197 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
    • 4.4 • 19 Ratings

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

    Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

    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

    • 1 hr 24 min
    DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

    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

    • 1 hr 25 min
    Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

    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

    • 1 hr 47 min
    Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

    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

    • 1 hr 30 min
    GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

    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

    • 1 hr 41 min
    In conversation with Sam Altman

    In conversation with Sam Altman

    (0:00) Welcoming Sam Altman to the show!
    (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more
    (21:56) How advanced agents will change the way we interface with apps
    (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry
    (42:02) AI regulation, UBI in a post-AI world
    (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company
    (1:05:33) Post-interview recap
    (1:10:38) All-In Summit announcements, college protests
    (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?
    (1:29:41) Google unveils AlphaFold 3.0
    Follow Sam:
    https://twitter.com/sama
    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://twitter.com/EconomyApp/status/1622029832099082241
    https://sacra.com/c/openai
    https://twitter.com/tim_cook/status/1787864325258162239
    https://openai.com/index/introducing-the-model-spec
    https://twitter.com/SabriSun_Miller/status/1788298123434938738
    https://www.archives.gov/founding-docs/bill-of-rights-transcript
    https://twitter.com/ClayTravis/status/1788312545754825091
    https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html
    https://www.youtube.com/watch?v=snbTCWL6rxo
    https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html
    https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036
    https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

    • 1 hr 43 min

Customer Reviews

4.4 out of 5
19 Ratings

19 Ratings

gilad_cohen ,

Fantastic!

You guys are awesome for doing this. Please continue

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