에피소드 170개

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

    • 과학 기술
    • 5.0 • 4개의 평가

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

    E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

    E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

    (0:00) Bestie intro!
    (3:12) Ivy League antisemitism hearings
    (21:55) State of the economy for consumers
    (34:55) Signs of life in SaaS, VC shutdowns, and more
    (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech
    (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more
    (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow Tucker:
    https://twitter.com/TuckerCarlson
    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://rankings.thefire.org/rank
    https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47
    https://academic.oup.com/poq/article-abstract/82/1/135/4868126
    https://fred.stlouisfed.org/series/CCLACBW027SBOG
    https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html
    https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d
    https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping
    https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html
    https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html
    https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec
    https://twitter.com/KobeissiLetter/status/1730607188341624851
    https://twitter.com/chamath/status/1718016818118553622
    https://www.saastr.com/carta-startup-shutdowns-are-up-237
    https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises
    https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr
    https://twitter.com/friedberg/status/1732217863975641389
    https://ohalogenetics.com
    https://www.youtube.com/watch?v=K4pX1VAxaAI
    https://www.youtube.com/watch?v=v5tRc_5-8G4
    https://blog.google/technology/ai/google-gemini-ai
    https://twitter.com/chamath/status/1732482646419403077
    https://www.figma.com/templates
    https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

    • 1시간 32분
    E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

    E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

    (0:00) Bestie intros! Tucker Carlson joins the show
    (0:59) Tucker's departure from Fox News
    (10:49) The state of American society and the importance of rediscovering national alignment
    (30:53) Why prosperity begets self-destruction, climate change, immigration
    (59:48) Thoughts on the current political landscape and presidential candidates
    (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit
    (1:33:56) Post-interview debrief
    (1:41:49) Understanding the chaos at OpenAI
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow Tucker:
    https://twitter.com/TuckerCarlson
    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:
    Tucker Carlson segment links:
    https://twitter.com/talkrealopinion/status/1728139279019188257
    https://twitter.com/greg_price11/status/1729991837958414573
    https://twitter.com/hansmahncke/status/1730019598064390597
    OpenAI segment links:
    https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board
    https://twitter.com/btaylor/status/1730030765482938521
    https://twitter.com/chamath/status/1726351777581449627
    https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22
    https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11
    http://paulgraham.com/fundraising.html
    https://openai.com/our-structure

    • 2시간 9분
    E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

    E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

    (0:00) Bestie intros!
    (1:25) Democratic Presidential Candidate Dean Phillips shares his business background
    (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician
    (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security
    (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground
    (1:19:30) Post-interview debrief
    (1:29:12) Xi and Biden meet in San Francisco, Newsom up next?
    (1:45:00) Science Corner!: DeepMind's new weather forecasting model
    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://twitter.com/TalentiGelato/status/487275228952014848
    https://www.pinterest.com/pin/491244271857449720
    https://designreplace.com/dean-phillips-us-congress
    https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine
    https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php
    https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments
    https://twitter.com/chamath/status/1718016818118553622
    https://twitter.com/disclosetv/status/1724093441519341573
    https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php
    https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

    • 1시간 56분
    E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

    E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

    (0:00) Bestie Intros: Sacks keeps receipts!
    (1:14) Jared Kushner joins the show: background, Trump's campaign validation
    (13:12) State of Israel vs Hamas, escalation risks
    (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East
    (38:55) Failed solutions, Israel's response, paths to stability
    (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting
    (1:15:36) Improving macro picture, potential impact on 2024 election cycle
    (1:28:03) Russia-Ukraine
    (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement
    Follow the besties:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow Jared:
    https://twitter.com/jaredkushner
    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/DavidSacks/status/1722342698110304752
    https://twitter.com/DavidSacks/status/1722288226235498511
    https://www.youtube.com/watch?v=In1MYEc0-10
    https://fred.stlouisfed.org/series/WM2NS
    https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL
    https://fred.stlouisfed.org/series/T10YIE
    https://fred.stlouisfed.org/series/MMMFFAQ027S
    https://www.google.com/finance/quote/ADYEY:OTCMKTS
    https://www.google.com/finance/quote/DASH:NASDAQ
    https://www.google.com/finance/quote/DDOG:NASDAQ
    https://twitter.com/sundeep/status/1722635065983897910
    https://twitter.com/elonmusk/status/1721029443160772875
    https://twitter.com/kaifulee/status/1721321096727994590
    https://openai.com/blog/introducing-gpts
    https://openai.com/blog/new-models-and-developer-products-announced-at-devday
    https://twitter.com/chamath/status/1721234497482670438

    • 1시간 50분
    E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

    E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

    (0:00) Bestie intros, All-In CEO talk, and Chamath's research product
    (10:49) Ukraine has its “Cronkite Moment”
    (16:56) Market outlook: are we in for a Q4 rally?
    (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders
    (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround
    (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy
    (1:08:07) Silicon Valley's shift right
    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/chamath/status/1718722437217685810
    https://twitter.com/ShaanVP/status/1719461817699733831
    https://twitter.com/chamath/status/1719887650688282786
    https://sacks.substack.com
    https://responsiblestatecraft.org/zelensky-war-time-magazine
    https://twitter.com/davidsacks/status/1719815317000733153
    https://time.com/6329188/ukraine-volodymyr-zelensky-interview
    https://time.com/person-of-the-year-2022-volodymyr-zelensky
    https://twitter.com/RothCRE/status/1719833548780195882
    https://twitter.com/real_bill_gross/status/1720094066183139359
    https://twitter.com/real_bill_gross/status/1719010907806904452
    https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use
    https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco
    https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5
    https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf
    https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence
    https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order
    https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115
    https://ai.meta.com/llama
    https://chamath.substack.com/p/the-case-for-big-action-to-regulate
    https://twitter.com/ImMeme0/status/1713413678765126062
    https://twitter.com/elonmusk/status/1259638112688304129
    https://twitter.com/chamath/status/1720112859198419191

    • 1시간 28분
    E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

    E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

    (0:00) Bestie intros!
    (1:16) WW3 risk, is WSJ trying to escalate US vs Iran?
    (22:02) Nuclear risks
    (33:28) Best case scenarios for de-escalation
    (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns
    (1:09:14) Cruise robotaxi accident update
    (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities
    (1:24:47) Jason reflects on his time in the Middle East
    (1:31:09) New House Speaker and Trump case update
    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.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html
    https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html
    https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/
    https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html
    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
    https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military
    https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110
    https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9
    https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6
    https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a
    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
    https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4
    https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204
    https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html
    https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time
    https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat
    https://twitter.com/DavidSacks/status/1717049864180379761
    https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html
    https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza
    https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf
    https://twitter.com/DavidSacks/status/1716608344264470868
    https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png
    https://www.google.com/finance/quote/CART:NASDAQ
    https://www.google.com/finance/quote/KVYO:NYSE
    https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17
    https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california
    https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident
    https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619
    https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624
    https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html
    https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html
    https://thosenerdygirls.org/can-farts-spread-covid

    • 1시간 43분

사용자 리뷰

5.0/5
4개의 평가

4개의 평가

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