193 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
    • 5.0 • 26 Ratings

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

    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
    In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

    In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

    (0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg
    (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7
    (28:18) Paths forward, documentary decisions, involvement of women in protests
    (53:03) Post-interview debrief
    (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1
    Follow Sheryl:
    https://twitter.com/sherylsandberg
    Watch Screams Before Silence:
    https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
    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/fakechamath
    https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
    https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html
    https://news.un.org/en/story/2024/03/1147477
    https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/
    https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html
    https://github.com/Profluent-AI/OpenCRISPR

    • 1 hr 15 min
    Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

    Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

    (0:00) Bestie Intros: Reservation Tips!
    (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings
    (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years
    (47:25) FTC bans noncompetes: impact on startups and company formation
    (1:00:33) Besties reminisce on their encounters with Steve Jobs
    (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?
    (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets
    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://ai.meta.com/blog/meta-llama-3
    https://huggingface.co/meta-llama/Meta-Llama-3-8B
    https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem
    https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3
    https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html
    https://www.youtube.com/watch?v=kiMTRQXBol0
    https://twitter.com/AravSrinivas/status/1781099224169320500
    https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge
    https://twitter.com/lauramaywendel/status/1782040453266710551
    https://twitter.com/naveengrao/status/1781491370114633816
    https://twitter.com/winglian/status/1783456379199484367
    https://www.meta.ai
    https://twitter.com/chamath/status/1780302197772952049
    https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out
    https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21
    https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand
    https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01
    https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d
    https://www.google.com/finance/quote/TSLA:NASDAQ
    https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html
    https://www.tesla.com/blog/master-plan-part-deux
    https://twitter.com/chamath/status/1776663647735218491
    https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf
    https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html
    https://palmetto.com
    https://www.youtube.com/watch?v=pja_n8ThDsU
    https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit
    https://twitter.com/DavidSacks/status/1777496946263134414
    https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html
    https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements
    https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes
    https://www.techemails.com/p/steve-jobs-emails-adobes-ceo
    https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android
    https://www.youtube.com/watch?v=CWOt9Cjq2mw
    https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package
    https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150
    https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html
    https://www.theinformation.com/articl

    • 1 hr 41 min
    Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

    Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

    (0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"
    (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth  
    (14:38) Google fires protestors
    (35:08) Chaos and culture wars at NPR
    (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions
    (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions
    (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US
    (1:23:33) How to get better at chess, childhood Bestie schemes
    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/NoTechApartheid/status/1780278895058518468
    https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html
    https://www.notechforapartheid.com
    https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract
    https://twitter.com/CollinRugg/status/1779914595156808045
    https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000
    https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f
    https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html
    https://www.youtube.com/watch?v=3-APSXZy9UI
    https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html
    https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000
    https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000
    https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html
    https://twitter.com/JustStop_Oil/status/1580883249228046336
    https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia
    https://www.npr.org/about-npr/178659563/our-mission-and-vision
    https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust
    https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work
    https://twitter.com/realchrisrufo
    https://twitter.com/wokal_distance/status/1780695504210567335
    https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass
    https://humane.com
    https://www.youtube.com/watch?v=TitZV6k8zfA
    https://www.youtube.com/watch?v=6xWXRk3yaSw
    https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036
    https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM
    https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924
    https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8
    https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal
    https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports
    https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue
    https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work
    https://www.youtube.com/watch?v=U2huVf1l4UE

    • 1 hr 36 min
    E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

    E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

    Register for the All-In Summit: https://summit.allinpodcast.co
    (0:00) Bestie Intros: J-Cal is out this week!
    (0:57) All-In Summit 2024 Announcement
    (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market
    (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?
    (45:41) AI disclosure bill: important step for creators or unnecessary?
    (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision
    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://summit.allinpodcast.co
    https://youtu.be/FgUKIRnxrxw
    https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr
    https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php
    https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html
    https://www.investing.com/economic-calendar/core-cpi-736
    https://www.investing.com/economic-calendar/cpi-733
    https://twitter.com/LHSummers/status/1778093870271664291
    https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e
    https://twitter.com/LHSummers/status/1762607548828360798
    https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula
    https://twitter.com/chamath/status/1778098007625572487
    https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship
    https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html
    https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html
    https://twitter.com/unusual_whales/status/1778479545613439455
    https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html
    https://fred.stlouisfed.org/series/FEDFUNDS
    https://twitter.com/chamath/status/1777017715846455470/photo/1
    https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies
    https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf
    https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html
    https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google
    https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story
    https://www.youtube.com/watch?v=xG1vOxwgqJw
    https://twitter.com/sambendett/status/1774074927437475862
    https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19
    https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12
    https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html
    https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
    https://www.saildrone.com
    https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups
    https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country
    https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves
    https://www.allencontrolsystems.com
    https://www.allencontrolsystems.com/bullfrog

    • 1 hr 26 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

Ferdinand Schjerven ,

Humble intellectuals

Humble intellectuals with good insight in the news of the world today, all being able to change their meaning in respons to new information from eachother.

Not afraid to argue, but no ego holding their opinion sacred.

Very good pod.

sellevi ,

Good pod

Good pod 😊

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