204 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 • 6.2K Ratings

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

    Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

    Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

    (0:00) Bestie intros: Nostracanis appears!
    (3:50) Wiz turns down Google's $23B offer, intends to IPO
    (13:30) CrowdStrike's rough week
    (17:51) Market update: Mag 7 sell-off?
    (22:47) Sam Altman's UBI study was a mixed bag
    (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire
    (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted
    (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate
    (1:08:37) Sacks responds to smear campaign
    (1:26:46) Science Corner: China's nuclear buildout
    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/@theallinpod
    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.cnbc.com/2024/07/23/google-wiz-deal-dead.html
    https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech
    https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html
    https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs
    https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details
    https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html
    https://www.google.com/finance/quote/CRWD:NASDAQ
    https://www.google.com/finance/quote/SPY:NYSEARCA
    https://www.google.com/finance/quote/TSLA:NASDAQ
    https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html
    https://www.google.com/finance/quote/VIX:INDEXCBOE
    https://public.websites.umich.edu/~mille/ORUS_Health.pdf
    https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html
    https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe
    https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html
    https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination
    https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin
    https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html
    https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497
    https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination
    https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106
    https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267
    https://x.com/JoeBiden/status/1815080881981190320
    https://x.com/paulg/status/1816334112086712830
    https://x.com/paulg/status/1771640321446683060
    https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf
    https://x.com/mwseibel/status/1816542692727488784

    • 1 hr 39 min
    Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

    Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

    (0:00) Bestie intros: Live from the RNC!
    (1:34) Reacting to the assassination attempt against President Trump
    (12:52) Impact of charged rhetoric
    (21:15) Secret Service's massive failure; institutional decay
    (37:02) Inside the RNC: Sacks breaks down his speech
    (41:16) Trump picks JD Vance as his running mate
    (58:52) All-In Summit scholarship applications are LIVE!
    (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B
    Apply for the 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
    Sacks RNC speech:
    https://www.youtube.com/watch?v=rLArznk0Ns4
    Jason's links (16:34):
    https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence
    https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
    https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it
    Referenced in the show:
    https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds
    https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474
    https://x.com/TeslaVee/status/1813785645472690479
    https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html
    https://x.com/DylanByers/status/1811855698566975936
    https://x.com/newrepublic/status/1810009748697448541
    https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf
    https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
    https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it
    https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee
    https://www.youtube.com/watch?v=pot7R0Affjs
    https://x.com/cb_doge/status/1813289249288134660
    https://x.com/mualphaxi/status/1812579998735491327
    https://x.com/DavidSacks/status/1813270784942494110
    https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service
    https://x.com/yashar/status/1813757637584134615
    https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html
    https://x.com/VivekGRamaswamy/status/1812929198433964249
    https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007
    https://x.com/RitaPanahi/status/1813790835332595863
    https://x.com/RWTNews/status/1813779819697725669
    https://www.youtube.com/watch?v=h4FnpoNU8AI
    https://www.youtube.com/watch?v=Xejs4gGUpjE
    https://www.axios.com/2024/07/15/sequoia-capital-stripe
    https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a
    https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look
    https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats
    https://www.youtube.com/watch?v=XJP2zlH2nt8
    https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

    • 1 hr 15 min
    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

Customer Reviews

4.3 out of 5
6.2K Ratings

6.2K Ratings

Jeffrey_n ,

Outstanding Pod

I have turned many friends on to this podcast. Very relevant tech news and great ability to discuss politics without name calling. Great banter and intellectual content.

halfthelaw ,

Wish for a pod that was just Friedberg

Unsubscribed after it became all about maximizing greed and politics

Dan(ce) ,

A mixture of talent

Host David Sacks recently blamed Joe Biden for attempting to overthrow the government. Trump is very obviously spearheading a fascist movement in the United States and these hosts are attempting to normalize it as a power grab. Chamath, how does your Italian wife feel about you funding and enabling fascism in the United States? Freeberg and Jason, save yourselves. Leave before sleeping becomes too difficult.

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