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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:

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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

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

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