161 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
    • 4,4 • 11 classificações

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

    E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

    E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

    (0:00) Bestie intros with Coleman Hughes
    (1:12) Coleman's experience with TED, Understanding TED's ideological shift
    (15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers
    (44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi
    (1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI
    (1:12:39) The next evolution of AI: multimodal and consumer hardware
    Follow the besties:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow Coleman:
    https://twitter.com/coldxman
    https://www.youtube.com/@ColemanHughesOfficial
    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=QxB3b7fxMEA
    https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness
    https://twitter.com/waitbutwhy/status/1691502563571408896
    https://twitter.com/chamath/status/1707051830667338170
    https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html
    https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414
    https://twitter.com/TEDchris/status/1706792437098676224
    https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919
    https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880
    https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138
    https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26
    https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b
    https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he
    https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector
    https://www.jpost.com/diaspora/antisemitism/article-738940
    https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine
    https://www.bbc.com/news/world-europe-26079957
    https://en.wikipedia.org/wiki/Azov_Brigade
    https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine
    https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY
    https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946
    https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html
    https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7
    https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0
    https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search
    https://twitter.com/petergyang/status/1707169696049668472
    https://blog.google/products/bard/google-bard-new-features-update-sept-2023
    https://twitter.com/karpathy/status/1707437820045062561
    https://arxiv.org/pdf/2307.07162.pdf
    https://www.imdb.com/title/tt6849786
    https://www.imdb.com/title/tt1798709
    https://reflect.app
    https://oldcomputers.net/sony-magic-link.html

    • 1h 28 min
    E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

    E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

    (0:00) Bestie intros!
    (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
    (11:56) All-In Summit 2023 recap
    (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
    (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
    (50:45) Breaking down Instacart and Klaviyo's businesses
    (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
    (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
    (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
    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://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
    https://youtu.be/yjj1QjZlQMM
    https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal
    https://twitter.com/pitdesi/status/1704874017357025499
    https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
    https://twitter.com/aswathdamodaran/status/1704246090198036914
    https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
    https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
    https://fred.stlouisfed.org/series/MORTGAGE30US
    https://www.ey.com/en_gl/ipo/trends
    https://stockanalysis.com/ipos/statistics
    https://www.google.com/finance/quote/COIN:NASDAQ
    https://www.google.com/finance/quote/EXPE:NASDAQ
    https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital
    https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
    https://influencermarketinghub.com/amazon-ad-revenue
    https://twitter.com/jasonlk/status/1704212644402540573
    https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
    https://twitter.com/DavidSacks/status/1078755080478715904
    https://i.insider.com/4dd4d1cf4bd7c8c90f000000
    https://twitter.com/asanwal/status/1703492397739516068
    https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
    https://tradingeconomics.com/commodity/crude-oil
    https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov
    https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
    https://hellometer.io
    https://www.nature.com/articles/s41551-023-01086-2
     

    • 1h 42 min
    E145: Presidential Candidate Chris Christie in conversation with the Besties

    E145: Presidential Candidate Chris Christie in conversation with the Besties

    (0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!
    (2:14) US debt crisis, cutting entitlements
    (14:03) Level-setting on foreign policy
    (25:28) Ukraine / Russia: culpability, where to go from here
    (36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling
    (50:01) Immigration policy, how each party co-opts the issue
    (1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement
    (1:15:57) Why Chris Christie is running for president
    (1:17:41) Thoughts on prosecuting Trump, January 6th, and more
    (1:23:16) Chris Christie addresses his past controversies
    (1:48:34) Post-interview debrief
    Follow the besties:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow Chris Christie:
    https://twitter.com/GovChristie
    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://fred.stlouisfed.org/series/GFDEBTN
    https://fred.stlouisfed.org/series/SMPOPNETMUSA
    https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters
    https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

    • 2 horas 8 min
    E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

    E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

    (0:00) Chamath's big poker trip
    (4:32) Addressing the "in the arena" comments
    (7:16) Biden administration targets Elon's businesses
    (21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece
    (27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS
    (40:46) BRICS ultimate goals, India's key position
    (51:54) How energy independence plays into the future geopolitical order
    (1:00:22) All-In Summit party talk!
    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/chamath/status/1693992134796603477
    https://twitter.com/tomosman/status/1696929638935634240
    https://twitter.com/KanekoaTheGreat/status/1697072553775501661
    https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709
    https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring
    https://twitter.com/chamath/status/1695073336483832007
    https://www.justice.gov/crt/page/file/1579981/download
    https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html
    https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men
    https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond
    https://www.foxnews.com/video/6335645970112
    https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists
    https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24
    https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95
    https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143
    https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html
    https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30
    https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy
    https://twitter.com/chamath/status/1696295679344459807
    https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations

    • 1h 6 min
    E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

    E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

    (0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!
    (2:58) All-In Tequila update
    (10:04) Nvidia smashes earnings, GPU market outlook
    (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market
    (49:51) Sacks on current investable metrics right now in VC
    (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions
    (1:39:46) Vivek's comments on the Climate Agenda
    (1:47:07) Prigozhin crash
     
    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/friedberg/status/1694506279954526487
    https://twitter.com/DavidSacks/status/1693441068036169785
    https://twitter.com/chamath/status/1693524941721731189
    https://www.wine.com/product/21-seeds-tequila-trio/633617
    https://www.villadeste.com
    https://www.google.com/finance/quote/NVDA:NASDAQ
    https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024
    https://companiesmarketcap.com
    https://twitter.com/chamath/status/1694457666289225776
    https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month
    https://prospect.org/features/great-telecom-implosion
    https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california
    https://twitter.com/OpenAI/status/1694062483462594959
    https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates
    https://twitter.com/nathanbenaich/status/1694073194351648932
    https://commoncrawl.org/about/team
    https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html
    https://twitter.com/twistartups/status/1694399138194952363
    https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm
    https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation
    https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval
    https://www.stonealgo.com
    https://youtu.be/f51Yd9h9ZXo
    https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi
    https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html
    https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

    • 1h 52 min
    E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

    E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

    (0:00) Sacks' big night
    (2:56) Sacks on spirits
    (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
    (53:01) Michael Burry's bet against the market: overblown?
    (58:33) Real estate capital crunch
    (1:12:26) Trump's newest indictment
    (1:23:31) What Adyen's big drop means for Stripe's valuation
    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://youtu.be/sqSA-SY5Hro
    https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html
    https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars
    https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective
    https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html
    https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml
    https://fred.stlouisfed.org/series/MORTGAGE30US
    https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f
    https://twitter.com/rothcre/status/1691910066952351963
    https://twitter.com/chamath/status/1691789175786246246
    https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf
    https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia
    https://www.google.com/finance/quote/ADYEY:OTCMKTS

    • 1h 30 min

Críticas de clientes

4,4 de 5
11 classificações

11 classificações

Top de podcasts em Tecnologia

Lex Fridman
Hugo Séneca
Vox Media Podcast Network
Jack Rhysider
Instinct
Financial Times

Talvez também goste

Jason Calacanis
Harry Stebbings
Andreessen Horowitz
Colossus | Investing & Business Podcasts
Ben Gilbert and David Rosenthal
David Senra