All-In with Chamath, Jason, Sacks & Friedberg

By Jason Calacanis

Technology Business

What's All-In with Chamath, Jason, Sacks & Friedberg about?

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

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LAST EPISODE

E105: Tech culture wars: El...

11.19.2022

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 ...

All-In with Chamath, Jason, Sacks & Friedberg episodes:

11.19.2022 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump 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 ...
11.12.2022 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more (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 ...
11.05.2022 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more (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 ...
10.29.2022 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more (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, ...
10.22.2022 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more (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 ...
10.14.2022 E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more (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: ...
10.07.2022 E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more 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 ...
10.01.2022 E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more 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 ...
09.23.2022 E97: SPAC updates, public/private market overview, Putin's end game & more 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 ...
09.17.2022 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more 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 ...
09.10.2022 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more 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, ...
09.01.2022 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security (0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI interference with ...
08.26.2022 E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more 0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or red ripple? 1:07:57 Science corner: ...
08.20.2022 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more 0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US ...
08.13.2022 E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI 0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in ...
08.05.2022 E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more 0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit 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 ...
07.29.2022 E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more 0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote ...
07.22.2022 E88: First principle politics, China chaos & outlook, state of private/public markets & more 0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1.7T of ...
07.14.2022 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more 0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new ...
07.08.2022 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps 0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green" 48:58 Dutch farmers ...
06.30.2022 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more 0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech 1:01:24 Buyout targets, ...
06.24.2022 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast 0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto collapse, next shoe(s) to ...
06.23.2022 #AIS: Palmer Luckey on Anduril This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense & the current ...
06.07.2022 #AIS: Bestie AMA with Valor's Antonio Gracias This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, ...
06.03.2022 #AIS: Opening chat with Miami Mayor Francis Suarez This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 ...
06.02.2022 #AIS: Joe Lonsdale on the problem with higher education This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking ...
06.01.2022 #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and ...
05.31.2022 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply ...
05.30.2022 #AIS: Pear VC’s Mar Hershenson on making successful founders This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: ...
05.29.2022 #AIS: FiveThirtyEight's Nate Silver on how gamblers think This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&A; with Nate ...
05.29.2022 #AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 ...
05.28.2022 #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can mainstream media ...
05.27.2022 E83: Market slide continues, and how to address Uvalde 0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the ...
05.26.2022 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022 This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. ...
05.25.2022 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate ...
05.24.2022 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 ...
05.23.2022 E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's ...
05.16.2022 E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more 0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around ...
05.13.2022 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more 0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic ...
05.07.2022 E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein 0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leaked draft impact ...
04.30.2022 E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest 0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and ...
04.23.2022 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong 0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoption 46:37 Brian's takes on different types ...
04.16.2022 E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview *** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. 0:00 Surprise part two! 1:03 Friedberg breaks down the global food crisis and predicts ...
04.16.2022 E76: Elon vs. Twitter 0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking ...
04.09.2022 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more 0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model ...
04.01.2022 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more 0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, ...
03.26.2022 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner 0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how crossover funds are reacting, late-stage ...
03.19.2022 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more 0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply ...
03.05.2022 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more 0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking ...
02.24.2022 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more 0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 42:20 Biden's new sanctions, Chamath's Russia story, ...

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