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

All-In with Chamath, Jason, Sacks & Friedberg

(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...

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

(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...

E120: Banking crisis and the great VC reset

(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...

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

(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...

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

(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...

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

(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...

E116: Toxic out-of-control trains, regulators, and AI

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...

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

(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...

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

(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...

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

(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,...

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

(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...

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

(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)...

E110: 2023 Bestie Predictions!

(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)...

E109: 2022 Bestie Awards Live from Twitter HQ

(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...

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

(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...

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

(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...

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

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...

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

(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,...

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

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated...

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

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Meta's historic bet on VR and stock price predicament, governance structure, and more...

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

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M...

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

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to be successful in tech, importance of uncapped upside, and more (53:43) Ukraine/Russia...

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

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...

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

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:     Follow the pod:  ...

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

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,...

E97: SPAC updates, public/private market overview, Putin's end game & more

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...

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

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:...

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

(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...

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

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...

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

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...

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

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...

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

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:     Follow the pod:   Intro Music Credit:   Intro...

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

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,...

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

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...

E88: First principle politics, China chaos & outlook, state of private/public markets & more

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...

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

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...

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

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...

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

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...

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

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:  0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense & the current thing 25:24...

#AIS: Palmer Luckey on Anduril

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:  0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC,...

#AIS: Bestie AMA with Valor's Antonio Gracias

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:  0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 Miami Mayor...

#AIS: Opening chat with Miami Mayor Francis Suarez

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:  0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking...

#AIS: Joe Lonsdale on the problem with higher education

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:  0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it...

#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem

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:  0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy...

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

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:  0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can...

#AIS: Pear VC’s Mar Hershenson on making successful founders

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:  0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&A with Nate Silver: building...

#AIS: FiveThirtyEight's Nate Silver on how gamblers think

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:  0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&A with Adena:...

#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market

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...

#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks

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...

E83: Market slide continues, and how to address Uvalde

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:      0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung...

#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022

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:  0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate was recorded LIVE at...

#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks

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:  0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40...

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

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:  0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market...

E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

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...

E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more

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...

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

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...

E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein

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...

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

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...

E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong

*** 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...

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

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...

E76: Elon vs. Twitter

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...

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

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,...

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

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...

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

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...

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

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...

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

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...

E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

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...

E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more

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,...

E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

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...

E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)

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...

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

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...

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

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...

E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more

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...

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

(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...

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

(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...

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

(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...

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

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,...

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

(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)...

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

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,...

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

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...

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

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...

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

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...

E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more

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...

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

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:     ...

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

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...

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

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,...

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

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...

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

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...

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

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...

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC 31:28...

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

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...

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

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...

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

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...

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

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...

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

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...

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

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"...

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

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...

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

Follow the besties:     Follow the pod:   Intro Music Credit:   Referenced in the show: NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia  Vanity Fair - Eric Adams interview  NY Daily News - ‘We don’t want...

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

Follow the besties:     Follow the pod:   Intro Music Credit:   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...

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

Follow the besties:     Follow the pod:   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...

All-In with Chamath, Jason, Sacks & Friedberg

Jason Calacanis - allinchamathjason.libsyn.com

Latest episode: Fri Mar 24 2023