120 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

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

    E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

    E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

    (0:00) Bestie hangover!
    (1:05) Analyzing SBF's media tour: his angle, media coverage, and more
    (21:09) FTX culpability: media, investors, regulators
    (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing
    (1:10:04) What OpenAI's new ChatGPT tool means for the future
    (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI
    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.youtube.com/watch?v=KMZckrBPw38
    https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident
    https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914
    https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html
    https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html
    https://twitter.com/lizrhoffman/status/1595193884438568960
    https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream
    https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections
    https://chat.openai.com/chat
    https://twitter.com/jdjkelly/status/1598021488795586561
    https://twitter.com/pmarca/status/1598413401705021440
    https://twitter.com/jdjkelly/status/1598021488795586561
    https://twitter.com/DavidSacks/status/1598076726671642624
    https://twitter.com/DavidSacks/status/1598363968547876864

    • 1 hr 41 min
    E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

    E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

    0:00 Bestie intros!
    2:19 Trump announces 2024 presidential bid
    26:07 Each bestie names their most important policy issue for 2024
    59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture
    1:17:23 SBF's leaked DMs, Elon's culture shift
    1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more
    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/ianbremmer/status/1592951330955759616
    https://twitter.com/DavidSacks/status/1592970866312482816
    https://twitter.com/DavidSacks/status/1593041589685063683
    https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents
    https://twitter.com/IAPolls2022/status/1592271468045684736
    https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748
    https://fred.stlouisfed.org/series/GFDEGDQ188S
    https://fred.stlouisfed.org/series/GFDGDPA188S
    https://en.wikipedia.org/wiki/List_of_countries_by_public_debt
    https://fred.stlouisfed.org/series/FYFRGDA188S
    https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy
    https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf
    https://twitter.com/antoniogm/status/1593606745955348481
    https://twitter.com/DavidSacks/status/1590110462347444224
    https://twitter.com/g_shullenberger/status/1590069877288886274
    https://compactmag.com/article/the-email-caste-s-last-stand
    https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy
    https://twitter.com/bgurley/status/1593448516394881024
    https://twitter.com/Jason/status/1593653573329436672
    https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing
    https://s.wsj.net/public/resources/documents/FTXFILING.pdf
    https://twitter.com/balajis/status/1593141361582444544

    • 1 hr 47 min
    E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

    E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

    (0:00) New bestie game show!
    (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism
    (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!
    (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence
    (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders
    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/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html
    https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869
    https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal
    https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor
    https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight
    https://twitter.com/GordonJohnson19/status/1591062535586848768

    • 1 hr 25 min
    E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

    E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

    (0:00) Jason's new brand deal
    (1:18) Bestie updates
    (9:12) "Ligma/Johnson" blunder outside of Twitter HQ
    (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated
    (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years
    (54:04) Midterm election preview, understanding the shift toward populism
    (1:17:32) Science corner: Understanding Meta's AlphaFold competitor
    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/elonmusk/status/1588538640401018880
    https://twitter.com/yoyoel/status/1587230924554399744
    https://twitter.com/dee_bosa/status/1587158734689767425
    https://twitter.com/TechBroDrip/status/1586370087287521280
    https://twitter.com/elonmusk/status/1586149451348910081
    https://layoffs.fyi
    https://twitter.com/Post_Market/status/1577793695734284289
    https://twitter.com/bullfightcap/status/1588311417052012544
    https://www.youtube.com/watch?v=vBkzm4a7iY4
    https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271
    https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month
    https://fred.stlouisfed.org/series/CIVPART
    https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate
    https://www.bbc.com/news/business-63471725
    https://www.google.com/finance
    https://twitter.com/bgurley/status/1554589241560010753
    https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report
    https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html
    https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879
    https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement
    https://projects.fivethirtyeight.com/biden-approval-rating/
    https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric
    https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M
    https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy

    • 1 hr 28 min
    E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

    E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

    (0:00) Sacks is back!
    (1:01) Sacks recaps his week off
    (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential
    (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more
    (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown
    (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China
    (1:27:29) Science corner: Gut microbiome advancements
    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/TWTR:NYSE
    https://twitter.com/elonmusk/status/1586059953311137792
    https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
    https://www.google.com/finance/quote/META:NASDAQ
    https://fred.stlouisfed.org/series/JTSJOL
    https://fred.stlouisfed.org/series/EFFR
    https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks
    https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621
    https://twitter.com/BillAckman/status/1581831084219645952

    • 1 hr 36 min
    E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

    E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

    (0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!
    (2:02) Ye's current situation and acquisition of Parler
    (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares
    (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics
    (1:05:38) The difficulty of active stock picking and valuing businesses
    (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath
    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/SNAP:NYSE
    https://www.statista.com/statistics/545967/snapchat-app-dau
    https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts
    https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value
    https://twitter.com/elonmusk/status/1520643441994387456
    https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256
    https://voterguide.sos.ca.gov/propositions/30
    https://fred.stlouisfed.org/series/GFDEGDQ188S

    • 1 hr 41 min

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