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All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC

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

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Episodes

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

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

12 Jul 2024 · 1 hour, 25 minutes
The Jonathan Haidt Interview

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

10 Jul 2024 · 1 hour, 13 minutes
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

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

04 Jul 2024 · 1 hour, 23 minutes
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & 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

29 Jun 2024 · 1 hour, 21 minutes
In conversation with President Trump

(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

20 Jun 2024 · 1 hour, 20 minutes
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

(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

14 Jun 2024 · 1 hour, 24 minutes
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

(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

07 Jun 2024 · 1 hour, 25 minutes
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

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

31 May 2024 · 1 hour, 47 minutes
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

(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

24 May 2024 · 1 hour, 30 minutes
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

(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

17 May 2024 · 1 hour, 41 minutes
In conversation with Sam Altman

(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

10 May 2024 · 1 hour, 43 minutes
In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

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

03 May 2024 · 1 hour, 15 minutes
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

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

26 Apr 2024 · 1 hour, 41 minutes
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

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

19 Apr 2024 · 1 hour, 36 minutes
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & 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

12 Apr 2024 · 1 hour, 26 minutes
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

(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

05 Apr 2024 · 1 hour, 32 minutes
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & 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

29 Mar 2024 · 1 hour, 27 minutes
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & 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

22 Mar 2024 · 1 hour, 19 minutes
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & 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

15 Mar 2024 · 1 hour, 38 minutes
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

(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

08 Mar 2024 · 1 hour, 34 minutes
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

(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

01 Mar 2024 · 1 hour, 26 minutes
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & 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

23 Feb 2024 · 1 hour, 20 minutes
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & 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

16 Feb 2024 · 1 hour, 43 minutes
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

(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

09 Feb 2024 · 1 hour, 28 minutes
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

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

02 Feb 2024 · 1 hour, 33 minutes
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & 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

26 Jan 2024 · 1 hour, 33 minutes
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & 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

19 Jan 2024 · 1 hour, 38 minutes
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

(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

13 Jan 2024 · 1 hour, 38 minutes
E160: 2024 Predictions! Markets, tech, politics, and 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

06 Jan 2024 · 1 hour, 27 minutes
E159: The Bestie Awards! Recapping the best and worst of 2023

(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

29 Dec 2023 · 1 hour, 22 minutes
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

(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

23 Dec 2023 · 1 hour, 47 minutes
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & 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

16 Dec 2023 · 1 hour, 39 minutes
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... more

08 Dec 2023 · 1 hour, 32 minutes
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... more

01 Dec 2023 · 2 hours, 9 minutes
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... more

17 Nov 2023 · 1 hour, 56 minutes
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... more

11 Nov 2023 · 1 hour, 50 minutes
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... more

03 Nov 2023 · 1 hour, 28 minutes
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... more

27 Oct 2023 · 1 hour, 43 minutes
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,... more

20 Oct 2023 · 1 hour, 28 minutes
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)... more

13 Oct 2023 · 1 hour, 5 minutes
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... more

07 Oct 2023 · 1 hour, 18 minutes
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... more

29 Sep 2023 · 1 hour, 28 minutes
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... more

22 Sep 2023 · 1 hour, 42 minutes
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... more

08 Sep 2023 · 2 hours, 8 minutes
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... more

01 Sep 2023 · 1 hour, 6 minutes
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... more

25 Aug 2023 · 1 hour, 52 minutes
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... more

18 Aug 2023 · 1 hour, 30 minutes
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... more

11 Aug 2023 · 1 hour, 36 minutes
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... more

04 Aug 2023 · 1 hour, 29 minutes
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... more

27 Jul 2023 · 1 hour, 17 minutes
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... more

21 Jul 2023 · 2 hours, 10 minutes
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... more

14 Jul 2023 · 1 hour, 28 minutes
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)... more

09 Jul 2023 · 1 hour, 38 minutes
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... more

01 Jul 2023 · 1 hour, 36 minutes
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 /... more

24 Jun 2023 · 1 hour, 33 minutes
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... more

16 Jun 2023 · 1 hour, 58 minutes
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... more

10 Jun 2023 · 1 hour, 42 minutes
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!... more

02 Jun 2023 · 1 hour, 35 minutes
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,... more

26 May 2023 · 1 hour, 37 minutes
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... more

19 May 2023 · 1 hour, 28 minutes
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... more

12 May 2023 · 1 hour, 19 minutes
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... more

05 May 2023 · 2 hours, 1 minute
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,... more

28 Apr 2023 · 1 hour, 16 minutes
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,... more

21 Apr 2023 · 1 hour, 39 minutes
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... more

14 Apr 2023 · 1 hour, 33 minutes
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... more

07 Apr 2023 · 1 hour, 27 minutes
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... more

31 Mar 2023 · 1 hour, 24 minutes
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... more

24 Mar 2023 · 1 hour, 34 minutes
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... more

17 Mar 2023 · 1 hour, 30 minutes
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... more

11 Mar 2023 · 1 hour, 29 minutes
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... more

03 Mar 2023 · 1 hour, 56 minutes
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... more

24 Feb 2023 · 1 hour, 31 minutes
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... more

17 Feb 2023 · 1 hour, 31 minutes
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... more

11 Feb 2023 · 1 hour, 49 minutes
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... more

04 Feb 2023 · 1 hour, 12 minutes
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... more

27 Jan 2023 · 1 hour, 38 minutes
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,... more

20 Jan 2023 · 1 hour, 36 minutes
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... more

13 Jan 2023 · 1 hour, 31 minutes
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)... more

06 Jan 2023 · 1 hour, 38 minutes
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... more

24 Dec 2022 · 2 hours, 17 minutes
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... more

16 Dec 2022 · 1 hour, 29 minutes
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... more

10 Dec 2022 · 1 hour, 13 minutes
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... more

03 Dec 2022 · 1 hour, 41 minutes
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... more

19 Nov 2022 · 1 hour, 47 minutes
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... more

12 Nov 2022 · 1 hour, 25 minutes
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... more

05 Nov 2022 · 1 hour, 28 minutes
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... more

29 Oct 2022 · 1 hour, 36 minutes
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... more

22 Oct 2022 · 1 hour, 41 minutes
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... more

14 Oct 2022 · 1 hour, 29 minutes
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... more

07 Oct 2022 · 1 hour, 25 minutes
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... more

01 Oct 2022 · 1 hour, 19 minutes
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... more

23 Sep 2022 · 1 hour, 24 minutes
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... more

17 Sep 2022 · 1 hour, 31 minutes
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... more

10 Sep 2022 · 1 hour, 15 minutes
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... more

01 Sep 2022 · 1 hour, 23 minutes
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... more

26 Aug 2022 · 1 hour, 23 minutes
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... more

20 Aug 2022 · 1 hour, 39 minutes
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... more

13 Aug 2022 · 1 hour, 9 minutes
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?... more

05 Aug 2022 · 50 minutes
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... more

29 Jul 2022 · 1 hour, 27 minutes
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... more

22 Jul 2022 · 1 hour, 44 minutes
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... more

14 Jul 2022 · 1 hour, 24 minutes
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... more

08 Jul 2022 · 1 hour, 23 minutes
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... more

30 Jun 2022 · 1 hour, 35 minutes
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,... more

24 Jun 2022 · 1 hour, 41 minutes
#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... more

23 Jun 2022 · 1 hour, 1 minute
#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... more

07 Jun 2022 · 1 hour, 39 minutes
#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... more

03 Jun 2022 · 24 minutes
#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... more

02 Jun 2022 · 28 minutes
#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... more

01 Jun 2022 · 23 minutes
#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... more

31 May 2022 · 28 minutes
#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... more

30 May 2022 · 37 minutes
#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... more

29 May 2022 · 40 minutes
#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... more

29 May 2022 · 32 minutes
#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... more

28 May 2022 · 38 minutes
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,... more

27 May 2022 · 1 hour, 49 minutes
#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... more

26 May 2022 · 1 hour, 9 minutes
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks

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

25 May 2022 · 34 minutes
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

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

24 May 2022 · 59 minutes
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

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

23 May 2022 · 51 minutes
All-In with Chamath, Jason, Sacks & Friedberg
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In with Chamath, Jason, Sacks & Friedberg
0:00
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This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In... more