All-In with Chamath, Jason, Sacks &amp; Friedberg

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Intro Music Credit:

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

Show notes

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https://www.thesyndicate.com/allin

Invest with the Best... ies!:

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

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https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html

Referenced in the show:

NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine

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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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

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https://twitter.com/bgurley

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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

Show notes

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https://medium.com/craft-ventures/rip-section-230-1112dfad3fac

Sacks' blog post on Section 230:

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

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

Referenced in the show:

Brian Armstrong's Blog - Coinbase is a mission focused company

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

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