All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC
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- Technology
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
(0:00) Besties intros!
(2:10) Responding to recent media coverage
(17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft
(32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop
(58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq
(1:02:34) Apple to announce OpenAI iPhone deal at WWDC
(1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season
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.youtube.com/watch?v=dQQhAg0mfF8
https://x.com/vkhosla/status/1769529054955446533
https://x.com/vkhosla/status/1796293773389127987
https://x.com/shaunmmaguire/status/1796415146077954329
https://x.com/DavidSacks/status/1798100723617698097
https://x.com/SawyerMerritt/status/1798779830521000426
https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html
https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a
https://companiesmarketcap.com
https://www.youtube.com/watch?v=F9cO3-MLHOM
https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519
https://www.reddit.com/user/DeepFuckingValue
https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4
https://x.com/TheRoaringKitty/status/1789807772542067105
https://www.google.com/finance/quote/GME:NYSE
https://www.youtube.com/watch?v=M-VO6dtFRes
https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301
https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue
https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb
https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html
https://www.instagram.com/tim.naki/reels
https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba
https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf
https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other
https://x.com/leonsimons8/status/1793319395080520036 -
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
(0:00) Bestie Intros: Jason's first show for his new production company
(2:15) Why Sacks and Chamath are hosting a Trump fundraiser
(18:40) House COVID investigation: findings, cover-up, what's next?
(41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades
(53:04) Crypto Corner with Chamath
(1:04:15) State of SaaS: Salesforce drops 20%, market teetering
(1:20:10) Trump verdict: guilty on 34 counts of falsifying business records
(1:37:36) Are we seeing an AI correction?
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://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures
https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform
https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute
https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report
https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance
https://x.com/emilyakopp/status/1795482121739354552
https://x.com/R_H_Ebright/status/1795454118594568312
https://www.youtube.com/watch?v=jGxSlW0NrB4
https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance
https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext
https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor
https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit
https://x.com/KatherineEban
https://x.com/emilyakopp
https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics
https://www.youtube.com/watch?v=nvQTXAgtA6s
https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf
https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500
https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict
https://www.google.com/finance/quote/DELL:NYSE
https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down -
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
(0:00) Bestie intros: Recapping "General AI Hospital"
(2:46) Scarlett Johansson vs. OpenAI
(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations
(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem
(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data
(1:02:36) New study shows plastics in testicles
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/BobbyAllyn/status/1792679435701014908
https://x.com/sama/status/1790075827666796666
https://openai.com/index/how-the-voices-for-chatgpt-were-chosen
https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice
https://x.com/SydSteyerhart/status/1792981291266138531
https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees
https://x.com/sama/status/1791936857594581428
https://x.com/ilyasut/status/1790517455628198322
https://x.com/janleike/status/1790603862132596961
https://x.com/janleike/status/1791498184671605209
https://openai.com/index/openai-announces-leadership-transition
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025
https://www.google.com/finance/quote/INTC:NASDAQ
https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat
https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo
https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022
https://chamath.substack.com/p/2023-annual-letter
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula
https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden
https://fred.stlouisfed.org/series/CCLACBW027SBOG
https://x.com/KariLake/status/1792986501820850333
https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation
https://www.google.com/finance/quote/MCD:NYSE
https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d
https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781
https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x
https://pubmed.ncbi.nlm.nih.gov/12708228
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247
https://pubmed.ncbi.nlm.nih.gov/21524797
https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133
https://www.youtube.com/watch?v=o6yuYkfNh-k
https://www.youtube.com/watch?v=EYQjShJxCtM
https://www.youtube.com/watch?v=r_4jrMwvZ2A -
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend
(7:38) OpenAI launches GPT-4o: better, faster, cheaper
(29:40) Sacks demos Glue: How AI unlocked his Slack killer
(40:12) Friedberg walks through his major breakthrough at Ohalo
(1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US
(1:13:54) Jason's bet on Athena, how AI will change company building
(1:22:21) Google launches AI summaries in search
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.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm
https://x.com/OpenAI/status/1790130703721521305
https://x.com/OpenAI/status/1790089513387143469
https://crfm.stanford.edu/helm/mmlu/v1.3.0/#
https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3
https://www.opencompute.org
https://glue.ai
https://ragie.ai
https://ohalo.com
https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula
https://twitter.com/DavidSacks/status/1378034932006592512
https://www.athenawow.com/jcal
https://calacanis.substack.com/p/startup-productivity-in-the-age-of
https://blog.google/products/search/generative-ai-google-search-may-2024
https://www.youtube.com/watch?v=XEzRZ35urlk
https://finance.yahoo.com/quote/GOOG
https://startuptalky.com/apple-failed-products -
In conversation with Sam Altman
(0:00) Welcoming Sam Altman to the show!
(2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more
(21:56) How advanced agents will change the way we interface with apps
(33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry
(42:02) AI regulation, UBI in a post-AI world
(52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company
(1:05:33) Post-interview recap
(1:10:38) All-In Summit announcements, college protests
(1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?
(1:29:41) Google unveils AlphaFold 3.0
Follow Sam:
https://twitter.com/sama
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://twitter.com/EconomyApp/status/1622029832099082241
https://sacra.com/c/openai
https://twitter.com/tim_cook/status/1787864325258162239
https://openai.com/index/introducing-the-model-spec
https://twitter.com/SabriSun_Miller/status/1788298123434938738
https://www.archives.gov/founding-docs/bill-of-rights-transcript
https://twitter.com/ClayTravis/status/1788312545754825091
https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html
https://www.youtube.com/watch?v=snbTCWL6rxo
https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html
https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036
https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model -
In conversation with Sheryl Sandberg, plus open-source AI gene editing explained
(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg
(11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7
(28:18) Paths forward, documentary decisions, involvement of women in protests
(53:03) Post-interview debrief
(59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1
Follow Sheryl:
https://twitter.com/sherylsandberg
Watch Screams Before Silence:
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
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://twitter.com/fakechamath
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html
https://news.un.org/en/story/2024/03/1147477
https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/
https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html
https://github.com/Profluent-AI/OpenCRISPR
Customer Reviews
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
A spectacular resource
In a world where 100% of news reporting is biased, the besties articulate the top
Issues of the day with foresight, experience, and just enough inter group tension.
Five stars
I listen to a lot of podcasts and this is one of the best. It’s great to hear opinions on popular topics from smart people (both dem and repub) and not from main stream media. Thank you!