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

E121: Macro update, Fed hik...

03.24.2023

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on ...

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

03.24.2023 E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more (0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on ...
03.17.2023 E120: Banking crisis and the great VC reset (0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, ...
03.11.2023 E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more (0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? ...
03.03.2023 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner (0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon ...
02.24.2023 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move (0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew ...
02.17.2023 E116: Toxic out-of-control trains, regulators, and AI (0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, ...
02.11.2023 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union 0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's rough week 45:06 Sundar's next move: How should ...
02.04.2023 E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning (0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's ...
01.27.2023 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more (0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine escalation: US to send ...
01.20.2023 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more (0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating ...
01.13.2023 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem (0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classification ...
01.06.2023 E110: 2023 Bestie Predictions! (0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03) Prediction 5: 2023's biggest business deal ...
12.24.2022 E109: 2022 Bestie Awards Live from Twitter HQ (0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21) Biggest business surprise (51:16) ...
12.16.2022 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more (0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages ...
12.10.2022 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more (0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story ...
12.03.2022 E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more (0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ChatGPT tool means ...
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. ...

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