99 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
    • 5.0 • 4 Ratings

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

    E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

    E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

    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:
    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/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
    https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html
    https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/
    https://twitter.com/ForbesCrypto/status/1541893168152690690
    https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/
    https://twitter.com/DavidSacks/status/1540732780501381121
    https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239
    https://www.coinbase.com/price/bitcoin
    https://www.coinbase.com/price/ethereum
    https://www.blockchaincenter.net/en/altcoin-season-index/
    https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition
    https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/
    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx
    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx
    https://cloudedjudgement.substack.com/p/clouded-judgement-62422
    https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/
    https://www.google.com/finance/quote/CRM:NYSE
    https://www.google.com/finance/quote/WDAY:NASDAQ
    https://www.google.com/finance/quote/NOW:NYSE
    https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/
    https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal
    https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf
    https://investor.onepeloton.com/node/9271/html
    https://investors.buzzfeed.com/node/7426/html
    https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9
    https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/
    https://twitter.com/missy_ryan/status/1537944064703619074
    https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/
    https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/
    https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999
    https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
    https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211
    https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
    https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
    https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5
    https://news.yahoo.com/blinken-says-no-change-nato-1936

    • 1 hr 35 min
    E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

    E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

    0:00 Besties discuss the one-month hiatus
    7:03 Markets update: Fed decisions, 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:
    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.google.com/finance/quote/SPY:NYSEARCA
    https://www.google.com/finance/quote/.DJI:INDEXDJX
    https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html
    https://www.longtermtrends.net/home-price-median-annual-income-ratio
    https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html
    https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/
    https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y
    https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333
    https://www.chicagofed.org/research/dual-mandate/dual-mandate
    https://data.oecd.org/leadind/consumer-confidence-index-cci.htm
    https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20
    https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/
    https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio
    https://fred.stlouisfed.org/series/CIVPART
    https://tradingeconomics.com/united-states/job-offers
    https://www.socialcapital.com/ideas/2021-annual-letter
    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund
    https://www.coinbase.com/price/bitcoin
    https://www.coinbase.com/price/ethereum
    https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report
    https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc
    https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana
    https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme
    https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5
    https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/
    https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/
    https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks
    https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia
    https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html
    https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796
    https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054
    https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms
    https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

    • 1 hr 41 min
    #AIS: Palmer Luckey on Anduril

    #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: https://bit.ly/aisytplaylist
    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:
    https://twitter.com/PalmerLuckey
    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
    Links referenced in the show:
    https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine

    • 1 hr 1 min
    #AIS: Bestie AMA with Valor's Antonio Gracias

    #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: https://bit.ly/aisytplaylist
    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:
    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

    • 1 hr 39 min
    #AIS: Opening chat with Miami Mayor Francis Suarez

    #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: https://bit.ly/aisytplaylist
    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:
    https://twitter.com/FrancisSuarez
    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

    • 24 min
    #AIS: Joe Lonsdale on the problem with higher education

    #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: https://bit.ly/aisytplaylist
    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:
    https://twitter.com/JTLonsdale
    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

    • 28 min

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