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alicia
Jun 3, 2023
Apr 26, 2023
chubby
Jan 14, 2022
too
Tee
Oct 9, 2021
I really liked this podcast in the early days, but now not so much. Just some out of touch billionaire "besties" yuckin it up. Non nine zero people need not apply.
Episode | Date |
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E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
01:35:59
(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble? (1:11:34) Book banning follow-up (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware (1:26:31) Biden's fall, populism in both parties
Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html https://twitter.com/billackman/status/1663959113703751720 https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799 https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f https://pen.org/index-of-school-book-bans-2022 https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered https://twitter.com/mdcps/status/1661194749821218818 https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper https://twitter.com/jacobkschneider/status/1664343681321541636 |
Jun 02, 2023 |
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
01:37:43
(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who really wins from higher taxes (57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology (1:06:20) Adobe's new AI product, why they might have overpaid for Figma (1:11:43) State of Silicon Valley, VC, and startups; dealing with failure (1:33:36) Bestie wrap! Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/MarioNawfal https://twitter.com/joebiden/status/1661496322980028423 https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25 https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/ https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25 https://fred.stlouisfed.org/series/FYFRGDA188S https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001 https://twitter.com/friedberg/status/1658163970979823616 https://www.270towin.com/1980_Election https://www.google.com/finance/quote/NVDA https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024 https://twitter.com/carlquintanilla/status/1661761614918426624 https://en.wikipedia.org/wiki/Huang%27s_law https://twitter.com/scottbelsky/status/1660992735040663553 |
May 26, 2023 |
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
01:28:05
(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit (43:33) Elon hires new Twitter CEO (48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics (1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies (1:07:45) Residential and commercial real estate headwinds (1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death (1:24:20) Soros political motivations for backing progressive DAs Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/chamath/status/1658913074106236931 https://www.mosaicml.com/blog/mpt-7b https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard https://artificialintelligenceact.eu https://futurism.com/the-byte/warren-buffett-ai-atom-bomb https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf https://sharegpt.com/c/O6OKM9D https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b https://twitter.com/PalmerLuckey/status/1657828947877560323 https://twitter.com/DavidSacks/status/1658955195450286081 https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting https://en.wikipedia.org/wiki/Guardian_Angels https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels |
May 19, 2023 |
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
01:19:20
(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations (49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential (1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show! Register for All-In Summit 2023: https://summit.allinpodcast.co Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://blog.google/technology/ai/google-palm-2-ai-large-language-model https://www.google.com/finance/quote/GOOGL:NASDAQ https://hedgefollow.com/funds/Duquesne+Family+Office https://twitter.com/joincolossus/status/1656258955780456448 https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa https://twitter.com/JoshWalkos/status/1655748898357477379 https://www.youtube.com/watch?v=KrjL_TSOFrI https://twitter.com/PodiumDotPage/status/1656315157952200704 |
May 12, 2023 |
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
02:01:47
(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling (33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture" (46:04) COVID: mishandling, more "agency capture," vaccine policy (55:10) Broader thoughts on vaccines in general (1:05:54) Energy policy: thoughts on nuclear (1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools (1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers (1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics (1:40:37) The Besties do a post-interview debrief (1:57:30) Announcing All-In Summit 2023! Follow the besties: https://twitter.com/DavidSacks Follow Robert F. Kennedy Jr: https://twitter.com/RobertKennedyJr Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 05, 2023 |
E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
01:16:11
(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and major constraints (1:06:47) Quick earnings button and RFK Jr's presidential bid Follow the besties: https://twitter.com/DavidSacks https://twitter.com/GavinSBaker Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/GOOG:NASDAQ https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/CIVPART https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd https://twitter.com/friedberg/status/1651371655774584832 https://twitter.com/mckaywrigley/status/1651291367224807424 https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea https://twitter.com/Jason/status/1650974906916671493 https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html https://twitter.com/RobertKennedyJr/status/1649190840198209537
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Apr 28, 2023 |
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
01:39:12
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/GavinSBaker/status/1649107858267439108 https://www.bbc.com/news/science-environment-65294084 https://twitter.com/thePrimalSpace/status/1649051677377560578 https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf https://twitter.com/elonmusk/status/1533408313894912001 https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27 https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094 https://twitter.com/KanekoaTheGreat/status/1648462770936115202 https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://twitter.com/chamath/status/1647010187377774596 https://en.wikipedia.org/wiki/Dal%C3%ADland- https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023 https://en.wikipedia.org/wiki/Greater_fool_theory https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll |
Apr 21, 2023 |
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
01:33:07
(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood (37:38) How to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.allinmeetups.io/ep125 https://github.com/Torantulino/Auto-GPT https://arxiv.org/pdf/2304.03442.pdf https://twitter.com/chamath/status/1645848531280998400 https://twitter.com/ammaar/status/1645934107304787968 https://research.runwayml.com/gen2 https://twitter.com/wonderdynamics/status/1633627396971827200 https://twitter.com/DavidShowalter_/status/1645150966511988742 https://twitter.com/aloezeus/status/1645141925157060608 https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai https://twitter.com/mckaywrigley/status/1646596881420783619 https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29 https://twitter.com/activeasian/status/1644547881519681537 https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing https://twitter.com/davidsacks/status/1645969773153636352 https://twitter.com/AaronPeskin/status/1645896541893439489 https://sfchamber.com/citybeat-2022-press-release https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php |
Apr 14, 2023 |
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
01:27:14
(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture (1:10:02) RIP Bob Lee, fixing San Francisco Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read https://anncoulter.substack.com/p/youre-being-played-republicans https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799 https://twitter.com/DavidSacks/status/1638957986138959873 https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states https://www.yahoo.com/now/social-security-funds-could-run-120000267.html https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.longtermtrends.net/us-debt-to-gdp https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures https://twitter.com/rabois/status/1643655946579607565 https://twitter.com/jarvis_best/status/1643667684247371776 https://twitter.com/FrancisSuarez/status/1642862135226126338 |
Apr 07, 2023 |
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
01:24:29
(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins (26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI (50:19) Reaching and containing AGI, AI's impact on job destruction (1:16:35) RESTRICT Act's bait and switch Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups https://sharegpt.com/c/jGKq34x https://openai.com/blog/chatgpt-plugins https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg https://futureoflife.org/open-letter/pause-giant-ai-experiments https://twitter.com/peakcooper/status/1639716822680236032 https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns |
Mar 31, 2023 |
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
01:34:29
(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US? (1:25:46) Relativity Space shoutout and bestie wrap! Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/scottrechler/status/1638534824808923136 https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba https://twitter.com/elonmusk/status/1636928718173003776 https://fred.stlouisfed.org/series/WGS10YR https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676 https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php https://twitter.com/boazweinstein/status/1638964105917890561 https://twitter.com/mr_derivatives/status/1638772846326583296 https://twitter.com/DavidSacks/status/1638957986138959873 https://twitter.com/balajis/status/1636797265317867520 https://twitter.com/balajis/status/1222921758375927808 https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html https://www.piratewires.com/p/2023-banking-crisis https://twitter.com/balajis/status/1448455115271143424 https://twitter.com/markgags/status/802597908033966081 https://twitter.com/relativityspace/status/1638753739128315906 |
Mar 24, 2023 |
E120: Banking crisis and the great VC reset
01:30:05
(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team (1:08:36) Science corner: Superconductors (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap! Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut https://www.bbc.com/news/uk-england-london-64968795 https://www.treasurydirect.gov https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel https://www.axios.com/2023/03/15/stripe-50-billion https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade https://twitter.com/Jason/status/1633570102326202368 |
Mar 17, 2023 |
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
01:29:27
(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.fdic.gov/news/press-releases/2023/pr23016.html https://twitter.com/garrytan/status/1634260576431136768 https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk https://www.youtube.com/watch?v=Ymo6Yzjv_KY https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy https://twitter.com/Rippling/status/1634201986894577665 https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4 |
Mar 11, 2023 |
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
01:56:25
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China (1:34:33) Ukraine update: China's peace proposal, US strategy (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month (1:50:01) Stripe chart errata, bestie wrap! Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979 https://openai.com/blog/introducing-chatgpt-and-whisper-apis https://twitter.com/heykahn/status/1628453782177865728 https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466 https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede https://www.google.com/finance/quote/CRM:NYSE https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript https://twitter.com/altcap/status/1631361678582611970 https://www.investopedia.com/articles/06/fas123r.asp https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611 https://twitter.com/wikileaks/status/1496886759665586177 https://twitter.com/deloreshandy/status/1629516350602264582 https://www.nber.org/system/files/working_papers/w26316/w26316.pdf https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled |
Mar 03, 2023 |
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
01:31:32
(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple (29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved (39:05) AI's outsized impact on SaaS and real-world businesses (55:16) Advice from Steve Jobs on customer-first product development, Section 230 update (1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position (1:14:24) Tinfoil hat corner (1:23:25) Bestie wrap up! Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200 https://twitter.com/tylertringas/status/1627449217294958592 https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next https://twitter.com/Jason/status/1628851245644644352 https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html https://twitter.com/nytimes/status/1626984889449959430 https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html |
Feb 24, 2023 |
E116: Toxic out-of-control trains, regulators, and AI
01:31:12
(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more DONATE: https://www.humanesociety.org/news/going-big-beagles https://www.beastphilanthropy.org/donate Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display https://doomberg.substack.com/p/railroaded https://www.foxnews.com/video/6320573959112 https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side https://www.investopedia.com/section-230-definition-5207317 https://twitter.com/elonmusk/status/1626097497109311495 https://twitter.com/Jason/status/1626091654120894464 https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda https://www.bbc.com/news/technology-35902104 https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html https://www.history.com/news/josef-stalin-great-purge-photo-retouching https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934 https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html |
Feb 17, 2023 |
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
01:49:45
0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's rough week 45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data? 1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns? 1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1623540190060101632 https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream https://twitter.com/EmiliaKaminska/status/1574817556950663169 https://www.youtube.com/watch?v=OyBNmecVtdU https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai https://twitter.com/Google/status/1622710355775393793 https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s https://twitter.com/arnaudai/status/1623359864100601861 https://github.com/features/copilot https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion https://twitter.com/LynAldenContact/status/1620447620987785216 https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg https://twitter.com/pretentiouswhat/status/1622832701131874306
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Feb 11, 2023 |
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
01:12:33
(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potential fraud, role of short sellers Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190 https://fred.stlouisfed.org/series/CIVPART https://www.ustreasuryyieldcurve.com https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661 https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next https://www.google.com/finance/quote/META:NASDAQ https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10 https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice https://twitter.com/tomloverro/status/1620466827519496194 https://twitter.com/msuster/status/1620653106387386368 https://twitter.com/gradypb/status/1620937502248034304 https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y https://hindenburgresearch.com/adani |
Feb 04, 2023 |
E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
01:38:30
(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams (40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness (1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more (1:22:39) Science Corner: Will we soon be able to reverse aging? Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response https://noahpinion.substack.com/p/would-breaking-up-google-really-do https://thehustle.co/12232022-ad-spend https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant https://twitter.com/rebelnewsonline/status/1615770518606561282 https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025 https://www.nature.com/articles/s41467-022-31401-5 https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592 https://twitter.com/jason/status/1478587551271161857 https://twitter.com/EricTopol/status/1618381912413962240 https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html https://twitter.com/DavidSacks/status/1618321900324950018 https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768 https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583 https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20 |
Jan 27, 2023 |
E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
01:36:39
(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget (19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy (39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform (1:00:42) TikTok's endgame in the US: banned, spun out, or something else? (1:17:22) Pharma meets AI, best AI business models Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/RitchieTorres/status/1616124738752987152 https://twitter.com/TalbertSwan/status/1616101666582892547 https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige https://twitter.com/ShellenbergerMD/status/1614782758328598528 https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d |
Jan 20, 2023 |
E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
01:31:59
(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle (1:09:57) Biden's documents, America's over-classification problem (1:27:16) Best cabinet positions/ambassadorships
Follow the besties: https://twitter.com/DavidSacks
Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast
Intro Music Credit: https://twitter.com/yung_spielburg
Intro Video Credit: https://twitter.com/TheZachEffect
Referenced in the show: https://twitter.com/mattyglesias/status/1613135006272045056 https://www.epsilontheory.com/gell-mann-amnesia https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel https://twitter.com/BettyKPIX/status/1613080547022229504 https://fortune.com/2023/01/11/structure-openai-investment-microsoft https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d https://openai.com/blog/introducing-openai https://ai.facebook.com/tools/pytorch https://fairuse.stanford.edu/overview/fair-use/four-factors https://fred.stlouisfed.org/series/USAPEFANA
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Jan 13, 2023 |
E110: 2023 Bestie Predictions!
01:38:07
(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Prediction 3: 2023's biggest business winner (30:34) Prediction 4: 2023's biggest business loser (42:03) Prediction 5: 2023's biggest business deal (52:41) Prediction 6: 2023's most contrarian belief (1:03:03) Prediction 7: 2023's best-performing asset (1:07:50) Prediction 8: 2023's worst-performing asset (1:14:46) Prediction 9: 2023's most anticipated trend (1:21:40) Prediction 10: 2023's most anticipated media (1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html https://twitter.com/DavidSacks/status/1598076726671642624 https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html https://twitter.com/JenniferJJacobs/status/1611052287954149377 https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280 |
Jan 06, 2023 |
E109: 2022 Bestie Awards Live from Twitter HQ
02:17:15
(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest political surprise (23:35) Biggest winner in business (29:48) Biggest loser in business (42:21) Biggest business surprise (51:16) Best science breakthrough (57:36) Biggest flash in the pan (1:42:24) Best CEO (1:47:38) Best investor (1:51:21) Worst investor (1:52:22) Best turnaround (1:55:58) Worst human being (1:59:57) Most loathsome company (2:01:32) Best new tech (2:02:34) Best trend (2:05:09) Worst trend (2:07:50) Best new media (2:10:26) The Rudy Giuliani Award for Self-Immolation! Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://civil.ge/archives/469054 https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928 https://twitter.com/TwitterBusiness/status/1605651865818914816 https://twitter.com/ShellenbergerMD/status/1604871630613753856 https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718 https://twitter.com/ShellenbergerMD/status/1491418120086454278 https://twitter.com/seanhannity https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812 https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960 https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292 https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY |
Dec 24, 2022 |
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
01:29:24
(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical ramifications (42:58) Jason and Sacks's big night (51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking (1:22:08) TV catch up, worst person in tech bracket Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation https://twitter.com/Cernovich/status/1602457619431493634 https://twitter.com/elonmusk/status/1603190155107794944 https://en.wikipedia.org/wiki/National_Ignition_Facility https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7 https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12 https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation |
Dec 16, 2022 |
E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
01:13:50
(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants (33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story (47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics (58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/mtaibbi/status/1598822959866683394 https://twitter.com/bariweiss/status/1601007575633305600 https://twitter.com/c4chaos/status/1601048264262180864 https://twitter.com/bariweiss/status/1601020845224128512 https://twitter.com/DavidSacks/status/1601052241145696256 https://twitter.com/bariweiss/status/1601023504916172800 https://twitter.com/NewsPolitics/status/1601028254831620096 https://twitter.com/elonmusk/status/1601031111244599296 https://twitter.com/JamesTodaroMD/status/1601042622516035584 https://twitter.com/elonmusk/status/1601042125130371072 https://twitter.com/Jason/status/1601044058276655104 https://twitter.com/mtaibbi/status/1598831435288563712 https://twitter.com/mtaibbi/status/1600243405841666048 https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276 https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227 |
Dec 10, 2022 |
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
01:41:59
(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing (1:10:04) What OpenAI's new ChatGPT tool means for the future (1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=KMZckrBPw38 https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html https://twitter.com/lizrhoffman/status/1595193884438568960 https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections https://twitter.com/jdjkelly/status/1598021488795586561 https://twitter.com/pmarca/status/1598413401705021440 https://twitter.com/jdjkelly/status/1598021488795586561 |
Dec 03, 2022 |
E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
01:47:51
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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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://twitter.com/bgurley/status/1593448516394881024 https://twitter.com/Jason/status/1593653573329436672 |
Nov 19, 2022 |
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
01:25:18
(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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor https://twitter.com/GordonJohnson19/status/1591062535586848768 |
Nov 12, 2022 |
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
01:28:51
(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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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://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://fred.stlouisfed.org/series/CIVPART https://www.bbc.com/news/business-63471725 https://www.google.com/finance https://twitter.com/bgurley/status/1554589241560010753 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 |
Nov 05, 2022 |
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
01:36:01
(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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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://www.google.com/finance/quote/META:NASDAQ https://fred.stlouisfed.org/series/JTSJOL https://fred.stlouisfed.org/series/EFFR https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621 |
Oct 29, 2022 |
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
01:41:05
(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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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://twitter.com/elonmusk/status/1520643441994387456 |
Oct 22, 2022 |
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
01:29:53
(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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html |
Oct 14, 2022 |
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
01:25:30
0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Day, Meta's text-to-video tool, where this all leads 49:45 Biden pardons all prior federal offenses of marijuana possession 59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524 https://twitter.com/Billyhottakes/status/1576246821139070976 https://fred.stlouisfed.org/series/JTSJOL https://twitter.com/POTUS/status/1578097875480895489 https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win |
Oct 07, 2022 |
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
01:19:38
0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:06 RIP Coolio 1:00:30 Russia / Ukraine update Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/META:NASDAQ https://www.google.com/finance/quote/AAPL:NASDAQ https://www.google.com/finance/quote/GOOG:NASDAQ https://www.google.com/finance/quote/NFLX:NASDAQ https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm https://fred.stlouisfed.org/series/JTSJOL https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29 https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30 https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30 https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine |
Oct 01, 2022 |
E97: SPAC updates, public/private market overview, Putin's end game & more
01:24:54
0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Government-heavy climate plans, Dilbert/ESG backlash 1:01:20 Poker plans, chess cheating scandal Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/chamath/status/1461453308623659010 https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/ https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html https://www.brown.edu/news/2021-09-01/costsofwar https://twitter.com/UncommonYield/status/1572743593508638722 |
Sep 23, 2022 |
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
01:31:31
0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest TPB SPAC news 1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022 1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/ADBE:NASDAQ https://www.figma.com/blog/a-new-collaboration-with-adobe https://twitter.com/LizAnnSonders/status/1570711614277419009 https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis |
Sep 17, 2022 |
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
01:15:01
0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribing of amphetamines to children Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/theallinpod/status/1568294657632907268 https://www.youtube.com/watch?v=FfJv9QYrlwg https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html https://twitter.com/aaronjmate/status/1566484400224993280
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Sep 10, 2022 |
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
01:23:02
(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure (1:06:04) Besties reflect on Mikhail Gorbachev's passing Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=XlXSGqvP-A8 https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html |
Sep 01, 2022 |
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
01:23:54
0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or red ripple? 1:07:57 Science corner: Gut microbiome, fecal transplants Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html https://time.com/6207996/twitter-whistleblower-allegations/ https://twitter.com/DavidSacks/status/1562179576800763904 https://twitter.com/DavidSacks/status/1562179705322684416 https://twitter.com/elonmusk/status/1562105413977493504 https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers https://twitter.com/LHSummers/status/1562040653432999936 https://www.socialcapital.com/ideas/2021-annual-letter https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple |
Aug 26, 2022 |
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
01:39:03
0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US be worried? 1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more 1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/PLD:NYSE https://www.google.com/finance/quote/WE:NYSE https://www.google.com/finance/quote/BX:NYSE https://a16z.com/2020/04/18/its-time-to-build https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023 https://www.foreignaffairs.com/ukraine/playing-fire-ukraine https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all |
Aug 20, 2022 |
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
01:09:01
0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://cloudedjudgement.substack.com/p/clouded-judgement-81222 https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801 https://fred.stlouisfed.org/series/FIXHAI https://www.newyorkfed.org/microeconomics/hhdc https://twitter.com/AndrewYang/status/1556987104219090945 https://twitter.com/andrewcuomo/status/1556990308424028163 https://twitter.com/elonmusk/status/1546669610509799424 https://twitter.com/michaeljburry/status/1557934401505308672 |
Aug 13, 2022 |
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
50:52
0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi's Taiwan visit Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1554963395660566533 https://ycharts.com/indicators/us_gas_price https://www.macrotrends.net/1369/crude-oil-price-history-chart https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue https://twitter.com/mkraju/status/1554485039710310401 https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html |
Aug 05, 2022 |
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
01:27:55
0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate 36:33 "Inflation Reduction Act", how government subsidies can stifle innovation 59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M 1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky? Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://news.shopify.com/changes-to-shopifys-team https://www.google.com/finance/quote/TDOC:NYSE https://twitter.com/jamiedupree/status/1552406981637545993 https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html https://www.nature.com/articles/s41380-022-01661-0 https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/ https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html https://twitter.com/ConanOBrien/status/1552358211986006019 https://twitter.com/maga_cy/status/1552360064693915648
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Jul 29, 2022 |
E88: First principle politics, China chaos & outlook, state of private/public markets & more
01:44:02
0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets 1:36:36 Amazon acquires One Medical Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/pelositracker_/status/1549535561718714368 https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031 https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban https://poll.qu.edu/poll-release?releaseid=3852 https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html https://twitter.com/micsolana/status/1549868945640914951 https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/ https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html https://twitter.com/WallStreetSilv/status/1549790086656581640
https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff https://datacommons.org/place/country/CHN https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162 https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/ https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html
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Jul 22, 2022 |
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
01:24:58
0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play BEAGLE RESCUE INFO: https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html https://www.humanesociety.org/beaglerescue Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html https://worldpopulationreview.com/countries/countries-by-gdp https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/ https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html https://twitter.com/chamath/status/561467714485514240 https://datareportal.com/reports/digital-2022-sri-lanka https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka https://tradingeconomics.com/united-states/inflation-cpi https://www.redfin.com/news/data-center/ https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/ https://fred.stlouisfed.org/series/DGS10 https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487 |
Jul 14, 2022 |
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
01:23:33
0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green" 48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation 1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://fred.stlouisfed.org/series/JTSJOL https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm https://www.investing.com/economic-calendar/cb-consumer-confidence-48 https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/ https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/ https://twitter.com/BillAckman/status/1544057786065092609 https://twitter.com/GretaThunberg/status/1544380486654590983 https://mobile.twitter.com/Noahpinion/status/1544573867804348416 https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026 https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1 https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/ https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/ https://twitter.com/POTUS/status/1543263229006254080 https://twitter.com/JeffBezos/status/1543409762867494912 |
Jul 08, 2022 |
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
01:35:26
0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech 1:01:24 Buyout targets, public market "regime change" 1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war? 1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404 https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html https://twitter.com/ForbesCrypto/status/1541893168152690690 https://twitter.com/DavidSacks/status/1540732780501381121 https://www.coinbase.com/price/bitcoin https://www.coinbase.com/price/ethereum https://www.blockchaincenter.net/en/altcoin-season-index/ https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/ https://cloudedjudgement.substack.com/p/clouded-judgement-62422 https://www.google.com/finance/quote/CRM:NYSE https://www.google.com/finance/quote/WDAY:NASDAQ https://www.google.com/finance/quote/NOW:NYSE https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf https://investor.onepeloton.com/node/9271/html https://investors.buzzfeed.com/node/7426/html https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9 https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/ https://twitter.com/missy_ryan/status/1537944064703619074 https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/ https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/ https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5 https://news.yahoo.com/blinken-says-no-change-nato-193615967.html https://www.science.org/doi/10.1126/science.abm9326 All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q |
Jun 30, 2022 |
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
01:41:58
0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto collapse, next shoe(s) to drop 1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing 1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom? Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/.DJI:INDEXDJX https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html https://www.longtermtrends.net/home-price-median-annual-income-ratio https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333 https://www.chicagofed.org/research/dual-mandate/dual-mandate https://data.oecd.org/leadind/consumer-confidence-index-cci.htm https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/ https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio https://fred.stlouisfed.org/series/CIVPART https://tradingeconomics.com/united-states/job-offers https://www.socialcapital.com/ideas/2021-annual-letter https://www.coinbase.com/price/bitcoin https://www.coinbase.com/price/ethereum https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5 https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/ https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/ https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054 https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html |
Jun 24, 2022 |
#AIS: Palmer Luckey on Anduril
01:01:39
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense & the current thing 25:24 Bestie Q&A with Palmer 53:13 Jason gives closing thoughts Follow Palmer: https://twitter.com/PalmerLuckey Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Links referenced in the show: |
Jun 23, 2022 |
#AIS: Bestie AMA with Valor's Antonio Gracias
01:39:01
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more 22:35 Q: How has the poker game influenced your decision making in business and life? 29:33 Q: What was the scariest step of becoming a first-time fund manager? 32:34 Q: Crypto market unwinding & how it relates to the money supply 35:57 Q: Current pre-seed / seed valuations & metrics 38:58 Q: When investing in early-stage SaaS companies, how to find outliers? 42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources? 44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing 47:02 Q: Any plans for All-In Media? 50:02 Q: US strategy in the Russia/Ukraine War 54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most? 58:29 Q: Are you interested in crypto micropayments? 1:00:55 Q: Biggest mistakes of your career that you've learned the most from? 1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like? 1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic? 1:19:41 Q: Advice for non-technical people trying to get into the startup world? 1:24:44 Q: Thoughts on the potential consumer credit crisis? 1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession? Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
Jun 07, 2022 |
#AIS: Opening chat with Miami Mayor Francis Suarez
24:24
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more Follow Mayor Suarez: https://twitter.com/FrancisSuarez Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
Jun 03, 2022 |
#AIS: Joe Lonsdale on the problem with higher education
28:50
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking 10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX Follow Joe: https://twitter.com/JTLonsdale Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
Jun 02, 2022 |
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
23:27
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it 12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased? Follow The Lanby: Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
Jun 01, 2022 |
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
28:38
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials 12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more Follow MP Materials: https://mobile.twitter.com/MPMaterials Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 31, 2022 |
#AIS: Pear VC’s Mar Hershenson on making successful founders
37:41
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with? 17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more Follow Pear VC: Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 30, 2022 |
#AIS: FiveThirtyEight's Nate Silver on how gamblers think
40:01
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms Follow Nate: https://twitter.com/NateSilver538 Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 29, 2022 |
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
32:11
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more 30:08 Adena does a Bestie Intro for herself! Follow Adena: https://twitter.com/adenahefets Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 29, 2022 |
#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
38:50
This conversation was recorded LIVE at the All-In Summit in Miami!
0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can mainstream media ever get back to relative neutrality? 29:15 Audience Q&A Follow the guests: https://twitter.com/ggreenwald Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 28, 2022 |
E83: Market slide continues, and how to address Uvalde
01:49:26
0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement 51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential 1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction 1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/.DJI:INDEXDJX https://fred.stlouisfed.org/series/T10YIE https://twitter.com/zerohedge/status/1529100065331200005 https://twitter.com/BillAckman/status/1529133144540078083 https://www.google.com/finance/quote/SNAP:NYSE https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html https://www.google.com/finance/quote/FB:NASDAQ https://www.google.com/finance/quote/GOOG:NASDAQ https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo https://twitter.com/JeffBezos/status/1525309091970699265 https://twitter.com/DavidSacks/status/1529119829080150016 https://twitter.com/DavidSacks/status/1528102541723979776 https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200 https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators https://twitter.com/Jason/status/1529843255176663040 https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html |
May 27, 2022 |
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
01:09:01
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking 26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture 51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players Follow the guests: https://twitter.com/waitbutwhy Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 26, 2022 |
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
34:11
This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate was recorded LIVE at the All-In Summit in Miami! 1:49 Opening statements from Glenn & Antonio 15:29 Debating US involvement, regime change motives, & more 32:01 Final word & wrap https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 25, 2022 |
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
59:52
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate 34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble 46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence Follow the guests: https://twitter.com/clairethielke Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 24, 2022 |
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
51:32
This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn 12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality 24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions 33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses 47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 23, 2022 |
E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
01:26:19
0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter deal, crypto payments on Twitter 30:19 Building vs. acquiring, early Tesla stories 39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar 56:37 Moving from CA to TX, fixing California, macroeconomic takes 1:10:20 American exceptionalism, a new immigration strategy Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
May 16, 2022 |
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
01:41:14
0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn 58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at 1:13:21 Psychological impact of investing after taking huge losses 1:29:00 Predictions on how the market shakes out Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/cullenroche/status/1524441227931774976 https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards https://www.bls.gov/news.release/realer.nr0.htm https://www.federalreserve.gov/releases/g19/current/default.htm https://www.longtermtrends.net/home-price-median-annual-income-ratio https://twitter.com/Jason/status/1523780820112007168 https://fred.stlouisfed.org/series/CIVPART https://www.dol.gov/ui/data.pdf https://twitter.com/TheBenSchmark/status/1522669777478684672 https://twitter.com/AndrewE_Dunn/status/1523653942252826624 https://twitter.com/mattturck/status/1524773379416408064 https://twitter.com/jonsakoda/status/1522625236130144256 https://cloudedjudgement.substack.com https://twitter.com/ZoeSchiffer/status/1523017143939309568 https://twitter.com/BurryArchive/status/1524504399070081025 https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/ |
May 13, 2022 |
E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
01:25:54
0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade 28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade 43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices? 1:05:09 Analyzing the path forward Follow Amy and Tom: https://twitter.com/AHoweBlogger https://twitter.com/SCOTUSblog Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.documentcloud.org/documents/21835435-scotus-initial-draft https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf https://supreme.justia.com/cases/federal/us/505/833/case.pdf https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330 https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx https://news.gallup.com/poll/1576/abortion.aspx
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May 07, 2022 |
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
01:51:40
0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering 1:19:08 New Disinformation Governance Board 1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.socialcapital.com/ideas/2021-annual-letter https://twitter.com/jasongoepfert/status/1520040516955643905 https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351 https://twitter.com/lizannsonders/status/1520021943621140483 https://www.conference-board.org/topics/consumer-confidence https://twitter.com/DavidSacks/status/1489128016508719104 https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/ https://www.sec.gov/news/press-release/2022-70 https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022 https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html |
Apr 30, 2022 |
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
01:04:39
0:00 Bestie Intros + a new Bestie Guestie! 4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase 26:25 Crypto regulation and adoption 46:37 Brian's takes on different types of stablecoins 51:14 Netflix's major headwinds Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804 https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648 https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/ https://sacks.substack.com/p/your-startup-is-a-movement?s=r https://twitter.com/brian_armstrong/status/1435439291715358721 https://www.investopedia.com/terms/h/howey-test.asp https://twitter.com/balajis/status/1402030233319088139 https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/ https://www.google.com/finance/quote/NFLX:NASDAQ https://ycharts.com/companies/NFLX/market_cap https://www.google.com/finance/quote/FB:NASDAQ https://www.google.com/finance/quote/GOOG:NASDAQ |
Apr 23, 2022 |
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
37:59
*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. 0:00 Surprise part two! 1:03 Friedberg breaks down the global food crisis and predicts China's grand plan 9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like 18:22 Understanding French election results so far 23:08 All-In Summit update and preview Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://allafrica.com/stories/202203190144.html https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215 https://twitter.com/DavidSacks/status/1485696010290491393 https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022 https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html |
Apr 16, 2022 |
E76: Elon vs. Twitter
58:35
0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison pills, board responsibility and more 30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee 43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/elonmusk/status/1514564966564651008 https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc. https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm https://www.google.com/finance/quote/TWTR:NYSE https://twitter.com/DefiantLs/status/1514738236207337477 https://twitter.com/jeffjarvis/status/1514578609754812419 https://twitter.com/maxboot/status/1514570168730636290 https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/TSLA:NASDAQ https://twitter.com/DefiantLs/status/1514738236207337477 https://twitter.com/auronmacintyre/status/1514653963408318474 |
Apr 16, 2022 |
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
01:17:38
0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro- overview for startups 14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model 41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming 1:03:24 Food shortage update, ideal US objectives going forward Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs https://articles.sequoiacap.com/rip-good-times https://sacks.substack.com/p/the-saas-board-meeting https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410 https://twitter.com/paraga/status/1511320953598357505 https://twitter.com/jack/status/1511329369473564677 https://twitter.com/elonmusk/status/1507259709224632344 https://twitter.com/micsolana/status/1511360061670662149 https://twitter.com/micsolana/status/1511674851202945024 https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23 |
Apr 09, 2022 |
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
01:39:11
0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market through birth rate and immigration 26:16 How the US can fix its current economic issues, reframing high-skilled immigration 48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted? 1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both? 1:19:03 Food shortage update 1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525 https://www.google.com/finance/quote/PATH:NYSE https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392 https://fred.stlouisfed.org/series/CIVPART https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962 https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/ https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change |
Apr 01, 2022 |
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
01:36:18
0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued late-stage companies 21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology 40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble 53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive 1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war 1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://sacks.substack.com/p/the-burnmultiple-51a7e43cb200 https://substack.com/profile/11803623-jamin-ball https://twitter.com/nfergus/status/1506243619384037378 https://www.rand.org/pubs/research_briefs/RB10014.html https://twitter.com/samramani2/status/1507378113893871617 https://www.politico.com/news/2022/03/20/zelenskyy-ukraine-zakaria-interview-00018716 https://fortune.com/2022/03/25/russia-g20-summit-putin-biden-indonesia-bali-china-ukraine/ https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html https://fortune.com/2022/03/24/putin-russia-natural-gas-europe-imports-pay-in-rubles-sanctions/ https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html |
Mar 26, 2022 |
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
01:14:38
0:00 Jason's new "family office" and Sacks' new strategy
2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping 34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization 49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets 1:02:06 Rewriting foreign policy playbooks Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html https://twitter.com/davidfrum/status/1504601558184517637 https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/ https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/ https://twitter.com/RichardHanania/status/1504824837964926981 https://twitter.com/ClintEhrlich/status/1504618754784735232 https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1 https://www.eia.gov/outlooks/steo/images/Fig4.png https://www.marketwatch.com/investing/future/cu22 https://twitter.com/ianbremmer/status/1504214235114577926 https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates https://twitter.com/DavidSacks/status/1503989745939980292 https://www.bbc.com/news/world-europe-26079957 https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/ https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/ https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/ |
Mar 19, 2022 |
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
01:35:54
0:00 David Sacks: Man for the people
0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic sanctions: first, second and third-order effects; exit ramps for Putin and Russia 34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far 46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan 1:05:22 Market impact, increased volatility, thinking in decades, managing risk 1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/phildstewart/status/1499535843207389186 https://twitter.com/TimothyDSnyder/status/1499587642115117059 https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html https://www.google.com/finance/quote/LUKOY:OTCMKTS https://oec.world/en/profile/hs92/wheat https://twitter.com/balajis/status/1498873063378612227 https://twitter.com/LindseyGrahamSC/status/1499574209567199235 https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html https://twitter.com/biancoresearch/status/1499385705591709698 https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/ https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/ https://www.nato.int/docu/update/2008/04-april/e0403h.html https://www.youtube.com/watch?v=JrMiSQAGOS4 https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU https://twitter.com/shellenbergermd/status/1499386637066727424 https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html https://twitter.com/Ukraine/status/1497834538843660291 https://twitter.com/chamath/status/1496998762496946203 https://twitter.com/morganhousel/status/1499484089082007552 https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/ https://twitter.com/zekejmiller/status/1499739582115553281 https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911 https://twitter.com/MZHemingway/status/1499588624664657926
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Mar 05, 2022 |
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
01:11:18
0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc 32:51 Reflecting on the media coverage so far, Putin's ambitions 42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence 53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3 https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands https://twitter.com/Ukraine/status/1496837835743133699 https://twitter.com/Ukraine/status/1496716168920547331 https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw https://en.wikipedia.org/wiki/Nuclear_power_in_Germany https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/
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Feb 24, 2022 |
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
01:29:43
0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from potentially hostile governments 25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism 42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks 1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci 1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url https://twitter.com/Jason/status/1494534850090442752 https://twitter.com/juliettekayyem/status/1491757167308902405 https://twitter.com/juliettekayyem/status/1491789181428715521 https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html https://twitter.com/garrytan/status/1493876167085944834 https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening https://twitter.com/Jason/status/1493860336713097218 https://twitter.com/MikeBloomberg/status/1494009394257870848 https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter https://twitter.com/phil_hellmuth/status/1494144604555206656 |
Feb 19, 2022 |
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
01:24:51
0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy 30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into? 45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth 54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment 1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal 1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972 https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word https://twitter.com/aodespair/status/1489565575894478849 https://twitter.com/Jason/status/1490803436639588352 https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest https://bariweiss.substack.com/p/what-the-truckers-want https://globalnews.ca/news/8539610/trucker-convoy-covid-vaccine-mandates-ottawa https://twitter.com/DavidSacks/status/1245179774097477633 https://www.nytimes.com/2022/02/08/us/politics/new-york-mask-mandate.html https://theliberalpatriot.substack.com/p/the-left-is-blowing-its-big-opportunity https://www.google.com/finance/quote/XLE:NYSEARCA?window=6M https://twitter.com/zerohedge/status/1491771262544318464 https://finance.yahoo.com/news/u-consumer-sentiment-falls-fresh-151419313.html https://www.mercurynews.com/2012/12/13/thomas-sowell-inflation-can-tax-the-poor-as-well-as-the-rich/ https://www.nationaljournal.com/s/716486/biden-is-blowing-his-covid-moment/ https://twitter.com/hollandcourtney/status/1491996868829614081 https://www.wyden.senate.gov/imo/media/doc/HainesBurns_WydenHeinrich_13APR21%20-FINAL.pdf https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022 |
Feb 12, 2022 |
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
01:38:56
0:00 Sacks' shining moment
2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake" 55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance 1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech 1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science 1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond? Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/INGR:NYSE https://twitter.com/typesfast/status/1451543776992845834 https://www.google.com/finance/quote/FB:NASDAQ https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html https://www.google.com/finance/quote/PYPL:NASDAQ https://www.google.com/finance/quote/SNAP:NYSE https://twitter.com/GavinSBaker/status/1462831115572596744 https://www.google.com/finance/quote/NFLX:NASDAQ https://www.google.com/finance/quote/AMZN:NASDAQ https://twitter.com/DavidSacks/status/1489321225520238592 https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html https://twitter.com/ggreenwald/status/1488252747489202181 https://twitter.com/ggreenwald/status/1489258034865971205 https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news https://twitter.com/echeloninsights/status/1487118055582965762 |
Feb 05, 2022 |
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
01:14:12
0:00 Chamath's preferred cosplay
1:35 Reflecting on bad investment decisions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings 39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes 55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot 1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance https://twitter.com/DavidSacks/status/1480716684038049796 https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78 https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525 https://www.history.com/news/nato-article-5-meaning-history-world-war-2 https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html https://www.worldometers.info/gdp/gdp-by-country https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690 https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html https://www.tcv.com/tcv-insights/netflix-case-study https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf https://twitter.com/theryanking/status/1485784823641755648 https://twitter.com/shaunmmaguire/status/1486082835974811650 https://twitter.com/Jason/status/1486113945790214146 https://twitter.com/shaunmmaguire/status/1486114773209006080 https://twitter.com/Jason/status/1486121975311339520 https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T |
Jan 29, 2022 |
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
01:37:14
00:00 Cold Open 00:25 Besties react to last week’s All-In E63 21:50 Implications of FTC Chair Lina Khan’s approach to enforcing antitrust 42:21 “Superbubble,” Multiple compression, Fed interest rates, Peloton & Netflix valuations 1:11:04 Sacks explains the NIH’s coordinated effort to downplay the lab leak hypothesis 1:32:01 Friedberg’s new company Cana 1:33:47 Learning loss from COVID school closures Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect
Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC https://www.youtube.com/watch?v=w1iYGE3PVYA
WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill
Chamath’s Social Capital 2019 Annual Letter https://www.socialcapital.com/annual-letters/2019
Bill Ackman suggests the Fed should raise rate by 50 basis points https://twitter.com/BillAckman/status/1482449525595943045?s=20
Gavin Baker’s Twitter on Generals getting shot last https://twitter.com/GavinSBaker/status/1479454332567310342?s=20
Jonathan Chait in NY Mag on School Closures
Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion
Friedberg’s interview on This Week in Startups |
Jan 22, 2022 |
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
01:25:09
0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plummeting approval rating 14:45 Human rights perspectives and challenges: domestic and international 57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts 1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws 1:19:44 Rehashing the roast of Phil Hellmuth Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html https://twitter.com/ryanstruyk/status/1481345993320939525 https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2 https://twitter.com/Jason/status/1481386527485693953 https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html https://www.bbc.com/news/world-asia-china-22278037 https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html https://www.science.org/doi/10.1126/science.abj8222 https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489 |
Jan 15, 2022 |
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
01:06:38
0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investors from the Theranos debacle, bad behavior a sign of the top 26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions 45:56 Advice for founders on navigating a downturn 1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics? Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.bbc.com/news/technology-58469882 https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10 https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html https://fred.stlouisfed.org/series/T10YIE http://www.paulgraham.com/aord.html https://www.socialcapital.com/annual-letters/2019 https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200 https://www.statista.com/statistics/266206/googles-annual-global-revenue |
Jan 08, 2022 |
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
01:22:30
(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022's biggest business winner (25:47) Predicting 2022's biggest business loser (34:30) Most contrarian belief for 2022 (1:02:07) Best performing asset for 2022 (1:04:19) Most anticipated trend for 2022 (1:09:19) Most anticipated media for 2022 Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=IFMMeCMbNt8 https://www.youtube.com/watch?v=CrgYEbIQkac https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html https://worldpopulationreview.com/countries/countries-by-gdp https://twitter.com/datarade/status/1474432996845436933 https://twitter.com/kerpen/status/1475209018058723334 https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600 https://twitter.com/balajis/status/1475438356473409542 https://balajis.com/mirrortable https://twitter.com/peterdaou/status/1470906537682026499 https://twitter.com/TheOfficialRom/status/1472206678586179588 https://twitter.com/joebiden/status/1322254443644026880 https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days https://twitter.com/FaceTheNation/status/1475209878415323140 |
Dec 29, 2021 |
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
01:48:00
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surprise (22:24) Biggest Winner - Business (26:03) Biggest Loser - Business (30:54) Biggest Business Surprise (35:27) Best Science Breakthrough (42:56) Biggest Flash in the Pan (47:08) Best CEO (52:43) Best Investor (57:12) Best Turnaround (1:02:47) Worth Human Being (1:07:31) Best Meme (1:10:02) Most Loathsome Company (1:14:47) Best New Tech (1:20:22) Best Trend (1:22:17) Worst Trend (1:26:02) Favorite Media (1:34:15) The Rudy Giuliani Award for Self-Immolation (1:39:07) The Besties spread holiday cheer with each other Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/Jason/status/1473321415285751811 https://twitter.com/cdixon/status/1473150192400486401 https://twitter.com/jack/status/1473155226194616325 https://twitter.com/elonmusk/status/1472754632325795843 https://dune.xyz/rchen8/opensea https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html https://www.bbc.com/news/science-environment-55564448 https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315 https://twitter.com/GavinSBaker/status/1473326791293128706 https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276 https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626 https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488 |
Dec 23, 2021 |
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
01:28:27
(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity audits" with product-level consequences might be coming to Big Tech (27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here (42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward (53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks (1:08:57) Future of mRNA technology (1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around? Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/DavidSacks/status/1470799225566859268 https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list https://mobile.twitter.com/SenWarren/status/1470415896053227522 https://mobile.twitter.com/SenSanders/status/1471512117257846784 https://fred.stlouisfed.org/series/WALCL https://twitter.com/mangan150/status/1470827691527999494 https://twitter.com/peterpham/status/1471514774546509829 https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582 https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208 |
Dec 17, 2021 |
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
01:21:03
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understanding why CPI is misleading 23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators 40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy 50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders 1:11:16 Lessons from the Jussie Smollett saga Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html https://twitter.com/BillAckman/status/1469438745791410183 https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12 https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151 |
Dec 11, 2021 |
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
01:18:24
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why the selloff? (33:44) Inflation: here to stay? What's the 10-year outlook? (44:57) Anticipating a "Great Resignation" of successful VCs (54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech (1:02:08) Mike Bloomberg donates $750M to charter schools (1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.nejm.org/doi/full/10.1056/NEJMoa2115463 https://twitter.com/erictopol/status/1466799350990839810 https://twitter.com/Jason/status/1465037481187987457 https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586 https://fortune.com/2021/08/09/lumber-prices-down-2018-levels https://twitter.com/rabois/status/1466816803418615812 https://twitter.com/michelletandler/status/1465393612577853440 https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse |
Dec 04, 2021 |
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
01:15:41
0:00 Bestie intro 1:14 Constitution DAO: implications, shortcomings, how to move forward? 29:58 Rittenhouse trial media coverage 50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency 1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/constitutiondao https://www.constitutiondao.com https://youtu.be/1TBa-9Lx3vc?t=8762 https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/ https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial https://twitter.com/elonmusk/status/1461372314424164367 https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html https://twitter.com/ConceptualJames/status/1461007806333693959 https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html |
Nov 20, 2021 |
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
01:32:06
0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it 1:01:34 Xi Jinping becomes China's "Supreme Leader" 1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal 1:24:44 Besties wrap the show Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959 https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1 https://twitter.com/Sen_JoeManchin/status/1458443966135902221 https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt |
Nov 13, 2021 |
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
01:30:05
Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route 30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0 35:24 Zillow's iBuying implosion 46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for? 1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/Suhail/status/1455553539552382979 https://twitter.com/RTanuku/status/1456324783809826819 https://www.nytimes.com/news-event/elections-2021 https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303 https://twitter.com/patrickruffini/status/1454792424488902656 https://www.science.org/doi/10.1126/science.abh4049 https://twitter.com/friedberg/status/1454482267707899909 https://www.wsj.com/articles/climate-finance-china-india-11636039142 https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305 |
Nov 06, 2021 |
E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
01:19:17
0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave 20:44 Proposed “Wealth Tax” 35:13 Inflation discussion: corporate and government reactions 52:30 Dealing with inflation as a capital allocator 58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/JTLonsdale/status/1453399478254379008 https://fred.stlouisfed.org/series/GFDEGDQ188S https://finance.yahoo.com/quote/TOST/ https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976 https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6 https://twitter.com/Jason/status/1450108244915937284 https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks |
Oct 30, 2021 |
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
01:27:29
Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility 58:58 Democrats overplaying their hand, Netflix discourse, and more 1:17:41 Pig kidney biological innovation Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.tmtgcorp.com/press-releases/announcement-10-20-2021 https://www.tmtgcorp.com/company-overview https://twitter.com/scienceisstrat1/status/1450723760806379520 https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358 https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html |
Oct 23, 2021 |
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
01:33:25
Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage, 34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Question 2
Follow the besties: https://twitter.com/DavidSacks
Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast
Intro Music Credit: https://twitter.com/yung_spielburg
Intro Video Credit: https://twitter.com/TheZachEffect
Referenced in the show: Statista - The U.S. Car Models Most Impacted By The Microchip Shortage Zack Kanter on Twitter - "The “supply chain crisis” is a clever rebrand" Naithan Jones on Twitter - NFTs Daily Breeze - No start date for 24/7 operations at Port of LA LA Daily News - Port of LA to go to 24/7 operations, Biden announces Nikkei Asia - TSMC announces plans to build first chip plant in Japan St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product Forbes - Druckenmiller Blasts Fed’s ‘Radical’ Stimulus Policy David Sacks on Twitter - Desantis Dinner Variety - Ted Sarandos Doubles Down The Light of Other Days by Arthur C. Clarke CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million |
Oct 16, 2021 |
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
01:23:11
Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, institutional money in crypto 40:59 Facebook whistleblower, potential ramifications & regulation 57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s 1:02:34 Is decentralization a solution for social media? 1:09:09 Chappelle's controversial new special, All-In summit & more Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo https://www.bitwiseinvestments.com https://twitter.com/KariyaKanav/status/1446207805220917252 https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/ https://www.netflix.com/title/81228510 |
Oct 09, 2021 |
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more
01:29:00
Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill 45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets 57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision" 1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm 1:23:51 All-In summit planning Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804 https://twitter.com/brian_armstrong/status/1443727729476530178 https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance https://twitter.com/DavidSacks/status/1443846265582735362 https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/ |
Oct 02, 2021 |
E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan
01:28:43
Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook 39:43 Chances of a revolution in China, predictions for the next 1-2 decades 48:37 Decentralized citizen journalism, the end of corporate journalism 58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media 1:18:43 How decentralized media platforms would work mechanically Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.readingthechinadream.com/ https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations https://www.amazon.com/End-History-Last-Man/dp/0743284550 https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307 https://twitter.com/balajis/status/1386288771872673793?lang=en https://twitter.com/VitalikButerin/status/1386024429629558784?s=20 https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578 https://www.youtube.com/watch?v=JOWRembdPS8 https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement https://www.sec.gov/news/press-release/2021-177 https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423 |
Sep 25, 2021 |
E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more
01:35:30
Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wrong 33:59 Facebook's week from hell, Instagram's harmful impact on teen girls 42:42 How to properly regulate social media's impact on certain groups 1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike 1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds 1:25:54 Mailchimp sells for $12B, employees got no equity 1:29:43 AOC at the Met Gala Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Links: https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988 https://twitter.com/DavidSacks/status/1438597853320908811 https://www.kff.org/wp-content/uploads/2020/08/Slide1.png https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf https://www.sec.gov/news/press-release/2021-176 https://www.sec.gov/news/press-release/2021-164 https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/ https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx https://twitter.com/stoolpresidente/status/1437585404010582016 https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual |
Sep 18, 2021 |
E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!
01:12:59
Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing 25:36 The threat of regulatory capture 34:18 Benefits of the "wartime mentality" when solving major issues 45:30 CCP looking to break up Alipay, what this means for US/China relations 49:11 Audience Q&A! Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/RollingStone/status/1433922442850930696 https://twitter.com/maddow/status/1433521336282976256 https://twitter.com/ggreenwald/status/1434854957614780424 https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353 https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79 |
Sep 14, 2021 |
E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
01:24:00
Show Notes: Download Callin: https://www.callin.com Follow the besties: Follow the pod: Intro Music Credit: Intro Video Credit: Referenced in the show: China Bans Video Games Texas SB8 Apple Modifies App Store Developer Payment Policy Joe Rogan Covid #allin #tech #news |
Sep 04, 2021 |
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
01:36:06
Show Notes: 0:00 Intro & Italy recap 12:06 An embarrassment in Afghanistan: breaking down how it happened 34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos 1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency 1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits 1:34:49 Post-credits scene Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: |
Aug 28, 2021 |
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
01:31:11
Show Notes: 0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more 16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies 30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds 43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising 59:12 Chamath & Jason share Theranos stories, Jason calling out frauds 1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power 1:28:05 New Yung Spielburg banger: "Friedberg Index" Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: CNBC - Early Google exec got Larry Page’s backing to build a start-up factory focused on saving the planet Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be ‘immaterial’ in 2022, removing CEO Zymergen - Zymergen Provides Business Update Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors CNBC - Square to buy Australia’s Afterpay in $29 billion deal as ‘buy now, pay later’ trend takes off |
Aug 06, 2021 |
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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 Bloomberg - NYC’s Top Dining Rooms Will Start Requiring Proof of Vaccination NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security Reuters - ByteDance founder tells staff he’s shifting away from CEO’s daily work -sources Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble Bloomberg - China to Overhaul 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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 |
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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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 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 Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far 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 |
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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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 |
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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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 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/status/1410432407816212481 https://twitter.com/maggieNYT/status/1410682821358858242 |
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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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’ 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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) Obama Administration Record Seizure (mentioned by Sacks) 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/DavidSacks 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://twitter.com/yung_spielburg Referenced in the show: https://www.instagram.com/p/CP0MSOqnYEo https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html https://fred.stlouisfed.org/series/T10YIE https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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 Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Referenced in the show: The Verge - Apple employees circulate petition demanding investigation into ‘misogynistic’ new hire The Verge - Apple employees call for company to support Palestinians in internal letter Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode 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 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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. David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Referenced in the show: Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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: Follow the besties: https://twitter.com/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: Lifespan by David Sinclair: Prenuvo: Gumroad Equity Crowdfunding: Backstage Equity Crowdfunding: 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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/DavidSacks https://twitter.com/Money23Green Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: David Sacks on Tucker Carlson 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion Rescue California - Recall Gavin Newsom 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: 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 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/DavidSacks 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 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: Intro Video Credit: https://twitter.com/MikeSylvan Referenced in the show: The Killer D.A. by David Sacks 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/DavidSacks 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/DavidSacks 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/DavidSacks 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/DavidSacks 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/DavidSacks Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Follow the bestie guesties: https://twitter.com/phil_hellmuth 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/DavidSacks 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/DavidSacks 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/DavidSacks Follow the pod: https://twitter.com/theallinpod Articles referenced in the show: America Needs to Lock Down Again: A Taxonomy of Fear: https://www.persuasion.community/p/a-taxonomy-of-fear NuScale Power Article: Running Tide Article: 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:
0:00 The gang recap their summers
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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: Follow the pod: 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
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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 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
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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 0:01 Jason & Chamath intro David Sacks & David Friedberg
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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 0:01 Jason & Chamath catch us up on their quarantines
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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
0:01 Jason & Chamath intro David and check in on each other's quarantines
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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
0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine
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Mar 15, 2020 |