(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 seeing heavy valuation reductions, what LPs are thinking (1:22:08) TV catch up, worst person in tech bracket 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 Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show:  https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation https://twitter.com/Cernovich/status/1602457619431493634 https://twitter.com/elonmusk/status/1603190155107794944 https://en.wikipedia.org/wiki/National_Ignition_Facility https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7  https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867  https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12  https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

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

Technology

Tech News

Podcasting

Gadgets

Software How-To

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Entrepreneurship

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 the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://summit.allinpodcast.co https://youtu.be/FgUKIRnxrxw  https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr  https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php  https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html https://www.investing.com/economic-calendar/core-cpi-736 https://www.investing.com/economic-calendar/cpi-733 https://twitter.com/LHSummers/status/1778093870271664291  https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e https://twitter.com/LHSummers/status/1762607548828360798  https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula https://twitter.com/chamath/status/1778098007625572487  https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship  https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html  https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html https://twitter.com/unusual_whales/status/1778479545613439455  https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html https://fred.stlouisfed.org/series/FEDFUNDS https://twitter.com/chamath/status/1777017715846455470/photo/1  https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies  https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf  https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html  https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google  https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story https://www.youtube.com/watch?v=xG1vOxwgqJw https://twitter.com/sambendett/status/1774074927437475862  https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19  https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12  https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html  https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://www.saildrone.com  https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups  https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country  https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves https://www.allencontrolsystems.com https://www.allencontrolsystems.com/bullfrog

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

(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 https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show:  https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html  https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors  https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13  https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21 https://www.google.com/finance/quote/DJT:NASDAQ  https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458  https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43  https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans  https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html https://twitter.com/mtaibbi/status/1619029772977455105  https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories  https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04 https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue https://www.google.com/finance/quote/HUBS:NYSE  https://www.statista.com/statistics/266249/advertising-revenue-of-google  https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet  https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results https://twitter.com/thedailyshow/status/1774995166778020059  https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month  https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011  https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976 https://twitter.com/lina_colucci/status/1775668500931268665 https://twitter.com/tsarnick/status/1748923998052975099 https://twitter.com/Figure_robot/status/1767913661253984474 https://twitter.com/elonmusk/status/1746964887949934958 https://www.geckorobotics.com/company/robots https://twitter.com/DavidSacks/status/1775926842257813910  https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia  https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks  https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

(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 https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show:  https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28  https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html  https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison https://www.google.com/finance/quote/DJT:NASDAQ  https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm https://www.sec.gov/news/press-release/2023-121  https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d  https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html  https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay  https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e https://twitter.com/CollinRugg/status/1773147897439436939  https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html  https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11  https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf  https://manhattan.institute/article/the-limits-of-taxing-the-rich  https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.oecd.org/tax/revenue-statistics-united-states.pdf  https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services https://fred.stlouisfed.org/series/USGOVT  https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter  https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures https://www.movieposters.com/products/daliland-mpw-138836 https://twitter.com/stillgray/status/1773234188663054751 https://twitter.com/elonmusk/status/1773240336292393144

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

(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, Neuralink Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show:  https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf  https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets https://www.google.com/finance/quote/AAPL:NASDAQ  https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools  https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search  https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing https://twitter.com/chamath/status/1769751534940918234  https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks https://twitter.com/Patworx/status/1760189582870536408 https://www.youtube.com/watch?v=QNv9PRDIhes  https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634  https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23  https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft  https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai  https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding  https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html  https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html  https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532  https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f  https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question  https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient https://twitter.com/neuralink/status/1770563939413496146

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

(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 Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/RachaelRad/status/1767612555063955891 https://twitter.com/iamtomnash/status/1768135725403226256 https://twitter.com/CollinRugg/status/1752749485070156025 https://futurism.com/video-openai-cto-sora-training-data https://twitter.com/tsarnick/status/1768021821595726254 https://www.harvey.ai https://www.abridge.com https://www.taxgpt.com https://sierra.ai https://twitter.com/cognition_labs/status/1767548763134964000 https://twitter.com/heyBarsee/status/1767934812315062646 https://sourcegraph.com/cody  https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas  https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years  https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote  https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800  https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate https://twitter.com/rabois/status/1768107160662421772  https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3 https://time.com/6900348/tiktok-ban-donald-trump-congress  https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote  https://www.congress.gov/bill/118th-congress/house-bill/7521/text https://en.wikipedia.org/wiki/United_States_foreign_adversaries https://twitter.com/davidfrum/status/1753878721163882676  https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html  https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html  https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html  https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat  https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it https://twitter.com/Teslaconomics/status/1768395010507182252 https://twitter.com/SpaceX/status/1768267464062943676 https://twitter.com/Andercot/status/1768328460622299424

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

Download our free app to listen on your phone