202 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 All-In Podcast, LLC

    • Technology
    • 4.3 • 6.1K Ratings

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

    Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

    Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

    (0:00) Bestie intros!
    (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception
    (20:48) AI sentiment turns bearish due to massive spend with little revenue
    (40:51) A16Z's 20K GPU cluster
    (46:41) Broad implications of France elections
    (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances
    Apply for All-In Summit: https://summit.allinpodcast.co
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow on X:
    https://twitter.com/theallinpod
    Follow on Instagram:
    https://www.instagram.com/theallinpod
    Follow on TikTok:
    https://www.tiktok.com/@all_in_tok
    Follow on LinkedIn:
    https://www.linkedin.com/company/allinpod
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
    Intro Video Credit:
    https://twitter.com/TheZachEffect
    Referenced in the show:
    https://x.com/teddyschleifer/status/1811423421861113915
    https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
    https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2
    https://fred.stlouisfed.org/series/UNRATE
    https://www.google.com/finance/quote/SPY:NYSEARCA
    https://ycharts.com/indicators/sp_500_pe_ratio
    https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
    https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024
    https://youtu.be/R6hJh-OwoZw
    https://www.sequoiacap.com/article/ais-600b-question
    https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf
    https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals
    https://x.com/natfriedman/status/1668650915505803266
    https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html
    https://x.com/CilComLFC/status/1810110921383010563
    https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html
    https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520
    https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214
    https://x.com/greenfield64/status/1811199262350532767
    https://x.com/Olivianuzzi/status/1808924240529535352
    https://x.com/peterjhasson/status/1811052411584164210
    https://youtu.be/kOeARghNIaY
    https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

    • 1 hr 25 min
    The Jonathan Haidt Interview

    The Jonathan Haidt Interview

    (0:00) New format: The All-In Interview!
    (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media
    (12:39) Understanding how humans are wired from an evolutionary biology perspective
    (27:22) Haidt's proposals to help younger generations
    (33:12) Linking themes and trends in Haidt's books with recent college protests
    (48:17) Explaining traditional liberalism and conservatism
    (56:55) Lightning Round: Parenting tips, Gen Z employees
    Jonathan's website:
    https://jonathanhaidt.com
    Buy The Anxious Generation:
    https://www.anxiousgeneration.com/book
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow on X:
    https://twitter.com/theallinpod
    Follow on Instagram:
    https://www.instagram.com/theallinpod
    Follow on TikTok:
    https://www.tiktok.com/@all_in_tok
    Follow on LinkedIn:
    https://www.linkedin.com/company/allinpod
    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.anxiousgeneration.com/take-action
    https://www.azquotes.com/quote/1385350
    https://www.azquotes.com/quote/926752
    https://www.thecoddling.com/chapter-1-antifragility
    https://www.anxiousgeneration.com
    https://www.afterbabel.com
    https://letgrow.org

    • 1 hr 13 min
    Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

    Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

    (0:00) Bestie Intros!
    (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?
    (26:22) Cognitive decline coverup, Bestie strategy for Dems
    (34:38) SCOTUS clarifies social media moderation
    (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies
    (1:00:03) SCOTUS to hear case on restricting online porn in Texas
    (1:05:27) SCOTUS rules in favor of President Trump in immunity case
    Join/host a meetup: https://app.getriver.io/all-in
    Apply for All-In Summit: https://summit.allinpodcast.co
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow on X:
    https://twitter.com/theallinpod
    Follow on Instagram:
    https://www.instagram.com/theallinpod
    Follow on TikTok:
    https://www.tiktok.com/@all_in_tok
    Follow on LinkedIn:
    https://www.linkedin.com/company/allinpod
    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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
    https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html
    https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014
    https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434
    https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea
    https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate
    https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know
    https://x.com/TheKevinDalton/status/1806669560852218045
    https://x.com/0rf/status/1807620571934478683
    https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas
    https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf
    https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268
    https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf
    https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies
    https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02
    https://x.com/noalpha_allbeta/status/1808265251202167183
    https://x.com/ewarren/status/1808241509738631388
    https://www.axios.com/2019/06/01/supreme-court-justices-ideology
    https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188
    https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf
    https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution
    https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825
    https://x.com/unusual_whales/status/1808558981457326368

    • 1 hr 23 min
    Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

    Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

    (0:00) Bestie intros!
    (1:54) Debate recap and analysis: Hot swap incoming?
    (16:53) Subverting democracy, power grab, Democratic party shakeup
    (36:43) Why tech job postings are down significantly from pre-COVID levels
    (42:43) OpenAI considering for-profit conversion
    (54:11) The problem with safety-focused AI startups
    (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow on X:
    https://twitter.com/theallinpod
    Follow on Instagram:
    https://www.instagram.com/theallinpod
    Follow on TikTok:
    https://www.tiktok.com/@all_in_tok
    Follow on LinkedIn:
    https://www.linkedin.com/company/allinpod
    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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
    https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811
    https://youtu.be/R6hJh-OwoZw
    https://x.com/KellyO/status/1806505436457189594
    https://x.com/WesternLensman/status/1806660589315658003
    https://x.com/stoolpresidente/status/1806496453545586779
    https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE
    https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai
    https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab
    https://www.youtube.com/watch?v=YMnkqY98Cyo
    https://x.com/benioff/status/1805664701298491623
    https://www.youtube.com/watch?v=CwQMMzoeH9s
    https://x.com/JoeBiden/status/1806739920255320347

    • 1 hr 21 min
    In conversation with President Trump

    In conversation with President Trump

    (0:00) Bestie intros: Big house talk!
    (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization
    (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear
    (20:22) Foreign policy: Ukraine/Russia
    (25:05) Foreign policy: Israel/Palestine
    (28:13) Abortion: Stance on a national ban
    (31:09) Foreign policy: China
    (32:33) COVID: Origins, Fauci relationship, deep state, bad deals
    (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent
    (46:07) JFK Files: Full release, importance of transparency
    (48:06) Debate prediction
    (50:15) Post-interview debrief
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow on X:
    https://twitter.com/theallinpod
    Follow on Instagram:
    https://www.instagram.com/theallinpod
    Follow on TikTok:
    https://www.tiktok.com/@all_in_tok
    Follow on LinkedIn:
    https://www.linkedin.com/company/allinpod
    Intro Music Credit:
    https://rb.gy/tppkzl
    https://twitter.com/yung_spielburg
    Intro Video Credit:
    https://twitter.com/TheZachEffect
    Referenced in the show:
    https://x.com/tyler/status/1803872859938549920
    https://x.com/cameron/status/1803876953860247831
    https://x.com/LHSummers/status/1802097688269181436
    https://x.com/davidsacks/status/179888324567070746

    • 1 hr 20 min
    Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

    Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

    (0:00) Bestie intros: bringing up the energy!
    (8:48) Trump fundraiser recap
    (23:16) Elon's comp package approved by shareholders
    (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC
    (50:17) OpenAI reportedly hits a $3.4B revenue run rate
    (1:05:26) Macro debate: State of the US economy?
    Follow Tim Naki:
    https://www.instagram.com/tim.naki
    Follow the besties:
    https://twitter.com/chamath
    https://twitter.com/Jason
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow on X:
    https://twitter.com/theallinpod
    Follow on Instagram:
    https://www.instagram.com/theallinpod
    Follow on TikTok:
    https://www.tiktok.com/@all_in_tok
    Follow on LinkedIn:
    https://www.linkedin.com/company/allinpod
    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.instagram.com/tim.naki
    https://x.com/eoghan/status/1799161733766062545
    https://x.com/bennyjohnson/status/1800979079472288145
    https://x.com/bennyjohnson/status/1797086962626494840
    https://x.com/elonmusk/status/1801084780035154058
    https://x.com/jhall/status/1795794521604718814
    https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion
    https://companiesmarketcap.com
    https://www.youtube.com/watch?v=RXeOiIDNNek
    https://x.com/chiefaioffice/status/1801022115426009309
    https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en
    https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en
    https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
    https://fred.stlouisfed.org/series/FEDFUNDS
    https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024
    https://fred.stlouisfed.org/series/CES0500000003
    https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf
    https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html
    https://fred.stlouisfed.org/series/JTSJOL
    https://x.com/VinnyLingham/status/1801129023168454907
    https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders
    https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1
    https://x.com/jameslavish/status/1801248976911634648
    https://x.com/peterfenton/status/1801300735520608529

    • 1 hr 24 min

Customer Reviews

4.3 out of 5
6.1K Ratings

6.1K Ratings

Santa Famous ,

So far so good

Excited two people I like to listen to independently are friends. And have a podcast?! Edit, removed a star so they never book a guest again. Edit 2 added the fifth star back bc they realized “important” people make poop podcast guests.

empfhonl ,

No

Nope

SpringfieldMH ,

"They were careless people..."

“They were careless people…” F. Scott Fitzgerald - The Great Gatsby. Hypocrites, liars, and useful idiots. Every criticism they level against Biden and Democrats applies far more to Trump and MAGA. Projection and confession. The Dunning-Kruger effect personified.

Top Podcasts In Technology

Acquired
Ben Gilbert and David Rosenthal
Lex Fridman Podcast
Lex Fridman
The Ben & Marc Show
Marc Andreessen, Ben Horowitz
Hard Fork
The New York Times
Search Engine
PJ Vogt, Audacy, Jigsaw
Darknet Diaries
Jack Rhysider

You Might Also Like

This Week in Startups
Jason Calacanis
BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod
a16z Podcast
Andreessen Horowitz
Invest Like the Best with Patrick O'Shaughnessy
Colossus | Investing & Business Podcasts
Acquired
Ben Gilbert and David Rosenthal
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Harry Stebbings