128 episodes

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

All-In with Chamath, Jason, Sacks & Friedberg Jason Calacanis

    • Technology
    • 4.6 • 120 Ratings

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

    E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

    E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

    (0:00) Bestie intro!
    (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow
    (17:52) Interest rates impact on mega-cap company creation
    (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues
    (1:02:33) Adani's potential fraud, role of short sellers
    Follow the besties:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow the pod:
    https://twitter.com/theallinpod
    https://linktr.ee/allinpodcast
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
    Intro Video Credit:
    https://twitter.com/TheZachEffect
    Referenced in the show:
    https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market
    https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
    https://fred.stlouisfed.org/series/CIVPART
    https://www.ustreasuryyieldcurve.com
    https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
    https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
    https://www.google.com/finance/quote/META:NASDAQ
    https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
    https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10
    https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
    https://twitter.com/tomloverro/status/1620466827519496194
    https://twitter.com/msuster/status/1620653106387386368
    https://twitter.com/gradypb/status/1620937502248034304
    https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital
    https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y
    https://hindenburgresearch.com/adani
    https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response
    https://www.sec.gov/rules/proposed/2022/34-94313.pdf
    https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

    • 1 hr 12 min
    E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

    E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

    (0:00) David Sacks does bestie intros!
    (2:49) DOJ sues Google over ads business
    (23:09) EU probes Microsoft over Slack complaint 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:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow the pod:
    https://twitter.com/theallinpod
    https://linktr.ee/allinpodcast
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
    Intro Video Credit:
    https://twitter.com/TheZachEffect
    Referenced in the show:
    https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight
    https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html
    https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792
    https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response
    https://noahpinion.substack.com/p/would-breaking-up-google-really-do
    https://thehustle.co/12232022-ad-spend
    https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay
    https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant
    https://twitter.com/rebelnewsonline/status/1615770518606561282
    https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025
    https://www.nature.com/articles/s41467-022-31401-5
    https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/
    https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn
    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592
    https://twitter.com/jason/status/1478587551271161857
    https://twitter.com/EricTopol/status/1618381912413962240
    https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html
    https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1
    https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html
    https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html
    https://twitter.com/DavidSacks/status/1618321900324950018
    https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768
    https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583
    https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20

    • 1 hr 38 min
    E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

    E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

    (0:00) Bestie intro, who gets credit for the podcast?
    (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, 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:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow the pod:
    https://twitter.com/theallinpod
    https://linktr.ee/allinpodcast
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
    Intro Video Credit:
    https://twitter.com/TheZachEffect
    Referenced in the show:
    https://twitter.com/RitchieTorres/status/1616124738752987152
    https://twitter.com/TalbertSwan/status/1616101666582892547
    https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415
    https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige
    https://twitter.com/ShellenbergerMD/status/1614782758328598528
    https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479
    https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change
    https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar
    https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf
    https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html
    https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp
    https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560
    https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html
    https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d
    https://www.hellopearl.com
    https://roboflow.com
    https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12
    https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157

    • 1 hr 36 min
    E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

    E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

    (0:00) Bestie intro!
    (0:43) Reacting to Slate's article on All-In
    (11:18) SF business owner caught spraying homeless person on camera
    (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:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
     
    Follow the pod:
    https://twitter.com/theallinpod
    https://linktr.ee/allinpodcast
     
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
     
    Intro Video Credit:
    https://twitter.com/TheZachEffect
     
    Referenced in the show:
    https://twitter.com/mattyglesias/status/1613135006272045056
    https://www.epsilontheory.com/gell-mann-amnesia
    https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html
    https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel
    https://twitter.com/BettyKPIX/status/1613080547022229504
    https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals
    https://fortune.com/2023/01/11/structure-openai-investment-microsoft
    https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d
    https://openai.com/blog/introducing-openai
    https://ai.facebook.com/tools/pytorch
    https://fairuse.stanford.edu/overview/fair-use/four-factors
    https://fred.stlouisfed.org/series/USAPEFANA
     

    • 1 hr 31 min
    E110: 2023 Bestie Predictions!

    E110: 2023 Bestie Predictions!

    (0:00) Bestie New Year catch-up!
    (2:44) Prediction 1: 2023's biggest political winner
    (17:25) Prediction 2: 2023's biggest political loser
    (21:57) 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:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow the pod:
    https://twitter.com/theallinpod
    https://linktr.ee/allinpodcast
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
    Intro Video Credit:
    https://twitter.com/TheZachEffect
    Referenced in the show:
    https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665
    https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/
    https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html
    https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html
    https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304
    https://twitter.com/DavidSacks/status/1598076726671642624
    https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html
    https://twitter.com/JenniferJJacobs/status/1611052287954149377
    https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california
    https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280
    https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279

    • 1 hr 38 min
    E109: 2022 Bestie Awards Live from Twitter HQ

    E109: 2022 Bestie Awards Live from Twitter HQ

    (0:00) Bestie catch up!
    (3:05) Kicking off the 2022 Bestie Awards
    (4:12) Biggest winner in politics
    (9:11) Biggest loser in 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:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow the pod:
    https://twitter.com/theallinpod
    https://linktr.ee/allinpodcast
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
    Intro Video Credit:
    https://twitter.com/TheZachEffect
    Referenced in the show:
    https://civil.ge/archives/469054
    https://www.popularmechanics.com/military/weapons/a39946577/us-to-replace-javelin-stinger-missile-stockpiles-sent-to-ukraine
    https://www.investopedia.com/terms/c/capm.asp

    https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928
    https://twitter.com/TwitterBusiness/status/1605651865818914816
    https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer
    https://twitter.com/ShellenbergerMD/status/1604871630613753856
    https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718
    https://twitter.com/ShellenbergerMD/status/1491418120086454278
    https://twitter.com/seanhannity
    https://youtu.be/HBiV1h7Dm5E
    https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812
    https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960
    https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292
    https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY

    • 2 hrs 17 min

Customer Reviews

4.6 out of 5
120 Ratings

120 Ratings

CooperS06 ,

Love it

I turn to these guys are the guys who are at the epicenter of all emerging tech and businesses.

Great source of inspo

Chris Long 903 ,

Outstanding conversations

Four individuals with different perspectives on everyday events from markets to politics. It’s a very intellectually discussion.

130547 ,

All-In a winner!

Have just discovered this incredible podcast. Four heavy-hitting, brilliant minds who go for it on every imaginable and topical issue. They dig in. They disagree. They provoke. They opine. But always providing light even with all their heat. Probably the single best podcast available.

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