![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
198 épisodes
![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC
-
- Technologies
-
-
4,4 • 559 notes
-
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
-
In conversation with President Trump
(0:00) Bestie intros: Big house talk!
(1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization
(12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear
(20:22) Foreign policy: Ukraine/Russia
(25:05) Foreign policy: Israel/Palestine
(28:13) Abortion: Stance on a national ban
(31:09) Foreign policy: China
(32:33) COVID: Origins, Fauci relationship, deep state, bad deals
(39:39) Border: Wall, immigration, H-1Bs, recruiting global talent
(46:07) JFK Files: Full release, importance of transparency
(48:06) Debate prediction
(50:15) Post-interview debrief
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/tyler/status/1803872859938549920
https://x.com/cameron/status/1803876953860247831
https://x.com/LHSummers/status/1802097688269181436
https://x.com/davidsacks/status/179888324567070746 -
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
(0:00) Bestie intros: bringing up the energy!
(8:48) Trump fundraiser recap
(23:16) Elon's comp package approved by shareholders
(40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC
(50:17) OpenAI reportedly hits a $3.4B revenue run rate
(1:05:26) Macro debate: State of the US economy?
Follow Tim Naki:
https://www.instagram.com/tim.naki
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
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.instagram.com/tim.naki
https://x.com/eoghan/status/1799161733766062545
https://x.com/bennyjohnson/status/1800979079472288145
https://x.com/bennyjohnson/status/1797086962626494840
https://x.com/elonmusk/status/1801084780035154058
https://x.com/jhall/status/1795794521604718814
https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion
https://companiesmarketcap.com
https://www.youtube.com/watch?v=RXeOiIDNNek
https://x.com/chiefaioffice/status/1801022115426009309
https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en
https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024
https://fred.stlouisfed.org/series/CES0500000003
https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf
https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html
https://fred.stlouisfed.org/series/JTSJOL
https://x.com/VinnyLingham/status/1801129023168454907
https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders
https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1
https://x.com/jameslavish/status/1801248976911634648
https://x.com/peterfenton/status/1801300735520608529 -
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
(0:00) Besties intros!
(2:10) Responding to recent media coverage
(17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft
(32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop
(58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq
(1:02:34) Apple to announce OpenAI iPhone deal at WWDC
(1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
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.youtube.com/watch?v=dQQhAg0mfF8
https://x.com/vkhosla/status/1769529054955446533
https://x.com/vkhosla/status/1796293773389127987
https://x.com/shaunmmaguire/status/1796415146077954329
https://x.com/DavidSacks/status/1798100723617698097
https://x.com/SawyerMerritt/status/1798779830521000426
https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html
https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a
https://companiesmarketcap.com
https://www.youtube.com/watch?v=F9cO3-MLHOM
https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519
https://www.reddit.com/user/DeepFuckingValue
https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4
https://x.com/TheRoaringKitty/status/1789807772542067105
https://www.google.com/finance/quote/GME:NYSE
https://www.youtube.com/watch?v=M-VO6dtFRes
https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301
https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue
https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb
https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html
https://www.instagram.com/tim.naki/reels
https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba
https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf
https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other
https://x.com/leonsimons8/status/1793319395080520036 -
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
(0:00) Bestie Intros: Jason's first show for his new production company
(2:15) Why Sacks and Chamath are hosting a Trump fundraiser
(18:40) House COVID investigation: findings, cover-up, what's next?
(41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades
(53:04) Crypto Corner with Chamath
(1:04:15) State of SaaS: Salesforce drops 20%, market teetering
(1:20:10) Trump verdict: guilty on 34 counts of falsifying business records
(1:37:36) Are we seeing an AI correction?
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures
https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform
https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute
https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report
https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance
https://x.com/emilyakopp/status/1795482121739354552
https://x.com/R_H_Ebright/status/1795454118594568312
https://www.youtube.com/watch?v=jGxSlW0NrB4
https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance
https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext
https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor
https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit
https://x.com/KatherineEban
https://x.com/emilyakopp
https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics
https://www.youtube.com/watch?v=nvQTXAgtA6s
https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf
https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500
https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict
https://www.google.com/finance/quote/DELL:NYSE
https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down -
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
(0:00) Bestie intros: Recapping "General AI Hospital"
(2:46) Scarlett Johansson vs. OpenAI
(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations
(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem
(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data
(1:02:36) New study shows plastics in testicles
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/BobbyAllyn/status/1792679435701014908
https://x.com/sama/status/1790075827666796666
https://openai.com/index/how-the-voices-for-chatgpt-were-chosen
https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice
https://x.com/SydSteyerhart/status/1792981291266138531
https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees
https://x.com/sama/status/1791936857594581428
https://x.com/ilyasut/status/1790517455628198322
https://x.com/janleike/status/1790603862132596961
https://x.com/janleike/status/1791498184671605209
https://openai.com/index/openai-announces-leadership-transition
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025
https://www.google.com/finance/quote/INTC:NASDAQ
https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat
https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo
https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022
https://chamath.substack.com/p/2023-annual-letter
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula
https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden
https://fred.stlouisfed.org/series/CCLACBW027SBOG
https://x.com/KariLake/status/1792986501820850333
https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation
https://www.google.com/finance/quote/MCD:NYSE
https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d
https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781
https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x
https://pubmed.ncbi.nlm.nih.gov/12708228
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247
https://pubmed.ncbi.nlm.nih.gov/21524797
https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133
https://www.youtube.com/watch?v=o6yuYkfNh-k
https://www.youtube.com/watch?v=EYQjShJxCtM
https://www.youtube.com/watch?v=r_4jrMwvZ2A -
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend
(7:38) OpenAI launches GPT-4o: better, faster, cheaper
(29:40) Sacks demos Glue: How AI unlocked his Slack killer
(40:12) Friedberg walks through his major breakthrough at Ohalo
(1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US
(1:13:54) Jason's bet on Athena, how AI will change company building
(1:22:21) Google launches AI summaries in search
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
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.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm
https://x.com/OpenAI/status/1790130703721521305
https://x.com/OpenAI/status/1790089513387143469
https://crfm.stanford.edu/helm/mmlu/v1.3.0/#
https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3
https://www.opencompute.org
https://glue.ai
https://ragie.ai
https://ohalo.com
https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula
https://twitter.com/DavidSacks/status/1378034932006592512
https://www.athenawow.com/jcal
https://calacanis.substack.com/p/startup-productivity-in-the-age-of
https://blog.google/products/search/generative-ai-google-search-may-2024
https://www.youtube.com/watch?v=XEzRZ35urlk
https://finance.yahoo.com/quote/GOOG
https://startuptalky.com/apple-failed-products
Avis des utilisateurs
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.
The magic is gone
Used to be great. 4 friends sharing their perspective on various events during the COVID crisis, no ego, no agenda. Now their egos are huge, all of them are busy and, therefore, frequently comment on topics that they haven’t researched well. It’s sad because they used to be so good. I still listen but I’m disappointed most of the time.
Becoming More Right-wing Extremist
Used to love these guys and their nuanced and centre-right views, but they are getting far more extremist and blaming democrats for everything.
Every issue has multiple variables and these guys have gotten lazy.
For example, Ukraine and NATO discussion, they should have brought on a diplomacy expert to talk to them about negotiations and process, as their World War 3 prediction is alarmist and simple-minded when looking thru the lens of diplomacy politics and not the reason to vote for Trump. I expect a higher bar of discourse and knowledge here.