All-In with Chamath, Jason, Sacks & Friedberg - TopPodcast.com

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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:

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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

(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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

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