All-In with Chamath, Jason, Sacks &amp; Friedberg

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3

Referenced in the show:

https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands

https://twitter.com/Ukraine/status/1496837835743133699

https://twitter.com/Ukraine/status/1496716168920547331

https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw

https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131

https://en.wikipedia.org/wiki/Nuclear_power_in_Germany

https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech

https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url

https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/

15 Listeners

1 Comment

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

All-In with Chamath, Jason, Sacks & Friedberg

07/26/24 • 99 min

(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) Market update: Mag 7 sell-off?

(22:47) Sam Altman's UBI study was a mixed bag

(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

Follow the besties:

https://twitter.com/Jason

Follow on X:

Follow on Instagram:

Follow on TikTok:

Follow on LinkedIn:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

Referenced in the show:

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

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

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

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

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes...

12 Listeners

3 Comments

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois

All-In with Chamath, Jason, Sacks & Friedberg

12/13/24 • 88 min

(0:00) The Besties welcome Keith Rabois!

(4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin

(13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion

(25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more

(43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing

(54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline

(1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto

Follow the besties:

Follow Keith:

https://x.com/rabois

Follow on X:

Follow on Instagram:

Follow on TikTok:

Follow on LinkedIn:

Intro Music Credit:

Intro Video Credit:

https://www.tiktok.com/@frankielapenna/video/7010077215576575238

Referenced in the show:

https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk

https://blog.google/technology/research/google-willow-quantum-chip

https://www.nature.com/articles/s41586-024-08449-y

https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit

https://quantumai.google/roadmap

https://en.wikipedia.org/wiki/Hartmut_Neven

https://en.wikipedia.org/wiki/Double-slit_experiment

https://www.discovery.com/science/Double-Slit-Experiment

https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat

https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo

https://x.com/rabois/status/870673635375104000

https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656

https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html

https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235

https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d

https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor

https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html

https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html

https://www.ben-e...

11 Listeners

2 Comments

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

All-In with Chamath, Jason, Sacks & Friedberg

05/13/22 • 101 min

0:00 Bestie catchup and Friedberg intros!

4:40 Breaking down current macro risks, Great Recession comparisons

31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds

41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn

58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at

1:13:21 Psychological impact of investing after taking huge losses

1:29:00 Predictions on how the market shakes out

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/cullenroche/status/1524441227931774976

Referenced in the show:

https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards

https://www.bls.gov/news.release/realer.nr0.htm

https://www.federalreserve.gov/releases/g19/current/default.htm

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding

https://twitter.com/Jason/status/1523780820112007168

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

https://www.dol.gov/ui/data.pdf

https://twitter.com/TheBenSchmark/status/1522669777478684672

https://twitter.com/AndrewE_Dunn/status/1523653942252826624

https://twitter.com/mattturck/status/1524773379416408064

https://twitter.com/jonsakoda/status/1522625236130144256

https://cloudedjudgement.substack.com

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/

https://twitter.com/ZoeSchiffer/status/1523017143939309568

https://twitter.com/BurryArchive/status/1524504399070081025

https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/

https://twitter.com/Airbnb/status/1524379284260892674

10 Listeners

1 Comment

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

All-In with Chamath, Jason, Sacks & Friedberg

11/20/21 • 75 min

0:00 Bestie intro

1:14 Constitution DAO: implications, shortcomings, how to move forward?

29:58 Rittenhouse trial media coverage

50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency

1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html

Referenced in the show:

https://twitter.com/constitutiondao

https://www.constitutiondao.com

https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/

https://youtu.be/1TBa-9Lx3vc?t=8762

https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/

https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial

https://twitter.com/elonmusk/status/1461372314424164367

https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087

https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html

https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html

https://twitter.com/ConceptualJames/status/1461007806333693959

https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html

https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html

https://www.youtube.com/watch?v=zHZ4MfOiqm8

https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe

10 Listeners

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

All-In with Chamath, Jason, Sacks & Friedberg

11/13/21 • 92 min

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

Referenced in the show:

https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

https://twitter.com/Sen_JoeManchin/status/1458443966135902221

https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21

9 Listeners

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

All-In with Chamath, Jason, Sacks & Friedberg

06/24/22 • 101 min

0:00 Besties discuss the one-month hiatus

7:03 Markets update: Fed decisions, goals, macro factors, root causes

32:19 Earnings estimate skepticism, labor force, job openings

47:17 How startups should think about the next 18-36 months

56:20 Crypto collapse, next shoe(s) to drop

1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

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

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

https://www.chicagofed.org/research/dual-mandate/dual-mandate

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

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

https://tradingeconomics.com/united-states/job-offers

https://www.socialcapital.com/ideas/2021-annual-letter

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

9 Listeners

1 Comment

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

All-In with Chamath, Jason, Sacks & Friedberg

12/20/24 • 96 min

(0:00) Bestie intros

(3:07) The Besties welcome Box CEO Aaron Levie!

(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI

(18:42) DOGE's first casualty and its paradigm-shifting potential

(48:25) Conspiracy Corner: What are the drones over New Jersey!?

(57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software

(1:27:29) Google's AI turnaround, future of AI physics and video models

Follow the besties:

Follow Aaron Levie:

https://x.com/levie

Follow on X:

Follow on Instagram:

Follow on TikTok:

Follow on LinkedIn:

Intro Music Credit:

Intro Video Credit:

https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14

Referenced in the show:

https://x.com/Jason/status/1869816646954823916

https://docs.house.gov/billsthisweek/20241216/CR.pdf

https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution

https://x.com/KobeissiLetter/status/1869730547851051029

https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024

https://x.com/VivekGRamaswamy/status/1869407887983821089

https://avalon.law.yale.edu/18th_century/fed58.asp

https://x.com/patrickc/status/1869422495985750459

https://x.com/chamath/status/1869773044832718917

https://x.com/SpeakerPelosi/status/1869871681830879256

https://x.com/RepJayapal/status/1869823494588162475

https://x.com/elonmusk/status/1869485580276629975

https://x.com/elonmusk/status/1869482581181554704

https://x.com/elonmusk/status/1869487359420727338

https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839

https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html

https://x.com/KanekoaTheGreat

https://x.com/AutismCapital

https://x.com/Geiger_Capital

https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html

https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring

https://openai.com/index/scale-the-benefits-of-ai

https://www.nytimes.com/2024/09/25/tec...

9 Listeners

Elon Musk | All-In Summit 2024

All-In with Chamath, Jason, Sacks & Friedberg

10/08/24 • 64 min

(0:00) Announcement from Friedberg

(0:24) Besties intro Elon Musk!

(1:23) The Battle of Free Speech

(10:24) Potential government efficiency agency

(27:45) SpaceX updates, overreaching regulations

(36:10) Thoughts on Boeing's culture

(38:27) The 80/20 AI Future

(54:03) Elon and Jason share unaired SNL skits

Follow Elon:

https://x.com/elonmusk

Follow the besties:

Follow on X:

Follow on Instagram:

Follow on TikTok:

Follow on LinkedIn:

Intro Music Credit:

Intro Video Credit:

9 Listeners

2 Comments

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

All-In with Chamath, Jason, Sacks & Friedberg

09/27/24 • 95 min

(0:00) Bestie intros: In Memoriam

(6:43) OpenAI's $150B valuation: bull and bear cases

(24:46) Will AI hurt or help SaaS incumbents?

(40:41) Implications from OpenAI's for-profit conversion

(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

(1:20:55) Risk of nuclear war increasing

Follow the besties:

Follow on X:

Follow on Instagram:

Follow on TikTok:

Follow on LinkedIn:

Intro Music Credit:

Intro Video Credit: