113 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 • 2 Ratings

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

    E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

    E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

    0:00 Bestie intros!
    1:34 Breaking down major cheating scandals: chess, poker, fishing
    16:13 Twitter deal updates
    30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads
    49:45 Biden pardons all prior federal offenses of marijuana possession
    59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations
    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/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524
    https://twitter.com/Billyhottakes/status/1576246821139070976
    https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share
    https://makeavideo.studio
    https://fred.stlouisfed.org/series/JTSJOL
    https://twitter.com/POTUS/status/1578097875480895489
    https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win
    https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny

    • 1 hr 25 min
    E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

    E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

    0:00 Bestie intros!
    1:36 Big tech starts making cuts, plus what this means for the broader economy and startups
    31:09 Global debt numbers, Fed incompetency
    54:06 RIP Coolio
    1:00:30 Russia / Ukraine update
    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.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring
    https://www.google.com/finance/quote/META:NASDAQ
    https://www.google.com/finance/quote/AAPL:NASDAQ
    https://www.google.com/finance/quote/GOOG:NASDAQ
    https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html
    https://www.google.com/finance/quote/NFLX:NASDAQ
    https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade
    https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up
    https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html
    https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M
    https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm
    https://fred.stlouisfed.org/series/JTSJOL
    https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795
    https://goop.com/subscribe
    https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29
    https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30
    https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30
    https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530
    https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine

    • 1 hr 19 min
    E97: SPAC updates, public/private market overview, Putin's end game & more

    E97: SPAC updates, public/private market overview, Putin's end game & more

    0:00 Bestie intros!
    1:03 SPAC updates, state of the public/private markets
    20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom?
    31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict
    50:45 Government-heavy climate plans, Dilbert/ESG backlash
    1:01:20 Poker plans, chess cheating scandal
    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/AODfsBMGzGQ
    https://twitter.com/chamath/status/1461453308623659010
    https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021
    https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor
    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund
    https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
    https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/
    https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html
    https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999
    https://www.brown.edu/news/2021-09-01/costsofwar
    https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766
    https://twitter.com/UncommonYield/status/1572743593508638722
    https://twitter.com/Jason/status/1572399621389062145

    • 1 hr 24 min
    E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

    E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

    0:00 Bestie intro!
    0:59 Adobe agrees to acquire Figma for $20B
    19:21 How Adobe might bundle Figma, regulatory implications
    38:59 Analyzing Google's "one off" acquisition of YouTube
    49:33 Friedberg breaks down the latest TPB SPAC news
    1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022
    1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine
    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/ADBE:NASDAQ
    https://www.figma.com/blog/a-new-collaboration-with-adobe
    https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html
    https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship
    https://twitter.com/LizAnnSonders/status/1570711614277419009
    https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html
    https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/
    https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis

    • 1 hr 31 min
    E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

    E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

    0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more!
    3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests
    12:53 Passing of Queen Elizabeth II
    15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more
    53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands
    1:03:46 Overprescribing of amphetamines to children
    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/theallinpod/status/1568294657632907268
    https://www.youtube.com/watch?v=FfJv9QYrlwg
    https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html
    https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html
    https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html
    https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html
    https://twitter.com/aaronjmate/status/1566484400224993280
     

    • 1 hr 15 min
    E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

    E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

    (0:00) Bestie intros + Burning Man debate
    (4:16) NFT trading volume plummets
    (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue
    (40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story
    (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure
    (1:06:04) Besties reflect on Mikhail Gorbachev's passing
    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://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days
    https://www.youtube.com/watch?v=XlXSGqvP-A8
    https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/
    https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html
    https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509

    • 1 hr 23 min

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