(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund... more

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus,... more

(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth,... more

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in... more

(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and... more

(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings:... more

(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets:... more

(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catch... more

(0:00) Announcement from Friedberg (0:18) Besties intro JD Vance! (3:33) America's innovation problem (5:04) Thoughts on Trump (8:53) Would JD... more

(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold... more

(0:00) Announcement from Friedberg (0:24) Besties intro Elon Musk! (1:23) The Battle of Free Speech (10:24) Potential government efficiency agency... more

(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43) The history of Cuban's... more

(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) What is the Deep State Party, and... more

(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS... more

(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) ... more

(0:00) Bestie intros! Jason goes "Founder Mode" (1:03) All-In Summit lineup announcement (9:01) Understanding "Founder Mode" (32:52) Bolt is back... more

(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks... more

(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class... more

(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust... more

(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds... more

(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky?... more

(0:00) Bestie intros: Nostracanis appears! (3:50) Wiz turns down Google's $23B offer, intends to IPO (13:30) CrowdStrike's rough week (17:51)... more

(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged... more

(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI... more

(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and... more

(0:00) Bestie Intros! (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the... more

(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43)... more

(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control,... more

(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple... more

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40)... more

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump... more

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem,... more

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How... more

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor... more

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction... more

(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on... more

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In Summit update, Poker styles of Andrew... more

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)... 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... more

(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card,... 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... 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)... more

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different... more

(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or... more

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context... more

(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos:... more

(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different... more

(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under... more

(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business model, death spiral (35:47) Texas defies... more

(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie... more

(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16:24) Markets: Q1 rate cut... more

(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest Political Loser (19:41) 2024's Biggest Business Winner... more

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise... more

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade... more

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How... more

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in... more

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society... 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... more

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel... 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... 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... more

(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,... more

(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52)... 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... more

(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... 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... more

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Level-setting... 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... 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... more

(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1... more

(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... more

(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... 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... more

(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemployment... more

(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up... more

(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36)... 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... more

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine /... more

(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the... more

(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia... more

(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!... more

(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending,... more

(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with... 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... more

(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign... 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,... more

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems,... more

(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... more

(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... more

(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... more

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in... more

(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global... more

(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating... more

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs... more

(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax... more

(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past... more

0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex... more

(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates... more

(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint... more

(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin,... more

(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... more

(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)... more

(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in... 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... more

(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation... 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... more

0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024... more

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a... 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... more

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform... more

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler... more

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan... 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... more

0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09... 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... 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... more

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code... more

(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government... 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... more

0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate... more

0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that... more

0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom?... more

0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a... 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... 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... more

0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government... more

0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:24 Classifying crypto... more

0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism,... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel... more

0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets,... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check... more

This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... more

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out... 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... more

0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large... more

0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v.... more

0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth... more

0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post,... more

*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon... more

0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter... more