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PODCAST

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

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

technology entrepreneurship

All Episodes

01:31:43

Massive jobs revision, Kamala's wealth tax, polls vs...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/08/23

(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class post race-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale of two tickets: Private sector vs. Public sector (1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets Follow the besties: https://twitter.com/chamath https://twitter.com/Jason

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01:46:02

Break up Google, Starbucks CEO out, Kamala’s price...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/08/16

(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust ruling (28:10) Starbucks replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus (1:21:27) Boeing's Starliner disaster strands two astronauts in space (1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report Follow the

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01:44:29

Yen Carry Trade, Recession odds grow, Buffett cash...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/08/09

(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate Follow the besties: https://twitter.com/chamath https://twitter.com/Jason

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01:19:10

Kamala surges, Trump at NABJ, recession fears, Middle...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/08/02

(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? (1:06:17) Bill Ackman withdraws Pershing Square USA IPO Follow the besties: https://twitter.com/chamath

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01:39:26

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/07/26

(0:00) Bestie intros: Nostracanis appears! (3:50) Wiz turns down Google's $23B offer, intends to IPO (13:30) CrowdStrike's rough week (17:51) Market update: Mag 7 sell-off? (22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate (1:08:37) Sacks responds to smear

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01:15:57

Trump assassination attempt, Secret Service failure,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/07/19

(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down his speech (41:16) Trump picks JD Vance as his running mate (58:52) All-In Summit scholarship applications are LIVE! (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B Apply for the

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01:25:38

Biden chaos, Soft landing secured? AI sentiment turns...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/07/12

(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment turns bearish due to massive spend with little revenue (40:51) A16Z's 20K GPU cluster (46:41) Broad implications of France elections (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances Apply for All-In Summit: https://summit.allinpodcast.co Follow the besties: https://twitter.com/chamath

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01:13:58

The Jonathan Haidt Interview

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/07/10

(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media (12:39) Understanding how humans are wired from an evolutionary biology perspective (27:22) Haidt's proposals to help younger generations (33:12) Linking themes and trends in Haidt's books with recent college protests (48:17) Explaining traditional liberalism and conservatism (56:55) Lightning Round: Parenting tips, Gen Z employees

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01:23:06

Hot Swap growing, donors revolt, President Kamala?...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/07/04

(0:00) Bestie Intros! (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee? (26:22) Cognitive decline coverup, Bestie strategy for Dems (34:38) SCOTUS clarifies social media moderation (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies (1:00:03) SCOTUS to hear case on restricting online porn in Texas (1:05:27) SCOTUS rules in favor of President Trump in immunity case Join/host a meetup: https://app.getriver.io/all-in Apply

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01:21:36

Presidential Debate Reaction, Biden Hot Swap?, Tech...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/06/29

(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The problem with safety-focused AI startups (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office Follow the besties: https://twitter.com/chamath https://twitter.com/Jason

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01:20:35

In conversation with President Trump

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/06/20

(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05) Foreign policy: Israel/Palestine (28:13) Abortion: Stance on a national ban (31:09) Foreign policy: China (32:33) COVID: Origins, Fauci relationship, deep state, bad deals (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent (46:07) JFK Files:

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01:24:48

Elon gets paid, Apple's AI pop, OpenAI revenue rip,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/06/14

(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki: https://www.instagram.com/tim.naki Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X:

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01:25:26

DOJ targets Nvidia, Meme stock comeback, Trump...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/06/07

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season Follow the besties:

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01:47:42

Trump verdict, COVID Cover-up, Crypto Corner,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/05/31

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI

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01:30:06

Scarlett Johansson vs OpenAI, Nvidia's...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/05/24

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles Follow the besties: https://twitter.com/chamath https://twitter.com/Jason

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01:41:14

GPT-4o launches, Glue demo, Ohalo breakthrough,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/05/17

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search Follow the besties:

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01:43:03

In conversation with Sam Altman

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/05/10

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the

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01:15:23

In conversation with Sheryl Sandberg, plus...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/05/03

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in protests (53:03) Post-interview debrief (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1 Follow Sheryl: https://twitter.com/sherylsandberg Watch Screams Before Silence: https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1 Follow the

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01:41:26

Meta's scorched earth approach to AI, Tesla's future,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/04/26

(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) Besties reminisce on their encounters with Steve Jobs (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get

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01:36:52

Google fires protestors, NPR chaos, Humane's AI Pin,...

All-In with Chamath, Jason, Sacks & Friedberg ·

2024/04/19

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of

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368 results

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