160 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 • 5.1K Ratings

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

    E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

    E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

    (0:00) Bestie intros!
    (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues
    (11:56) All-In Summit 2023 recap
    (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?
    (42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward
    (50:45) Breaking down Instacart and Klaviyo's businesses
    (1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns
    (1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?
    (1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases
    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://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire
    https://youtu.be/yjj1QjZlQMM
    https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal
    https://twitter.com/pitdesi/status/1704874017357025499
    https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D
    https://twitter.com/aswathdamodaran/status/1704246090198036914
    https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings
    https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg
    https://fred.stlouisfed.org/series/MORTGAGE30US
    https://www.ey.com/en_gl/ipo/trends
    https://stockanalysis.com/ipos/statistics
    https://www.google.com/finance/quote/COIN:NASDAQ
    https://www.google.com/finance/quote/EXPE:NASDAQ
    https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital
    https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm
    https://influencermarketinghub.com/amazon-ad-revenue
    https://twitter.com/jasonlk/status/1704212644402540573
    https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr
    https://twitter.com/DavidSacks/status/1078755080478715904
    https://i.insider.com/4dd4d1cf4bd7c8c90f000000
    https://twitter.com/asanwal/status/1703492397739516068
    https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html
    https://tradingeconomics.com/commodity/crude-oil
    https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov
    https://www.popularmechanics.com/cars/hybrid-electric/a42558850/tesla-price-cuts-worth-buying
    https://hellometer.io
    https://www.nature.com/articles/s41551-023-01086-2
     

    • 1 hr 42 min
    E145: Presidential Candidate Chris Christie in conversation with the Besties

    E145: Presidential Candidate Chris Christie in conversation with the Besties

    (0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!
    (2:14) US debt crisis, cutting entitlements
    (14:03) Level-setting on foreign policy
    (25:28) Ukraine / Russia: culpability, where to go from here
    (36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling
    (50:01) Immigration policy, how each party co-opts the issue
    (1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement
    (1:15:57) Why Chris Christie is running for president
    (1:17:41) Thoughts on prosecuting Trump, January 6th, and more
    (1:23:16) Chris Christie addresses his past controversies
    (1:48:34) Post-interview debrief
    Follow the besties:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow Chris Christie:
    https://twitter.com/GovChristie
    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://fred.stlouisfed.org/series/GFDEBTN
    https://fred.stlouisfed.org/series/SMPOPNETMUSA
    https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters
    https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

    • 2 hr 8 min
    E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

    E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

    (0:00) Chamath's big poker trip
    (4:32) Addressing the "in the arena" comments
    (7:16) Biden administration targets Elon's businesses
    (21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece
    (27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS
    (40:46) BRICS ultimate goals, India's key position
    (51:54) How energy independence plays into the future geopolitical order
    (1:00:22) All-In Summit party talk!
    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/chamath/status/1693992134796603477
    https://twitter.com/tomosman/status/1696929638935634240
    https://twitter.com/KanekoaTheGreat/status/1697072553775501661
    https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709
    https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring
    https://twitter.com/chamath/status/1695073336483832007
    https://www.justice.gov/crt/page/file/1579981/download
    https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html
    https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men
    https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond
    https://www.foxnews.com/video/6335645970112
    https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists
    https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24
    https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95
    https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143
    https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html
    https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30
    https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy
    https://twitter.com/chamath/status/1696295679344459807
    https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations

    • 1 hr 6 min
    E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

    E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

    (0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!
    (2:58) All-In Tequila update
    (10:04) Nvidia smashes earnings, GPU market outlook
    (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market
    (49:51) Sacks on current investable metrics right now in VC
    (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions
    (1:39:46) Vivek's comments on the Climate Agenda
    (1:47:07) Prigozhin crash
     
    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/friedberg/status/1694506279954526487
    https://twitter.com/DavidSacks/status/1693441068036169785
    https://twitter.com/chamath/status/1693524941721731189
    https://www.wine.com/product/21-seeds-tequila-trio/633617
    https://www.villadeste.com
    https://www.google.com/finance/quote/NVDA:NASDAQ
    https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024
    https://companiesmarketcap.com
    https://twitter.com/chamath/status/1694457666289225776
    https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month
    https://prospect.org/features/great-telecom-implosion
    https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california
    https://twitter.com/OpenAI/status/1694062483462594959
    https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates
    https://twitter.com/nathanbenaich/status/1694073194351648932
    https://commoncrawl.org/about/team
    https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html
    https://twitter.com/twistartups/status/1694399138194952363
    https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm
    https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation
    https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval
    https://www.stonealgo.com
    https://youtu.be/f51Yd9h9ZXo
    https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi
    https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html
    https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

    • 1 hr 52 min
    E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

    E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

    (0:00) Sacks' big night
    (2:56) Sacks on spirits
    (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions
    (53:01) Michael Burry's bet against the market: overblown?
    (58:33) Real estate capital crunch
    (1:12:26) Trump's newest indictment
    (1:23:31) What Adyen's big drop means for Stripe's valuation
    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/sqSA-SY5Hro
    https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html
    https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars
    https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective
    https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html
    https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml
    https://fred.stlouisfed.org/series/MORTGAGE30US
    https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f
    https://twitter.com/rothcre/status/1691910066952351963
    https://twitter.com/chamath/status/1691789175786246246
    https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf
    https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia
    https://www.google.com/finance/quote/ADYEY:OTCMKTS

    • 1 hr 30 min
    E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

    E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

    (0:00) Bestie intros: Friedberg's bad haircut
    (1:17) Welcome BG^2! Biography recommendations and film talk
    (22:27) VC market update: State of Series A's
    (33:43) Dry powder misconceptions, marking incentives
    (48:57) IPO window starting to open, IPO down rounds, incentives to go public
    (1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market
    (1:22:26) Tragic Maui wildfires, extreme temperatures
    (1:26:11) Macro picture: inflation cools, deflation risk?
    Follow the besties:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    https://twitter.com/altcap
    https://twitter.com/bgurley
    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/xmYekD6-PZ8
    https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755
    https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X
    https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N
    https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996
    https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700
    https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910
    https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092
    https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX
    https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO
    https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630
    https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756
    https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY
    https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder
    https://twitter.com/bgurley/status/1688605654188224512
    https://finance.yahoo.com/chart/SN
    https://www.google.com/finance/quote/CAVA:NYSE
    https://finance.yahoo.com/quote/SRFM
    https://twitter.com/altcap/status/1686086247029055489
    https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802
    https://www.youtube.com/watch?v=Hhy7JUinlu0
    https://twitter.com/gokulr/status/1680006171149869056
    https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995
    https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
    https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition
    https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html
    https://twitter.com/KobeissiLetter/status/1689010884062904320

    • 1 hr 36 min

Customer Reviews

4.4 out of 5
5.1K Ratings

5.1K Ratings

Jsdwi ,

Started great, becoming predictable

Love the show, but they need to take a break to reassess structure and put constraints on endless repetition. This happens in everything in life… they simply need to reset. Please do… I haven’t listened weeks because it’s become rather boring

Paulieeew ,

Obnoxious and arrogant

The definition of superiority and conspiracy theory. Unbelievable that people of wealth are soo stupid

Ayon B ,

Generally good

Usually entertaining and insightful.

Sometimes the waxing poetical about private jets and eating organic elephant meat in Tuscany gets old.

Feels a little “selling sunset” instead of “big short”. I prefer the latter.

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