181 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 • 2 Ratings

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

    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
    E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

    E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

    (0:00) Bestie intros! The guys try the Apple Vision Pro
    (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms
    (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation
    (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO
    (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex
    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.vanityfair.com/news/tim-cook-apple-vision-pro
    https://twitter.com/MKBHD/status/1752706894874202256
    https://twitter.com/Box/status/1753085804115861766
    https://twitter.com/briantong/status/1752645464204493147
    https://www.meta.com/smart-glasses/shop-all
    https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1
    https://twitter.com/CollinRugg/status/1752749485070156025
    https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674
    https://ultimateclassicrock.com/judas-priest-suicide
    https://www.reuters.com/article/idUSKBN1GX0C0
    https://www.google.com/finance/quote/TSLA:NASDAQ
    https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html
    https://courts.delaware.gov/Opinions/Download.aspx?id=359340
    https://www.google.com/finance/quote/GM:NYSE
    https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a
    https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay
    https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html
    https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo
    https://twitter.com/DavidSacks/status/1639459879546150913
    https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10
    https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
    https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting
    https://twitter.com/Global_Mil_Info/status/1752786864900108547
    https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404
    https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones
    https://www.saildrone.com

    • 1 hr 33 min
    E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

    E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

    (0:00) Bestie intros!
    (1:37) Markets rip on strong economic data
    (17:05) Media's broken business model, death spiral
    (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government
    (1:04:18) Ethics of publishing non-public financial data
    (1:13:07) Fintech's reckoning
    (1:26:27) ARkStorm 2.0
    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.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html
    https://www.barrons.com/livecoverage/stock-market-today-012524
    https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234
    https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html
    https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html
    https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html
    https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html
    https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm
    https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion
    https://twitter.com/paulkrugman/status/1750529905627128154
    https://fiscaldata.treasury.gov/americas-finance-guide/national-debt
    https://twitter.com/RealEJAntoni/status/1750537238578930101
    https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx
    https://fred.stlouisfed.org/series/FEDFUNDS
    https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023
    https://twitter.com/maxwelltani/status/1750507633247678531
    https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html
    https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html
    https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html
    https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts
    https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html
    https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast
    https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year
    https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877
    https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy
    https://twitter.com/BillAckman/status/1750537848447533207
    https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en
    https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians
    https://www.cbp.gov/newsroom/stats/nationwide-encounters
    https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad
    https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december
    https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande
    https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration
    https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf
    https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them
    https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html
    https:

    • 1 hr 33 min
    E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

    E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

    (0:00) Live from the WEF: "Oh Davos, Kumbaya"
    (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
    (21:53) Boeing's regulatory capture leading to negative impact on consumer safety
    (35:16) Adam Neumann facing familiar challenges at his new startup, Flow
    (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
    (1:00:47) Streaming at a crossroads: is the business model broken?
    (1:20:51) Science Corner: New study on microplastics in water bottles
    (1:32:42) All-In Poker
    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/dschlopesisback/status/1747025441825640681
    https://twitter.com/davidsacks/status/1747724966941139276
    https://twitter.com/andrewrsorkin/status/1746723727574794537
    https://twitter.com/Jason/status/1746951952578298264
    https://twitter.com/aphysicist/status/1747868626948907325
    https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina
    https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100
    https://www.opensecrets.org/federal-lobbying/top-spenders
    https://www.youtube.com/watch?v=wXMO0bhPhCw
    https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen
    https://www.google.com/finance/quote/TDG:NYSE
    https://stacksonmain.com/gallery
    https://www.societylasolas.com/photogallery
    https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville
    https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble
    https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records
    https://www.businessofapps.com/data/disney-plus-statistics
    https://www.businessofapps.com/data/netflix-statistics
    https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html
    https://www.manscaped.com/products/crop-preserver-manscaping
    https://www.pnas.org/doi/10.1073/pnas.2300582121
    https://www.xometry.com/resources/materials/polyethylene
    https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx
    https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11
    https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

    • 1 hr 38 min

Customer Reviews

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