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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

01:26:58

E174: Inflation stays hot, AI disclosure bill, Drone...

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

2024/04/12

Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision Follow

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01:32:57

E173: Google buying HubSpot? FTX depositors not made...

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

2024/04/05

(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting "made whole" (19:26) Trump Media updates (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications Follow the besties: https://twitter.com/chamath

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01:27:46

E172: SBF gets 25 years, Trump's meme stock, RFK Jr...

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

2024/03/29

(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap! Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks

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01:19:20

E171: DOJ sues Apple, AI arms race, Reddit IPO,...

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

2024/03/22

(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's "Shadow Acquihire" of Inflection AI (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund (1:01:57) Reddit IPO: is risk-on back? (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human,

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01:38:12

E170: Tech's Vibe Shift, TikTok ban debate, Vertical...

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

2024/03/15

(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat

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01:34:00

E169: Elon sues OpenAI, Apple's decline, TikTok ban,...

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

2024/03/08

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming

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01:26:52

E168: Can Google save itself? AI takes over Customer...

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

2024/03/01

(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How bloated HR departments slow down companies (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data? (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups (1:13:06)

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01:20:27

E167: Nvidia smashes earnings (again), Google's Woke...

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

2024/02/23

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks

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01:43:42

E166: Mind-blowing AI Video: OpenAI launches Sora +...

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

2024/02/16

(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: https://twitter.com/chamath https://twitter.com/Jason

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01:28:21

E165: Vision Pro: use or lose? Meta vs Snap, SaaS...

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

2024/02/09

(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod:

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01:33:50

E164: Zuck’s Senate apology, Elon's comp package...

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

2024/02/02

(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex Follow the besties: https://twitter.com/chamath

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01:33:48

E163: Market rips, Media RIFs, Texas defies Biden,...

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

2024/01/26

(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business model, death spiral (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government (1:04:18) Ethics of publishing non-public financial data (1:13:07) Fintech's reckoning (1:26:27) ARkStorm 2.0 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod:

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01:38:29

E162: Live from Davos! Milei goes viral, Adam...

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

2024/01/19

(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump (21:53) Boeing's regulatory capture leading to negative impact on consumer safety (35:16) Adam Neumann facing familiar challenges at his new startup, Flow (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology (1:00:47) Streaming at a crossroads: is the business model broken? (1:20:51) Science Corner: New study on

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01:38:39

E161: US strikes Houthis, market instability, Q1 rate...

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

2024/01/13

(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy? (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey Follow the besties:

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01:27:58

E160: 2024 Predictions! Markets, tech, politics, and...

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

2024/01/06

(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner (32:08) 2024's Biggest Business Loser (37:31) 2024's Biggest Business Deal (41:15) 2024's Most Contrarian Belief (51:18) 2024's Best-Performing Asset (56:46) 2024's Worst-Performing Asset (1:06:14) 2024's Most Anticipated Trend (1:12:28) 2024's Most Anticipated Media (1:22:28) Emotional condition heading into 2024 Follow the besties:

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01:22:50

E159: The Bestie Awards! Recapping the best and worst...

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

2023/12/29

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Business Loser (30:32) Biggest Business Surprise (35:57) Best Science Breakthrough (40:30) Biggest Flash in the Pan (42:34) Best CEO (44:53) Best Investor (47:07) Best Turnaround (50:04) Worst Company (54:21) Best Meme (56:53) Best New Tech (59:57) Best Trend (1:02:12) Worst Trend (1:07:42) Favorite Media

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01:47:21

E158: Global trade disrupted, Adobe/Figma canceled,...

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

2023/12/23

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen (35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment (54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller

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01:39:26

E157: Epic legal win, OpenAI licensing deals, FCC...

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

2023/12/16

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel Springer (35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders (58:25) Alex Jones reinstated on X (1:22:59) Sacks receives an unlikely apology (1:27:32) Besties take two questions from the audience Follow the besties:

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01:32:29

E156: Ivy League antisemitism, macro, SaaS recovery,...

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

2023/12/08

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA Follow the besties: https://twitter.com/chamath

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02:09:08

E155: In conversation with Tucker Carlson, plus...

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

2023/12/01

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why prosperity begets self-destruction, climate change, immigration (59:48) Thoughts on the current political landscape and presidential candidates (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit (1:33:56)

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368 results

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