98 episódios

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

    • Tecnologia
    • 4,2 • 9 classificações

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

    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

    • 1h 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

    • 1h 1m
    #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

    • 1h 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
    #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem

    #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem

    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 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it
    12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased? 
    Follow The Lanby:
    https://twitter.com/thelanby
    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

    • 23 min

Críticas de clientes

4,2 de 5
9 classificações

9 classificações

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