Subscriptions: All-In with Chamath, Jason, Sacks & Friedberg

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

Episodes

Date Title Description  
1/27/23 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalat... (0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads... business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more (1:22:39) Science Corner: Will we soon be able to reverse aging? Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: 01570-7#%20 more Transcribed
1/20/23 E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok... (0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candi...dates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform (1:00:42) TikTok's endgame in the US: banned, spun out, or something else? (1:17:22) Pharma meets AI, best AI business models Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more Transcribed
1/13/23 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America'... (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 (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classification problem (1:27:16) Best cabinet positions/ambassadorships   Follow the besties:   Follow the pod:   Intro Music Credit:   Intro Video Credit:   Referenced in the show:   more Transcribed
1/6/23 E110: 2023 Bestie Predictions! (0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest p...olitical winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03) Prediction 5: 2023's biggest business deal (52:41) Prediction 6: 2023's most contrarian belief (1:03:03) Prediction 7: 2023's best-performing asset (1:07:50) Prediction 8: 2023's worst-performing asset (1:14:46) Prediction 9: 2023's most anticipated trend (1:21:40) Prediction 10: 2023's most anticipated media (1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more Transcribed
12/24/22 E109: 2022 Bestie Awards Live from Twitter HQ (0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:1...2) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21) Biggest business surprise (51:16) Best science breakthrough (57:36) Biggest flash in the pan (1:42:24) Best CEO (1:47:38) Best investor (1:51:21) Worst investor (1:52:22) Best turnaround (1:55:58) Worst human being (1:59:57) Most loathsome company (2:01:32) Best new tech (2:02:34) Best trend (2:05:09) Worst trend (2:07:50) Best new media (2:10:26) The Rudy Giuliani Award for Self-Immolation Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more Transcribed
12/16/22 E108: Doxing debate, Nuclear fusion breakthrough, state of the markets... (0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable su...spension, 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: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more Transcribed
12/10/22 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, ... (0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning ...and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story (47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics (58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more Transcribed
12/3/22 E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & ... (0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, ...media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ChatGPT tool means for the future (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
11/19/22 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Tru... 0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 E...ach bestie names their most important policy issue for 2024 59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture 1:17:23 SBF's leaked DMs, Elon's culture shift 1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
11/12/22 E104: FTX collapse with Coinbase CEO Brian Armstrong + election result... (0:00) New bestie game show! (6:20) Election recap: Red wave falls fla...t, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more! (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
11/5/22 E103: Tech layoffs surge, big tech freezes hiring, optimizing for prof... (0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/John...son" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years (54:04) Midterm election preview, understanding the shift toward populism (1:17:32) Science corner: Understanding Meta's AlphaFold competitor Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/29/22 E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet... (0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon fin...alizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China (1:27:29) Science corner: Gut microbiome advancements Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/22/22 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, v... (0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and briga...doons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/14/22 E100: Reflecting on the first 100 shows, fan questions, nuclear threat... (0:00) Bestie intros are back! (6:35) Reflecting on the first 100 epis...odes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario (1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/7/22 E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden'... 0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess,... poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Biden pardons all prior federal offenses of marijuana possession 59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/1/22 E98: Big tech starts making cuts, Fed incompetency, global debt, Russi... 0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this m...eans for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
9/23/22 E97: SPAC updates, public/private market overview, Putin's end game & ... 0:00 Bestie intros! 1:03 SPAC updates, state of the public/private mar...kets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Government-heavy climate plans, Dilbert/ESG backlash 1:01:20 Poker plans, chess cheating scandal Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
9/17/22 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession wa... 0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 H...ow Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest TPB SPAC news 1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022 1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
9/10/22 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE... 0:00 Bestie intros: Luxury brand influencers, Birthday Party stories a...nd more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show:   more
9/1/22 E94: NFT volume plummets, California's overreach, FBI meddling, climat... (0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume pl...ummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure (1:06:04) Besties reflect on Mikhail Gorbachev's passing Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
8/26/22 E93: Twitter whistleblower, cloud security vulnerabilities, student de... 0:00 Bestie intros! 1:25 Twitter's former head of security makes alleg...ations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or red ripple? 1:07:57 Science corner: Gut microbiome, fecal transplants Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: 00919-9.pdf more
8/20/22 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Infl... 0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M... from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US be worried? 1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more 1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
8/13/22 E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro pic... 0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn...'t scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
8/5/22 E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more 0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets o...verview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit  Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
7/29/22 E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Gink... 0:00 Bestie intros! 2:19 GDP growth is negative for a second consecuti...ve quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate 36:33 "Inflation Reduction Act", how government subsidies can stifle innovation 59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M 1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky? Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show:   more
7/22/22 E88: First principle politics, China chaos & outlook, state of private... 0:00 Bestie intros 1:45 First principle politics, analyzing each party...'s cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets 1:36:36 Amazon acquires One Medical Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show:     more
7/14/22 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's W... 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 and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play BEAGLE RESCUE INFO: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
7/8/22 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests ... 0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, cons...umer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green" 48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation 1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
6/30/22 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US... 0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players... & the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech 1:01:24 Buyout targets, public market "regime change" 1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war? 1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: All-In E79 on RvW leaked draft: more
6/24/22 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of... 0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed dec...isions, 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: Referenced in the show: more
6/23/22 #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 our All-In Summit playlist:  0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense & the current thing 25:24 Bestie Q&A with Palmer 53:13 Jason gives closing thoughts Follow Palmer: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Links referenced in the show: more
6/7/22 #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 our All-In Summit playlist:  0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more 22:35 Q: How has the poker game influenced your decision making in business and life? 29:33 Q: What was the scariest step of becoming a first-time fund manager? 32:34 Q: Crypto market unwinding & how it relates to the money supply 35:57 Q: Current pre-seed / seed valuations & metrics 38:58 Q: When investing in early-stage SaaS companies, how to find outliers? 42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources? 44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing 47:02 Q: Any plans for All-In Media? 50:02 Q: US strategy in the Russia/Ukraine War 54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most? 58:29 Q: Are you interested in crypto micropayments? 1:00:55 Q: Biggest mistakes of your career that you've learned the most from? 1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like? 1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic? 1:19:41 Q: Advice for non-technical people trying to get into the startup world? 1:24:44 Q: Thoughts on the potential consumer credit crisis? 1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession? Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
6/3/22 #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 our All-In Summit playlist:  0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more Follow Mayor Suarez: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
6/2/22 #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 our All-In Summit playlist:  0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking 10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX Follow Joe: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
6/1/22 #AIS: The Lanby's Tandice Urban on solving healthcare's customer servi... This talk was recorded LIVE at the All-In Summit in Miami and included... slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it 12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?  Follow The Lanby: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/31/22 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, an... This talk was recorded LIVE at the All-In Summit in Miami and included... slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials 12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more Follow MP Materials: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/30/22 #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 our All-In Summit playlist:  0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with? 17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more Follow Pear VC: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/29/22 #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 our All-In Summit playlist:  0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms Follow Nate: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/29/22 #AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US hou... This talk was recorded LIVE at the All-In Summit in Miami and included... slides. To watch on YouTube, check out our All-In Summit playlist:  0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more 30:08 Adena does a Bestie Intro for herself! Follow Adena: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/28/22 #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, ... This conversation was recorded LIVE at the All-In Summit in Miami! 0:0...0 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can mainstream media ever get back to relative neutrality? 29:15 Audience Q&A Follow the guests: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/27/22 E83: Market slide continues, and how to address Uvalde 0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit re...cap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement 51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential 1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction 1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
5/26/22 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage i... This talk was recorded LIVE at the All-In Summit in Miami and include...d slides. To watch on YouTube, check out our All-In Summit playlist:   0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking 26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture 51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players Follow the guests: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/25/22 #AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, modera... This debate was recorded LIVE at the All-In Summit in Miami and includ...ed slides. To watch on YouTube, check out our All-In Summit playlist: 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate was recorded LIVE at the All-In Summit in Miami! 1:49 Opening statements from Glenn & Antonio 15:29 Debating US involvement, regime change motives, & more 32:01 Final word & wrap Follow the guests:       Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/24/22 E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexpor... This talk was recorded LIVE at the All-In Summit in Miami and included... slides. To watch on YouTube, check out our All-In Summit playlist: 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate 34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble 46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence Follow the guests: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/23/22 E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns ... This conversation was recorded LIVE at the All-In Summit in Miami and ...included slides. To watch on YouTube, check out our All-In Summit playlist: 0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn 12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality 24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions 33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses 47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/16/22 E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla st... 0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:4...3 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter deal, crypto payments on Twitter 30:19 Building vs. acquiring, early Tesla stories 39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar 56:37 Moving from CA to TX, fixing California, macroeconomic takes 1:10:20 American exceptionalism, a new immigration strategy Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
5/13/22 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, pr... 0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current m...acro 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: Referenced in the show: more
5/7/22 E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe ... 0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the s...how to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices? 1:05:09 Analyzing the path forward Follow Amy and Tom: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show:   more
4/30/22 E78: VC fund metrics that matter, private market update, recession, st... 0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, sta...te of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering 1:19:08 New Disinformation Governance Board 1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
4/23/22 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w... 0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Arm...strong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoption 46:37 Brian's takes on different types of stablecoins 51:14 Netflix's major headwinds Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
4/16/22 E76.5: Food shortage, China's grand plan, inflation, French election p... *** PRODUCER'S NOTE: This is part two of E76. If you want to hear the... besties break down Elon vs. Twitter, check out the previous episode.     0:00 Surprise part two! 1:03 Friedberg breaks down the global food crisis and predicts China's grand plan 9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like 18:22 Understanding French election results so far 23:08 All-In Summit update and preview Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
4/16/22 E76: Elon vs. Twitter 0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update..., Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee 43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: . more
4/9/22 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, depl... 0:00 Jason's big night out, bestie intros, All-In Summit update and mo...re 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model 41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming 1:03:24 Food shortage update, ideal US objectives going forward Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
4/1/22 E74: Market update, inverted yield curve, immigration, new SPAC rules,... 0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve i...nversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigration 48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted? 1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both? 1:19:03 Food shortage update 1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
3/26/22 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Ru... 0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Und...erstanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology 40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble 53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive 1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war 1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
3/19/22 E72: Impact of sanctions, deglobalization, food shortage risks, macroe... 0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understa...nding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping 34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization 49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets 1:02:06 Rewriting foreign policy playbooks Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
3/5/22 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fal... 0:00 David Sacks: Man for the people 0:50 Escalating tensions over Rus...sia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far 46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan 1:05:22 Market impact, increased volatility, thinking in decades, managing risk 1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show:   more
2/24/22 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambitio... 0:00 Ukraine invasion: how should the US respond? 17:03 Importance of ...energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence 53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show:   more
2/19/22 E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger G... 0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try... and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism 42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks 1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci 1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
2/12/22 E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough... 0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath'...s new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy 30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into? 45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth 54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment 1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal 1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
2/5/22 E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and und... 0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to ...break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake" 55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance 1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech 1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science 1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond? Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
1/29/22 E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs r... 0:00 Chamath's preferred cosplay 1:35 Reflecting on bad investment dec...isions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings 39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes 55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot 1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
1/22/22 E64: Antitrust standards & enforcement, tech repricing, lab leak obfus... 00:00 Cold Open 00:25 Besties react to last week’s All-In E63 21:50 ...Implications of FTC Chair Lina Khan’s approach to enforcing antitrust 42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations 1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis 1:32:01 Friedberg’s new company Cana 1:33:47 Learning loss from COVID school closures Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the Episode: Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC   WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill   Chamath’s Social Capital 2019 Annual Letter   Bill Ackman suggests the Fed should raise rate by 50 basis points   Gavin Baker’s Twitter on Generals getting shot last   Jonathan Chait in NY Mag on School Closures   Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion   Friedberg’s interview on This Week in Startups more
1/15/22 E63: Insurrection indictments, human rights in the US and abroad, grou... 0:00 Bestie Intro: Friedberg prepares for the insurrection discussion ...0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating 14:45 Human rights perspectives and challenges: domestic and international 57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts 1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws 1:19:44 Rehashing the roast of Phil Hellmuth Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: - more
1/8/22 E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "... 0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origi...ns of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top 26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions 45:56 Advice for founders on navigating a downturn 1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics? Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
12/29/21 E61: 2022 Predictions! Business, politics, science, tech, crypto, & mo... (0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest ...political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predicting 2022's biggest business loser (34:30) Most contrarian belief for 2022 (1:02:07) Best performing asset for 2022 (1:04:19) Most anticipated trend for 2022 (1:09:19) Most anticipated media for 2022 Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
12/23/21 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars (0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10...) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (26:03) Biggest Loser - Business (30:54) Biggest Business Surprise (35:27) Best Science Breakthrough (42:56) Biggest Flash in the Pan (47:08) Best CEO (52:43) Best Investor (57:12) Best Turnaround (1:02:47) Worth Human Being (1:07:31) Best Meme (1:10:02) Most Loathsome Company (1:14:47) Best New Tech (1:20:22) Best Trend (1:22:17) Worst Trend (1:26:02) Favorite Media (1:34:15) The Rudy Giuliani Award for Self-Immolation (1:39:07) The Besties spread holiday cheer with each other Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
12/17/21 E59: Twitter's content warning algo, equity audits, politicians tradin... (0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flag...ged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech (27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here (42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward (53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks (1:08:57) Future of mRNA technology (1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around? Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
12/11/21 E58: November's CPI, preparing for a downturn, macro outlook, Better.c... 0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking... down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators 40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy 50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders 1:11:16 Lessons from the Jussie Smollett saga Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
12/4/21 E57: Understanding Omicron, tech stocks plummet, VC's great resignatio... (0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's reti...rement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year outlook? (44:57) Anticipating a "Great Resignation" of successful VCs (54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech (1:02:08) Mike Bloomberg donates $750M to charter schools (1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
11/20/21 E56: Constitution DAO, Rittenhouse trial coverage, private sector effi... 0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, h...ow 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: Referenced in the show: more
11/13/21 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes a... 0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censore...d 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: Referenced in the show: more
11/6/21 E54: Spread trading big tech, capital allocation, Zillow's misfire, Pr... Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread tradi...ng big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route 30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0 35:24 Zillow's iBuying implosion 46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for? 1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/30/21 E53: Wealth tax, dealing with inflation as a capital allocator, big te... 0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity le...ave 20:44 Proposed “Wealth Tax” 35:13 Inflation discussion: corporate and government reactions 52:30 Dealing with inflation as a capital allocator 58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand Follow the besties:  Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/23/21 E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder,... Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trum...p SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility 58:58 Democrats overplaying their hand, Netflix discourse, and more 1:17:41 Pig kidney biological innovation Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/16/21 E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix... Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supp...ly chain, labor shortage,  34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Question 2   Follow the besties:    Follow the pod:   Intro Music Credit:   Intro Video Credit:   Referenced in the show: Statista - The U.S. Car Models Most Impacted By The Microchip Shortage Zack Kanter on Twitter - "The “supply chain crisis” is a clever rebrand" Naithan Jones on Twitter - NFTs Daily Breeze - No start date for 24/7 operations at Port of LA LA Daily News - Port of LA to go to 24/7 operations, Biden announces Nikkei Asia - TSMC announces plans to build first chip plant in Japan St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product Forbes - Druckenmiller Blasts Fed’s ‘Radical’ Stimulus Policy David Sacks on Twitter - Desantis Dinner Variety - Ted Sarandos Doubles Down The Light of Other Days by Arthur C. Clarke CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million NBC -  Most adults shouldn't take daily aspirin Botched - Man Wins $100,000 Breast Implants Bet! more
10/9/21 E50: Crypto investing deep dive, Facebook's whistleblower fallout, Cha... Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01... Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, institutional money in crypto 40:59 Facebook whistleblower, potential ramifications & regulation 57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s 1:02:34 Is decentralization a solution for social media? 1:09:09 Chappelle's controversial new special, All-In summit & more Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
10/2/21 E49: Coinbase CEO reflects on controversial blog, state of the markets... Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog p...ost "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill 45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets 57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision" 1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm 1:23:51 All-In summit planning Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
9/25/21 E48: The role of decentralization, China/US break down & more with Bes... Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 B...alaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook 39:43 Chances of a revolution in China, predictions for the next 1-2 decades 48:37 Decentralized citizen journalism, the end of corporate journalism 58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media 1:18:43 How decentralized media platforms would work mechanically Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
9/18/21 E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holme... Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations... in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's week from hell, Instagram's harmful impact on teen girls 42:42 How to properly regulate social media's impact on certain groups 1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike 1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds 1:25:54 Mailchimp sells for $12B, employees got no equity 1:29:43 AOC at the Met Gala Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Links: more
9/14/21 E46: False Ivermectin narratives, regulatory grift, wartime mentality ... Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin s...tory fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing 25:36 The threat of regulatory capture 34:18 Benefits of the "wartime mentality" when solving major issues 45:30 CCP looking to break up Alipay, what this means for US/China relations 49:11 Audience Q&A! Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: more
9/4/21 E45: Theranos & VC fraud risks, China bans video games, Texas SB8, App... Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 0...8:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC 31:28 China's video game ban, is it a good move? 39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion 55:09 Apple alters their payment policies 1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values 1:12:48 Joe Rogan & the narratives woven by the media & consumers Download Callin: Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: Elizabeth Holmes Trial China Bans Video Games Texas SB8 Apple Modifies App Store Developer Payment Policy Joe Rogan Covid #allin #tech #news more
8/28/21 E44: USA's Afghanistan embarrassment, China's new algo laws, future of... Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghani...stan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency 1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits 1:34:49 Post-credits scene Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: more
8/6/21 E43: Innovative venture strategies, Zymergen's implosion, Square acqui... Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sack...s' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds 43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising 59:12 Chamath & Jason share Theranos stories, Jason calling out frauds 1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power 1:28:05 New Yung Spielburg banger: "Friedberg Index" Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: CNBC - Early Google exec got Larry Page’s backing to build a start-up factory focused on saving the planet Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be ‘immaterial’ in 2022, removing CEO Zymergen - Zymergen Provides Business Update Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors CNBC - Square to buy Australia’s Afterpay in $29 billion deal as ‘buy now, pay later’ trend takes off more
7/30/21 E42: China's tech crackdown, CRISPR breakthrough, practical climate ch... Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive ...tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies 41:25 CRISPR breakthrough, future possibilities 50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions 1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers AP - Biden orders tough new vaccination rules for federal workers Bloomberg - NYC’s Top Dining Rooms Will Start Requiring Proof of Vaccination NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security Reuters - ByteDance founder tells staff he’s shifting away from CEO’s daily work -sources Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble Bloomberg - China to Overhaul Education Sector ‘Hijacked by Capital’ BBC - Tencent shares slide after Beijing crackdown on music rights NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It Science Magazine - CRISPR creates first genetically modified marsupials more
7/23/21 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth ... Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, publ...ic vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France 45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements 59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators 1:10:46 Modern online pessimist psychology & how to fix it 1:21:32 Besties give their tech industry takeaways Follow the besties: Follow the pod: Intro Music Credit: Referenced in the show: NYT - In France, angry protests, rising infections and record vaccinations. NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks CNBC - Biden on Facebook: ‘They’re killing people’ with vaccine misinformation Fortune - In giant leap for biology, DeepMind’s A.I. reveals secret building blocks of human life The Wizard of Menlo Park - Randall E. Stross Tweets: more
7/16/21 E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race &... Show Notes: 0:00 Bestie game show: Who got COVID? How was the experien...ce? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will people self-isolate even without government shutdowns? 40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators 47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband 1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021 Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: WSJ Opinion - What Drives GOP Resistance to Vaccines? NYT - Some Republican Leaders Speak Up for Vaccines Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits Study Finds - Over 200 COVID ‘long hauler’ symptoms identified, many lasting longer than 6 months CNN Opinion - Richard Branson's disappointing space jaunt Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far Books: Andy Weir - Project Hail Mary Jeremy England - Every Life Is on Fire Tweets: more
7/9/21 E39: West coast super drought & climate crisis, Nuclear virtue signali... Show Notes: 0:00 Super drought & climate crisis on the west coast 25:5...3 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48 San Francisco chaos, "crime is down" controversy, viral crime videos 59:42 Are Israel's recent COVID vaccine findings problematic? Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: Nuclear energy timeline The Grid: The Fraying Wires Between Americans and Our Energy Future MarketWatch - Target shortens hours in San Francisco due to ‘alarming rise’ in shoplifting Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness Tweets: more
7/3/21 E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future ... Show Notes: 0:00 Jason & Sacks hash out their Twitter beef 20:58 Robin...hood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fear porn? 57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024? 1:06:11 Future of Republican & Democratic parties 1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly? 1:19:42 Sha'Carri Richardson Olympic suspension Follow the besties: Follow the pod: Intro Music Credit: Referenced in the show: All-In Stats - E37 FINRA fines Robinhood $70M Robinhood S-1 CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says Google - US vaccine rates by state Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children Politico - ‘Not a healthy environment’: Kamala Harris’ office rife with dissent Politico - DeSantis ‘very wary’ of upsetting Trump CNBC - Judge dismisses FTC and state antitrust complaints against Facebook Amazon's petition for Lina Khan recusal NYT - Sha’Carri Richardson, a Track Sensation, Tests Positive for Marijuana Tweets: more
6/25/21 E37: NYC rejects far-left mayoral candidates, new developments in lab ... Follow the besties: Follow the pod: Intro Music Credit: Refere...nced in the show: NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia Vanity Fair - Eric Adams interview NY Daily News - ‘We don’t want fancy candidates’: Eric Adams declares himself ‘face of the new Democratic Party’ Jesse Bloom COVID origin research paper Destined for War: Can America and China Escape Thucydides’s Trap? by Graham Allison Apple says third-party app stores would leave iPhone users vulnerable to scammers The Pull Request - Bad Apple* by Antonio Garcia Martinez Show Notes: 0:00 Besties hash out a new format & the purpose of the podcast 14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness & drug abuse in elections 29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China 54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble 1:09:25 Antonio Garcia Martinez's first Substack article on Apple more
6/18/21 E36: New FTC Chair, breaking up big tech, government silent spying, Jo... Follow the besties: Follow the pod: Intro Music Credit: Show N...otes: 00:00 Besties intro 03:37 Lina Khan appointed to the Chair of the Federal Trade Commission 07:02 Will Lina break up big tech? Which one will be first? 18:02 Potential repercussions to consumers 27:48 Sacks’ antitrust experience at PayPal vs. Ebay, Visa & MasterCard 29:50 Google’s multi-trillion dollar data trove 35:40 The U.S. government's capability to silently take data while “gagging” Big Tech 53:32 COVID’s psychic shadow, Friedberg’s office landlord is still requiring masks 1:00:17 Jon Stewart’s lab leak bit on Stephen Colbert’s show 1:10:04 California’s wildfire risk increasing with climate change 1:20:57 Besties summer plans Referenced in the show: Chamath's 2019 Annual Letter re: Big Tech breakup Big Tech Gag Order (mentioned by Sacks) Obama Administration Record Seizure (mentioned by Sacks) California Forest fire maps (mentioned by Friedberg) Jon Stewart On Vaccine Science And The Wuhan Lab Theory #allin #tech #news more
6/13/21 E35: Biogen's controversial Alzheimer's drug approval, the billionaire... Follow the besties: Follow the pod: Show Notes: 0:00 Bestie intr...o, Chamath's whereabouts 2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval 26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space? 42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees? 56:49 Recent factors on the commercial & private real estate markets, inflation head fake 1:05:01 ProPublica's report on billionaire tax returns 1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity 1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning Intro Music Credit: Referenced in the show: Tweets:   more
5/31/21 E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fac... Follow the besties: Follow the pod: Intro Music Credit: Refere...nced in the show: WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage Forbes - Friends Don't Let Friends Become Chinese Billionaires Brookings - Fentanyl and geopolitics: Controlling opioid supply from China NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation Show Notes: 0:00 Friedberg recaps Sacks' birthday party 6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production 26:09 India's new "traceability" law 33:11 Coinbase & Brian Armstrong debut fact checking blog 41:17 Friedberg's science corner: groundbreaking gene therapies 45:06 Amazon's MGM acquisition, media consolidation 1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure & responding more
5/22/21 E33: Apple’s hypocrisy, America’s math failure, crypto’s regulat... Follow the besties: Follow the pod: Intro Music Credit: Refere...nced in the show: The Verge - Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire The Verge - Apple employees call for company to support Palestinians in internal letter Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode Business Insider - Tobi Lutke's Email TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang Persuasion - America Is Flunking Math Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says St. Louis FED - 10-Year Breakeven Inflation Rate TED - A prosecutor's vision for a better justice system Tweets: Show Notes: 0:00 Apple's hypocrisy re: AGM firing 25:48 America is failing math 40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes 50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop 57:46 Crypto correction: regulation, centralized coins, potential black swans 1:13:30 Friedberg's science corner: UFOs 1:19:18 Sacks presses other billionaires on their support Chesa Boudin #allin #tech #news more
5/13/21 E32: Behind the scenes of Elon hosting SNL, CDC failures, America's re... Follow the besties: Follow the pod: Intro Music Credit: Refere...nced in the show: NY Times - A Misleading C.D.C. Number medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates Business Insider - Silicon Valley VCs are at war with the ‘far left radicals’ running California NY Post - Powerful teachers union influenced CDC on school reopenings, emails show MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance Tweets: Show Notes: 0:00 Jason goes behind the scenes of Elon's SNL appearance 23:36 CDC failures, misleading information on COVID spreading outdoors 39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy 48:32 America's real-time UBI experiment, Business Insider's piece covering All-In 1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more 1:19:15 Should the besties start a third party? Is it possible? more
5/1/21 E31: Post-vaccination virtue signaling, pandemic lessons, immigration,... Follow the besties: Follow the pod: Intro Music Credit: Refere...nced in the show: MIT Technology Review - Some vaccinated people are still getting covid. Here’s why you shouldn’t worry. David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility Tweets Show Notes: 0:00 Bestie intro, Jason's trip recap 2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address 16:07 Pandemic lessons 30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration 48:04 How Darwinian free trade has negatively impacted the US middle class 1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness 1:07:48 Big Tech earnings more
4/23/21 E30: Ramifications of Biden's proposed capital gains tax hike, federal... Follow the besties: Follow the pod: Intro Music Credit: Refere...nced in the show: Federal Net Outlays as Percent of GDP Wayback Machine / WhiteHouse.gov Reuters Show Notes: 0:00 Intro 1:19 Biden's capital gains tax hike 21:33 Addressing the federal budget problems 42:16 Chauvin verdict, media coverage 50:06 Hulu WeWork documentary, Founder psychology 59:46 COVID surge in India 1:11:01 Poor media performance in 2021 more
4/17/21 E29: Coinbase goes public, direct listings vs. IPOs, portfolio managem... Follow the besties: Follow the pod: Intro Music Credit: Refer...enced in the show: Statista - Death rates from coronavirus (COVID-19) in the United States Tweets: Show Notes: 0:00 Bestie intro & crowning a new SPAC king 3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT 12:06 David Sacks on running for governor 15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in 32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama 50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party 54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision 1:04:20 Degradation of faith in institutions accelerated by COVID 1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress more
4/1/21 E28: Current state of public & private markets, Archegos debacle, US d... Follow the besties: Follow the pod: Intro Music Credit: Refere...nced in the show: Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan Cal Matters - A wealth tax could sabotage California’s recovery Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here’s What We Know Show Notes: 0:00 Besties intro, state of the public & private markets 18:54 Chamath receives inspiring note re: last week’s longevity talk 21:17 Archegos debacle, issues with trading on margin 32:26 Biden’s infrastructure bill, US government becoming overleveraged 45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact 52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes 1:05:14 Is a wealth tax constitutional? Vaccine update more
3/27/21 E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethink... Sacks' Inflation Deck: Follow the besties: Follow the pod: Int...ro Music Credit: Referenced in the show: Tweets Bitclout Show Notes: 0:00 Besties get ready to rumble & discuss recent Twitter polls 7:25 Debating inflation, Sacks presents his deck 37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation 48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns 1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience 1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence more
3/20/21 E26: State of Venture Capital, plus fan questions on longevity, decent... View the State of VC deck here: Follow the besties: Follow the po...d: Intro Music Credit: Intro Video Credit: Referenced in the show: Lifespan by David Sinclair: Prenuvo: Gumroad Equity Crowdfunding: Backstage Equity Crowdfunding: Show Notes: 0:00 Bestie intro & poker talk 5:49 Fan question: Longevity & Biohacking, Chamath's health regimen 12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto? 22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector 33:33 Chamath's thesis behind deep tech investing 37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more 48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out? 55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding 1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs more
3/13/21 E25: Biden's vaccine mandate, "equity" in distribution, NFT speculatio... Follow the besties: Follow the pod: Intro Music Credit: Intro ...Video Credit: Articles referenced in the show: The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting San Francisco COVID-19 Vaccinations The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie’s after flurry of last-minute bids nearly crashes website CoinDesk - Burnt Banksy NFT Sells for $380K in ETH CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million Glenn Greenwald: Tweets referenced in the show: Show Notes: 0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution 11:00 Vaccine efficacy, "inequity" of distribution 19:24 Success vs. privilege, Meghan Markle vs. The Royal Family 33:38 NFTs, speculative markets, blockchain as a ledger 48:00 Impact of inflation on wealth inequality 1:01:20 SPAC/Direct Listing talk 1:07:46 Yung Spielburg's newest track: RED PILLS more
3/6/21 E24: Markets trend down, political manipulation via COVID “Zeroism,"... Follow the besties: Follow the pod: Intro Music Credit: Intro ...Video Credit: Referenced in the show: NY Magazine - Zero COVID Risk Is the Wrong Standard Released COVID-19 Response Contracts Chesa's "response" to Sacks GoFundMe for SF DA reporter The Verge - Entire school board resigns in shame after forgetting their WebEx call was public Show Notes: 0:00 Markets tank, reasons for optimism in the short-term 15:29 Breaking down the stimulus 24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism" 38:27 Biological Patriot Act, freedom of choice post-vaccination 49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues 1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender more
2/20/21 E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fea... Follow the besties: Follow the pod: Intro Music Credit: Intro ...Video Credit: Referenced in the show: WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins The Changing World Order by Ray Dalio Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity Show Notes: 0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics 10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates 34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media? 47:26 Vaccine update, conditioned fear sustaining post-vaccine 58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old more
2/13/21 E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Te... Follow the besties: Follow the pod: Intro Music Credit: Intro... Video Credit: Show Notes: 0:00 Bestie intro, congrats to Friedberg on a big beak wet 1:44 Jason intros Vlad Tenev 2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more 11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more 21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently? 31:04 Vlad tells the real story of Jason investing & signs off 33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more 41:36 Debriefing Vlad's performance more
2/6/21 E21: Media misalignment, subjects controlling narratives & more with b... Follow the besties: Follow the pod: Intro Music Credit: Intro... Video Credit: Referenced in the show: David Sacks on Tucker Carlson Gell-Mann Amnesia Show Notes: 0:00 Discussing Sacks' recent hit on Tucker Carlson 7:25 Media misalignment, subjects as sources, new age of journalism 25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals 34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more 1:08:02 Mean tweets more
2/3/21 E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing r... Follow the besties: Follow the pod: Intro Music Credit: Intro ...Video Credit: Referenced in the show: The Insiders' Game by David Sacks ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion Rescue California - Recall Gavin Newsom Show Notes: 0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021? 20:21 Understanding short positions - why do firms short, more transparency & margin requirements 26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos 31:45 Breaking down California’s report card, why the state is such a mess, what structural problems plague it & how to fix them 1:02:04 Chamath’s Aziz Ansari story, Governor potential, top ways to save California more
1/30/21 E19: Breaking down Robinhood's GameStop decision: Why did it happen an... Follow the crew: Follow the pod: Intro Music Credit: Intro Vid...eo Credit: Referenced in the show: David Sacks on Bloomberg Chamath for Governor DeepFuckingValue's Reddit page Show Notes: 0:26 Besties intro 2:11 Chamath breaks down the entire WallStreetBets/GameStop saga 15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more 39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here 53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame 1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians more
1/23/21 E18: Inauguration talk, breaking down the $1.9T stimulus, the case for... Follow the crew: Follow the pod: Intro Music Credit: Intro Vid...eo Credit: Referenced in the show: M1 Money Stock Friedberg's Spy Situation Sacks' thoughts on Wilkinson cancellation Show Notes: 0:00 Bestie intro, Inauguration talk, Impeachment implications 20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal 34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story 44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios 55:06 How the tech ecosystem plays into inequality & how to fix it 1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence 1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob more
1/11/21 E17: Big Tech bans Trump, ramifications for the First Amendment & the ... Follow the crew: Follow the pod: Intro Music Credit: Intro Vide...o Credit: Referenced in the show: “I Have Blood on My Hands”: A Whistleblower Says Facebook Ignored Global Political Manipulation Show Notes: 0:00 David Sacks intros the besties 2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy 21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment 43:01 What laws can be written to prevent Big Tech oligarchy in the future? 59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration 1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up? 1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto more
1/8/21 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff e... Follow the crew: Follow the pod: Intro Music Credit: Intro Vide...o Credit: Referenced in the show: The Killer D.A. by David Sacks Show Notes: 0:00 New intro for the besties - listen here: 2:14 Sacks' trip to Miami 6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump 29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability 44:19 Should the 25th Amendment be invoked? 49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP? 56:23 How Friedberg would handle vaccine distribution 1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA more
12/18/20 E15: “The Besties” All-In’s inaugural award show covering the be... Follow the crew: Follow the pod: Intro Music Credit: Show Notes...: 0:00 The besties discuss some recent beak wetting, open source merch & more 6:31 Chamath tells the “192.5” weight loss bet story 10:54 Biggest Winner - Politics 13:08 Biggest Loser - Politics 16:24 Biggest Winner - Business 19:47 Biggest Loser - Business 23:22 Biggest Winner - Culture 26:24 Biggest Loser - Culture 32:31 Biggest Turnaround 34:49 Biggest Flash in the Pan 39:32 Biggest Breakthrough 43:51 Smartest Move - Business 49:58 Dumbest Move - Business 56:25 Smartest Move - Politics 1:00:20 Dumbest Move - Politics 1:04:22 Best/Worst Political Theatre 1:12:57 Best Memes more
12/4/20 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, T... Follow the crew: Follow the pod: Invest with the Best... ies!: ...Referenced in the show: NYT - The Rich Kids Who Want to Tear Down Capitalism Coinbase - An upcoming story about Coinbase NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups Show Notes: 0:00 Besties intro, fashion talk & the All-In Syndicate 3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce? 19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible 27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale 47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far 59:21 Trump's Section 230 gambit, will Trumpism fade away? 1:05:23 Trust Fund socialists 1:26:14 Coinbase vs. NYT round 2,   more
11/25/20 E13: SPACsgiving Special! More promising vaccine news, innovation vs. ... Follow the crew: Follow the pod: Referenced in the show: NYT Art...icle - Politics, Science and the Remarkable Race for a Coronavirus Vaccine Show Notes: 0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC 10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it? 21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc. 35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation 47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central 59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far 1:06:29 What the besties are thankful for 1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics? 1:21:01 Code 13! more
11/11/20 E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID ... Follow the crew: Follow the pod: Show Notes: 0:00 Besties reflec...t on the election night special, comparing Trump's case to Al Gore's in 2000 4:44 Was this election devastating for extreme-ism in politics? 12:13 Pfizer vaccine, withholding the vaccine from the political news cycle 21:54 COVID endgame scenarios 28:45 Public markets ripping, gridlock great for the economy 34:43 Analyzing exit polls, death of identity politics 50:57 Biggest loser of the election: Journalism 57:43 When will Trump concede? What will his next move be? 1:07:37 San Francisco's collapse - will it eventually go bankrupt? more
11/4/20 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad... Follow the crew: Follow the pod: Follow the bestie guesties: ... Show Notes: 0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal 10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more 20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome 24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more 41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020 50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses 55:40 Mid-show predictions, Jason goes off on Trump 1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger 1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns 1:38:24 Reviewing the race swing state by swing state 1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more 1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders 2:00:43 Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22 2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation 2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy 2:34:32 Jason & Sacks debate Russian election interference legitimacy 2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more 2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address more
10/16/20 E10: Twitter & Facebook botch censorship (again), the publisher vs. di... Follow the crew: Follow the pod: Sacks' blog post on Section 230...: Referenced in the show: NY Post Hunter Biden Story Twitter's explanation for censoring it Facebook's explanation for censoring it Updated CDC survival rates Show Notes: 0:00 The besties catch up on the news 1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook 7:27 What is section 230 & how does it play into the publisher vs. distributor debate 13:23 Distinguishing between publishers & distributors 28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten? 37:21 Trump beats COVID, what that means for better treatment options, dueling town halls 46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying 54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls more
10/3/20 E9: Trump has COVID, First debate reactions, Coinbase letter response ... Follow the crew: Follow the pod: Referenced in the show: Brian A...rmstrong's Blog - Coinbase is a mission focused company President Trump's medical treatment Show Notes: 0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election 9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation? 16:55 What happens to the election if Trump is incapacitated & cannot run? 20:36 Debate reaction - who won, who misfired? 29:05 Live reaction to Trump being flown to Walter Reed hospital 30:43 Has the economy began to separate from political influence? 36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter 41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies 49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward 59:04 Predictions for 2021 more
9/19/20 E8: TikTok + Oracle, how privacy loss will impact society, economy & C... Follow the crew: Follow the pod: Articles referenced in the show...: America Needs to Lock Down Again: A Taxonomy of Fear: NuScale Power Article: Running Tide Article: Show Notes: 0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more 5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software 15:01 What’s the bigger picture of the TikTok debate, what policy could be enacted 20:13 The emerging market for guaranteed privacy & how this impacts society 27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns? 37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing 46:22 Trump’s COVID response, Trump vs. Biden, shrinking impact of the executive branch 55:11 California wildfires, politicization of global warming, financial incentives to solving climate change 1:08:28 Practical ways to impact global warming & the carbon crisis 1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association 1:18:58 Could Trump being re-elected eliminate the two-party system? more
9/9/20 E7: California's collapse, how SPACs are opening the markets for growt... Follow the crew: Follow the pod: Bestie recommendations: Chamat...h: Sacks: Friedberg: Jason:   0:00 The gang recap their summers 6:43 Is California collapsing? Why or why not? Has the one-party system failed? 14:05 Understanding the bureaucratic side of California's problem 20:37 AB-5 & the working rights of freelancers 27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this? 34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing 46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market 50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks 1:01:23 Election talk - who is in the lead ahead of the first debate? 1:12:21 Bestie recommendations more
7/31/20 E6: Big Tech antitrust aftermath, potential effects of an M&A clampdow... Follow the crew: Follow the pod: Jason's recent Big Tech antitru...st hearings breakdown: more
7/11/20 E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 1... Follow the crew: Follow the pod:
6/20/20 E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitte... Follow @chamath: Follow @jason: 0:01 Jason checks in on Chamath, Sa...cks & Friedberg, opening up their social circles, outdoor activities & more 9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more 20:56 Viral videos, doxxing bad behavior & cancel culture 25:39 Reforming law enforcement, separating police from the military, changing police incentives 36:42 Are public unions too powerful? How a lack of leadership has led us here 41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression 59:24 John Bolton's book controversy 1:03:14 Movements in the COVID vaccine space 1:07:38 Trump vs. Biden: Who has the upper hand? 1:14:24 Who should Biden pick as VP? more
5/21/20 E3: Modern Cold War between US & China, economic recovery, potential m... Follow @chamath: Follow @jason: 0:01 Jason & Chamath intro David S...acks & David Friedberg 1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm 8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus 12:41 Sacks on 3 major data-driven discoveries about the virus 15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus 19:32 Getting back to work 21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like 28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war 34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks 37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work 41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people 45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats 49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues 53:46 Sacks on US/China relationship, how US can penalize China 59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions more
4/11/20 E2: Rebooting the economy, understanding corporate debt, steps to avoi... Follow @chamath: Follow @jason: 0:01 Jason & Chamath catch us up on... their quarantines 1:20 Chamath intros David Sacks 4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum 6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response? 12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated? 19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method 27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump? 30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression? 36:22 Chamath & Jason assess David's plan 43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work? 49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not? 52:02 Chamath explains how corporate debt works through the lens of Ford 56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues? 1:02:17 Trump vs. Biden: who has the edge in 2020 right now? 1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far? more
3/19/20 E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Pu... Follow @chamath: Follow @jason:   0:01 Jason & Chamath intro David... and check in on each other's quarantines 2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics 13:15 Thoughts on potential treatment options & policy changes 22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time 25:03 Should the US adopt Chinese & South Korean quarantine strategies? 29:53 What do the current market conditions mean for startups & VC? 41:24 Chamath explains what is currently happening in the capital markets 45:05 How close is the US on being able to do mass-testing? 54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy 1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens? 1:12:10 COVID-19 exposing holes in the US healthcare system 1:17:44 Should we ban wet markets globally? 1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again 1:28:18 When will the weekly poker game resume? more
3/15/20 E0: COVID-19 Political, Economic & Social Ramifications featuring The ... Follow @chamath: Follow @jason:     0:01 Jason intros Chamath and... Episode 0 of All-In and they discuss their current self-quarantine 0:55 Jason intros David Friedberg 1:35 Chamath gives the inaugural (& potentially final) All-In ad read 2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors 4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show? 9:03 David explains the actions he would take if he was president 12:37 Thoughts on Trump’s private sector involvement 16:58 Has the press failed in its coverage, or are they just feeding people what they want? 23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India? 37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s numbers 40:26 Chances of Trump testing positive for the virus? What effect would that have on markets? 48:53 What should we do differently next time? 53:13 Will there both more deaths due to second order effects of the virus than direct deaths? 1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run? 1:11:26 Chances of a quick resolution? 1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO’s of companies like Airbnb & DoorDash being effected? 1:21:17 How to approach the next year in startups & VC? more
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