65 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 • 1 Rating

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

    E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

    E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

    00:00 Cold Open
    00:25 Besties react to last week’s All-In E63
    21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust
    42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations
    1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis
    1:32:01 Friedberg’s new company Cana
    1:33:47 Learning loss from COVID school closures
    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 Episode:


    Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC
    https://www.youtube.com/watch?v=w1iYGE3PVYA 
     
    WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
    https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487 
     
    Chamath’s Social Capital 2019 Annual Letter
    https://www.socialcapital.com/annual-letters/2019 
     
    Bill Ackman suggests the Fed should raise rate by 50 basis points
    https://twitter.com/BillAckman/status/1482449525595943045?s=20 
     
    Gavin Baker’s Twitter on Generals getting shot last
    https://twitter.com/GavinSBaker/status/1479454332567310342?s=20 
     
    Jonathan Chait in NY Mag on School Closures
    https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html 
     
    Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
    https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime 
     
    Friedberg’s interview on This Week in Startups
    https://youtu.be/dajzLwGAntI?t=1998 
    https://apple.co/33Xrbq3 

    • 1 hr 37 min
    E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study & more

    E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study & more

    0:00 Bestie Intro: Friedberg prepares for the insurrection discussion
    0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating
    14:45 Human rights perspectives and challenges: domestic and international
    57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts
    1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws
    1:19:44 Rehashing the roast of Phil Hellmuth
    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/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html
    https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th
    https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and
    https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html
    https://twitter.com/ryanstruyk/status/1481345993320939525
    https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2
    https://twitter.com/Jason/status/1481386527485693953
    https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html
    https://www.bbc.com/news/world-asia-china-22278037
    https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html
    https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069
    https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-
    https://www.science.org/doi/10.1126/science.abj8222
    https://www.umassmed.edu/news/news-archives/2022/01/phase-i-clinical-trial-of-moderna-mrna-vaccine-for-epstein-barr-virus-starting-at-umass-chan/
    https://www.wsj.com/articles/pig-heart-transplant-donor-organs-11641948330

    https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489

    • 1 hr 25 min
    E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

    E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

    0:00 Bestie intro and poker recap
    3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise
    17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top
    26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions
    45:56 Advice for founders on navigating a downturn
    1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?
    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/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705
    https://www.bbc.com/news/technology-58469882
    https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html
    https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471
    https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10
    https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights
    https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html
    https://fred.stlouisfed.org/series/T10YIE
    http://www.paulgraham.com/aord.html
    https://www.socialcapital.com/annual-letters/2019
    https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200
    https://www.statista.com/statistics/266206/googles-annual-global-revenue
    https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds

    • 1 hr 6 min
    E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

    E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

    (0:00) Recapping the "Superspreader"
    (6:12) Predicting 2022's biggest political winner
    (11:57) Predicting 2022's biggest political loser
    (19:07) Predicting 2022's biggest business winner
    (25:47) Predicting 2022's biggest business loser
    (34:30) Most contrarian belief for 2022
    (1:02:07) Best performing asset for 2022
    (1:04:19) Most anticipated trend for 2022
    (1:09:19) Most anticipated media for 2022
    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.youtube.com/watch?v=IFMMeCMbNt8
    https://www.youtube.com/watch?v=CrgYEbIQkac
    https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html
    https://worldpopulationreview.com/countries/countries-by-gdp
    https://twitter.com/datarade/status/1474432996845436933
    https://twitter.com/kerpen/status/1475209018058723334
    https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor
    https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600
    https://twitter.com/balajis/status/1475438356473409542
    https://balajis.com/mirrortable
    https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769
    https://twitter.com/peterdaou/status/1470906537682026499
    https://twitter.com/TheOfficialRom/status/1472206678586179588
    https://twitter.com/joebiden/status/1322254443644026880
    https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html
    https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days
    https://twitter.com/FaceTheNation/status/1475209878415323140

    • 1 hr 22 min
    E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

    E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

    (0:00) Catching up on the Web3 wars and Jack Dorsey sounding off
    (5:10) Biggest Winner - Politics
    (9:43) Biggest Loser - Politics
    (14:37) Biggest Political Surprise
    (22:24) Biggest Winner - Business
    (26:03) Biggest Loser - Business
    (30:54) Biggest Business Surprise
    (35:27) Best Science Breakthrough
    (42:56) Biggest Flash in the Pan
    (47:08) Best CEO
    (52:43) Best Investor
    (57:12) Best Turnaround
    (1:02:47) Worth Human Being
    (1:07:31) Best Meme
    (1:10:02) Most Loathsome Company
    (1:14:47) Best New Tech
    (1:20:22) Best Trend
    (1:22:17) Worst Trend
    (1:26:02) Favorite Media
    (1:34:15) The Rudy Giuliani Award for Self-Immolation
    (1:39:07) The Besties spread holiday cheer with each other
    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/jack
    https://twitter.com/Jason/status/1473321415285751811
    https://twitter.com/cdixon/status/1473150192400486401
    https://twitter.com/jack/status/1473155226194616325
    https://twitter.com/elonmusk/status/1472754632325795843
    https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp
    https://dune.xyz/rchen8/opensea
    https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html
    https://www.bbc.com/news/science-environment-55564448
    https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315
    https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007
    https://twitter.com/GavinSBaker/status/1473326791293128706
    https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility
    https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N
    https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276
    https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626
    https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488

    • 1 hr 48 min
    E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

    E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

    (0:00) Bestie Intro: Sweater update, NYC stories
    (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm
    (14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech
    (27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here
    (42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward
    (53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks
    (1:08:57) Future of mRNA technology
    (1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around?
    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/1470799225566859268
    https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies
    https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list
    https://mobile.twitter.com/SenWarren/status/1470415896053227522
    https://mobile.twitter.com/SenSanders/status/1471512117257846784
    https://fred.stlouisfed.org/series/WALCL
    https://twitter.com/mangan150/status/1470827691527999494
    https://twitter.com/peterpham/status/1471514774546509829
    https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke
    https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html
    https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582
    https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9#sen-dianne-feinstein-a-democrat-from-california-1
    https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208
    https://www.wsj.com/articles/131-federal-judges-broke-the-law-by-hearing-cases-where-they-had-a-financial-interest-11632834421
    https://twitter.com/bgmasters/status/1471183791121055747
    https://www.npr.org/2021/09/21/1039313011/tiktokers-are-trading-stocks-by-watching-what-members-of-congress-do
    https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-research-finds-immune-system-responds-to-mrna-treatment-for-cancer
    https://twitter.com/robkhenderson

    • 1 hr 28 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Top Podcasts In Technology

RTVSLO – Val 202
Lew Later
Lex Fridman
WIRED
Jack Rhysider
Jeffrey Way

You Might Also Like

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