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

E156: Ivy League antisemiti...

12.08.2023

(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 ...

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

12.08.2023 E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update (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 ...
12.01.2023 E155: In conversation with Tucker Carlson, plus OpenAI chaos explained (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 ...
11.17.2023 E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more (0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, ...
11.11.2023 E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI (0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East (38:55) ...
11.03.2023 E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more (0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cronkite Moment” (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders (41:38) WeWork ...
10.27.2023 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more (0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns (1:09:14) Cruise robotaxi ...
10.20.2023 E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle (0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past (42:56) Harvard and Penn megadonors cut ...
10.13.2023 E149: Hamas terror attacks in Israel: fallout, reaction, next steps (0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration's wins, Kushner's competence, path to a two-state solution (28:51) Letter from Harvard student organizations: understanding the reaction and ...
10.07.2023 E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more (0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem (25:20) US Southern Border: Understanding the situation based on data (44:39) ...
09.29.2023 E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI? (0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers (44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers ...
09.22.2023 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more (0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A; heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall ...
09.08.2023 E145: Presidential Candidate Chris Christie in conversation with the Besties (0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting on foreign policy (25:28) Ukraine / Russia: culpability, where to go from here (36:47) US defense budget, optimizing spend, zero-based ...
09.01.2023 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more (0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece (27:51) BRICS adds six new members, Sacks breaks down some potential advantages ...
08.25.2023 E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more (0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO ...
08.18.2023 E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO (0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions (53:01) Michael Burry's bet against the market: overblown? (58:33) Real estate ...
08.11.2023 E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner (0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go ...
08.04.2023 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again (0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) Fitch downgrades US debt rating (1:09:12) Trump's newest indictment 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 ...
07.27.2023 E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more (0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight loss in the US (21:56) Are there too many VCs? (38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine (54:07) Equity participations vs. unions, ...
07.21.2023 E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties (0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment work requirements, immigration (30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China (44:46) Media strategy, Silicon Valley Bank's implosion (54:09) ...
07.14.2023 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth (0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) Consumer sentiment: demand crash coming? (30:31) BREAKING: Ripple gets big win in SEC case, token rips (36:33) Lina Khan's ...
07.09.2023 E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health (0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate Bill 1718, jobs, and immigration debate (1:21:48) ...
07.01.2023 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more (0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B (1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise ...
06.24.2023 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more (0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection (33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future (51:49) RFK Jr's ...
06.16.2023 E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner (0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on tech and growth stocks surging, Google's position, AI's ...
06.10.2023 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A! (0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, ...
06.02.2023 E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more (0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book banning follow-up (1:19:10) Nvidia going for ...
05.26.2023 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more (0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up ...
05.19.2023 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more (0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's ...
05.12.2023 E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more (0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations (49:52) Trump dominates CNN "Town Hall," Trump vs. ...
05.05.2023 E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties (0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US Govt Intelligence Agencies: ...
04.28.2023 E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more (0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and ...
04.21.2023 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion (0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, ...
04.14.2023 E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update (0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood (37:38) How to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: ...
04.07.2023 E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee (0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle ...
03.31.2023 E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act (0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins (26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both ...
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 ...

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