184 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 All-In Podcast, LLC

    • Technology
    • 4.5 • 529 Ratings

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

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

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

    (0:00) Bestie Intros!
    (1:02) Friedberg's newest family members
    (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs
    (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?
    (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?
    (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?
    (1:22:10) Florida on the verge of banning lab-grown meat
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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/RachaelRad/status/1767612555063955891
    https://twitter.com/iamtomnash/status/1768135725403226256
    https://twitter.com/CollinRugg/status/1752749485070156025
    https://futurism.com/video-openai-cto-sora-training-data
    https://twitter.com/tsarnick/status/1768021821595726254
    https://www.harvey.ai
    https://www.abridge.com
    https://www.taxgpt.com
    https://sierra.ai
    https://twitter.com/cognition_labs/status/1767548763134964000
    https://twitter.com/heyBarsee/status/1767934812315062646
    https://sourcegraph.com/cody
    https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas
    https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years
    https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote
    https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800
    https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate
    https://twitter.com/rabois/status/1768107160662421772
    https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3
    https://time.com/6900348/tiktok-ban-donald-trump-congress
    https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote
    https://www.congress.gov/bill/118th-congress/house-bill/7521/text
    https://en.wikipedia.org/wiki/United_States_foreign_adversaries
    https://twitter.com/davidfrum/status/1753878721163882676
    https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html
    https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html
    https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html
    https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat
    https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it
    https://twitter.com/Teslaconomics/status/1768395010507182252
    https://twitter.com/SpaceX/status/1768267464062943676
    https://twitter.com/Andercot/status/1768328460622299424

    • 1 hr 38 min
    E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

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

    (0:00) Bestie intros!
    (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables
    (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech
    (44:46) Groq update with Sunny Madra!
    (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming
    (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright
    (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event
    (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com
    https://openai.com/our-structure
    https://openai.com/blog/openai-elon-musk
    https://twitter.com/vkhosla/status/1765424996548333997
    https://twitter.com/pmarca/status/1764039155154399490
    https://twitter.com/elonmusk/status/1765415187161464972
    https://twitter.com/elonmusk/status/1765387202953937224
    https://companiesmarketcap.com
    https://www.berkshirehathaway.com/letters/2023ltr.pdf
    https://twitter.com/KevinAFischer/status/1764892031233765421
    https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html
    https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account
    https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04
    https://www.berkshirehathaway.com/letters/letters.html
    https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries
    https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05
    https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf
    https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16
    https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html
    https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911
    https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html
    https://twitter.com/jawwwn_/status/1732888357980536924
    https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp
    https://time.com/6846934/bitcoin-all-time-high-price-holdings
    https://www.google.com/finance/quote/BTC-USD
    https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9
    https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving
    https://www.nejm.org/doi/full/10.1056/NEJMoa2309822
    https://www.sciencedirect.com/science/article/pii/S016041202200099X

    • 1 hr 34 min
    E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

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

    (0:00) Bestie intros! Jato Caelin
    (1:36) Groq update!: The key metric developer platforms should care about
    (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more
    (29:17) How bloated HR departments slow down companies
    (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?
    (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups
    (1:13:06) Reddit S-1 breakdown
    (1:22:52) The Apple Car is dead: Apple cancels Project Titan
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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.google.com/finance/quote/GOOG:NASDAQ
    https://twitter.com/PirateWires/status/1762842476744708171
    https://twitter.com/lulumeservey/status/1762864255437516932
    https://x.com/pmarca/status/1762532979317043515
    https://twitter.com/shellenberger/status/1762900581134557636
    https://twitter.com/shaunmmaguire/status/1760885099984261564
    https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22
    https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini
    https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm
    https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf
    https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month
    https://www.google.com/finance/quote/TLPFY:OTCMKTS
    https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language
    https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html
    https://twitter.com/balajis/status/1763067849218850939
    https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2
    https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

    • 1 hr 26 min
    E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

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

    (0:00) Bestie intros: Banana boat!
    (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
    (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
    (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
    (1:17:17) War Corner with Sacks
    Follow the besties: 
    https://twitter.com/chamath
    https://twitter.com/Jason
    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.google.com/finance/quote/NVDA:NASDAQ
    https://twitter.com/KobeissiLetter/status/1760680756689748478
    https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
    https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
    https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
    https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
    https://twitter.com/JayScambler/status/1759372542530261154
    https://twitter.com/chamath/status/1760343973632291212
    https://x.ai
    https://twitter.com/TheTranscript_/status/1760436281438314545
    https://artificialanalysis.ai
    https://www.contraline.com/product
    https://www.cafexapp.com/commercial
    https://blog.google/technology/ai/google-gemini-ai
    https://blog.google/products/gemini/bard-gemini-advanced-app
    https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
    https://twitter.com/benthompson/status/1760452419627233610
    https://twitter.com/Patworx/status/1760189582870536408
    https://twitter.com/micsolana/status/1760163801893339565
    https://ai.google/responsibility/principles
    https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
    https://twitter.com/Jason/status/1760780139476992062
    https://twitter.com/paulg/status/1760416051181793361
    https://twitter.com/chamath/status/1760729719094563019
    https://twitter.com/Jason/status/1760780139476992062

    • 1 hr 20 min
    E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

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

    (0:00) Sacks Tequila Tasting!
    (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
    (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
    (51:24) The risks of companies issuing stock option loans
    (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
    (1:31:46) Takeaways from Tucker's Putin interview
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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://companiesmarketcap.com/page/1
    https://www.google.com/finance/quote/NVDA:NASDAQ
    https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09
    https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119
    https://blog.google/products/gemini/bard-gemini-advanced-app
    https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0
    https://www.google.com/finance/quote/ARM:NASDAQ
    https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18
    https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13
    https://twitter.com/OpenAI/status/1758192957386342435
    https://twitter.com/CultureCrave/status/1758212761748980089
    https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024
    https://twitter.com/nathanbenaich/status/1758036247115608317
    https://twitter.com/natfriedman/status/1758143612561568047
    https://twitter.com/OfficialLoganK/status/1758198997590618550
    https://huggingface.co/spaces/tsujuifu/ml-mgie
    https://huggingface.co/stablediffusionapi/juggernaut-xl
    https://twitter.com/jrichlive/status/1757258553688256895
    https://twitter.com/jrichlive/status/1493392725814566914
    https://twitter.com/chamath/status/1757537426019598418
    https://twitter.com/elonmusk/status/1757537968083075137
    https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms
    https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl
    https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report
    https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country
    https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference
    https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024
    https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007
    https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html
    https://twitter.com/wikileaks/status/1497207251785818114
    https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

    • 1 hr 43 min
    E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

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

    (0:00) Bestie intros!
    (2:08) Apple Vision Pro breakdown
    (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
    (32:53) Positive signals indicating a big SaaS bounceback
    (41:06) VCs are split into three camps on how to approach AI investing
    (1:12:16) Rolling real estate crisis continues
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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/Jason/status/1755273518416302522
    https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales
    https://twitter.com/Jason/status/1755386651080106166
    https://www.google.com/finance/quote/META:NASDAQ
    https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx
    https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income
    https://www.google.com/finance/quote/SNAP:NYSE
    https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
    https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
    https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html
    https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
    https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
    https://cloudedjudgement.substack.com
    https://twitter.com/chamath/status/1754641005851328553
    https://help.openai.com/en/articles/8554397-creating-a-gpt
    https://twitter.com/ArtificialAnlys/status/1747264832439734353
    https://blog.research.google/2009/06/speed-matters.html
    https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees
    https://artificialanalysis.ai
    https://chamath.substack.com/p/deep-dive-artificial-intelligence
    https://twitter.com/danshipper/status/1751005727215301053
    https://www.youtube.com/watch?v=7waMPlHugYI
    https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut
    https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people

    • 1 hr 28 min

Customer Reviews

4.5 out of 5
529 Ratings

529 Ratings

MrEd124 ,

Wow. Lots of good shows

Thank David Rubin and Tucker for pointing me here. I’m going back through your history and you have a ton of awesome guests.

Colevineyard ,

Used to love this show but…

What can I say, this show was once great. Was once my favourite podcast but it now suffers from MAGA brain rot. The pro Putin shilling from Sax, the anti vax statements, the sucking up to Tucker Carlson and letting him go on and on without even pushing back on basic things like when states climate change is hoax, the same with Jared Kushner. Ugh. I am by no means a liberal but I can’t even listen to this brainless MAGA dribble anymore. It’s a shame really.

Too old to be a back ,

Great episode this week!

Breathtaking range discussed this week. Though you guys are not experts on all the subjects it is the lens through which you look at them which makes the podcast unique and outstanding. Thank you.

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