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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:

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more Nov 17, 2023

Show notes

(0:00) Bestie intros!

(1:25) Democratic Presidential Candidate Dean Phillips shares his business background

(13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician

(29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security

(56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground

(1:19:30) Post-interview debrief

(1:29:12) Xi and Biden meet in San Francisco, Newsom up next?

(1:45:00) Science Corner!: DeepMind's new weather forecasting model

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/TalentiGelato/status/487275228952014848

https://www.pinterest.com/pin/491244271857449720

https://designreplace.com/dean-phillips-us-congress

https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php

https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments

https://twitter.com/chamath/status/1718016818118553622

https://twitter.com/disclosetv/status/1724093441519341573

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php

https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI Nov 11, 2023

Show notes

(0:00) Bestie Intros: Sacks keeps receipts!

(1:14) Jared Kushner joins the show: background, Trump's campaign validation

(13:12) State of Israel vs Hamas, escalation risks

(23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East

(38:55) Failed solutions, Israel's response, paths to stability

(1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting

(1:15:36) Improving macro picture, potential impact on 2024 election cycle

(1:28:03) Russia-Ukraine

(1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Jared:

https://twitter.com/jaredkushner

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1722342698110304752

https://twitter.com/DavidSacks/status/1722288226235498511

https://www.youtube.com/watch?v=In1MYEc0-10

https://fred.stlouisfed.org/series/WM2NS

https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL

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

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.google.com/finance/quote/ADYEY:OTCMKTS

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

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

https://twitter.com/sundeep/status/1722635065983897910

https://twitter.com/elonmusk/status/1721029443160772875

https://twitter.com/kaifulee/status/1721321096727994590

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

https://openai.com/blog/new-models-and-developer-products-announced-at-devday

https://twitter.com/chamath/status/1721234497482670438

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more Nov 03, 2023

Show notes

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product

(10:49) Ukraine has its "Cronkite Moment"

(16:56) Market outlook: are we in for a Q4 rally?

(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders

(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

(1:08:07) Silicon Valley's shift right

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/chamath/status/1718722437217685810

https://twitter.com/ShaanVP/status/1719461817699733831

https://twitter.com/chamath/status/1719887650688282786

https://sacks.substack.com

https://responsiblestatecraft.org/zelensky-war-time-magazine

https://twitter.com/davidsacks/status/1719815317000733153

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://time.com/person-of-the-year-2022-volodymyr-zelensky

https://twitter.com/RothCRE/status/1719833548780195882

https://twitter.com/real_bill_gross/status/1720094066183139359

https://twitter.com/real_bill_gross/status/1719010907806904452

https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use

https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco

https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5

https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf

https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence

https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order

https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115

https://ai.meta.com/llama

https://chamath.substack.com/p/the-case-for-big-action-to-regulate

https://twitter.com/ImMeme0/status/1713413678765126062

https://twitter.com/elonmusk/status/1259638112688304129

https://twitter.com/chamath/status/1720112859198419191

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more Oct 27, 2023

Show notes

(0:00) Bestie intros!

(1:16) WW3 risk, is WSJ trying to escalate US vs Iran?

(22:02) Nuclear risks

(33:28) Best case scenarios for de-escalation

(40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns

(1:09:14) Cruise robotaxi accident update

(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities

(1:24:47) Jason reflects on his time in the Middle East

(1:31:09) New House Speaker and Trump case update

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html

https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html

https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/

https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military

https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110

https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9

https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6

https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4

https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204

https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time

https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat

https://twitter.com/DavidSacks/status/1717049864180379761

https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html

https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza

https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf

https://twitter.com/DavidSacks/status/1716608344264470868

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png

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

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

https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17

https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california

https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident

https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619

https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624

https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html

https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html

https://thosenerdygirls.org/can-farts-spread-covid

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle Oct 20, 2023

Show notes

(0:00) Bestie intros

(0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures

(23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past

(42:56) Harvard and Penn megadonors cut ties

(50:43) The EU's DSA: consumer protection or censorship regime?

(1:06:05) GLP-1: the second biggest hype cycle of 2023

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/robbystarbuck/status/1714629327134834975

https://twitter.com/EndWokeness/status/1714416589724864790

https://twitter.com/CollinRugg/status/1714432578852438392

https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza

https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election

https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound

https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey

https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925

https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank

https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p

https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines

https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html

https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html

https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html

https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival

https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival

https://rankings.thefire.org/rank

https://twitter.com/samaberman/status/1713687680280641596

https://twitter.com/ThierryBreton/status/1714637297939788107

https://www.theverge.com/23845672/eu-digital-services-act-explained

https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126

https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24

https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348

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

https://twitter.com/calleymeans/status/1714863716968308931

E149: Hamas terror attacks in Israel: fallout, reaction, next steps Oct 13, 2023

Show notes

(0:00) Opening statements on the Hamas terror attacks in Israel

(3:49) Contextualizing the attacks and the fallout so far

(19:52) Trump administration's wins, Kushner's competence, path to a two-state solution

(28:51) Letter from Harvard student organizations: understanding the reaction and fallout

(46:53) The Biden Admin's next steps, electing excellence in leadership

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/1711544829828862144

https://twitter.com/chamath/status/1711501410712654162

https://twitter.com/GenFlynn/status/1711156580828295246

https://twitter.com/lexfridman/status/1712170815637061914

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

https://twitter.com/LHSummers/status/1711421307227607255

https://www.harvard.edu/president/news/2023/war-in-the-middle-east

https://twitter.com/LHSummers/status/1711761982469107955

https://twitter.com/BillAckman/status/1711788747086233661

https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563

https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more Oct 07, 2023

Show notes

(0:00) Bestie intros: Jason's operation!

(1:57) Airtable correction

(5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem

(25:20) US Southern Border: Understanding the situation based on data

(44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West

(1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere

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://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555

https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker

https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d

https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference

https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house

https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time

https://twitter.com/zerohedge/status/1709321746673786896

https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz

https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719

https://twitter.com/CollinRugg/status/1709728378339705099

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city

https://twitter.com/CBSNews/status/1556727876757737474

https://youtu.be/-09DzvdLaEw

https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254

https://www.nytimes.com/article/nyc-migrant-crisis-explained.html

https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border

https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995

https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517

https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden

https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html

https://public-inspection.federalregister.gov/2023-22176.pdf

https://www.nextgenborder.com

https://www.anduril.com/hardware/sentry

https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report

https://www.wsj.com/articles/SB994028904620983237

https://twitter.com/Cruise/status/1709114532042576305

https://twitter.com/usENTchannel/status/1707035020098142404

https://www.valuepenguin.com/car-accident-statistics

https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html

https://www.jsx.com

https://www.united.com

https://twitter.com/PopBase/status/1708164333451289062

https://twitter.com/latest_gg/status/1709948932489445478

https://twitter.com/SBJ/status/1677419552991244289

https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669

https://keep-jsx-flying.webflow.io

https://www.votervoice.net/JSXAir/Campaigns/107888/Respond

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI? Sep 29, 2023

Show notes

(0:00) Bestie intros with Coleman Hughes

(1:12) Coleman's experience with TED, Understanding TED's ideological shift

(15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers

(44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi

(1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI

(1:12:39) The next evolution of AI: multimodal and consumer hardware

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Coleman:

https://twitter.com/coldxman

https://www.youtube.com/@ColemanHughesOfficial

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=QxB3b7fxMEA

https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness

https://twitter.com/waitbutwhy/status/1691502563571408896

https://twitter.com/chamath/status/1707051830667338170

https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html

https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414

https://twitter.com/TEDchris/status/1706792437098676224

https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919

https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880

https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138

https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26

https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b

https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he

https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector

https://www.jpost.com/diaspora/antisemitism/article-738940

https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine

https://www.bbc.com/news/world-europe-26079957

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

https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine

https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY

https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946

https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html

https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7

https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0

https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search

https://twitter.com/petergyang/status/1707169696049668472

https://blog.google/products/bard/google-bard-new-features-update-sept-2023

https://twitter.com/karpathy/status/1707437820045062561

https://arxiv.org/pdf/2307.07162.pdf

https://www.imdb.com/title/tt6849786

https://www.imdb.com/title/tt1798709

https://reflect.app

https://oldcomputers.net/sony-magic-link.html

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more Sep 22, 2023

Show notes

(0:00) Bestie intros!

(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues

(11:56) All-In Summit 2023 recap

(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?

(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward

(50:45) Breaking down Instacart and Klaviyo's businesses

(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns

(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?

(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases

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://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire

https://youtu.be/yjj1QjZlQMM

https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal

https://twitter.com/pitdesi/status/1704874017357025499

https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D

https://twitter.com/aswathdamodaran/status/1704246090198036914

https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings

https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg

https://fred.stlouisfed.org/series/MORTGAGE30US

https://www.ey.com/en_gl/ipo/trends

https://stockanalysis.com/ipos/statistics

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

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

https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital

https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm

https://influencermarketinghub.com/amazon-ad-revenue

https://twitter.com/jasonlk/status/1704212644402540573

https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr

https://twitter.com/DavidSacks/status/1078755080478715904

https://i.insider.com/4dd4d1cf4bd7c8c90f000000

https://twitter.com/asanwal/status/1703492397739516068

https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html

https://tradingeconomics.com/commodity/crude-oil

https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov

https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying

https://hellometer.io

https://www.nature.com/articles/s41551-023-01086-2

E145: Presidential Candidate Chris Christie in conversation with the Besties Sep 08, 2023

Show notes

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!

(2:14) US debt crisis, cutting entitlements

(14:03) Level-setting on foreign policy

(25:28) Ukraine / Russia: culpability, where to go from here

(36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling

(50:01) Immigration policy, how each party co-opts the issue

(1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement

(1:15:57) Why Chris Christie is running for president

(1:17:41) Thoughts on prosecuting Trump, January 6th, and more

(1:23:16) Chris Christie addresses his past controversies

(1:48:34) Post-interview debrief

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow Chris Christie:

https://twitter.com/GovChristie

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/GFDEBTN

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

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

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