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All-In with Chamath, Jason, Sacks & Friedberg — Business
All-In with Chamath, Jason, Sacks & Friedberg

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

Latest Episodes:

Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY Oct 18, 2024

Show notes

(0:00) Bestie intros

(2:01) Polls vs Prediction markets, dueling interviews, election update

(16:06) Tesla's Robotaxi event and SpaceX's Starship catch

(27:36) Uber reportedly looking into acquiring Expedia

(45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI

(1:11:10) Lawfare from the California Coastal Commission

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

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https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575

https://x.com/elonmusk/status/1846826782797799580

https://x.com/collinrugg/status/1845472475322462468

https://x.com/SawyerMerritt/status/1839424008900477354

https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7

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

https://companiesmarketcap.com/expedia/revenue

https://x.com/Jason/status/1847016512583786921

https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html

https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html

https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html

https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017

JD Vance | All-In Summit 2024 Oct 15, 2024

Show notes

(0:00) Announcement from Friedberg

(0:18) Besties intro JD Vance!

(3:33) America's innovation problem

(5:04) Thoughts on Trump

(8:53) Would JD Vance have certified the election in 2020?

(12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs

(19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years

(23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem

(25:55) Fixing the Southern Border

(32:16) How to practically approach deportations, who's coming in through the Southern Border?

(36:51) Relationship with China

Follow JD Vance:

https://x.com/JDVance

Follow the besties:

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Follow on X:

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Follow on Instagram:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey Oct 11, 2024

Show notes

(0:00) Bestie intros!

(3:18) The science behind Hurricanes Helene and Milton

(14:59) The economics of intensifying natural disasters

(29:03) AlphaFold creators win Nobel Prize in Chemistry

(35:17) The Jayter's Ball

(38:53) Google antitrust update: DOJ is going for a breakup

(53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs

(1:03:44) New TikTok survey shows increased usage as a news source

(1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

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Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://allin.com/meetups

https://youtube.com/@allin

https://allin.com/tequila

https://allin.com

https://x.com/Ry_Bass/status/1844367980249178396

https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240

https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch

https://www.nature.com/articles/s43247-024-01442-3

https://x.com/vkhosla/status/1844166857655533811

https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html

https://www.nature.com/articles/d41586-024-03214-7

https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0

https://x.com/AOC/status/1844034727935988155

https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html

https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults

https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok

https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c

https://x.com/iapolls2022/status/1844418916107341948

https://x.com/2waytvapp/status/1844803367740096811

https://x.com/DavidSacks/status/1829383729284067659

Elon Musk | All-In Summit 2024 Oct 08, 2024

Show notes

(0:00) Announcement from Friedberg

(0:24) Besties intro Elon Musk!

(1:23) The Battle of Free Speech

(10:24) Potential government efficiency agency

(27:45) SpaceX updates, overreaching regulations

(36:10) Thoughts on Boeing's culture

(38:27) The 80/20 AI Future

(54:03) Elon and Jason share unaired SNL skits

Follow Elon:

https://x.com/elonmusk

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

In conversation with Mark Cuban Oct 03, 2024

Show notes

(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992

(5:43) The history of Cuban's love/hate relationship with Trump

(19:08) Trump's performance as President: what he got right and wrong

(40:46) Party nominations: Kamala vs. Trump

(49:18) Biden's performance as President: what he got right and wrong

(55:45) Should Kamala share blame for Biden's failures?

(1:07:01) International conflict, national debt, crypto regulation

(1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump

(1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs

(1:44:50) Thoughts on AI, what's next for him

(1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise

Follow Mark:

https://x.com/mcuban

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

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Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m

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

https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing

https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024 Oct 01, 2024

Show notes

(0:00) Announcement from Friedberg!

(0:21) Sacks intros John Mearsheimer and Jeffrey Sachs

(1:32) What is the Deep State Party, and what are their goals?

(13:56) Should America leverage its power against dictators?

(22:07) The China threat: avoiding the escalatory path to nuclear war

(36:08) India's growing role; are China's wounds self-inflicted?

(47:07) Conflict in the Middle East and the path to peace

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

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Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war Sep 27, 2024

Show notes

(0:00) Bestie intros: In Memoriam

(6:43) OpenAI's $150B valuation: bull and bear cases

(24:46) Will AI hurt or help SaaS incumbents?

(40:41) Implications from OpenAI's for-profit conversion

(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

(1:20:55) Risk of nuclear war increasing

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

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Follow on TikTok:

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Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company

https://x.com/chiefaioffice

https://openai.com/our-structure

https://x.com/unusual_whales/status/1658664383717978112

https://x.com/elonmusk/status/1839121268521492975

https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399

https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book

https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html

https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393

https://layoffs.fyi

https://educationdata.org/college-enrollment-statistics

https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala Sep 20, 2024

Show notes

(0:00) Bestie intros + All-In Summit recap

(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?

(17:35) AI is coming for call centers; how agent training works

(33:41) US government wasting $50B for rural internet and EV charging stations

(47:10) Reflecting on some rough years in VC: is the model broken?

(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc

https://mearsheimer.ai

https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives

https://x.com/brendancarrfcc/status/1836079197967532497

https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years

https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html

https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer

https://x.com/brendancarrfcc/status/1836435062994121053

https://x.com/brendancarrfcc/status/1834009499931463705

https://x.com/molson_hart/status/1835650978906857948

https://x.com/danprimack/status/1824506087116058665

https://x.com/Jason/status/1768073854545449228

https://chamath.substack.com/p/2023-annual-letter

https://x.com/Jason/status/1836820167449326063

https://www.axios.com/2024/04/03/us-global-venture-capital-q1

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://x.com/GrageDustin/status/1836178999178866766

https://www.snopes.com/fact-check/trump-very-fine-people

https://x.com/EndWokeness/status/1836516153893519867

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230? Sep 06, 2024

Show notes

(0:00) Bestie intros! Jason goes "Founder Mode"

(1:03) All-In Summit lineup announcement

(9:01) Understanding "Founder Mode"

(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"

(52:28) Tech's Section 230 protections might be in danger after new ruling

(1:08:45) DOJ charges two Russians with infiltrating US media company

(1:22:42) Kamala's economic pivot

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://paulgraham.com/foundermode.html

https://x.com/chamath/status/1831003871344501069

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

https://a16z.com/on-micromanagement

https://www.amazon.com/gp/product/0679762884

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

https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756

https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn

https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1

https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058

https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html

https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe

https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe

https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo

https://www.axios.com/2024/08/22/bolt-investors-baffled

https://x.com/MikeSacksEsq/status/1828795866590896599

https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges

https://www.youtube.com/watch?v=0JTcxIVlQfU

https://x.com/elonmusk/status/1830440852411326782

https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands

https://www.justice.gov/opa/media/1366266/dl

https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference

https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats

In conversation with Reid Hoffman & Robert F. Kennedy Jr. Aug 30, 2024

Show notes

(0:00) Bestie intros: Buttons are back for fall

(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks

(7:52) State of AI: Nvidia, cluster buildouts, competition

(19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit

(29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry

(41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots

(52:02) Reid's thoughts on growing antisemitism

(55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.

(1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump

(1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump

(1:31:13) Falling out with the Democratic Party

(1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda

(1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Reid Hoffman:

https://x.com/reidhoffman

Follow Robert F. Kennedy Jr.:

https://x.com/RobertKennedyJr

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

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Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592

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