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

10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX

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Intro Music Credit:

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https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

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 how to fix it

12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased? 

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Intro Music Credit:

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Intro Video Credit:

https://twitter.com/TheZachEffect

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 chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

Follow MP Materials:

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Intro Music Credit:

https://rb.gy/tppkzl

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Intro Video Credit:

https://twitter.com/TheZachEffect

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: can great founders be created, or is it something they are born with?

17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more

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Intro Music Credit:

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Intro Video Credit:

https://twitter.com/TheZachEffect

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 Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms

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Intro Music Credit:

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Intro Video Credit:

https://twitter.com/TheZachEffect

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 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more

30:08 Adena does a Bestie Intro for herself!

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Intro Music Credit:

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https://twitter.com/TheZachEffect

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 ever get back to relative neutrality?

29:15 Audience Q&A

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Intro Music Credit:

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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 end of entitlement

51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

https://fred.stlouisfed.org/series/T10YIE

https://twitter.com/zerohedge/status/1529100065331200005

https://twitter.com/BillAckman/status/1529133144540078083

https://layoffs.fyi

https://www.google.com/finance/quote/SNAP:NYSE

https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

https://www.google.com/finance/quote/FB:NASDAQ

https://www.google.com/finance/quote/GOOG:NASDAQ

https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/DavidSacks/status/1529119829080150016

https://twitter.com/DavidSacks/status/1528102541723979776

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

https://twitter.com/Jason/status/1529843255176663040

https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

https://twitter.com/Jason/status/1529504198974263296

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. low-rung thinking

26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture

51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players

Follow the guests:

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https://twitter.com/rabois

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

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 was recorded LIVE at the All-In Summit in Miami!

1:49 Opening statements from Glenn & Antonio

15:29 Debating US involvement, regime change motives, & more

32:01 Final word & wrap

Follow the guests:   https://twitter.com/ggreenwald   https://twitter.com/antoniogm   Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect