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

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    All-In with Chamath, Jason, Sacks & Friedberg

    All-In Podcast, LLC

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  • Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

    1 DAY AGO

    1

    Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

    (0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots Apply for Liquidity: https://allinliquidity.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124 https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble https://x.com/chamath/status/2027077786503164260 https://www.citriniresearch.com/p/2028gic https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report https://x.com/TurnerNovak/status/2026332990914101699 https://x.com/anistotle_/status/2026306126674108788 https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion https://www.derekthompson.org/p/nobody-knows-anything https://x.com/kalshi/status/2027040345419129166 https://x.com/StockMarketNerd/status/2019837212515528730 https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/ https://x.com/DavidSacks/status/2027087693327237251 https://x.com/levie/status/2026885050411745491 https://x.com/typesfast/status/2026998028222013679 https://x.com/cboyack/status/2021647373571862952 https://x.com/chamath/status/2025369318696124859 https://x.com/pat_hedger/status/2026742424471560636 https://x.com/SemiAnalysis_/status/2026719180284666046 https://x.com/WesternLensman/status/2024661247296172486 https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30 https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31

    1 day ago

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    1h 21m
  • Did social media break a generation — or just change it?

    20 FEB

    2

    Did social media break a generation — or just change it?

    Is tech rewiring childhood or exposing what’s already broken? Jonathan Haidt, Catherine Price, and a Gen Z advocate debate social media bans, attention and what “fun” looks like off-screen. Guests include social psychologist Jonathan Haidt, youth online safety activist Maximilian Milovidov and author Catherine Price. TED Radio Hour+ subscribers now get access to bonus episodes, with more ideas from TED speakers and a behind the scenes look with our producers. A Plus subscription also lets you listen to regular episodes (like this one!) without sponsors. Sign-up at plus.npr.org/ted. To manage podcast ad preferences, review the links below: See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences. Learn more about sponsor message choices: podcastchoices.com/adchoices NPR Privacy Policy

    20 Feb

    •
    50 min
  • 10 Years of Acquired (with Michael Lewis)

    15/12/2025

    3

    10 Years of Acquired (with Michael Lewis)

    Why has Acquired — seemingly against all odds — “worked”? It's a puzzling question: episodes are four hours long, they come out infrequently, and they usually don’t have guests or video. Hardly the standard-issue playbook for podcasting success! And yet well over a million smart, curious and exceedingly busy humans share their (your!) valuable time with us every month. Why? This is the exact paradox that has been rolling around in the head of Michael Lewis (yes, that Michael Lewis) since he found the show earlier this year. So we asked Michael to be our guest "interlocutor" and share what he thinks is going on here, while we share ten lessons we've stolen (graciously) from companies we've studied and brought into Acquired itself. He takes us through the entire Acquired journey: how we started, why we've never hired anyone or raised money, how we pick episodes, what our business model actually is, why we focus on quality and enjoyment over maximizing enterprise value, and ultimately why we’re all — you, him, us — kindred spirits together. Oh, and just for fun, we recorded this episode where another special journey began — the garage where Google was founded. Thank you for an incredible decade together… here's to the next one! Sponsors: Many thanks to our fantastic Fall ‘25 Season partners: J.P. Morgan Payments (you can watch our full show with them at AWS re:Invent here!)WorkOSSentryShopifyThank-yous: First, to Google for loaning us the garage. The sawhorse table desk, PC and CRT monitor on display in the background were all Google originals courtesy of the Google Founders Collection at the Computer History Museum. So cool!Second, to our friends at Shep Films for helping us seriously up our game on production quality this episode!Our Favorite Michael Lewis Books: Home GameMoneyballLiar’s PokerThe Blind SideThe Undoing Project (as referenced by Michael in the beginning, about Daniel Kahneman and Amos Tversky)Carve Outs: Books: The Name of the Wind by Patrick RothfussScience, the Endless Frontier by Vannevar BushLast Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase by Duff McDonaldThe Art of Spending Money by Morgan HouselEmperors of Chocolate by Joel Glenn BrennerMorris Chang's AutobiographyPodcasts: Against the RulesRevisionist HistorySmartLessThe DailyThe Bill Simmons PodcastGraham Duncan on Invest Like the BestGlue GuysVideo: Jay KellyThe RehearsalDoug DeMuroTiresF1 The MovieAndorFalloutSeveranceSiloVideo Games: Sea of StarsKirby and the Forgotten LandProducts: ARTEZA Rollerball Pen 0.7mm FineRotring 800 Mechanical PencilFujifilm X100VIUniqlo Socks!On Running ShoesRimowa LuggageParenting: Guided Access on iPadToy StorySlumberPodBluey Experience in NYCMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    15/12/2025

    •
    2h 48m
  • Zero Crypto at Home: Bankless in the Age of Wrench Attacks and Phishing | Jameson Lopp and Beau

    3 DAYS AGO

    4

    Zero Crypto at Home: Bankless in the Age of Wrench Attacks and Phishing | Jameson Lopp and Beau

    Crypto’s newest threat isn’t a smart contract exploit, it’s a knock at your door. In this episode, Ryan sits down with Jameson Lopp (Casa) and Beau (former CIA, now safety at Pudgy Penguins) to map the real security landscape for crypto holders in 2026: the phishing traps you’ll see daily, the physical “wrench attacks” that terrify the community, and the practical systems that can make both dramatically less effective. If going bankless is about freedom, this is the playbook for keeping that freedom without turning into your own security team. --- 📣ROCKET POOL | PERMISSIONLESS STAKING https://bankless.cc/Rocketpool --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast ⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING https://bankless.cc/euphoria 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://bankless.cc/TDRpro --- TIMESTAMPS 0:00 Intro 2:45 The 2026 threat landscape: third parties, privacy, then physical 8:07 Most likely vs most dangerous: phishing vs wrench attacks 17:23 Minimize attack surface + separate your money by risk 20:27 The “3-wallet” model: daily spend, risky ops, deep cold vault 25:08 Hot vs cold: the $1k rule + don’t sign when you’re not sharp 30:01 Social engineering defense: authenticate everything, trust nothing inbound 36:22 Password managers + the 2FA ladder (passkeys/YubiKeys win) 45:05 “Dedicated signing machine” and air-gapped thinking 47:30 Wrench attacks: how targets are found + what the attacks look like 52:50 Why France stands out (and what Dubai’s data shows) 57:37 “Zero Crypto at Home”: multisig + geography + time delays 1:12:27 Duress wallets: why they don’t reliably work 1:16:38 Home hardening checklist: cameras, lights, panic buttons, doors/windows 1:30:59 Onchain privacy reality + tax software pitfalls 1:37:40 Is this a setback for the Bankless vision? --- RESOURCES Jameson Lopp https://x.com/lopp https://casa.io/ Beau https://x.com/beausecurity https://beausecurity.substack.com/ RSA’s Article - Zero Crypto at Home https://x.com/RyanSAdams/status/2016572587363520933 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    3 days ago

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    1h 43m
  • The NFL (2026 Update)

    27 JAN

    5

    The NFL (2026 Update)

    The NFL is nearly synonymous with America today. Practically nothing is more quintessentially and universally American than tuning in every Sunday (and Monday, and Thursday… and sometimes Saturdays and holidays too) to watch the world’s most beautiful ballet of violence. It generates the most revenue of any sports league globally and sets new records for team valuations each year. But it wasn’t always this way. The history of the NFL mirrors America’s own development: scrappy small-town teams rode the successive growth waves of the automobile, TV, the Internet and social media to grow larger than the even the founders’ wildest dreams. Whether you watch football or not, the NFL is one incredible business story, and one that we’ve taken more lessons from over the years for Acquired itself than perhaps any other episode we’ve made. Note: This is a remastered release of our original January 2023 episode, updated to today's Acquired production standards. It also features a full hour+ followup section at the end covering the seismic shifts in the NFL’s business since the original episode’s release. Much has happened in those three years: Taylor Swift entered the league (via merger 🙂), streaming went mainstream (and took over Thanksgiving and Christmas), sports gambling exploded from 46 million to 76 million bettors, and — in perhaps the most surprising development — private equity finally stormed the gates of the NFL. Oh, and average franchise valuations grew by 60% from $4.5 billion to over $7 billion. Communist capitalism is alive and well! We're also releasing this episode in advance of Super Bowl LX here in San Francisco, where Acquired is hosting the NFL’s inaugural Super Bowl Innovation Summit! Sponsors: Many thanks to our partners: VantaSierraCrusoeSentry (+ join the list for Sentry & Vercel’s Super Bowl Fan Zone party)Links: Innovation Summit details and all Super Bowl LX Week events in San Francisco (note content from the Innovation Summit will be posted publicly the week after the Super Bowl — we’ll update this page with links when available)America’s GameSports Illustrated’s oral history of the famous Joe Namath “pool photo”All episode sourcesCarve Outs: The MenuPeyton’s PlacesMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!00:00:00 Intro00:00:37 Welcome to the Remastered NFL Episode00:06:05 Origins of Football & the Forward Pass (1869-1905)00:14:34 The Founding of the NFL (1920)00:41:52 Bert Bell's "Any Given Sunday" Philosophy (1946)01:03:28 Pete Rozelle Transforms the League (1960)01:56:34 The Creation of the Super Bowl (1966)02:09:47 Monday Night Football Invents Modern Sports TV (1970)02:37:19 The NFL's Business Model Explained02:39:28 CTE & the Kaepernick Controversy (2016)02:48:36 Analysis: Playbook & 7 Powers Analysis03:21:04 2026 UPDATE: Netflix, Youtube, Amazon Streaming, T-Swift, Gambling & New TV Deals03:57:11 Private Equity Enters the NFL (2024)04:14:08 Conclusion & Thank Yous  ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    27 Jan

    •
    4h 17m
  • How to lose friends and DDoS people

    3 DAYS AGO

    6

    How to lose friends and DDoS people

    When the mysterious operator of an internet archiving-service decided to silence a curious Finnish blogger, they didn’t just send a stroppy email - they allegedly weaponised their own CAPTCHA page to launch a DDoS attack, threatened to invent an entirely new genre of AI porn, and tampered with parts of their own archive to smear the blogger's name. In this episode, we unravel how a website designed to preserve history may have trashed its own credibility - and how Wikipedia responded when trust went out the window. Plus a ransomware gang shoots itself in the foot with a classic case of buffoonery, accidentally corrupting the very keys victims would need to decrypt their data. When even the criminals can’t unlock your files, what happens next? All this, a surprisingly zen Pick of the Week, and a gloriously splenetic rant against web forms, on episode 456 of the award-winning "Smashing Security" podcast, with cybersecurity veteran Graham Cluley and special guest Paul Ducklin. EPISODE LINKS: This App Will Detect People Wearing Smart Glasses Near You - Lifehacker.Patients listed as dead after major NZ health app MediMap hacked - 1News.Why fake AI videos of UK urban decline are taking over social media - BBC News.FBI orders domain registrar to reveal who runs mysterious Archive.is site - Ars Technica.Archive.today CAPTCHA page executes DDoS; Wikipedia considers banning site - Ars Technica.Archive.today is directing a DDOS attack against my blog - Gyrovague.Critical buffer overflow bug - in ESXi ransomware - SolCyber.Yoga with Adriene - YouTube.Smashing Security merchandise (t-shirts, mugs, stickers and stuff) SPONSORS: Coreview - Download "Total Tenant Takeover", a white paper about the Microsoft 365 Disaster No One Is Ready For.Vanta - Expand the scope of your security program with market-leading compliance automation… while saving time and money. Smashing Security listeners get $1000 off!ThreatLocker - Start your free trial and book a demo of ThreatLocker today to see how you can implement Zero Trust in your environment. SUPPORT THE SHOW: Tell your friends and colleagues about “Smashing Security”, and leave us a review on Apple Podcasts or Podchaser. Become a supporter! Join Smashing Security PLUS via Patreon or Apple Podcasts for ad-free episodes on our early-release feed! FOLLOW THE SHOW: Follow us on Bluesky or Mastodon, or on the Smashing Security subreddit, and visit our website for more episodes. THANKS: Theme tune: "Vinyl Memories" by Mikael Manvelyan. Assorted sound effects: AudioBlocks. Privacy & Opt-Out: https://redcircle.com/privacy

    3 days ago

    •
    49 min
  • Coca-Cola

    24/11/2025

    7

    Coca-Cola

    Coca-Cola is… sugar water. And somehow it’s also America, Christmas, summertime, friendship and happiness. Today we tell the story of how The Coca-Cola Company amazingly transmogrified a beverage into emotion in all of our collective psyches, and ALSO built one of the most incredible scale economy businesses of all-time. And oh yeah, there’s also cocaine, WW2, Mad Men, Warren Buffett, James Dean, Bill Cosby, Michael Jackson, Michael Ovitz, Steve Jobs, Bill Gates, McDonald’s and Monsanto. So cozy up to the fire with your favorite images of Santa Claus and Polar Bears and enjoy an ice-cold episode of Acquired — always delicious, always refreshing. Sponsors: Many thanks to our fantastic Fall ‘25 Season partners: J.P. Morgan PaymentsWorkOSShopifySentry — Link to ACQ Cassette Players, use code “audiophile”Links: Sign up for email updates and vote on future episodes!The Hilltop ad / Mad Men finalePepsi Challenge commercialsPepsi’s Michael Jackson commercialsCoke’s Bill Cosby commercialsTwo liter bottles inflatingWorldly Partners’ Multi-Decade Coca-Cola StudyFor God, Country, and Coca-ColaSecret FormulaAll episode sourcesCarve Outs: SkiErgSuper Smash Bros. UltimateClaudeNike Vomero PlusHermanos GutiérrezMore Acquired: Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    24/11/2025

    •
    4h 4m
  • The Man Sitting On More UFO Evidence Than Anyone Alive

    21 FEB

    8

    The Man Sitting On More UFO Evidence Than Anyone Alive

    Our American Alchemist this week is Clas Svahn. Sign Up With Our Sponsors Below For Exclusive Alchemy Deals! MudWtr: Start your new morning ritual & get up to 43% off your @MUDWTR with code JESSE at mudwtr.com/JESSE! #mudwtrpod The Perfect Jean: The Perfect Jean: F*%k your khakis and get The Perfect Jean 15% off with the code JESSE15 at https://theperfectjean.nyc/JESSE15 #theperfectjeanpod -------------------------- Support Our Other Projects Below! Grab Your American Alchemy Merch Here ➤ https://www.americanalchemymerch.com/ Join The American Alchemy Magazine Here ➤ https://americanalchemymagazine.substack.com/ Subscribe To Our Clips Channel (10 Minute Highlights!) ➤ https://www.youtube.com/@UC8ZKTXN9trt5dhixz6b6l6w -------------------------- JOIN OUR WHOP (Early Drops/Ad Free) ➤ https://whop.com/jessemichels Discord ➤https://discord.gg/crHc44m3kF Instagram ➤ https://www.instagram.com/jessemichelsofficial TikTok ➤ https://www.tiktok.com/@itsjessemichels X ➤ https://twitter.com/AlchemyAmerican Spotify ➤ https://tinyurl.com/jessemichelsspotify Clips Channel ➤ https://www.youtube.com/@JesseMichelsClips Apply For Jobs ➤ apply@jessemichelsmedia.com Sponsor Inquiries ➤ sponsor@jessemichelsmedia.com Media Inquiries ➤ mike@jessemichelsmedia.com Timestamps: 00:00 Intro 04:28 Archives of the Unexplained 30:56 Time Travel Insights 39:01 Betty Hill's Hidden Past 53:12 Water Landings and UFOs 56:07 Sensitive DOD Archives Revealed 57:53 UFO Encounters and Eyewitness Accounts 1:01:38 Military Radar and UFO Sightings 1:05:28 Personal UFO Experiences 1:11:56 The Quest for Truth in UFO Research 1:18:35 Edgar Mitchell and Parapsychology 1:24:15 The Mystery of Astronaut Sightings 1:31:05 Shared UFO Experiences 1:36:00 The Complexity of UFO Photos 1:41:03 The Importance of Stories in UFO Cases 1:50:44 Lessons Learned from Decades of Research Learn more about your ad choices. Visit megaphone.fm/adchoices

    21 Feb

    •
    1h 55m
  • Rolex

    3 JAN

    9

    Rolex

    Rolex is a series of paradoxes. They sell obsolete and objectively inferior mechanical devices for 10-1000x the price of their superior digital successors… and demand is stronger than ever in history! Their products are comparable to a Hermès Birkin bag in price, luxury status and waitlist times… yet they produce over 1m units / year (roughly 10x annual Birkin production). They make the most universally recognized and desired Swiss watches… yet their founder wasn’t Swiss and didn’t start the company in Switzerland! If Rolex were publicly traded, they’d almost certainly be among the top 50 market cap companies in the world… yet they’re 100% owned by a charitable foundation in Geneva that (among other things) literally just gives away money to local people in the city. Tune in for one of the most fascinating and admirable companies we’ve ever covered on Acquired. We had an absolute blast making the episode, and hope you enjoy it as much as we did! This episode was released on February 23, 2025. Sponsors: WorkOS: https://bit.ly/workos25Sierra: https://bit.ly/acquiredsierraSentry: https://bit.ly/acquiredsentryAnthropic: https://bit.ly/acquiredclaude25Links: The Renaissance of the Swiss Watch Industry - Marc BridgeHODINKEE - Inside All Four Rolex Manufacturing Facilities“If you were…” campaignWorldly Partners’ Multi-Decade Rolex StudyEpisode sourcesCarve Outs: BlueyAcquired on Armchair ExpertEleven Reader More Acquired! Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Merch Store!© Copyright 2015-2025 ACQ, LLC ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    3 Jan

    •
    4h 60m
  • How Claude Code Claude Codes

    4 DAYS AGO

    10

    How Claude Code Claude Codes

    Few AI products have found the kind of product-market fit we’ve seen from Claude Code. On the eve of the product’s first anniversary, Anthropic’s Boris Cherny explains why Claude Code is so powerful, all the work left to do, and why he no longer writes any code himself. After that, The Verge’s Hayden Field joins the show to talk about how we should think about giving our data (and our computers) to AI, even when it seems useful. Finally, The Verge’s Allison Johnson helps David answer a question from the Vergecast Hotline (866-VERGE11) about whether you should go buy a phone, like, right now. Further reading: Claude Code is suddenly everywhere inside Microsoft Claude has been having a moment — can it keep it up? The AI security nightmare is here and it looks suspiciously like lobster  OpenClaw’s AI ‘skill’ extensions are a security nightmare  Humans are infiltrating the social network for AI bots  Anthropic connects Claude to Microsoft Teams, Outlook, and OneDrive  MCP extension unites Claude with apps like Slack, Canva, and Figma  The RAM shortage is coming for everything you care about  Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    4 days ago

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    1h 21m

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