    57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts

    1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws

    1:19:44 Rehashing the roast of Phil Hellmuth

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html

    https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th

    https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and

    https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html

    https://twitter.com/ryanstruyk/status/1481345993320939525

    https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2

    https://twitter.com/Jason/status/1481386527485693953

    https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html

    https://www.bbc.com/news/world-asia-china-22278037

    https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html

    https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069

    https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-

    https://www.science.org/doi/10.1126/science.abj8222

    https://www.umassmed.edu/news/news-archives/2022/01/phase-i-clinical-trial-of-moderna-mrna-vaccine-for-epstein-barr-virus-starting-at-umass-chan/

    https://www.wsj.com/articles/pig-heart-transplant-donor-organs-11641948330

    https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489


    E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more Jan 08, 2022

    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 Implications of "The Great Markdown" on public and private markets, confusing FED decisions

    45:56 Advice for founders on navigating a downturn

    1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705

    https://www.bbc.com/news/technology-58469882

    https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html

    https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471

    https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10

    https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights

    https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html

    https://fred.stlouisfed.org/series/T10YIE

    http://www.paulgraham.com/aord.html

    https://www.socialcapital.com/annual-letters/2019

    https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200

    https://www.statista.com/statistics/266206/googles-annual-global-revenue

    https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds


    E61: 2022 Predictions! Business, politics, science, tech, crypto, & more Dec 29, 2021

    (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 biggest business loser

    (34:30) Most contrarian belief for 2022

    (1:02:07) Best performing asset for 2022

    (1:04:19) Most anticipated trend for 2022

    (1:09:19) Most anticipated media for 2022

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.youtube.com/watch?v=IFMMeCMbNt8

    https://www.youtube.com/watch?v=CrgYEbIQkac

    https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html

    https://worldpopulationreview.com/countries/countries-by-gdp

    https://twitter.com/datarade/status/1474432996845436933

    https://twitter.com/kerpen/status/1475209018058723334

    https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor

    https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600

    https://twitter.com/balajis/status/1475438356473409542

    https://balajis.com/mirrortable

    https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769

    https://twitter.com/peterdaou/status/1470906537682026499

    https://twitter.com/TheOfficialRom/status/1472206678586179588

    https://twitter.com/joebiden/status/1322254443644026880

    https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html

    https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days

    https://twitter.com/FaceTheNation/status/1475209878415323140


    E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars Dec 23, 2021

    (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) Biggest Loser - Business

    (30:54) Biggest Business Surprise

    (35:27) Best Science Breakthrough

    (42:56) Biggest Flash in the Pan

    (47:08) Best CEO

    (52:43) Best Investor

    (57:12) Best Turnaround

    (1:02:47) Worth Human Being

    (1:07:31) Best Meme

    (1:10:02) Most Loathsome Company

    (1:14:47) Best New Tech

    (1:20:22) Best Trend

    (1:22:17) Worst Trend

    (1:26:02) Favorite Media

    (1:34:15) The Rudy Giuliani Award for Self-Immolation

    (1:39:07) The Besties spread holiday cheer with each other

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/jack

    https://twitter.com/Jason/status/1473321415285751811

    https://twitter.com/cdixon/status/1473150192400486401

    https://twitter.com/jack/status/1473155226194616325

    https://twitter.com/elonmusk/status/1472754632325795843

    https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp

    https://dune.xyz/rchen8/opensea

    https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html

    https://www.bbc.com/news/science-environment-55564448

    https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315

    https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007

    https://twitter.com/GavinSBaker/status/1473326791293128706

    https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility

    https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N

    https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276

    https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626

    https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488


    E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more Dec 17, 2021

    (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

    (27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here

    (42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward

    (53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks

    (1:08:57) Future of mRNA technology

    (1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/DavidSacks/status/1470799225566859268

    https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies

    https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

    https://mobile.twitter.com/SenWarren/status/1470415896053227522

    https://mobile.twitter.com/SenSanders/status/1471512117257846784

    https://fred.stlouisfed.org/series/WALCL

    https://twitter.com/mangan150/status/1470827691527999494

    https://twitter.com/peterpham/status/1471514774546509829

    https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke

    https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html

    https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582

    https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9#sen-dianne-feinstein-a-democrat-from-california-1

    https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208

    https://www.wsj.com/articles/131-federal-judges-broke-the-law-by-hearing-cases-where-they-had-a-financial-interest-11632834421

    https://twitter.com/bgmasters/status/1471183791121055747

    https://www.npr.org/2021/09/21/1039313011/tiktokers-are-trading-stocks-by-watching-what-members-of-congress-do

    https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-research-finds-immune-system-responds-to-mrna-treatment-for-cancer

    https://twitter.com/robkhenderson


    E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more Dec 11, 2021

    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 valuation outlook, government as capital allocators

    40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

    50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

    1:11:16 Lessons from the Jussie Smollett saga

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html

    https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm

    https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995

    https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html

    https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html

    https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html

    https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html

    http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf

    https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052

    https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html

    https://twitter.com/BillAckman/status/1469438745791410183

    https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

    https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12

    https://youtu.be/-_wvTa8aiu8

    https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

    https://twitter.com/Jason/status/1469370800771715073

    https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4

    https://youtu.be/pXLx5OY21Bk

    https://youtu.be/wZXoErL2124


    E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure Dec 04, 2021

    (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 outlook?

    (44:57) Anticipating a "Great Resignation" of successful VCs

    (54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech

    (1:02:08) Mike Bloomberg donates $750M to charter schools

    (1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/trvrb

    https://www.nejm.org/doi/full/10.1056/NEJMoa2115463

    https://twitter.com/erictopol/status/1466799350990839810

    https://twitter.com/Jason/status/1465037481187987457

    https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586

    https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers

    https://fortune.com/2021/08/09/lumber-prices-down-2018-levels

    https://twitter.com/rabois/status/1466816803418615812

    https://twitter.com/michelletandler/status/1465393612577853440

    https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324

    https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation

    https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse


    E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government Nov 20, 2021

    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

    1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html

    https://twitter.com/constitutiondao

    https://www.constitutiondao.com

    https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/

    https://youtu.be/1TBa-9Lx3vc?t=8762

    https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/

    https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial

    https://twitter.com/elonmusk/status/1461372314424164367

    https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087

    https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html

    https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html

    https://twitter.com/ConceptualJames/status/1461007806333693959

    https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html

    https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html

    https://www.youtube.com/watch?v=zHZ4MfOiqm8

    https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe


    E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more Nov 13, 2021

    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 of all time

    42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

    1:01:34 Xi Jinping becomes China's "Supreme Leader"

    1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

    1:24:44 Besties wrap the show

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

    https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

    https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

    https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

    https://twitter.com/Sen_JoeManchin/status/1458443966135902221

    https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

    https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

    https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

    https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

    https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

    https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

    https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21


    E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses Nov 06, 2021

    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, why Friedberg went the startup studio route

    30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0

    35:24 Zillow's iBuying implosion

    46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?

    1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/Suhail/status/1455553539552382979

    https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt

    https://twitter.com/RTanuku/status/1456324783809826819

    https://www.nytimes.com/news-event/elections-2021

    https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html

    https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney

    https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html

    https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html

    https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment

    https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303

    https://twitter.com/patrickruffini/status/1454792424488902656

    https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/

    https://www.science.org/doi/10.1126/science.abh4049

    https://twitter.com/friedberg/status/1454482267707899909

    https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions

    https://www.wsj.com/articles/climate-finance-china-india-11636039142

    https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305

    https://twitter.com/elonmusk/status/1454808104256737289


    E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more Oct 30, 2021

    0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave

    20:44 Proposed “Wealth Tax”

    35:13 Inflation discussion: corporate and government reactions

    52:30 Dealing with inflation as a capital allocator

    58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/JTLonsdale/status/1453399478254379008

    https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs

    https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield

    https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers

    https://fred.stlouisfed.org/series/GFDEGDQ188S

    https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10

    https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion

    https://finance.yahoo.com/quote/TOST/

    https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976

    https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6

    https://twitter.com/Jason/status/1450108244915937284

    https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks

    https://vm.tiktok.com/TTPdYPqdJ6/


    E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand Oct 23, 2021

    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 global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility

    58:58 Democrats overplaying their hand, Netflix discourse, and more

    1:17:41 Pig kidney biological innovation

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.tmtgcorp.com/press-releases/announcement-10-20-2021

    https://www.tmtgcorp.com/company-overview

    https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html

    https://twitter.com/scienceisstrat1/status/1450723760806379520

    https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801

    https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf

    https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html

    https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html

    https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html

    https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358

    https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity

    https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html

    https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows


    E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A Oct 16, 2021

    Show Notes:

    00:00 Cold Open

    01:19 Titles

    01:01 Intro Banter

    04:24 Supply chain, labor shortage,

    34:04 Taiwan

    43:14 Sacks Desantis

    47:00 Dave Chappelle

    01:08:24 FDA

    01:23:27 Question 1

    01:27:08 Question 2

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    Statista - The U.S. Car Models Most Impacted By The Microchip Shortage

    Zack Kanter on Twitter - "The “supply chain crisis” is a clever rebrand"

    Naithan Jones on Twitter - NFTs

    Daily Breeze - No start date for 24/7 operations at Port of LA

    LA Daily News - Port of LA to go to 24/7 operations, Biden announces

    Nikkei Asia - TSMC announces plans to build first chip plant in Japan

    St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product

    Forbes - Druckenmiller Blasts Fed’s ‘Radical’ Stimulus Policy

    David Sacks on Twitter - Desantis Dinner

    Variety - Ted Sarandos Doubles Down

    The Light of Other Days by Arthur C. Clarke

    CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million

    NBC - Most adults shouldn't take daily aspirin

    Botched - Man Wins $100,000 Breast Implants Bet!


    E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more Oct 09, 2021

    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 crypto

    40:59 Facebook whistleblower, potential ramifications & regulation

    57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s

    1:02:34 Is decentralization a solution for social media?

    1:09:09 Chappelle's controversial new special, All-In summit & more

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://coinmarketcap.com

    https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo

    https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/

    https://www.bitwiseinvestments.com

    https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether

    https://twitter.com/KariyaKanav/status/1446207805220917252

    https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/

    https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/

    https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/

    https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/

    https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581

    https://www.netflix.com/title/81228510

    https://twitter.com/DavidSacks/status/1446245636563619840

    https://twitter.com/DavidSacks/status/144624654499108864


    E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more Oct 02, 2021

    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 pill

    45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets

    57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision"

    1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm

    1:23:51 All-In summit planning

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

    https://twitter.com/brian_armstrong/status/1443727729476530178

    https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance

    https://twitter.com/DavidSacks/status/1443846265582735362

    https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/

    https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/

    https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html

    https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

    https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/

    https://siblisresearch.com/data/us-stock-market-value/

    https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30

    https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html


    E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan Sep 25, 2021

    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 transactions illegal, comparing and contrasting the US and China's future outlook

    39:43 Chances of a revolution in China, predictions for the next 1-2 decades

    48:37 Decentralized citizen journalism, the end of corporate journalism

    58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media

    1:18:43 How decentralized media platforms would work mechanically

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/balajis

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288

    https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

    https://www.readingthechinadream.com/

    https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations

    https://www.amazon.com/End-History-Last-Man/dp/0743284550

    https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&revisionId=&format=4&depth=1

    https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307

    https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/

    https://twitter.com/balajis/status/1386288771872673793?lang=en

    https://twitter.com/VitalikButerin/status/1386024429629558784?s=20

    https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578

    https://www.youtube.com/watch?v=JOWRembdPS8

    https://www.washingtonpost.com/politics/2021/09/23/facebook-testify-kids-safety-lawmakers-probe-whistleblowers-revelations/

    https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement

    https://www.politico.com/news/2021/09/21/facebook-paid-billions-extra-to-the-ftc-to-spare-zuckerberg-in-data-suit-shareholders-allege-513456

    https://www.sec.gov/news/press-release/2021-177

    https://www.wsj.com/articles/voters-want-to-curb-the-influence-of-big-tech-companies-new-poll-shows-11632405601?st=qnnf9nvvwigp

    https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc

    https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423

    https://balajis.com/yes-you-may-need-a-blockchain/


    E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more Sep 18, 2021

    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 week from hell, Instagram's harmful impact on teen girls

    42:42 How to properly regulate social media's impact on certain groups

    1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike

    1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds

    1:25:54 Mailchimp sells for $12B, employees got no equity

    1:29:43 AOC at the Met Gala

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Links:

    https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk

    https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988

    https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739

    https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement

    https://twitter.com/DavidSacks/status/1438597853320908811

    https://www.kff.org/wp-content/uploads/2020/08/Slide1.png

    https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze

    https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf

    https://www.sec.gov/news/press-release/2021-176

    https://www.sec.gov/news/press-release/2021-164

    https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal

    https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/

    https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx

    https://twitter.com/stoolpresidente/status/1437585404010582016

    https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual

    https://www.bestiesapparel.com/


    E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium! Sep 14, 2021

    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

    25:36 The threat of regulatory capture

    34:18 Benefits of the "wartime mentality" when solving major issues

    45:30 CCP looking to break up Alipay, what this means for US/China relations

    49:11 Audience Q&A!

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/

    https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/

    https://twitter.com/RollingStone/status/1433922442850930696

    https://twitter.com/maddow/status/1433521336282976256

    https://twitter.com/ggreenwald/status/1434854957614780424

    https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353

    https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79

    https://sacks.substack.com/p/your-startup-is-a-movement

    https://twitter.com/DavidSacks/status/1426986193271640065


    E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan Sep 04, 2021

    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 VC 31:28 China's video game ban, is it a good move? 39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion 55:09 Apple alters their payment policies 1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values 1:12:48 Joe Rogan & the narratives woven by the media & consumers

    Download Callin: https://www.callin.com

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

    Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast

    Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg

    Intro Video Credit: https://twitter.com/TheZachEffect

    Referenced in the show: Elizabeth Holmes Trial https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html

    China Bans Video Games https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/

    Texas SB8 https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/

    Apple Modifies App Store Developer Payment Policy https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101

    Joe Rogan Covid https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html

    #allin #tech #news


    E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap! Aug 28, 2021

    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, Prop 22 ruled unconstitutional, the shrinking role of agency

    1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits

    1:34:49 Post-credits scene

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect


    E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more Aug 06, 2021

    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 diligence, how to make deep tech sustainable, finding frauds

    43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising

    59:12 Chamath & Jason share Theranos stories, Jason calling out frauds

    1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power

    1:28:05 New Yung Spielburg banger: "Friedberg Index"

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    CNBC - Early Google exec got Larry Page’s backing to build a start-up factory focused on saving the planet

    https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html

    Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces

    https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17

    CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be ‘immaterial’ in 2022, removing CEO

    https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html

    Zymergen - Zymergen Provides Business Update

    https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html

    Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors

    https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29

    CNBC - Square to buy Australia’s Afterpay in $29 billion deal as ‘buy now, pay later’ trend takes off

    https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html


    E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more Jul 30, 2021

    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 delisting public companies

    41:25 CRISPR breakthrough, future possibilities

    50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions

    1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams

    https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html

    WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers

    https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628

    AP - Biden orders tough new vaccination rules for federal workers

    https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad

    Bloomberg - NYC’s Top Dining Rooms Will Start Requiring Proof of Vaccination

    https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining

    NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test

    https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/

    WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck

    https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403

    WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security

    https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000

    Reuters - ByteDance founder tells staff he’s shifting away from CEO’s daily work -sources

    https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17

    Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO

    https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity

    Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown

    https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown

    Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble

    https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98

    Bloomberg - China to Overhaul Education Sector ‘Hijacked by Capital’

    https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital

    BBC - Tencent shares slide after Beijing crackdown on music rights

    https://www.bbc.com/news/business-57966023

    NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It

    https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it

    Science Magazine - CRISPR creates first genetically modified marsupials

    https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials


    E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more Jul 23, 2021

    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 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements

    59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators

    1:10:46 Modern online pessimist psychology & how to fix it

    1:21:32 Besties give their tech industry takeaways

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    NYT - In France, angry protests, rising infections and record vaccinations.

    https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html

    NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks

    https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html

    CNBC - Biden on Facebook: ‘They’re killing people’ with vaccine misinformation

    https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html

    Fortune - In giant leap for biology, DeepMind’s A.I. reveals secret building blocks of human life

    https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/

    The Wizard of Menlo Park - Randall E. Stross

    https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633

    Tweets:

    https://twitter.com/OliviaGoldhill/status/1417446281685966853

    https://twitter.com/DavidSacks/status/1416879494283993088

    https://twitter.com/ACLU/status/1417632367200673794


    E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more Jul 16, 2021

    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 without government shutdowns?

    40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators

    47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband

    1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    WSJ Opinion - What Drives GOP Resistance to Vaccines?

    https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392

    NYT - Some Republican Leaders Speak Up for Vaccines

    https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates

    Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits

    https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/

    Study Finds - Over 200 COVID ‘long hauler’ symptoms identified, many lasting longer than 6 months

    https://www.studyfinds.org/200-covid-long-hauler-symptoms/

    CNN Opinion - Richard Branson's disappointing space jaunt

    https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html

    Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes

    https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes

    Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel

    https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel

    CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid

    https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html

    Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far

    https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half

    Books:

    Andy Weir - Project Hail Mary

    https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202

    Jeremy England - Every Life Is on Fire

    https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017

    Tweets:

    https://twitter.com/ScottAdamsSays/status/1415287991954640901

    https://twitter.com/micsolana/status/1415122089720254467

    https://twitter.com/elonmusk/status/1414157827145404419

    https://twitter.com/blueorigin/status/1413521627116032001

    https://twitter.com/elonmusk/status/1386825367948644352


    E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more Jul 09, 2021

    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 chaos, "crime is down" controversy, viral crime videos

    59:42 Are Israel's recent COVID vaccine findings problematic?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    Nuclear energy timeline

    https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing

    The Grid: The Fraying Wires Between Americans and Our Energy Future

    https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ

    MarketWatch - Target shortens hours in San Francisco due to ‘alarming rise’ in shoplifting

    https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560

    Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness

    https://www.gov.il/en/departments/news/05072021-03

    Tweets:

    https://twitter.com/friedberg/status/1413044148735672322

    https://twitter.com/michelletandler/status/1411362359734542343

    https://twitter.com/michelletandler/status/1411943649231851522

    https://twitter.com/cyantist/status/1412478525014085632

    https://twitter.com/briansugar/status/1412507632267534340

    https://twitter.com/activeasian/status/1412252070829182976

    https://twitter.com/DavidSacks/status/1412160046046203909

    https://twitter.com/DavidSacks/status/1412163715676327950

    https://twitter.com/ThomasSowell/status/1412858750747217922

    https://twitter.com/robkhenderson/status/1412899033933307911

    https://twitter.com/sfchronicle/status/1409170317826793474

    https://twitter.com/briansugar/status/1412507632267534340


    E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more Jul 03, 2021

    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 not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024?

    1:06:11 Future of Republican & Democratic parties

    1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly?

    1:19:42 Sha'Carri Richardson Olympic suspension

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    All-In Stats - E37

    https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814

    FINRA fines Robinhood $70M

    https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial

    Robinhood S-1

    https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm

    CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says

    https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html

    Google - US vaccine rates by state

    https://www.google.com/search?q=vaccination+rates+by+state&oq=vaccination+rates+by&aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&sourceid=chrome&ie=UTF-8

    Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children

    https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743

    Politico - ‘Not a healthy environment’: Kamala Harris’ office rife with dissent

    https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290

    Politico - DeSantis ‘very wary’ of upsetting Trump

    https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367

    CNBC - Judge dismisses FTC and state antitrust complaints against Facebook

    https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html

    Amazon's petition for Lina Khan recusal

    https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf

    NYT - Sha’Carri Richardson, a Track Sensation, Tests Positive for Marijuana

    https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html

    Tweets:

    https://twitter.com/ALLIN_STATS/status/1409269704573820939

    https://twitter.com/DavidSacks/status/1409282278270849028

    https://twitter.com/Jason/status/1409282966354857986

    https://twitter.com/DavidSacks/status/1409287404628938753

    https://twitter.com/DavidSacks/status/1409554101713702917

    https://twitter.com/Jason/status/1409289443161382912

    https://twitter.com/trvrb

    https://twitter.com/trvrb/status/1410432407816212481

    https://twitter.com/maggieNYT/status/1410682821358858242

    https://twitter.com/SenWarren/status/1409649814308986888

    https://twitter.com/DavidSacks/status/1409723626476216321


    E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more Jun 25, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia

    https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election

    Vanity Fair - Eric Adams interview

    https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview

    NY Daily News - ‘We don’t want fancy candidates’: Eric Adams declares himself ‘face of the new Democratic Party’

    https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html

    Jesse Bloom COVID origin research paper

    https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1

    Destined for War: Can America and China Escape Thucydides’s Trap? by Graham Allison

    https://rb.gy/7vj8ks

    Apple says third-party app stores would leave iPhone users vulnerable to scammers

    https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users

    The Pull Request - Bad Apple* by Antonio Garcia Martinez

    https://www.thepullrequest.com/p/bad-apple

    Show Notes:

    0:00 Besties hash out a new format & the purpose of the podcast

    14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness & drug abuse in elections

    29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China

    54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble

    1:09:25 Antonio Garcia Martinez's first Substack article on Apple


    E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more Jun 18, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Show Notes:

    00:00 Besties intro

    03:37 Lina Khan appointed to the Chair of the Federal Trade Commission

    07:02 Will Lina break up big tech? Which one will be first?

    18:02 Potential repercussions to consumers

    27:48 Sacks’ antitrust experience at PayPal vs. Ebay, Visa & MasterCard

    29:50 Google’s multi-trillion dollar data trove

    35:40 The U.S. government's capability to silently take data while “gagging” Big Tech

    53:32 COVID’s psychic shadow, Friedberg’s office landlord is still requiring masks

    1:00:17 Jon Stewart’s lab leak bit on Stephen Colbert’s show

    1:10:04 California’s wildfire risk increasing with climate change

    1:20:57 Besties summer plans

    Referenced in the show:

    Chamath's 2019 Annual Letter re: Big Tech breakup

    https://www.socialcapital.com/annual-letters/2019

    Big Tech Gag Order (mentioned by Sacks)

    https://www.washingtonpost.com/opinions/2021/06/13/microsoft-brad-smith-trump-justice-department-gag-orders/

    Obama Administration Record Seizure (mentioned by Sacks)

    https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare

    California Forest fire maps (mentioned by Friedberg)

    https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1

    Jon Stewart On Vaccine Science And The Wuhan Lab Theory

    https://www.youtube.com/watch?v=sSfejgwbDQ8

    #allin #tech #news


    E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more Jun 13, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Show Notes:

    0:00 Bestie intro, Chamath's whereabouts

    2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval

    26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?

    42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?

    56:49 Recent factors on the commercial & private real estate markets, inflation head fake

    1:05:01 ProPublica's report on billionaire tax returns

    1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity

    1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/

    https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows

    https://www.instagram.com/p/CP0MSOqnYEo

    https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049

    https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html

    https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html

    https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801

    https://fred.stlouisfed.org/series/T10YIE

    https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax

    https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha

    https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425

    https://www.bloomberg.com/news/articles/2021-06-07/snowflake-ceo-offers-apologies-support-for-hiring-diversity

    Tweets:

    https://twitter.com/Jason/status/1401938511826067457

    https://twitter.com/elonmusk/status/1386825367948644352

    https://twitter.com/micsolana/status/1403394491143315456

    https://twitter.com/Jason/status/140302318070958080


    E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover May 31, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage

    https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125

    Forbes - Friends Don't Let Friends Become Chinese Billionaires

    https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae

    Brookings - Fentanyl and geopolitics: Controlling opioid supply from China

    https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/

    NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks

    https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user

    Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation

    https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a

    Show Notes:

    0:00 Friedberg recaps Sacks' birthday party

    6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production

    26:09 India's new "traceability" law

    33:11 Coinbase & Brian Armstrong debut fact checking blog

    41:17 Friedberg's science corner: groundbreaking gene therapies

    45:06 Amazon's MGM acquisition, media consolidation

    1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure & responding


    E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more May 22, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    The Verge - Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire

    https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook

    The Verge - Apple employees call for company to support Palestinians in internal letter

    https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

    Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode

    https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript

    Business Insider - Tobi Lutke's Email

    https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5

    TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez

    https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled

    The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang

    https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang

    Persuasion - America Is Flunking Math

    https://www.persuasion.community/p/why-america-is-flunking-math-education

    Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says

    https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion

    St. Louis FED - 10-Year Breakeven Inflation Rate

    https://fred.stlouisfed.org/series/T10YIE

    TED - A prosecutor's vision for a better justice system

    https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en

    Tweets:

    https://twitter.com/DavidSacks/status/1394328675768705030

    https://twitter.com/DavidSacks/status/1395056042841559041

    https://twitter.com/garrytan/status/1393462058407010307

    https://twitter.com/moskov/status/1395060902253064195

    https://twitter.com/moskov/status/1395062765702713358

    https://twitter.com/DavidSacks/status/1395073652840796160

    https://twitter.com/cabot_phillips/status/1394654014596337667

    https://twitter.com/ALLIN_STATS

    Show Notes:

    0:00 Apple's hypocrisy re: AGM firing

    25:48 America is failing math

    40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes

    50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop

    57:46 Crypto correction: regulation, centralized coins, potential black swans

    1:13:30 Friedberg's science corner: UFOs

    1:19:18 Sacks presses other billionaires on their support Chesa Boudin

    #allin #tech #news


    E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more May 13, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    NY Times - A Misleading C.D.C. Number

    https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html

    medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates

    https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full

    Business Insider - Silicon Valley VCs are at war with the ‘far left radicals’ running California

    https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5

    NY Post - Powerful teachers union influenced CDC on school reopenings, emails show

    https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/

    MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance

    https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/

    Tweets:

    https://twitter.com/DavidSacks/status/1392154915640729605

    https://twitter.com/DavidSacks/status/1392223301154447361

    https://twitter.com/Jason/status/1391591653824204801

    https://twitter.com/Jason/status/1391257138698375168

    https://twitter.com/skepticaliblog/status/1391958173955682309

    https://twitter.com/TaylorLorenz/status/1390390598444609538

    https://twitter.com/friedberg/status/1392551233618026496

    https://twitter.com/bytecoin8

    Show Notes:

    0:00 Jason goes behind the scenes of Elon's SNL appearance

    23:36 CDC failures, misleading information on COVID spreading outdoors

    39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy

    48:32 America's real-time UBI experiment, Business Insider's piece covering All-In

    1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more

    1:19:15 Should the besties start a third party? Is it possible?


    E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more May 01, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    MIT Technology Review - Some vaccinated people are still getting covid. Here’s why you shouldn’t worry.

    https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/

    David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility

    https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db

    Tweets

    https://twitter.com/DavidSacks/status/1378856861970038784

    https://twitter.com/DavidSacks/status/1388125436241223682

    https://twitter.com/DavidSacks/status/1388135440843251714

    https://twitter.com/DavidSacks/status/1388129450651492355

    https://twitter.com/DavidSacks/status/1387582236573175809

    https://twitter.com/DavidSacks/status/1387598770825830404

    Show Notes:

    0:00 Bestie intro, Jason's trip recap

    2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address

    16:07 Pandemic lessons

    30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration

    48:04 How Darwinian free trade has negatively impacted the US middle class

    1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness

    1:07:48 Big Tech earnings


    E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more Apr 23, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    Federal Net Outlays as Percent of GDP

    https://fred.stlouisfed.org/series/FYONGDA188S

    Wayback Machine / WhiteHouse.gov

    https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov

    Reuters

    https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22

    Show Notes:

    0:00 Intro

    1:19 Biden's capital gains tax hike

    21:33 Addressing the federal budget problems

    42:16 Chauvin verdict, media coverage

    50:06 Hulu WeWork documentary, Founder psychology

    59:46 COVID surge in India

    1:11:01 Poor media performance in 2021


    E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner Apr 17, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/altcap

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    Statista - Death rates from coronavirus (COVID-19) in the United States

    https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state

    Tweets:

    https://twitter.com/bgurley/status/1382737752794353664

    https://twitter.com/DavidSacks/status/1382874547179950082

    https://twitter.com/DavidSacks/status/1382466963885199362

    https://twitter.com/DrewHolden360/status/1382477293797400581

    https://twitter.com/chamath/status/1383073577386201094

    Show Notes:

    0:00 Bestie intro & crowning a new SPAC king

    3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT

    12:06 David Sacks on running for governor

    15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in

    32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama

    50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party

    54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision

    1:04:20 Degradation of faith in institutions accelerated by COVID

    1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress


    E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more Apr 01, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan

    https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html

    Cal Matters - A wealth tax could sabotage California’s recovery

    https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery

    Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here’s What We Know

    https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know

    Show Notes:

    0:00 Besties intro, state of the public & private markets

    18:54 Chamath receives inspiring note re: last week’s longevity talk

    21:17 Archegos debacle, issues with trading on margin

    32:26 Biden’s infrastructure bill, US government becoming overleveraged

    45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact

    52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes

    1:05:14 Is a wealth tax constitutional? Vaccine update


    E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more Mar 27, 2021

    Sacks' Inflation Deck:

    https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Referenced in the show:

    Tweets

    https://twitter.com/davehclark/status/1375045409542823939

    https://twitter.com/BernieSanders/status/1374901873484967938

    https://twitter.com/Mat_Yarger/status/1374212541367345155

    https://twitter.com/Mat_Yarger/status/1375163739759116297

    https://twitter.com/Jason/status/1375488265915002883

    https://twitter.com/chamath/status/1375244032230625281

    https://twitter.com/DavidSacks/status/1375283834711777282

    https://twitter.com/chamath/status/1375484528559448064

    Bitclout

    https://rb.gy/sjtjzy

    Show Notes:

    0:00 Besties get ready to rumble & discuss recent Twitter polls

    7:25 Debating inflation, Sacks presents his deck

    37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation

    48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns

    1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience

    1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence


    E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing Mar 20, 2021

    View the State of VC deck here:

    https://rb.gy/wfan6j

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    Lifespan by David Sinclair:

    https://rb.gy/etzzmk

    Prenuvo:

    https://www.prenuvo.com

    Gumroad Equity Crowdfunding:

    https://republic.co/gumroad

    Backstage Equity Crowdfunding:

    https://republic.co/backstage

    Show Notes:

    0:00 Bestie intro & poker talk

    5:49 Fan question: Longevity & Biohacking, Chamath's health regimen

    12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?

    22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector

    33:33 Chamath's thesis behind deep tech investing

    37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more

    48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?

    55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding

    1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs


    E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more Mar 13, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Articles referenced in the show:

    The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting

    https://www.nejm.org/doi/full/10.1056/NEJMoa2101765

    San Francisco COVID-19 Vaccinations

    https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/

    The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie’s after flurry of last-minute bids nearly crashes website

    https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency

    CoinDesk - Burnt Banksy NFT Sells for $380K in ETH

    https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth

    CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million

    https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html

    Glenn Greenwald:

    https://greenwald.substack.com/p/criticizing-public-figures-including

    https://greenwald.substack.com/p/journalists-start-demanding-substack

    Tweets referenced in the show:

    https://twitter.com/davidsacks/status/1370197389210914817

    https://twitter.com/davidsacks/status/1370132006080708609

    https://twitter.com/davidsacks/status/1370253867154247684

    https://twitter.com/davidsacks/status/1370441843666690050

    https://twitter.com/chamath/status/1369328384812093441

    https://twitter.com/JTLonsdale/status/1369893590369964032

    https://twitter.com/domm/status/1368605017238740994

    https://twitter.com/CovidVaccineCA

    Show Notes:

    0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution

    11:00 Vaccine efficacy, "inequity" of distribution

    19:24 Success vs. privilege, Meghan Markle vs. The Royal Family

    33:38 NFTs, speculative markets, blockchain as a ledger

    48:00 Impact of inflation on wealth inequality

    1:01:20 SPAC/Direct Listing talk

    1:07:46 Yung Spielburg's newest track: RED PILLS


    E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act Mar 06, 2021

    Follow the besties:

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    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    NY Magazine - Zero COVID Risk Is the Wrong Standard

    https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html

    Released COVID-19 Response Contracts

    https://covid19.ca.gov/contracts

    Chesa's "response" to Sacks

    https://twitter.com/chesaboudin/status/1366508970102247424

    GoFundMe for SF DA reporter

    https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime

    The Verge - Entire school board resigns in shame after forgetting their WebEx call was public

    https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom

    Show Notes:

    0:00 Markets tank, reasons for optimism in the short-term

    15:29 Breaking down the stimulus

    24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism"

    38:27 Biological Patriot Act, freedom of choice post-vaccination

    49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues

    1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender


    E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions! Feb 20, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins

    https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997

    The Changing World Order by Ray Dalio

    Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity

    https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/

    Show Notes:

    0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics

    10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates

    34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?

    47:26 Vaccine update, conditioned fear sustaining post-vaccine

    58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old


    E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev Feb 13, 2021

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    https://twitter.com/vladtenev

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Show Notes:

    0:00 Bestie intro, congrats to Friedberg on a big beak wet

    1:44 Jason intros Vlad Tenev

    2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more

    11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more

    21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently?

    31:04 Vlad tells the real story of Jason investing & signs off

    33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more

    41:36 Debriefing Vlad's performance


    E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green Feb 06, 2021

    Follow the besties:

    https://twitter.com/chamath

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    https://twitter.com/Money23Green

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    https://twitter.com/theallinpod

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    David Sacks on Tucker Carlson

    https://youtu.be/MukXS8uaVns

    Gell-Mann Amnesia

    https://www.epsilontheory.com/gell-mann-amnesia

    Show Notes:

    0:00 Discussing Sacks' recent hit on Tucker Carlson

    7:25 Media misalignment, subjects as sources, new age of journalism

    25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals

    34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more

    1:08:02 Mean tweets


    E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it Feb 03, 2021

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    The Insiders' Game by David Sacks

    https://www.persuasion.community/p/the-insiders-game

    ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals

    https://rb.gy/g8uwfj

    Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion

    https://rb.gy/5bhfsf

    Rescue California - Recall Gavin Newsom

    https://rescuecalifornia.org

    Show Notes:

    0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?

    20:21 Understanding short positions - why do firms short, more transparency & margin requirements

    26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos

    31:45 Breaking down California’s report card, why the state is such a mess, what structural problems plague it & how to fix them

    1:02:04 Chamath’s Aziz Ansari story, Governor potential, top ways to save California


    E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future? Jan 30, 2021

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    David Sacks on Bloomberg

    https://www.youtube.com/watch?v=K2lJg4sxl2U

    Chamath for Governor

    https://www.chamathforca.com

    DeepFuckingValue's Reddit page

    https://www.reddit.com/user/DeepFuckingValue

    Show Notes:

    0:26 Besties intro

    2:11 Chamath breaks down the entire WallStreetBets/GameStop saga

    15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more

    39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here

    53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame

    1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians


    E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more Jan 23, 2021

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    M1 Money Stock

    https://fred.stlouisfed.org/series/M1

    Friedberg's Spy Situation

    https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges

    Sacks' thoughts on Wilkinson cancellation

    https://twitter.com/DavidSacks/status/1352432977460957185

    Show Notes:

    0:00 Bestie intro, Inauguration talk, Impeachment implications

    20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal

    34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story

    44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios

    55:06 How the tech ecosystem plays into inequality & how to fix it

    1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence

    1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob


    E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet Jan 11, 2021

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    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://www.youtube.com/watch?v=8lxk47phNV4&t=1s

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    “I Have Blood on My Hands”: A Whistleblower Says Facebook Ignored Global Political Manipulation

    https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo

    Show Notes:

    0:00 David Sacks intros the besties

    2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy

    21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment

    43:01 What laws can be written to prevent Big Tech oligarchy in the future?

    59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration

    1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up?

    1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto


    E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more Jan 08, 2021

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/aizgdm

    Intro Video Credit:

    https://twitter.com/MikeSylvan

    Referenced in the show:

    The Killer D.A. by David Sacks

    https://rb.gy/k5rz0k

    Show Notes:

    0:00 New intro for the besties - listen here: https://rb.gy/aizgdm

    2:14 Sacks' trip to Miami

    6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump

    29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability

    44:19 Should the 25th Amendment be invoked?

    49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP?

    56:23 How Friedberg would handle vaccine distribution

    1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA


    E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020 Dec 18, 2020

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://soundcloud.com/olyofficial

    Show Notes:

    0:00 The besties discuss some recent beak wetting, open source merch & more

    6:31 Chamath tells the “192.5” weight loss bet story

    10:54 Biggest Winner - Politics

    13:08 Biggest Loser - Politics

    16:24 Biggest Winner - Business

    19:47 Biggest Loser - Business

    23:22 Biggest Winner - Culture

    26:24 Biggest Loser - Culture

    32:31 Biggest Turnaround

    34:49 Biggest Flash in the Pan

    39:32 Biggest Breakthrough

    43:51 Smartest Move - Business

    49:58 Dumbest Move - Business

    56:25 Smartest Move - Politics

    1:00:20 Dumbest Move - Politics

    1:04:22 Best/Worst Political Theatre

    1:12:57 Best Memes


    E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more Dec 04, 2020

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Invest with the Best... ies!:

    https://www.thesyndicate.com/allin

    Referenced in the show:

    NYT - The Rich Kids Who Want to Tear Down Capitalism

    https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html

    Coinbase - An upcoming story about Coinbase

    https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27

    NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups

    https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html

    Show Notes:

    0:00 Besties intro, fashion talk & the All-In Syndicate

    3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?

    19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible

    27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale

    47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far

    59:21 Trump's Section 230 gambit, will Trumpism fade away?

    1:05:23 Trust Fund socialists

    1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin


    E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more Nov 25, 2020

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Referenced in the show:

    NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine

    https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html

    Show Notes:

    0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC

    10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it?

    21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc.

    35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation

    47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central

    59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far

    1:06:29 What the besties are thankful for

    1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics?

    1:21:01 Code 13!


    E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more Nov 11, 2020

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    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Show Notes:

    0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000

    4:44 Was this election devastating for extreme-ism in politics?

    12:13 Pfizer vaccine, withholding the vaccine from the political news cycle

    21:54 COVID endgame scenarios

    28:45 Public markets ripping, gridlock great for the economy

    34:43 Analyzing exit polls, death of identity politics

    50:57 Biggest loser of the election: Journalism

    57:43 When will Trump concede? What will his next move be?

    1:07:37 San Francisco's collapse - will it eventually go bankrupt?


    E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more! Nov 04, 2020

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Follow the bestie guesties:

    https://twitter.com/bgurley

    https://twitter.com/phil_hellmuth

    https://twitter.com/altcap

    https://twitter.com/jcpolls

    Show Notes:

    0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal

    10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more

    20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome

    24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more

    41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020

    50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses

    55:40 Mid-show predictions, Jason goes off on Trump

    1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger

    1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns

    1:38:24 Reviewing the race swing state by swing state

    1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more

    1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders

    2:00:43 Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22

    2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation

    2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy

    2:34:32 Jason & Sacks debate Russian election interference legitimacy

    2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more

    2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address


    E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more Oct 16, 2020

    Follow the crew:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Sacks' blog post on Section 230:

    https://medium.com/craft-ventures/rip-section-230-1112dfad3fac

    Referenced in the show:

    NY Post Hunter Biden Story

    https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/

    Twitter's explanation for censoring it

    https://twitter.com/TwitterSafety/status/1316525303930458115

    Facebook's explanation for censoring it

    https://twitter.com/andymstone/status/1316395902479872000

    Updated CDC survival rates

    https://twitter.com/adam_creighton/status/1308652790823051264?s=21

    Show Notes:

    0:00 The besties catch up on the news

    1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook

    7:27 What is section 230 & how does it play into the publisher vs. distributor debate

    13:23 Distinguishing between publishers & distributors

    28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten?

    37:21 Trump beats COVID, what that means for better treatment options, dueling town halls

    46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying

    54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls


    E9: Trump has COVID, First debate reactions, Coinbase letter response & more Oct 03, 2020

    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://linktr.ee/allinpodcast

    Referenced in the show:

    Brian Armstrong's Blog - Coinbase is a mission focused company

    https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

    President Trump's medical treatment

    https://twitter.com/Jason/status/1312126100286271488

    Show Notes:

    0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election

    9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation?

    16:55 What happens to the election if Trump is incapacitated & cannot run?

    20:36 Debate reaction - who won, who misfired?

    29:05 Live reaction to Trump being flown to Walter Reed hospital

    30:43 Has the economy began to separate from political influence?

    36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter

    41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies

    49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward

    59:04 Predictions for 2021


    E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more Sep 19, 2020

    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/theallinpod

    Articles referenced in the show:

    America Needs to Lock Down Again:

    https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again

    A Taxonomy of Fear:

    https://www.persuasion.community/p/a-taxonomy-of-fear

    NuScale Power Article:

    https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval

    Running Tide Article:

    https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor

    Show Notes:

    0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more

    5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software

    15:01 What’s the bigger picture of the TikTok debate, what policy could be enacted

    20:13 The emerging market for guaranteed privacy & how this impacts society

    27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns?

    37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing

    46:22 Trump’s COVID response, Trump vs. Biden, shrinking impact of the executive branch

    55:11 California wildfires, politicization of global warming, financial incentives to solving climate change

    1:08:28 Practical ways to impact global warming & the carbon crisis

    1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association

    1:18:58 Could Trump being re-elected eliminate the two-party system?


    E7: California's collapse, how SPACs are opening the markets for growth stocks & more Sep 09, 2020

    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/theallinpod

    Bestie recommendations:

    Chamath:

    https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792

    Sacks: https://taibbi.substack.com/

    https://andrewsullivan.substack.com/

    Friedberg:

    https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766

    https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1

    Jason:

    https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1

    https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

    0:00 The gang recap their summers

    6:43 Is California collapsing? Why or why not? Has the one-party system failed?

    14:05 Understanding the bureaucratic side of California's problem

    20:37 AB-5 & the working rights of freelancers

    27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?

    34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing

    46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market

    50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks

    1:01:23 Election talk - who is in the lead ahead of the first debate?

    1:12:21 Bestie recommendations


    E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more Jul 31, 2020

    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/theallinpod

    Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U


    E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency Jul 11, 2020

    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/theallinpod


    E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg Jun 20, 2020

    Follow @chamath: https://twitter.com/chamath

    Follow @jason: https://twitter.com/Jason

    https://linktr.ee/calacanis

    0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more

    9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more

    20:56 Viral videos, doxxing bad behavior & cancel culture

    25:39 Reforming law enforcement, separating police from the military, changing police incentives

    36:42 Are public unions too powerful? How a lack of leadership has led us here

    41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression

    59:24 John Bolton's book controversy

    1:03:14 Movements in the COVID vaccine space

    1:07:38 Trump vs. Biden: Who has the upper hand?

    1:14:24 Who should Biden pick as VP?


    E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg May 21, 2020

    Follow @chamath: https://twitter.com/chamath

    Follow @jason: https://twitter.com/Jason

    https://linktr.ee/calacanis

    0:01 Jason & Chamath intro David Sacks & David Friedberg

    1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm

    8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus

    12:41 Sacks on 3 major data-driven discoveries about the virus

    15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus

    19:32 Getting back to work

    21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like

    28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war

    34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks

    37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work

    41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people

    45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats

    49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues

    53:46 Sacks on US/China relationship, how US can penalize China

    59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions


    E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks Apr 11, 2020

    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

    4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum

    6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?

    12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?

    19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method

    27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?

    30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?

    36:22 Chamath & Jason assess David's plan

    43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work?

    49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not?

    52:02 Chamath explains how corporate debt works through the lens of Ford

    56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues?

    1:02:17 Trump vs. Biden: who has the edge in 2020 right now?

    1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?


    E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg Mar 19, 2020

    Follow @chamath: https://twitter.com/chamath

    Follow @jason: https://twitter.com/Jason

    https://linktr.ee/calacanis

    0:01 Jason & Chamath intro David and check in on each other's quarantines

    2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics

    13:15 Thoughts on potential treatment options & policy changes

    22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time

    25:03 Should the US adopt Chinese & South Korean quarantine strategies?

    29:53 What do the current market conditions mean for startups & VC?

    41:24 Chamath explains what is currently happening in the capital markets

    45:05 How close is the US on being able to do mass-testing?

    54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy

    1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?

    1:12:10 COVID-19 exposing holes in the US healthcare system

    1:17:44 Should we ban wet markets globally?

    1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again

    1:28:18 When will the weekly poker game resume?


    E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation) Mar 15, 2020

    Follow @chamath: https://twitter.com/chamath

    Follow @jason: https://twitter.com/Jason

    https://linktr.ee/calacanis

    0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine

    0:55 Jason intros David Friedberg

    1:35 Chamath gives the inaugural (& potentially final) All-In ad read

    2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors

    4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?

    9:03 David explains the actions he would take if he was president

    12:37 Thoughts on Trump’s private sector involvement

    16:58 Has the press failed in its coverage, or are they just feeding people what they want?

    23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?

    37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s numbers

    40:26 Chances of Trump testing positive for the virus? What effect would that have on markets?

    48:53 What should we do differently next time?

    53:13 Will there both more deaths due to second order effects of the virus than direct deaths?

    1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run?

    1:11:26 Chances of a quick resolution?

    1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO’s of companies like Airbnb & DoorDash being effected?

    1:21:17 How to approach the next year in startups & VC?


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