99 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 • 3 Ratings

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

    E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

    E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

    0:00 Bestie intros
    4:09 Assessing SBF bailing out major crypto players & the state of the market
    18:24 Classifying crypto assets, high-yield crypto lending
    34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech
    1:01:24 Buyout targets, public market "regime change"
    1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?
    1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application
    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.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
    https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html
    https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/
    https://twitter.com/ForbesCrypto/status/1541893168152690690
    https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/
    https://twitter.com/DavidSacks/status/1540732780501381121
    https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239
    https://www.coinbase.com/price/bitcoin
    https://www.coinbase.com/price/ethereum
    https://www.blockchaincenter.net/en/altcoin-season-index/
    https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition
    https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/
    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx
    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx
    https://cloudedjudgement.substack.com/p/clouded-judgement-62422
    https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/
    https://www.google.com/finance/quote/CRM:NYSE
    https://www.google.com/finance/quote/WDAY:NASDAQ
    https://www.google.com/finance/quote/NOW:NYSE
    https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/
    https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal
    https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf
    https://investor.onepeloton.com/node/9271/html
    https://investors.buzzfeed.com/node/7426/html
    https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9
    https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/
    https://twitter.com/missy_ryan/status/1537944064703619074
    https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/
    https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/
    https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999
    https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html
    https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211
    https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html
    https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/
    https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5
    https://news.yahoo.com/blinken-says-no-change-nato-1936

    • 1 hr 35 min
    E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

    E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

    0:00 Besties discuss the one-month hiatus
    7:03 Markets update: Fed decisions, goals, macro factors, root causes
    32:19 Earnings estimate skepticism, labor force, job openings
    47:17 How startups should think about the next 18-36 months
    56:20 Crypto collapse, next shoe(s) to drop
    1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing
    1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?
    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/SPY:NYSEARCA
    https://www.google.com/finance/quote/.DJI:INDEXDJX
    https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html
    https://www.longtermtrends.net/home-price-median-annual-income-ratio
    https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html
    https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/
    https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y
    https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333
    https://www.chicagofed.org/research/dual-mandate/dual-mandate
    https://data.oecd.org/leadind/consumer-confidence-index-cci.htm
    https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20
    https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/
    https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio
    https://fred.stlouisfed.org/series/CIVPART
    https://tradingeconomics.com/united-states/job-offers
    https://www.socialcapital.com/ideas/2021-annual-letter
    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund
    https://www.coinbase.com/price/bitcoin
    https://www.coinbase.com/price/ethereum
    https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report
    https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc
    https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana
    https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme
    https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5
    https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/
    https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/
    https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks
    https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia
    https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html
    https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796
    https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054
    https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms
    https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

    • 1 hr 41 min
    #AIS: Palmer Luckey on Anduril

    #AIS: Palmer Luckey on Anduril

    This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
    0:00 Jason intros today's episode
    2:31 Palmer Luckey on Anduril, national defense & the current thing
    25:24 Bestie Q&A with Palmer
    53:13 Jason gives closing thoughts
    Follow Palmer:
    https://twitter.com/PalmerLuckey
    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
    Links referenced in the show:
    https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine

    • 1 hr 1 min
    #AIS: Bestie AMA with Valor's Antonio Gracias

    #AIS: Bestie AMA with Valor's Antonio Gracias

    This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
    0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more
    22:35 Q: How has the poker game influenced your decision making in business and life?
    29:33 Q: What was the scariest step of becoming a first-time fund manager?
    32:34 Q: Crypto market unwinding & how it relates to the money supply
    35:57 Q: Current pre-seed / seed valuations & metrics
    38:58 Q: When investing in early-stage SaaS companies, how to find outliers?
    42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?
    44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing
    47:02 Q: Any plans for All-In Media?
    50:02 Q: US strategy in the Russia/Ukraine War
    54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?
    58:29 Q: Are you interested in crypto micropayments?
    1:00:55 Q: Biggest mistakes of your career that you've learned the most from?
    1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?
    1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?
    1:19:41 Q: Advice for non-technical people trying to get into the startup world?
    1:24:44 Q: Thoughts on the potential consumer credit crisis?
    1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?
    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

    • 1 hr 39 min
    #AIS: Opening chat with Miami Mayor Francis Suarez

    #AIS: Opening chat with Miami Mayor Francis Suarez

    This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
    0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit
    5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more
    Follow Mayor Suarez:
    https://twitter.com/FrancisSuarez
    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

    • 24 min
    #AIS: Joe Lonsdale on the problem with higher education

    #AIS: Joe Lonsdale on the problem with higher education

    This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
    0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking
    10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX
    Follow Joe:
    https://twitter.com/JTLonsdale
    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

    • 28 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Top Podcasts In Technology

Lex Fridman
The Verge
Jack Rhysider
Vox Media Podcast Network
Ringtone Mafia
NPR

You Might Also Like

Jason Calacanis
Colossus
Harry Stebbings
Andreessen Horowitz
Ben Gilbert and David Rosenthal
Anthony Pompliano