168 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 • 5.3K Ratings

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

    E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

    E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

    (0:00) Bestie intros!
    (1:25) Democratic Presidential Candidate Dean Phillips shares his business background
    (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician
    (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security
    (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground
    (1:19:30) Post-interview debrief
    (1:29:12) Xi and Biden meet in San Francisco, Newsom up next?
    (1:45:00) Science Corner!: DeepMind's new weather forecasting model
    Follow the besties:
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    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/TalentiGelato/status/487275228952014848
    https://www.pinterest.com/pin/491244271857449720
    https://designreplace.com/dean-phillips-us-congress
    https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine
    https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php
    https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments
    https://twitter.com/chamath/status/1718016818118553622
    https://twitter.com/disclosetv/status/1724093441519341573
    https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php
    https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

    • 1 hr 56 min
    E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

    E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

    (0:00) Bestie Intros: Sacks keeps receipts!
    (1:14) Jared Kushner joins the show: background, Trump's campaign validation
    (13:12) State of Israel vs Hamas, escalation risks
    (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East
    (38:55) Failed solutions, Israel's response, paths to stability
    (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting
    (1:15:36) Improving macro picture, potential impact on 2024 election cycle
    (1:28:03) Russia-Ukraine
    (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement
    Follow the besties:
    https://twitter.com/chamath
    https://linktr.ee/calacanis
    https://twitter.com/DavidSacks
    https://twitter.com/friedberg
    Follow Jared:
    https://twitter.com/jaredkushner
    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/DavidSacks/status/1722342698110304752
    https://twitter.com/DavidSacks/status/1722288226235498511
    https://www.youtube.com/watch?v=In1MYEc0-10
    https://fred.stlouisfed.org/series/WM2NS
    https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL
    https://fred.stlouisfed.org/series/T10YIE
    https://fred.stlouisfed.org/series/MMMFFAQ027S
    https://www.google.com/finance/quote/ADYEY:OTCMKTS
    https://www.google.com/finance/quote/DASH:NASDAQ
    https://www.google.com/finance/quote/DDOG:NASDAQ
    https://twitter.com/sundeep/status/1722635065983897910
    https://twitter.com/elonmusk/status/1721029443160772875
    https://twitter.com/kaifulee/status/1721321096727994590
    https://openai.com/blog/introducing-gpts
    https://openai.com/blog/new-models-and-developer-products-announced-at-devday
    https://twitter.com/chamath/status/1721234497482670438

    • 1 hr 50 min
    E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

    E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

    (0:00) Bestie intros, All-In CEO talk, and Chamath's research product
    (10:49) Ukraine has its “Cronkite Moment”
    (16:56) Market outlook: are we in for a Q4 rally?
    (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders
    (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround
    (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy
    (1:08:07) Silicon Valley's shift right
    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/chamath/status/1718722437217685810
    https://twitter.com/ShaanVP/status/1719461817699733831
    https://twitter.com/chamath/status/1719887650688282786
    https://sacks.substack.com
    https://responsiblestatecraft.org/zelensky-war-time-magazine
    https://twitter.com/davidsacks/status/1719815317000733153
    https://time.com/6329188/ukraine-volodymyr-zelensky-interview
    https://time.com/person-of-the-year-2022-volodymyr-zelensky
    https://twitter.com/RothCRE/status/1719833548780195882
    https://twitter.com/real_bill_gross/status/1720094066183139359
    https://twitter.com/real_bill_gross/status/1719010907806904452
    https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use
    https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco
    https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5
    https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf
    https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence
    https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order
    https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115
    https://ai.meta.com/llama
    https://chamath.substack.com/p/the-case-for-big-action-to-regulate
    https://twitter.com/ImMeme0/status/1713413678765126062
    https://twitter.com/elonmusk/status/1259638112688304129
    https://twitter.com/chamath/status/1720112859198419191

    • 1 hr 28 min
    E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

    E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

    (0:00) Bestie intros!
    (1:16) WW3 risk, is WSJ trying to escalate US vs Iran?
    (22:02) Nuclear risks
    (33:28) Best case scenarios for de-escalation
    (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns
    (1:09:14) Cruise robotaxi accident update
    (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities
    (1:24:47) Jason reflects on his time in the Middle East
    (1:31:09) New House Speaker and Trump case update
    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/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html
    https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html
    https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/
    https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html
    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
    https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military
    https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110
    https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9
    https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6
    https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a
    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
    https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4
    https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204
    https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html
    https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time
    https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat
    https://twitter.com/DavidSacks/status/1717049864180379761
    https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html
    https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza
    https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf
    https://twitter.com/DavidSacks/status/1716608344264470868
    https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png
    https://www.google.com/finance/quote/CART:NASDAQ
    https://www.google.com/finance/quote/KVYO:NYSE
    https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17
    https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california
    https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident
    https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619
    https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624
    https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html
    https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html
    https://thosenerdygirls.org/can-farts-spread-covid

    • 1 hr 43 min
    E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

    E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

    (0:00) Bestie intros
    (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures
    (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past
    (42:56) Harvard and Penn megadonors cut ties
    (50:43) The EU's DSA: consumer protection or censorship regime?
    (1:06:05) GLP-1: the second biggest hype cycle of 2023
    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/robbystarbuck/status/1714629327134834975
    https://twitter.com/EndWokeness/status/1714416589724864790
    https://twitter.com/CollinRugg/status/1714432578852438392
    https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza
    https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election
    https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound
    https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey
    https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925
    https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank
    https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p
    https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines
    https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html
    https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html
    https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html
    https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival
    https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival
    https://rankings.thefire.org/rank
    https://twitter.com/samaberman/status/1713687680280641596
    https://twitter.com/ThierryBreton/status/1714637297939788107
    https://www.theverge.com/23845672/eu-digital-services-act-explained
    https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126
    https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24
    https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348
    https://www.google.com/finance/quote/NVO:NYSE
    https://twitter.com/calleymeans/status/1714863716968308931

    • 1 hr 28 min
    E149: Hamas terror attacks in Israel: fallout, reaction, next steps

    E149: Hamas terror attacks in Israel: fallout, reaction, next steps

    (0:00) Opening statements on the Hamas terror attacks in Israel
    (3:49) Contextualizing the attacks and the fallout so far
    (19:52) Trump administration's wins, Kushner's competence, path to a two-state solution
    (28:51) Letter from Harvard student organizations: understanding the reaction and fallout
    (46:53) The Biden Admin's next steps, electing excellence in leadership
    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/DavidSacks/status/1711544829828862144
    https://twitter.com/chamath/status/1711501410712654162
    https://twitter.com/GenFlynn/status/1711156580828295246
    https://twitter.com/lexfridman/status/1712170815637061914
    https://www.youtube.com/watch?v=co_MeKSnyAo
    https://twitter.com/LHSummers/status/1711421307227607255
    https://www.harvard.edu/president/news/2023/war-in-the-middle-east
    https://twitter.com/LHSummers/status/1711761982469107955
    https://twitter.com/BillAckman/status/1711788747086233661
    https://twitter.com/MohiniTangri/status/1711987537533612322
    https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563
    https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html
    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
    https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

    • 1 hr 5 min

Customer Reviews

4.4 out of 5
5.3K Ratings

5.3K Ratings

Keramat0325 ,

Israel Palestinian issues

Appreciate your podcast very informative, regarding Palestinian and Israeli issues, I would suggest to invite someone with knowledge of the root cause like Mr Gershon Baskin, Noam Chomsky MIT professor currently reside in Tucson AZ, Gershon who is the Israeli hostage negotiator based in Tel Aviv or any one who is willing to address the Root cause of conflicts, American Government Middle East Foreign Policy . Horrific Oct 7th is a symptoms not a cause and Hamas is ideology Israeli will not be able to kill ideology, the next Hamas like probably be in 100k(those young folks witnessing atrocities of the war) with more sophisticated tactics. US and EU need to force Abraham accord towards two state solutions without Zionist atrocities.
Enjoy listening to your podcasts!

Intellectually honest ,

Episode 153 with Jared Kushner

I appreciate you trying to understand the Israel/Palestine issue better, but for the sake of being intellectually honest and analytical, you should now bring someone with the Palestinian perspective.

Bakriali ,

Morally bankrupt

I listened to almost every episode over the last 9 months or so, but was extremely disappointed and decided to stop listening when they started discussing the conflict in the Middle East. Their ignorance about historical facts is pathetic and their one-sided take on the entire conflict - with total disregard of the immense suffering of millions of innocent children and women - is confirmation of a severe moral bankruptcy that I suspected since the first few episodes.

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