All-In with Chamath, Jason, Sacks & Friedberg

Apr 12, 2024 1h 26m

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)...

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Apr 5, 2024 1h 32m

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 (27:12) Google conside...

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Mar 29, 2024 1h 27m

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, protest vote, or something ...

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Mar 22, 2024 1h 19m

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 Google and OpenAI to power AI fea...

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Mar 15, 2024 1h 38m

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) OpenAI CTO s...

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Mar 8, 2024 1h 34m

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 interpreta...

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Mar 1, 2024 1h 26m

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 break moment: Should Su...

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Feb 23, 2024 1h 20m

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 of the hist...

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Feb 16, 2024 1h 43m

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: breaking ...

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Feb 9, 2024 1h 28m

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 performance (32...

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Feb 2, 2024 1h 33m

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 fire from child safety reforms...

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Jan 26, 2024 1h 33m

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 the Biden Admin ...

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Jan 19, 2024 1h 38m

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 Dimon on Trump (21:53) Boeing's r...

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Jan 13, 2024 1h 38m

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 looks unlikely, December CPI ...

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Jan 6, 2024 1h 27m

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 ...

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Dec 29, 2023 1h 22m

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 (23...

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Dec 23, 2023 1h 47m

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 disruption in the Red...

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Dec 16, 2023 1h 39m

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 to handle the app store...

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Dec 8, 2023 1h 32m

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 m...

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Dec 1, 2023 2h 9m

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 red...

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Nov 17, 2023 1h 56m

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 leg...

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Nov 11, 2023 1h 50m

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, ...

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Nov 3, 2023 1h 28m

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 ...

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Oct 27, 2023 1h 43m

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) ...

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Oct 20, 2023 1h 28m

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 politic...

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Oct 13, 2023 1h 5m

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 wi...

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Oct 7, 2023 1h 18m

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 ar...

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Sep 29, 2023 1h 28m

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 r...

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Sep 22, 2023 1h 42m

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 hea...

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Sep 8, 2023 2h 8m

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-s...

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All Episodes

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

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

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

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

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

E160: 2024 Predictions! Markets, tech, politics, and more

E159: The Bestie Awards! Recapping the best and worst of 2023

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

E145: Presidential Candidate Chris Christie in conversation with the Besties

Full transcripts, AI insights,
episode chat — free.

All-In with Chamath, Jason, Sacks & Friedberg

All Episodes

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

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

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

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

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

E160: 2024 Predictions! Markets, tech, politics, and more

E159: The Bestie Awards! Recapping the best and worst of 2023

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

E145: Presidential Candidate Chris Christie in conversation with the Besties

Full transcripts, AI insights,episode chat — free.

Full transcripts, AI insights,
episode chat — free.