All-In with Chamath, Jason, Sacks & Friedberg Jason Calacanis

(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

(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

(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

(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

(0:00) Bestie intros
(0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures
(23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past
(42:56) Harvard and Penn megadonors cut ties
(50:43) The EU's DSA: consumer protection or censorship regime?
(1:06:05) GLP-1: the second biggest hype cycle of 2023
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/robbystarbuck/status/1714629327134834975
https://twitter.com/EndWokeness/status/1714416589724864790
https://twitter.com/CollinRugg/status/1714432578852438392
https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza
https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election
https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound
https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey
https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925
https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank
https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p
https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines
https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html
https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html
https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html
https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival
https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival
https://rankings.thefire.org/rank
https://twitter.com/samaberman/status/1713687680280641596
https://twitter.com/ThierryBreton/status/1714637297939788107
https://www.theverge.com/23845672/eu-digital-services-act-explained
https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126
https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24
https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348
https://www.google.com/finance/quote/NVO:NYSE
https://twitter.com/calleymeans/status/1714863716968308931

(0:00) Opening statements on the Hamas terror attacks in Israel
(3:49) Contextualizing the attacks and the fallout so far
(19:52) Trump administration's wins, Kushner's competence, path to a two-state solution
(28:51) Letter from Harvard student organizations: understanding the reaction and fallout
(46:53) The Biden Admin's next steps, electing excellence in leadership
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/DavidSacks/status/1711544829828862144
https://twitter.com/chamath/status/1711501410712654162
https://twitter.com/GenFlynn/status/1711156580828295246
https://twitter.com/lexfridman/status/1712170815637061914
https://www.youtube.com/watch?v=co_MeKSnyAo
https://twitter.com/LHSummers/status/1711421307227607255
https://www.harvard.edu/president/news/2023/war-in-the-middle-east
https://twitter.com/LHSummers/status/1711761982469107955
https://twitter.com/BillAckman/status/1711788747086233661
https://twitter.com/MohiniTangri/status/1711987537533612322
https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563
https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html
https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html