181 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
    • 4.4 • 5.5K Ratings

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

    E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

    E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

    (0:00) Bestie intros: Banana boat!
    (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet
    (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech
    (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?
    (1:17:17) War Corner with Sacks
    Follow the besties: 
    https://twitter.com/chamath
    https://twitter.com/Jason
    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/NVDA:NASDAQ
    https://twitter.com/KobeissiLetter/status/1760680756689748478
    https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
    https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
    https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
    https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
    https://twitter.com/JayScambler/status/1759372542530261154
    https://twitter.com/chamath/status/1760343973632291212
    https://x.ai
    https://twitter.com/TheTranscript_/status/1760436281438314545
    https://artificialanalysis.ai
    https://www.contraline.com/product
    https://www.cafexapp.com/commercial
    https://blog.google/technology/ai/google-gemini-ai
    https://blog.google/products/gemini/bard-gemini-advanced-app
    https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
    https://twitter.com/benthompson/status/1760452419627233610
    https://twitter.com/Patworx/status/1760189582870536408
    https://twitter.com/micsolana/status/1760163801893339565
    https://ai.google/responsibility/principles
    https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
    https://twitter.com/Jason/status/1760780139476992062
    https://twitter.com/paulg/status/1760416051181793361
    https://twitter.com/chamath/status/1760729719094563019
    https://twitter.com/Jason/status/1760780139476992062

    • 1 hr 20 min
    E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

    E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

    (0:00) Sacks Tequila Tasting!
    (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
    (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
    (51:24) The risks of companies issuing stock option loans
    (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
    (1:31:46) Takeaways from Tucker's Putin interview
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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://companiesmarketcap.com/page/1
    https://www.google.com/finance/quote/NVDA:NASDAQ
    https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09
    https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119
    https://blog.google/products/gemini/bard-gemini-advanced-app
    https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0
    https://www.google.com/finance/quote/ARM:NASDAQ
    https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18
    https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13
    https://twitter.com/OpenAI/status/1758192957386342435
    https://twitter.com/CultureCrave/status/1758212761748980089
    https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024
    https://twitter.com/nathanbenaich/status/1758036247115608317
    https://twitter.com/natfriedman/status/1758143612561568047
    https://twitter.com/OfficialLoganK/status/1758198997590618550
    https://huggingface.co/spaces/tsujuifu/ml-mgie
    https://huggingface.co/stablediffusionapi/juggernaut-xl
    https://twitter.com/jrichlive/status/1757258553688256895
    https://twitter.com/jrichlive/status/1493392725814566914
    https://twitter.com/chamath/status/1757537426019598418
    https://twitter.com/elonmusk/status/1757537968083075137
    https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms
    https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl
    https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report
    https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country
    https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference
    https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024
    https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007
    https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html
    https://twitter.com/wikileaks/status/1497207251785818114
    https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

    • 1 hr 43 min
    E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

    E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

    (0:00) Bestie intros!
    (2:08) Apple Vision Pro breakdown
    (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
    (32:53) Positive signals indicating a big SaaS bounceback
    (41:06) VCs are split into three camps on how to approach AI investing
    (1:12:16) Rolling real estate crisis continues
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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/Jason/status/1755273518416302522
    https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales
    https://twitter.com/Jason/status/1755386651080106166
    https://www.google.com/finance/quote/META:NASDAQ
    https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx
    https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income
    https://www.google.com/finance/quote/SNAP:NYSE
    https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares
    https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html
    https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html
    https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf
    https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf
    https://cloudedjudgement.substack.com
    https://twitter.com/chamath/status/1754641005851328553
    https://help.openai.com/en/articles/8554397-creating-a-gpt
    https://twitter.com/ArtificialAnlys/status/1747264832439734353
    https://blog.research.google/2009/06/speed-matters.html
    https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees
    https://artificialanalysis.ai
    https://chamath.substack.com/p/deep-dive-artificial-intelligence
    https://twitter.com/danshipper/status/1751005727215301053
    https://www.youtube.com/watch?v=7waMPlHugYI
    https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut
    https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people

    • 1 hr 28 min
    E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

    E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

    (0:00) Bestie intros! The guys try the Apple Vision Pro
    (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms
    (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation
    (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO
    (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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.vanityfair.com/news/tim-cook-apple-vision-pro
    https://twitter.com/MKBHD/status/1752706894874202256
    https://twitter.com/Box/status/1753085804115861766
    https://twitter.com/briantong/status/1752645464204493147
    https://www.meta.com/smart-glasses/shop-all
    https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1
    https://twitter.com/CollinRugg/status/1752749485070156025
    https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674
    https://ultimateclassicrock.com/judas-priest-suicide
    https://www.reuters.com/article/idUSKBN1GX0C0
    https://www.google.com/finance/quote/TSLA:NASDAQ
    https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html
    https://courts.delaware.gov/Opinions/Download.aspx?id=359340
    https://www.google.com/finance/quote/GM:NYSE
    https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a
    https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay
    https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html
    https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo
    https://twitter.com/DavidSacks/status/1639459879546150913
    https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10
    https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
    https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting
    https://twitter.com/Global_Mil_Info/status/1752786864900108547
    https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404
    https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones
    https://www.saildrone.com

    • 1 hr 33 min
    E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

    E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

    (0:00) Bestie intros!
    (1:37) Markets rip on strong economic data
    (17:05) Media's broken business model, death spiral
    (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government
    (1:04:18) Ethics of publishing non-public financial data
    (1:13:07) Fintech's reckoning
    (1:26:27) ARkStorm 2.0
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html
    https://www.barrons.com/livecoverage/stock-market-today-012524
    https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234
    https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html
    https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html
    https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html
    https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html
    https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm
    https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion
    https://twitter.com/paulkrugman/status/1750529905627128154
    https://fiscaldata.treasury.gov/americas-finance-guide/national-debt
    https://twitter.com/RealEJAntoni/status/1750537238578930101
    https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx
    https://fred.stlouisfed.org/series/FEDFUNDS
    https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023
    https://twitter.com/maxwelltani/status/1750507633247678531
    https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html
    https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html
    https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html
    https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts
    https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html
    https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast
    https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year
    https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877
    https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy
    https://twitter.com/BillAckman/status/1750537848447533207
    https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en
    https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians
    https://www.cbp.gov/newsroom/stats/nationwide-encounters
    https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad
    https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december
    https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande
    https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration
    https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf
    https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them
    https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html
    https:

    • 1 hr 33 min
    E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

    E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

    (0:00) Live from the WEF: "Oh Davos, Kumbaya"
    (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump
    (21:53) Boeing's regulatory capture leading to negative impact on consumer safety
    (35:16) Adam Neumann facing familiar challenges at his new startup, Flow
    (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology
    (1:00:47) Streaming at a crossroads: is the business model broken?
    (1:20:51) Science Corner: New study on microplastics in water bottles
    (1:32:42) All-In Poker
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    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/dschlopesisback/status/1747025441825640681
    https://twitter.com/davidsacks/status/1747724966941139276
    https://twitter.com/andrewrsorkin/status/1746723727574794537
    https://twitter.com/Jason/status/1746951952578298264
    https://twitter.com/aphysicist/status/1747868626948907325
    https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina
    https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100
    https://www.opensecrets.org/federal-lobbying/top-spenders
    https://www.youtube.com/watch?v=wXMO0bhPhCw
    https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen
    https://www.google.com/finance/quote/TDG:NYSE
    https://stacksonmain.com/gallery
    https://www.societylasolas.com/photogallery
    https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville
    https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble
    https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records
    https://www.businessofapps.com/data/disney-plus-statistics
    https://www.businessofapps.com/data/netflix-statistics
    https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html
    https://www.manscaped.com/products/crop-preserver-manscaping
    https://www.pnas.org/doi/10.1073/pnas.2300582121
    https://www.xometry.com/resources/materials/polyethylene
    https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx
    https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11
    https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

    • 1 hr 38 min

Customer Reviews

4.4 out of 5
5.5K Ratings

5.5K Ratings

Poopadooda ,

Best Pod

Thoroughly enjoy listening to your banter (and expertise)! Always informative while being extremely entertaining! Such an important summary of what is going on with insightful discussion and analysis! My favorite part of Friday afternoon’s!

sommie23 ,

E163

I’ve been listening to this podcast for several months because of the information on softwares and technology that they provide especially when they bring in experts to talk about coding is amazing, but talking about politics and the border is a little disappointing. I had to stop the podcast and change the episode.

Boisestatealum ,

Edit: This Pick a profanity policy selective beeping drives me crazy! is not a right wing podcast

If you really listen to the points that Sacks et. Al make, they are not right wing. These are viewpoints from self described degenerate gamblers and high risk investors that enjoy sharing their viewpoints, NOT right wing. Making arguments on why a liberal politician may be ruining a city does not make you right wing- it’s okay to criticize both sides.

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