111 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
    • 4.6 • 3.6K Ratings

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

    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
    E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

    E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

    0:00 Bestie intros!
    1:25 Twitter's former head of security makes allegations against the company
    22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities
    33:54 Student loan forgiveness
    1:03:25 Red wave or red ripple?
    1:07:57 Science corner: Gut microbiome, fecal transplants
    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.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam
    https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users
    https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html
    https://time.com/6207996/twitter-whistleblower-allegations/
    https://twitter.com/DavidSacks/status/1562179576800763904
    https://twitter.com/DavidSacks/status/1562179705322684416
    https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23
    https://twitter.com/elonmusk/status/1562105413977493504
    https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2
    https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html
    https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards
    https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders
    https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition
    https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers
    https://twitter.com/LHSummers/status/1562040653432999936
    https://www.socialcapital.com/ideas/2021-annual-letter
    https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple
    https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf
    https://grow.google

    • 1 hr 23 min
    E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

    E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

    0:00 Bestie intro plus a new moderator!
    7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow
    25:32 Housing policy: Bay Area, Houston, Miami differences
    45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?
    1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more
    1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up
    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/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html
    https://www.google.com/finance/quote/PLD:NYSE
    https://www.google.com/finance/quote/WE:NYSE
    https://www.google.com/finance/quote/BX:NYSE
    https://a16z.com/2020/04/18/its-time-to-build
    https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing
    https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023
    https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541
    https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790
    https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16
    https://www.foreignaffairs.com/ukraine/playing-fire-ukraine
    https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf
    https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all
    https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html

    • 1 hr 39 min

Customer Reviews

4.6 out of 5
3.6K Ratings

3.6K Ratings

kh3425 ,

Informative and informed

One of the most informative and informed mediums out there. If you don’t read the paper or watch the news at least listen to this! In fact, don’t read the paper or watch the news just listen to this!

RKBroadrangeAI ,

Absolutely Brilliant

***Thank You 🙏 All Rama Kadiyala broadrange.AI *** 05/19/22 - Elon Musk Interview was outstanding…excellent questions and very inspiring. Thank You Team All-In👏👏👏 ***6/23/22- Outstanding show 👏👏👏👏 ***6/24/22 - Another great episode….ruble discussion makes lot more sense..big thank you for covering some latest relevant topics…👏👏👏👏 Thank you All-In Great show ***7/14/22 — 👏👏👏👏
****9/17/22. — 👏👏👏👏 Thank you All-In another amazing episode…Great discussion on Figma, Lavoro….Kudos to the All-In team..Thanks to Friedberg…Supergut works for me…

Just a random guy! ,

Team Friedburg

More Friedburg!! More tech! More science! More markets! But my lord we need less CNN (JCal) vs Fox News (Sacks)… you guys may not realize it but you have literally nothing new to add to the political discourse. Just recycling the talking points from all the DC think tanks that confirm your priors.

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