All-In with Chamath, Jason, Sacks & Friedberg

By Jason Calacanis

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Subscribers: 588
Reviews: 1

Tee
 Mar 1, 2021
Excellent podcast. Never heard of these guys before but glad I stumbled upon it. Listened to most of the past episodes to catch up. Very diverse and good healthy heated debates at times. The only criticism is that Calacanis dude needs to learn how to zip it. I think that would add to the conversations if you know what I mean.

Description

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

Episode Date
E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
01:17:29

Show Notes:

0:00 Quick vaccine passports update

17:15 China's massive tech crackdown: reasons, ramifications, & more

37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies

41:25 CRISPR breakthrough, future possibilities

50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions

1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story

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:

NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams

https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html

WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers

https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628

AP - Biden orders tough new vaccination rules for federal workers

https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad

Bloomberg - NYC’s Top Dining Rooms Will Start Requiring Proof of Vaccination

https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining

NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test

https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/

WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck

https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403

WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security

https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000

Reuters - ByteDance founder tells staff he’s shifting away from CEO’s daily work -sources

https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17

Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO

https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity

Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown

https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown

Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble

https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98

Bloomberg - China to Overhaul Education Sector ‘Hijacked by Capital’

https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital

BBC - Tencent shares slide after Beijing crackdown on music rights

https://www.bbc.com/news/business-57966023

NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It

https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it

Science Magazine - CRISPR creates first genetically modified marsupials

https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials

Jul 30, 2021
E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
01:35:52

Show Notes:

0:00 Intro & Dog update

5:48 COVID, Vaccine mandates, public vs. private policy

26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef

36:56 Vaccine incentives in France

45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements

59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators

1:10:46 Modern online pessimist psychology & how to fix it

1:21:32 Besties give their tech industry takeaways

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

Referenced in the show:

NYT - In France, angry protests, rising infections and record vaccinations.

https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html

NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks

https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html

CNBC - Biden on Facebook: ‘They’re killing people’ with vaccine misinformation

https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html

Fortune - In giant leap for biology, DeepMind’s A.I. reveals secret building blocks of human life

https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/

The Wizard of Menlo Park - Randall E. Stross

https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633

Tweets:

https://twitter.com/OliviaGoldhill/status/1417446281685966853

https://twitter.com/DavidSacks/status/1416879494283993088

https://twitter.com/ACLU/status/1417632367200673794

Jul 23, 2021
E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more
01:18:47

Show Notes:

0:00 Bestie game show: Who got COVID? How was the experience?

9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates

24:26 Implications on the economy, will people self-isolate even without government shutdowns?

40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators

47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband

1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021

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:

WSJ Opinion - What Drives GOP Resistance to Vaccines?

https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392

NYT - Some Republican Leaders Speak Up for Vaccines

https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates

Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits

https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/

Study Finds - Over 200 COVID ‘long hauler’ symptoms identified, many lasting longer than 6 months

https://www.studyfinds.org/200-covid-long-hauler-symptoms/

CNN Opinion - Richard Branson's disappointing space jaunt

https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html

Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes

https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes

Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel

https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel

CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid

https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html

Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far

https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half

Books:

Andy Weir - Project Hail Mary

https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202

Jeremy England - Every Life Is on Fire

https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017

Tweets:

https://twitter.com/ScottAdamsSays/status/1415287991954640901

https://twitter.com/micsolana/status/1415122089720254467

https://twitter.com/elonmusk/status/1414157827145404419

https://twitter.com/blueorigin/status/1413521627116032001

https://twitter.com/elonmusk/status/1386825367948644352

Jul 16, 2021
E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more
01:10:01

Show Notes:

0:00 Super drought & climate crisis on the west coast

25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism

36:50 Friedberg's "anti-science" theory

44:48 San Francisco chaos, "crime is down" controversy, viral crime videos

59:42 Are Israel's recent COVID vaccine findings problematic?

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:

Nuclear energy timeline

https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing

The Grid: The Fraying Wires Between Americans and Our Energy Future

https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ

MarketWatch - Target shortens hours in San Francisco due to ‘alarming rise’ in shoplifting

https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560

Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness

https://www.gov.il/en/departments/news/05072021-03

Tweets:

https://twitter.com/friedberg/status/1413044148735672322

https://twitter.com/michelletandler/status/1411362359734542343

https://twitter.com/michelletandler/status/1411943649231851522

https://twitter.com/cyantist/status/1412478525014085632

https://twitter.com/briansugar/status/1412507632267534340

https://twitter.com/activeasian/status/1412252070829182976

https://twitter.com/DavidSacks/status/1412160046046203909

https://twitter.com/DavidSacks/status/1412163715676327950

https://twitter.com/ThomasSowell/status/1412858750747217922

https://twitter.com/robkhenderson/status/1412899033933307911

https://twitter.com/sfchronicle/status/1409170317826793474

https://twitter.com/briansugar/status/1412507632267534340

Jul 09, 2021
E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more
01:26:09

Show Notes:

0:00 Jason & Sacks hash out their Twitter beef

20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions

35:29 Delta variant: reason for concern or fear porn?

57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024?

1:06:11 Future of Republican & Democratic parties

1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly?

1:19:42 Sha'Carri Richardson Olympic suspension

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

Referenced in the show:

All-In Stats - E37

https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814

FINRA fines Robinhood $70M

https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial

Robinhood S-1

https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm

CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says

https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html

Google - US vaccine rates by state

https://www.google.com/search?q=vaccination+rates+by+state&oq=vaccination+rates+by&aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&sourceid=chrome&ie=UTF-8

Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children

https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743

Politico - ‘Not a healthy environment’: Kamala Harris’ office rife with dissent

https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290

Politico - DeSantis ‘very wary’ of upsetting Trump

https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367

CNBC - Judge dismisses FTC and state antitrust complaints against Facebook

https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html

Amazon's petition for Lina Khan recusal

https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf

NYT - Sha’Carri Richardson, a Track Sensation, Tests Positive for Marijuana

https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html

Tweets:

https://twitter.com/ALLIN_STATS/status/1409269704573820939

https://twitter.com/DavidSacks/status/1409282278270849028

https://twitter.com/Jason/status/1409282966354857986

https://twitter.com/DavidSacks/status/1409287404628938753

https://twitter.com/DavidSacks/status/1409554101713702917

https://twitter.com/Jason/status/1409289443161382912

https://twitter.com/trvrb

https://twitter.com/trvrb/status/1410432407816212481

https://twitter.com/maggieNYT/status/1410682821358858242

https://twitter.com/SenWarren/status/1409649814308986888

https://twitter.com/DavidSacks/status/1409723626476216321

Jul 03, 2021
E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more
01:19:49

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

Referenced in the show:

NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia

https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election

Vanity Fair - Eric Adams interview

https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview

NY Daily News - ‘We don’t want fancy candidates’: Eric Adams declares himself ‘face of the new Democratic Party’

https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html

Jesse Bloom COVID origin research paper

https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1

Destined for War: Can America and China Escape Thucydides’s Trap? by Graham Allison

https://rb.gy/7vj8ks

Apple says third-party app stores would leave iPhone users vulnerable to scammers

https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users

The Pull Request - Bad Apple* by Antonio Garcia Martinez

https://www.thepullrequest.com/p/bad-apple

Show Notes:

0:00 Besties hash out a new format & the purpose of the podcast

14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness & drug abuse in elections

29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China

54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble

1:09:25 Antonio Garcia Martinez's first Substack article on Apple

Jun 25, 2021
E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more
01:27:34

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

Show Notes:

00:00 Besties intro

03:37 Lina Khan appointed to the Chair of the Federal Trade Commission

07:02 Will Lina break up big tech? Which one will be first?

18:02 Potential repercussions to consumers

27:48 Sacks’ antitrust experience at PayPal vs. Ebay, Visa & MasterCard

29:50 Google’s multi-trillion dollar data trove

35:40 The U.S. government's capability to silently take data while “gagging” Big Tech

53:32 COVID’s psychic shadow, Friedberg’s office landlord is still requiring masks

1:00:17 Jon Stewart’s lab leak bit on Stephen Colbert’s show

1:10:04 California’s wildfire risk increasing with climate change

1:20:57 Besties summer plans

Referenced in the show:

Chamath's 2019 Annual Letter re: Big Tech breakup

https://www.socialcapital.com/annual-letters/2019

Big Tech Gag Order (mentioned by Sacks)

https://www.washingtonpost.com/opinions/2021/06/13/microsoft-brad-smith-trump-justice-department-gag-orders/

Obama Administration Record Seizure (mentioned by Sacks)

https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare

California Forest fire maps (mentioned by Friedberg)

https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1

Jon Stewart On Vaccine Science And The Wuhan Lab Theory

https://www.youtube.com/watch?v=sSfejgwbDQ8

#allin #tech #news

Jun 18, 2021
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more
01:35:37

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

Show Notes:

0:00 Bestie intro, Chamath's whereabouts

2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval

26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?

42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?

56:49 Recent factors on the commercial & private real estate markets, inflation head fake

1:05:01 ProPublica's report on billionaire tax returns

1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity

1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Referenced in the show:

https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/

https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows

https://www.instagram.com/p/CP0MSOqnYEo

https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049

https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html

https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html

https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801

https://fred.stlouisfed.org/series/T10YIE

https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax

https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha

https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425

https://www.bloomberg.com/news/articles/2021-06-07/snowflake-ceo-offers-apologies-support-for-hiring-diversity

Tweets:

https://twitter.com/Jason/status/1401938511826067457

https://twitter.com/elonmusk/status/1386825367948644352

https://twitter.com/micsolana/status/1403394491143315456

https://twitter.com/Jason/status/140302318070958080

 

Jun 13, 2021
E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover
01:08:23

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

Referenced in the show:

WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage

https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125

Forbes - Friends Don't Let Friends Become Chinese Billionaires

https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae

Brookings - Fentanyl and geopolitics: Controlling opioid supply from China

https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/

NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks

https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user

Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation

https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a

Show Notes:

0:00 Friedberg recaps Sacks' birthday party

6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production

26:09 India's new "traceability" law

33:11 Coinbase & Brian Armstrong debut fact checking blog

41:17 Friedberg's science corner: groundbreaking gene therapies

45:06 Amazon's MGM acquisition, media consolidation

1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure & responding

May 31, 2021
E33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more
01:30:10

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

Referenced in the show:

The Verge - Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire

https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook

The Verge - Apple employees call for company to support Palestinians in internal letter

https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode

https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript

Business Insider - Tobi Lutke's Email

https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5

TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez

https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled

The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang

https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang

Persuasion - America Is Flunking Math

https://www.persuasion.community/p/why-america-is-flunking-math-education

Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says

https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion

St. Louis FED - 10-Year Breakeven Inflation Rate

https://fred.stlouisfed.org/series/T10YIE

TED - A prosecutor's vision for a better justice system

https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en

Tweets:

https://twitter.com/DavidSacks/status/1394328675768705030

https://twitter.com/DavidSacks/status/1395056042841559041

https://twitter.com/garrytan/status/1393462058407010307

https://twitter.com/moskov/status/1395060902253064195

https://twitter.com/moskov/status/1395062765702713358

https://twitter.com/DavidSacks/status/1395073652840796160

https://twitter.com/cabot_phillips/status/1394654014596337667

https://twitter.com/ALLIN_STATS

Show Notes:

0:00 Apple's hypocrisy re: AGM firing

25:48 America is failing math

40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes

50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop

57:46 Crypto correction: regulation, centralized coins, potential black swans

1:13:30 Friedberg's science corner: UFOs

1:19:18 Sacks presses other billionaires on their support Chesa Boudin

#allin #tech #news

May 22, 2021
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more
01:23:27

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

Referenced in the show:

NY Times - A Misleading C.D.C. Number

https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html

medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates

https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full

Business Insider - Silicon Valley VCs are at war with the ‘far left radicals’ running California

https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5

NY Post - Powerful teachers union influenced CDC on school reopenings, emails show

https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/

MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance

https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/

Tweets:

https://twitter.com/DavidSacks/status/1392154915640729605

https://twitter.com/DavidSacks/status/1392223301154447361

https://twitter.com/Jason/status/1391591653824204801

https://twitter.com/Jason/status/1391257138698375168

https://twitter.com/skepticaliblog/status/1391958173955682309

https://twitter.com/TaylorLorenz/status/1390390598444609538

https://twitter.com/friedberg/status/1392551233618026496

https://twitter.com/bytecoin8

Show Notes:

0:00 Jason goes behind the scenes of Elon's SNL appearance

23:36 CDC failures, misleading information on COVID spreading outdoors

39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy

48:32 America's real-time UBI experiment, Business Insider's piece covering All-In

1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more

1:19:15 Should the besties start a third party? Is it possible?

May 13, 2021
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more
01:21:39

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

Referenced in the show:

MIT Technology Review - Some vaccinated people are still getting covid. Here’s why you shouldn’t worry.

https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/

David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility

https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db

Tweets

https://twitter.com/DavidSacks/status/1378856861970038784

https://twitter.com/DavidSacks/status/1388125436241223682

https://twitter.com/DavidSacks/status/1388135440843251714

https://twitter.com/DavidSacks/status/1388129450651492355

https://twitter.com/DavidSacks/status/1387582236573175809

https://twitter.com/DavidSacks/status/1387598770825830404

Show Notes:

0:00 Bestie intro, Jason's trip recap

2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address

16:07 Pandemic lessons

30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration

48:04 How Darwinian free trade has negatively impacted the US middle class

1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness

1:07:48 Big Tech earnings

May 01, 2021
E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more
01:23:36

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

Referenced in the show:

Federal Net Outlays as Percent of GDP

https://fred.stlouisfed.org/series/FYONGDA188S

Wayback Machine / WhiteHouse.gov

https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov

Reuters

https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22

Show Notes:

0:00 Intro

1:19 Biden's capital gains tax hike

21:33 Addressing the federal budget problems

42:16 Chauvin verdict, media coverage

50:06 Hulu WeWork documentary, Founder psychology

59:46 COVID surge in India

1:11:01 Poor media performance in 2021

Apr 23, 2021
E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner
01:18:41

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/altcap

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Referenced in the show:

Statista - Death rates from coronavirus (COVID-19) in the United States

https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state

Tweets:

https://twitter.com/bgurley/status/1382737752794353664

https://twitter.com/DavidSacks/status/1382874547179950082

https://twitter.com/DavidSacks/status/1382466963885199362

https://twitter.com/DrewHolden360/status/1382477293797400581

https://twitter.com/chamath/status/1383073577386201094

Show Notes:

0:00 Bestie intro & crowning a new SPAC king

3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT

12:06 David Sacks on running for governor

15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in

32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama

50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party

54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision

1:04:20 Degradation of faith in institutions accelerated by COVID

1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress

Apr 17, 2021
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
01:20:58

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

Referenced in the show:

Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan

https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html

Cal Matters - A wealth tax could sabotage California’s recovery

https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery

Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here’s What We Know

https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know

Show Notes:

0:00 Besties intro, state of the public & private markets

18:54 Chamath receives inspiring note re: last week’s longevity talk

21:17 Archegos debacle, issues with trading on margin

32:26 Biden’s infrastructure bill, US government becoming overleveraged

45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact

52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes

1:05:14 Is a wealth tax constitutional? Vaccine update

Apr 01, 2021
E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
01:14:01

Sacks' Inflation Deck:

https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing

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

Referenced in the show:

Tweets

https://twitter.com/davehclark/status/1375045409542823939

https://twitter.com/BernieSanders/status/1374901873484967938

https://twitter.com/Mat_Yarger/status/1374212541367345155

https://twitter.com/Mat_Yarger/status/1375163739759116297

https://twitter.com/Jason/status/1375488265915002883

https://twitter.com/chamath/status/1375244032230625281

https://twitter.com/DavidSacks/status/1375283834711777282

https://twitter.com/chamath/status/1375484528559448064

Bitclout

https://rb.gy/sjtjzy

Show Notes:

0:00 Besties get ready to rumble & discuss recent Twitter polls

7:25 Debating inflation, Sacks presents his deck

37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation

48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns

1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience

1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence

Mar 27, 2021
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
01:17:29

View the State of VC deck here:

https://rb.gy/wfan6j

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/MikeSylvan

Referenced in the show:

Lifespan by David Sinclair:

https://rb.gy/etzzmk

Prenuvo:

https://www.prenuvo.com

Gumroad Equity Crowdfunding:

https://republic.co/gumroad

Backstage Equity Crowdfunding:

https://republic.co/backstage

Show Notes:

0:00 Bestie intro & poker talk

5:49 Fan question: Longevity & Biohacking, Chamath's health regimen

12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?

22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector

33:33 Chamath's thesis behind deep tech investing

37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more

48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?

55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding

1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs

Mar 20, 2021
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
01:09:59

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/MikeSylvan

Articles referenced in the show:

The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting

https://www.nejm.org/doi/full/10.1056/NEJMoa2101765

San Francisco COVID-19 Vaccinations

https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/

The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie’s after flurry of last-minute bids nearly crashes website

https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency

CoinDesk - Burnt Banksy NFT Sells for $380K in ETH

https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth

CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million

https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html

Glenn Greenwald:

https://greenwald.substack.com/p/criticizing-public-figures-including

https://greenwald.substack.com/p/journalists-start-demanding-substack

Tweets referenced in the show:

https://twitter.com/davidsacks/status/1370197389210914817

https://twitter.com/davidsacks/status/1370132006080708609

https://twitter.com/davidsacks/status/1370253867154247684

https://twitter.com/davidsacks/status/1370441843666690050

https://twitter.com/chamath/status/1369328384812093441

https://twitter.com/JTLonsdale/status/1369893590369964032

https://twitter.com/domm/status/1368605017238740994

https://twitter.com/CovidVaccineCA

Show Notes:

0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution

11:00 Vaccine efficacy, "inequity" of distribution

19:24 Success vs. privilege, Meghan Markle vs. The Royal Family

33:38 NFTs, speculative markets, blockchain as a ledger

48:00 Impact of inflation on wealth inequality

1:01:20 SPAC/Direct Listing talk

1:07:46 Yung Spielburg's newest track: RED PILLS

Mar 13, 2021
E24: Markets trend down, political manipulation via COVID “Zeroism," stimulus breakdown, biological Patriot Act
01:10:33

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/MikeSylvan

Referenced in the show:

NY Magazine - Zero COVID Risk Is the Wrong Standard

https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html

Released COVID-19 Response Contracts

https://covid19.ca.gov/contracts

Chesa's "response" to Sacks

https://twitter.com/chesaboudin/status/1366508970102247424

GoFundMe for SF DA reporter

https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime

The Verge - Entire school board resigns in shame after forgetting their WebEx call was public

https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom

Show Notes:

0:00 Markets tank, reasons for optimism in the short-term

15:29 Breaking down the stimulus

24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism"

38:27 Biological Patriot Act, freedom of choice post-vaccination

49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues

1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender

Mar 06, 2021
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!
01:24:25

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/MikeSylvan

Referenced in the show:

WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins

https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997

The Changing World Order by Ray Dalio

Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity

https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/

Show Notes:

0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics

10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates

34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?

47:26 Vaccine update, conditioned fear sustaining post-vaccine

58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old

Feb 20, 2021
E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev
49:38

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/vladtenev

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/MikeSylvan

Show Notes:

0:00 Bestie intro, congrats to Friedberg on a big beak wet

1:44 Jason intros Vlad Tenev

2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more

11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more

21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently?

31:04 Vlad tells the real story of Jason investing & signs off

33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more

41:36 Debriefing Vlad's performance

Feb 13, 2021
E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green
01:15:24

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

https://twitter.com/Money23Green

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/MikeSylvan

Referenced in the show:

David Sacks on Tucker Carlson

https://youtu.be/MukXS8uaVns

Gell-Mann Amnesia

https://www.epsilontheory.com/gell-mann-amnesia

Show Notes:

0:00 Discussing Sacks' recent hit on Tucker Carlson

7:25 Media misalignment, subjects as sources, new age of journalism

25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals

34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more

1:08:02 Mean tweets

Feb 06, 2021
E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
01:20:32

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/MikeSylvan

Referenced in the show:

The Insiders' Game by David Sacks

https://www.persuasion.community/p/the-insiders-game

ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals

https://rb.gy/g8uwfj

Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion

https://rb.gy/5bhfsf

Rescue California - Recall Gavin Newsom

https://rescuecalifornia.org

Show Notes:

0:00 Wrapping up the Robinhood situation: major lessons learned, Elon’s Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?

20:21 Understanding short positions - why do firms short, more transparency & margin requirements

26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos

31:45 Breaking down California’s report card, why the state is such a mess, what structural problems plague it & how to fix them

1:02:04 Chamath’s Aziz Ansari story, Governor potential, top ways to save California

Feb 03, 2021
E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
01:26:09

Follow the crew:

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/MikeSylvan

Referenced in the show:

David Sacks on Bloomberg

https://www.youtube.com/watch?v=K2lJg4sxl2U

Chamath for Governor

https://www.chamathforca.com

DeepFuckingValue's Reddit page

https://www.reddit.com/user/DeepFuckingValue

Show Notes:

0:26 Besties intro

2:11 Chamath breaks down the entire WallStreetBets/GameStop saga

15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more

39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here

53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame

1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians

Jan 30, 2021
E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more
01:23:29

Follow the crew:

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/MikeSylvan

Referenced in the show:

M1 Money Stock

https://fred.stlouisfed.org/series/M1

Friedberg's Spy Situation

https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges

Sacks' thoughts on Wilkinson cancellation

https://twitter.com/DavidSacks/status/1352432977460957185

Show Notes:

0:00 Bestie intro, Inauguration talk, Impeachment implications

20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal

34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story

44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios

55:06 How the tech ecosystem plays into inequality & how to fix it

1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence

1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob

Jan 23, 2021
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
01:37:47

Follow the crew:

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://www.youtube.com/watch?v=8lxk47phNV4&t=1s

Intro Video Credit:

https://twitter.com/MikeSylvan

Referenced in the show:

“I Have Blood on My Hands”: A Whistleblower Says Facebook Ignored Global Political Manipulation

https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo

Show Notes:

0:00 David Sacks intros the besties

2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy

21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment

43:01 What laws can be written to prevent Big Tech oligarchy in the future?

59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration

1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up?

1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto

Jan 11, 2021
E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more
01:22:59

Follow the crew:

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/aizgdm

Intro Video Credit:

https://twitter.com/MikeSylvan

Referenced in the show:

The Killer D.A. by David Sacks

https://rb.gy/k5rz0k

Show Notes:

0:00 New intro for the besties - listen here: https://rb.gy/aizgdm

2:14 Sacks' trip to Miami

6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump

29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability

44:19 Should the 25th Amendment be invoked?

49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP?

56:23 How Friedberg would handle vaccine distribution

1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA

Jan 08, 2021
E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
01:16:36

Follow the crew:

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://soundcloud.com/olyofficial

Show Notes:

0:00 The besties discuss some recent beak wetting, open source merch & more

6:31 Chamath tells the “192.5” weight loss bet story

10:54 Biggest Winner - Politics

13:08 Biggest Loser - Politics

16:24 Biggest Winner - Business

19:47 Biggest Loser - Business

23:22 Biggest Winner - Culture

26:24 Biggest Loser - Culture

32:31 Biggest Turnaround

34:49 Biggest Flash in the Pan

39:32 Biggest Breakthrough

43:51 Smartest Move - Business

49:58 Dumbest Move - Business

56:25 Smartest Move - Politics

1:00:20 Dumbest Move - Politics

1:04:22 Best/Worst Political Theatre

1:12:57 Best Memes

Dec 18, 2020
E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
01:32:22

Follow the crew:

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

Invest with the Best... ies!:

https://www.thesyndicate.com/allin

Referenced in the show:

NYT - The Rich Kids Who Want to Tear Down Capitalism

https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html

Coinbase - An upcoming story about Coinbase

https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27

NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups

https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html

Show Notes:

0:00 Besties intro, fashion talk & the All-In Syndicate

3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?

19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible

27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale

47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far

59:21 Trump's Section 230 gambit, will Trumpism fade away?

1:05:23 Trust Fund socialists

1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin

 

Dec 04, 2020
E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more
01:21:34

Follow the crew:

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

Referenced in the show:

NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine

https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html

Show Notes:

0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC

10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it?

21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc.

35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation

47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central

59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far

1:06:29 What the besties are thankful for

1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics?

1:21:01 Code 13!

Nov 25, 2020
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
01:18:15

Follow the crew:

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

Show Notes:

0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000

4:44 Was this election devastating for extreme-ism in politics?

12:13 Pfizer vaccine, withholding the vaccine from the political news cycle

21:54 COVID endgame scenarios

28:45 Public markets ripping, gridlock great for the economy

34:43 Analyzing exit polls, death of identity politics

50:57 Biggest loser of the election: Journalism

57:43 When will Trump concede? What will his next move be?

1:07:37 San Francisco's collapse - will it eventually go bankrupt?

Nov 11, 2020
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
02:59:58

Follow the crew:

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

Follow the bestie guesties:

https://twitter.com/bgurley

https://twitter.com/phil_hellmuth

https://twitter.com/altcap

https://twitter.com/jcpolls

Show Notes:

0:00 The besties & Phil Hellmuth on Trump’s early lead, live betting odds, the Latinx reversal

10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more

20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome

24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more

41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020

50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses

55:40 Mid-show predictions, Jason goes off on Trump

1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger

1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns

1:38:24 Reviewing the race swing state by swing state

1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more

1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders

2:00:43 Reconciling middle America & the coastal elites, respecting each other’s differences, understanding Prop 22

2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation

2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy

2:34:32 Jason & Sacks debate Russian election interference legitimacy

2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more

2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden’s election night address

Nov 04, 2020
E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more
01:04:12

Follow the crew:

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

Sacks' blog post on Section 230:

https://medium.com/craft-ventures/rip-section-230-1112dfad3fac

Referenced in the show:

NY Post Hunter Biden Story

https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/

Twitter's explanation for censoring it

https://twitter.com/TwitterSafety/status/1316525303930458115

Facebook's explanation for censoring it

https://twitter.com/andymstone/status/1316395902479872000

Updated CDC survival rates

https://twitter.com/adam_creighton/status/1308652790823051264?s=21

Show Notes:

0:00 The besties catch up on the news

1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook

7:27 What is section 230 & how does it play into the publisher vs. distributor debate

13:23 Distinguishing between publishers & distributors

28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten?

37:21 Trump beats COVID, what that means for better treatment options, dueling town halls

46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying

54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls

Oct 16, 2020
E9: Trump has COVID, First debate reactions, Coinbase letter response & more
01:07:33

Follow the crew:

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

Referenced in the show:

Brian Armstrong's Blog - Coinbase is a mission focused company

https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

President Trump's medical treatment

https://twitter.com/Jason/status/1312126100286271488

Show Notes:

0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election

9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation?

16:55 What happens to the election if Trump is incapacitated & cannot run?

20:36 Debate reaction - who won, who misfired?

29:05 Live reaction to Trump being flown to Walter Reed hospital

30:43 Has the economy began to separate from political influence?

36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter

41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies

49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward

59:04 Predictions for 2021

Oct 03, 2020
E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more
01:24:27

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://bio.fm/theallinpod

Articles referenced in the show:

America Needs to Lock Down Again:

https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again

A Taxonomy of Fear:

https://www.persuasion.community/p/a-taxonomy-of-fear

NuScale Power Article:

https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval

Running Tide Article:

https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor

Show Notes:

0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more

5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software

15:01 What’s the bigger picture of the TikTok debate, what policy could be enacted

20:13 The emerging market for guaranteed privacy & how this impacts society

27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns?

37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing

46:22 Trump’s COVID response, Trump vs. Biden, shrinking impact of the executive branch

55:11 California wildfires, politicization of global warming, financial incentives to solving climate change

1:08:28 Practical ways to impact global warming & the carbon crisis

1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association

1:18:58 Could Trump being re-elected eliminate the two-party system?

Sep 19, 2020
E7: California's collapse, how SPACs are opening the markets for growth stocks & more
01:16:16

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://bio.fm/theallinpod

Bestie recommendations:


Chamath:


https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792


Sacks:
https://taibbi.substack.com/


https://andrewsullivan.substack.com/


Friedberg:


https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766


https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1


Jason:


https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1


https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

 

0:00 The gang recap their summers


6:43 Is California collapsing? Why or why not? Has the one-party system failed?


14:05 Understanding the bureaucratic side of California's problem


20:37 AB-5 & the working rights of freelancers


27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?


34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing


46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market


50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks


1:01:23 Election talk - who is in the lead ahead of the first debate?


1:12:21 Bestie recommendations

Sep 09, 2020
E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
01:34:11

Follow the crew:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg

Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod

Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U

Jul 31, 2020
E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency
01:32:00
Jul 11, 2020
E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg
01:18:50

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

https://linktr.ee/calacanis

0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more

9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more


20:56 Viral videos, doxxing bad behavior & cancel culture


25:39 Reforming law enforcement, separating police from the military, changing police incentives


36:42 Are public unions too powerful? How a lack of leadership has led us here


41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression


59:24 John Bolton's book controversy


1:03:14 Movements in the COVID vaccine space


1:07:38 Trump vs. Biden: Who has the upper hand?


1:14:24 Who should Biden pick as VP?

Jun 20, 2020
E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
01:06:37

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason


https://linktr.ee/calacanis

0:01 Jason & Chamath intro David Sacks & David Friedberg


1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm


8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus


12:41 Sacks on 3 major data-driven discoveries about the virus


15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus


19:32 Getting back to work


21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like


28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war


34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks


37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work


41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people


45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats


49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues


53:46 Sacks on US/China relationship, how US can penalize China


59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions

May 21, 2020
E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks
01:13:35

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis

0:01 Jason & Chamath catch us up on their quarantines


1:20 Chamath intros David Sacks


4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum


6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?


12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?


19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method


27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?


30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?


36:22 Chamath & Jason assess David's plan


43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work?


49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not?


52:02 Chamath explains how corporate debt works through the lens of Ford


56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues?


1:02:17 Trump vs. Biden: who has the edge in 2020 right now?


1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?

Apr 11, 2020
E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg
01:31:15

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

 

https://linktr.ee/calacanis

0:01 Jason & Chamath intro David and check in on each other's quarantines


2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics


13:15 Thoughts on potential treatment options & policy changes


22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time


25:03 Should the US adopt Chinese & South Korean quarantine strategies?


29:53 What do the current market conditions mean for startups & VC?


41:24 Chamath explains what is currently happening in the capital markets


45:05 How close is the US on being able to do mass-testing?


54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy


1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?


1:12:10 COVID-19 exposing holes in the US healthcare system


1:17:44 Should we ban wet markets globally?


1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again


1:28:18 When will the weekly poker game resume?

Mar 19, 2020
E0: COVID-19 Political, Economic & Social Ramifications featuring The Production Board's David Friedberg (frmly Founder/CEO, The Climate Corporation)
01:28:55

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

 

https://linktr.ee/calacanis

 

0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine


0:55 Jason intros David Friedberg


1:35 Chamath gives the inaugural (& potentially final) All-In ad read


2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors


4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?


9:03 David explains the actions he would take if he was president


12:37 Thoughts on Trump’s private sector involvement


16:58 Has the press failed in its coverage, or are they just feeding people what they want?


23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?


37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s numbers


40:26 Chances of Trump testing positive for the virus? What effect would that have on markets?


48:53 What should we do differently next time?


53:13 Will there both more deaths due to second order effects of the virus than direct deaths?


1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run?


1:11:26 Chances of a quick resolution?


1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO’s of companies like Airbnb & DoorDash being effected?


1:21:17 How to approach the next year in startups & VC?

Mar 15, 2020