119 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 • 3.9K Ratings

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

    E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

    E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

    0:00 Bestie intros!
    2:19 Trump announces 2024 presidential bid
    26:07 Each bestie names their most important policy issue for 2024
    59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture
    1:17:23 SBF's leaked DMs, Elon's culture shift
    1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more
    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/ianbremmer/status/1592951330955759616
    https://twitter.com/DavidSacks/status/1592970866312482816
    https://twitter.com/DavidSacks/status/1593041589685063683
    https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents
    https://twitter.com/IAPolls2022/status/1592271468045684736
    https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748
    https://fred.stlouisfed.org/series/GFDEGDQ188S
    https://fred.stlouisfed.org/series/GFDGDPA188S
    https://en.wikipedia.org/wiki/List_of_countries_by_public_debt
    https://fred.stlouisfed.org/series/FYFRGDA188S
    https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy
    https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf
    https://twitter.com/antoniogm/status/1593606745955348481
    https://twitter.com/DavidSacks/status/1590110462347444224
    https://twitter.com/g_shullenberger/status/1590069877288886274
    https://compactmag.com/article/the-email-caste-s-last-stand
    https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy
    https://twitter.com/bgurley/status/1593448516394881024
    https://twitter.com/Jason/status/1593653573329436672
    https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing
    https://s.wsj.net/public/resources/documents/FTXFILING.pdf
    https://twitter.com/balajis/status/1593141361582444544

    • 1 hr 47 min
    E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

    E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

    (0:00) New bestie game show!
    (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism
    (20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!
    (43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence
    (1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders
    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/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html
    https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869
    https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal
    https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor
    https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight
    https://twitter.com/GordonJohnson19/status/1591062535586848768

    • 1 hr 25 min
    E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

    E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

    (0:00) Jason's new brand deal
    (1:18) Bestie updates
    (9:12) "Ligma/Johnson" blunder outside of Twitter HQ
    (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated
    (35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years
    (54:04) Midterm election preview, understanding the shift toward populism
    (1:17:32) Science corner: Understanding Meta's AlphaFold competitor
    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/elonmusk/status/1588538640401018880
    https://twitter.com/yoyoel/status/1587230924554399744
    https://twitter.com/dee_bosa/status/1587158734689767425
    https://twitter.com/TechBroDrip/status/1586370087287521280
    https://twitter.com/elonmusk/status/1586149451348910081
    https://layoffs.fyi
    https://twitter.com/Post_Market/status/1577793695734284289
    https://twitter.com/bullfightcap/status/1588311417052012544
    https://www.youtube.com/watch?v=vBkzm4a7iY4
    https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271
    https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month
    https://fred.stlouisfed.org/series/CIVPART
    https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate
    https://www.bbc.com/news/business-63471725
    https://www.google.com/finance
    https://twitter.com/bgurley/status/1554589241560010753
    https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report
    https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html
    https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879
    https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement
    https://projects.fivethirtyeight.com/biden-approval-rating/
    https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric
    https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M
    https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy

    • 1 hr 28 min
    E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

    E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

    (0:00) Sacks is back!
    (1:01) Sacks recaps his week off
    (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential
    (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more
    (1:02:52) Big tech's 2022 decline, macro outlook, market breakdown
    (1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China
    (1:27:29) Science corner: Gut microbiome advancements
    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/TWTR:NYSE
    https://twitter.com/elonmusk/status/1586059953311137792
    https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18
    https://www.google.com/finance/quote/META:NASDAQ
    https://fred.stlouisfed.org/series/JTSJOL
    https://fred.stlouisfed.org/series/EFFR
    https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks
    https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621
    https://twitter.com/BillAckman/status/1581831084219645952

    • 1 hr 36 min
    E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

    E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

    (0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!
    (2:02) Ye's current situation and acquisition of Parler
    (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares
    (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics
    (1:05:38) The difficulty of active stock picking and valuing businesses
    (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath
    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/SNAP:NYSE
    https://www.statista.com/statistics/545967/snapchat-app-dau
    https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts
    https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value
    https://twitter.com/elonmusk/status/1520643441994387456
    https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256
    https://voterguide.sos.ca.gov/propositions/30
    https://fred.stlouisfed.org/series/GFDEGDQ188S

    • 1 hr 41 min
    E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

    E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

    (0:00) Bestie intros are back!
    (6:35) Reflecting on the first 100 episodes and what makes the show special
    (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more
    (53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario
    (1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks
    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.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10
    https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html
    https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404
    https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report
    https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html

    • 1 hr 29 min

Customer Reviews

4.6 out of 5
3.9K Ratings

3.9K Ratings

J Horn, Esq. ,

Besties are a Gem

Business, investing, tech and geopolitics collide in this long form Pod. So glad I found it and happy to share it with my friends!

chip50 ,

Some good some bad

When the guys are talking about business and tech, the podcast is quite interesting. When they venture into politics and international affairs (which they have been doing too often lately), they show their ignorance. In particular, I am disgusted with David Sacks being OK with Ukraine becoming a colony of Russia.

codiner ,

tech bros debate stuff

if listening to wealthy tech bros pontificate is your thing, this is the show for you

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