Folgen

  • (0:00) Bestie intros: Banana boat!

    (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet

    (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech

    (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?

    (1:17:17) War Corner with Sacks

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/NVDA:NASDAQ

    https://twitter.com/KobeissiLetter/status/1760680756689748478

    https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024

    https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market

    https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D

    https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1

    https://twitter.com/JayScambler/status/1759372542530261154

    https://twitter.com/chamath/status/1760343973632291212

    https://x.ai

    https://twitter.com/TheTranscript_/status/1760436281438314545

    https://artificialanalysis.ai

    https://www.contraline.com/product

    https://www.cafexapp.com/commercial

    https://blog.google/technology/ai/google-gemini-ai

    https://blog.google/products/gemini/bard-gemini-advanced-app

    https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace

    https://twitter.com/benthompson/status/1760452419627233610

    https://twitter.com/Patworx/status/1760189582870536408

    https://twitter.com/micsolana/status/1760163801893339565

    https://ai.google/responsibility/principles

    https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback

    https://twitter.com/Jason/status/1760780139476992062

    https://twitter.com/paulg/status/1760416051181793361

    https://twitter.com/chamath/status/1760729719094563019

    https://twitter.com/Jason/status/1760780139476992062

  • (0:00) Sacks Tequila Tasting!

    (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback

    (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model

    (51:24) The risks of companies issuing stock option loans

    (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability

    (1:31:46) Takeaways from Tucker's Putin interview

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://companiesmarketcap.com/page/1

    https://www.google.com/finance/quote/NVDA:NASDAQ

    https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09

    https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119

    https://blog.google/products/gemini/bard-gemini-advanced-app

    https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0

    https://www.google.com/finance/quote/ARM:NASDAQ

    https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18

    https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13

    https://twitter.com/OpenAI/status/1758192957386342435

    https://twitter.com/CultureCrave/status/1758212761748980089

    https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024

    https://twitter.com/nathanbenaich/status/1758036247115608317

    https://twitter.com/natfriedman/status/1758143612561568047

    https://twitter.com/OfficialLoganK/status/1758198997590618550

    https://huggingface.co/spaces/tsujuifu/ml-mgie

    https://huggingface.co/stablediffusionapi/juggernaut-xl

    https://twitter.com/jrichlive/status/1757258553688256895

    https://twitter.com/jrichlive/status/1493392725814566914

    https://twitter.com/chamath/status/1757537426019598418

    https://twitter.com/elonmusk/status/1757537968083075137

    https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms

    https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl

    https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report

    https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country

    https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference

    https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024

    https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007

    https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html

    https://twitter.com/wikileaks/status/1497207251785818114

    https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

  • (0:00) Bestie intros!

    (2:08) Apple Vision Pro breakdown

    (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance

    (32:53) Positive signals indicating a big SaaS bounceback

    (41:06) VCs are split into three camps on how to approach AI investing

    (1:12:16) Rolling real estate crisis continues

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/Jason/status/1755273518416302522

    https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales

    https://twitter.com/Jason/status/1755386651080106166

    https://www.google.com/finance/quote/META:NASDAQ

    https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx

    https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income

    https://www.google.com/finance/quote/SNAP:NYSE

    https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares

    https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html

    https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html

    https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf

    https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf

    https://cloudedjudgement.substack.com

    https://twitter.com/chamath/status/1754641005851328553

    https://help.openai.com/en/articles/8554397-creating-a-gpt

    https://twitter.com/ArtificialAnlys/status/1747264832439734353

    https://blog.research.google/2009/06/speed-matters.html

    https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees

    https://artificialanalysis.ai

    https://chamath.substack.com/p/deep-dive-artificial-intelligence

    https://twitter.com/danshipper/status/1751005727215301053

    https://www.youtube.com/watch?v=7waMPlHugYI

    https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut

    https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people

  • (0:00) Bestie intros! The guys try the Apple Vision Pro

    (8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms

    (36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation

    (1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO

    (1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.vanityfair.com/news/tim-cook-apple-vision-pro

    https://twitter.com/MKBHD/status/1752706894874202256

    https://twitter.com/Box/status/1753085804115861766

    https://twitter.com/briantong/status/1752645464204493147

    https://www.meta.com/smart-glasses/shop-all

    https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1

    https://twitter.com/CollinRugg/status/1752749485070156025

    https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674

    https://ultimateclassicrock.com/judas-priest-suicide

    https://www.reuters.com/article/idUSKBN1GX0C0

    https://www.google.com/finance/quote/TSLA:NASDAQ

    https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html

    https://courts.delaware.gov/Opinions/Download.aspx?id=359340

    https://www.google.com/finance/quote/GM:NYSE

    https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a

    https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay

    https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html

    https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo

    https://twitter.com/DavidSacks/status/1639459879546150913

    https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10

    https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

    https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting

    https://twitter.com/Global_Mil_Info/status/1752786864900108547

    https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404

    https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones

    https://www.saildrone.com

  • (0:00) Bestie intros!

    (1:37) Markets rip on strong economic data

    (17:05) Media's broken business model, death spiral

    (35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government

    (1:04:18) Ethics of publishing non-public financial data

    (1:13:07) Fintech's reckoning

    (1:26:27) ARkStorm 2.0

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html

    https://www.barrons.com/livecoverage/stock-market-today-012524

    https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234

    https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html

    https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html

    https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html

    https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html

    https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm

    https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion

    https://twitter.com/paulkrugman/status/1750529905627128154

    https://fiscaldata.treasury.gov/americas-finance-guide/national-debt

    https://twitter.com/RealEJAntoni/status/1750537238578930101

    https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx

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

    https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023

    https://twitter.com/maxwelltani/status/1750507633247678531

    https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html

    https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html

    https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html

    https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts

    https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html

    https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast

    https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year

    https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877

    https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy

    https://twitter.com/BillAckman/status/1750537848447533207

    https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en

    https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians

    https://www.cbp.gov/newsroom/stats/nationwide-encounters

    https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad

    https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december

    https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande

    https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration

    https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf

    https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them

    https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html

    https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis

    https://www.foxbusiness.com/politics/california-offer-illegal-immigrants-free-healthcare-deficit-soars-population-shrinks

    https://einvestingforbeginners.com/average-gross-profit-margin-by-industry

    https://twitter.com/TexasLindsay_/status/1750427983448256552

    https://twitter.com/WhidbeyWXGuy/status/1750006365790282175

    https://twitter.com/US_Stormwatch/status/1749669643634233384

    https://twitter.com/Weather_West/status/1750619800840110131

  • (0:00) Live from the WEF: "Oh Davos, Kumbaya"

    (4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump

    (21:53) Boeing's regulatory capture leading to negative impact on consumer safety

    (35:16) Adam Neumann facing familiar challenges at his new startup, Flow

    (50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology

    (1:00:47) Streaming at a crossroads: is the business model broken?

    (1:20:51) Science Corner: New study on microplastics in water bottles

    (1:32:42) All-In Poker

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/dschlopesisback/status/1747025441825640681

    https://twitter.com/davidsacks/status/1747724966941139276

    https://twitter.com/andrewrsorkin/status/1746723727574794537

    https://twitter.com/Jason/status/1746951952578298264

    https://twitter.com/aphysicist/status/1747868626948907325

    https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina

    https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100

    https://www.opensecrets.org/federal-lobbying/top-spenders

    https://www.youtube.com/watch?v=wXMO0bhPhCw

    https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen

    https://www.google.com/finance/quote/TDG:NYSE

    https://stacksonmain.com/gallery

    https://www.societylasolas.com/photogallery

    https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville

    https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble

    https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records

    https://www.businessofapps.com/data/disney-plus-statistics

    https://www.businessofapps.com/data/netflix-statistics

    https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html

    https://www.manscaped.com/products/crop-preserver-manscaping

    https://www.pnas.org/doi/10.1073/pnas.2300582121

    https://www.xometry.com/resources/materials/polyethylene

    https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx

    https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11

    https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

  • (0:00) Bestie intros! Friedberg's jumper

    (1:21) US and its allies strike Houthi targets in Yemen

    (16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?

    (29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator

    (51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders

    (1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/SpeakerJohnson/status/1745642200866738254

    https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12

    https://twitter.com/DavidSacks/status/1745723423396118593

    https://twitter.com/DavidSacks/status/1745604701654298826

    https://www.imdb.com/title/tt0120885

    https://twitter.com/Jason/status/1745514413782917262

    https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html

    https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization

    https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut

    https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12

    https://layoffs.fyi

    https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m

    https://twitter.com/karrisaarinen/status/1743398553500971331

    https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277

    https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080

    https://twitter.com/chamath/status/1744414462986375440

    https://twitter.com/coffeewithone/status/1744488896766042277

    https://twitter.com/chamath/status/1745542094696145103

    https://once.com

    https://twitter.com/jasonlk/status/1745552662572208473

    https://twitter.com/MattWalshBlog/status/1742583950944432607

    https://www.oscars.org/awards/representation-and-inclusion-standards

    https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting

    https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html

    https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html

    https://www.nytimes.com/2022/04/23/business/pilots-diversity.html

    https://twitter.com/Jason/status/1735164131806986441

    https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million

    https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy

  • (0:00) Bestie intros! Pasty Preppers

    (4:17) 2024's Biggest Political Winner

    (13:37) 2024's Biggest Political Loser

    (19:41) 2024's Biggest Business Winner

    (32:08) 2024's Biggest Business Loser

    (37:31) 2024's Biggest Business Deal

    (41:15) 2024's Most Contrarian Belief

    (51:18) 2024's Best-Performing Asset

    (56:46) 2024's Worst-Performing Asset

    (1:06:14) 2024's Most Anticipated Trend

    (1:12:28) 2024's Most Anticipated Media

    (1:22:28) Emotional condition heading into 2024

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill

    https://news.gallup.com/poll/512135/support-third-political-party.aspx

    https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a

    https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

    https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan

    https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06

    https://www.facebook.com/watch/?v=853724306532726

    https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624

    https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future

    https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved

    https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415

    https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high

    https://www.anduril.com/roadrunner

    https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

    https://twitter.com/CeciliaZin/status/1740109465918328844

    https://www.nytimes.com/2023/09/06/business/china-car-exports.html

    https://img.caixin.com//2023-04-14/168147450347265.jpg

    https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html

    https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

    https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one

    https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria

    https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea

    https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211

    https://www.google.com/finance/quote/URA:NYSEARCA

    https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran

    https://www.imdb.com/title/tt9218128

    https://www.imdb.com/title/tt13016388

    https://www.imdb.com/title/tt11198330

    https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

  • (0:00) Welcome to the fourth annual Bestie Awards!

    (4:14) Biggest Political Winner

    (10:26) Biggest Political Loser

    (15:14) Biggest Political Surprise

    (23:02) Biggest Business Winner

    (26:50) Biggest Business Loser

    (30:32) Biggest Business Surprise

    (35:57) Best Science Breakthrough

    (40:30) Biggest Flash in the Pan

    (42:34) Best CEO

    (44:53) Best Investor

    (47:07) Best Turnaround

    (50:04) Worst Company

    (54:21) Best Meme

    (56:53) Best New Tech

    (59:57) Best Trend

    (1:02:12) Worst Trend

    (1:07:42) Favorite Media

    (1:12:40) The Rudy Giuliani Award for Self-Immolation

    (1:17:02) Final Thoughts

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://time.com/person-of-the-year-2022-volodymyr-zelensky

    https://time.com/6329188/ukraine-volodymyr-zelensky-interview

    https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us

    https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll

    https://news.gallup.com/poll/512135/support-third-political-party.aspx

    https://twitter.com/joosteninvestor/status/1737207130111819896

    https://www.google.com/finance/quote/MSFT:NASDAQ

    https://www.google.com/finance/quote/UBER:NYSE

    https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

    https://www.google.com/finance/quote/META:NASDAQ

    https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html

    https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83

    https://twitter.com/NASA/status/173682682876386142

    https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3

    https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface

    https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531

    https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647

    https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit

    https://www.google.com/finance/quote/NVDA:NASDAQ

    https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html

    https://www.google.com/finance/quote/NVO:NYSE

    https://coinmarketcap.com/currencies/solana

    https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d

    https://twitter.com/RebelNewsOnline/status/1615770518606561282

    https://www.reuters.com/article/idUSKBN28H0C7

    https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit

    https://twitter.com/thedailyfriday_/status/1686406249317830656

    https://twitter.com/WatcherGuru/status/1730250975578038522/video/1

    https://twitter.com/huavancuong1507/status/1737474510868058489

    https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions

    https://twitter.com/exjon/status/1348090383079641091

    https://twitter.com/benswann_/status/1737547395766858206

    https://twitter.com/chamath/status/1737238320235831546

    https://www.imdb.com/title/tt21152040

    https://www.imdb.com/title/tt26230388

    https://www.youtube.com/@TheDuran

    https://www.youtube.com/@judgingfreedom

    https://www.youtube.com/@DanielDavisDeepDive

    https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797

    https://www.youtube.com/@Thebobbialthoff

    https://www.youtube.com/@ziwe

    https://goop.com/the-goop-podcast

    https://www.patreon.com/RedScare

    https://cafe.com/cafe-insider-feed

    https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html

    https://twitter.com/MailOnline/status/1732791280839610390

    https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit

  • (0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more

    (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen

    (35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment

    (54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages

    (1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US

    (1:31:58) Colorado bans Trump from primary ballots

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Ryan:

    https://twitter.com/typesfast

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.flexport.com

    https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867

    https://www.figma.com/blog/figma-adobe-abandon-proposed-merger

    https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17

    https://www.google.com/finance/quote/ADBE:NASDAQ

    https://www.saasgrid.com

    https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions

    https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa

    https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV

    https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo

    https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2

    https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html

    https://cafe.com/cafe-insider-feed

    https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast

  • (0:00) Bestie intros: Mullets!

    (2:56) Recapping Friedberg's holiday party

    (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?

    (23:21) OpenAI inks deal with Axel Springer

    (35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders

    (58:25) Alex Jones reinstated on X

    (1:22:59) Sacks receives an unlikely apology

    (1:27:32) Besties take two questions from the audience

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play

    https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap

    https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987

    https://support.google.com/googleplay/android-developer/answer/112622

    https://twitter.com/openai/status/1734940445824937993

    https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories

    https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal

    https://fairuse.stanford.edu/overview/fair-use/four-factors

    https://twitter.com/Jason/status/1730035957850833023

    https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected

    https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf

    https://twitter.com/HansMahncke/status/1735003655697244308

    https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html

    https://twitter.com/BrendanCarrFCC/status/1734780816599703983

    https://twitter.com/elonmusk/status/1733529033575465381

    https://twitter.com/DrJBhattacharya/status/1602052936921939968

    https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f

    https://twitter.com/TheChiefNerd/status/1733496554701365582

    https://twitter.com/Mark60480727/status/1735335623207038994

    https://twitter.com/Jason/status/1735164131806986441

    https://twitter.com/MomCooksFS/status/1735341157800915278

  • (0:00) Bestie intro!

    (3:12) Ivy League antisemitism hearings

    (21:55) State of the economy for consumers

    (34:55) Signs of life in SaaS, VC shutdowns, and more

    (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech

    (1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more

    (1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Tucker:

    https://twitter.com/TuckerCarlson

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://rankings.thefire.org/rank

    https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47

    https://academic.oup.com/poq/article-abstract/82/1/135/4868126

    https://fred.stlouisfed.org/series/CCLACBW027SBOG

    https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html

    https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d

    https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping

    https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html

    https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html

    https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec

    https://twitter.com/KobeissiLetter/status/1730607188341624851

    https://twitter.com/chamath/status/1718016818118553622

    https://www.saastr.com/carta-startup-shutdowns-are-up-237

    https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises

    https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr

    https://twitter.com/friedberg/status/1732217863975641389

    https://ohalogenetics.com

    https://www.youtube.com/watch?v=K4pX1VAxaAI

    https://www.youtube.com/watch?v=v5tRc_5-8G4

    https://blog.google/technology/ai/google-gemini-ai

    https://twitter.com/chamath/status/1732482646419403077

    https://www.figma.com/templates

    https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

  • (0:00) Bestie intros! Tucker Carlson joins the show

    (0:59) Tucker's departure from Fox News

    (10:49) The state of American society and the importance of rediscovering national alignment

    (30:53) Why prosperity begets self-destruction, climate change, immigration

    (59:48) Thoughts on the current political landscape and presidential candidates

    (1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit

    (1:33:56) Post-interview debrief

    (1:41:49) Understanding the chaos at OpenAI

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Tucker:

    https://twitter.com/TuckerCarlson

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    Tucker Carlson segment links:

    https://twitter.com/talkrealopinion/status/1728139279019188257

    https://twitter.com/greg_price11/status/1729991837958414573

    https://twitter.com/hansmahncke/status/1730019598064390597

    OpenAI segment links:

    https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board

    https://twitter.com/btaylor/status/1730030765482938521

    https://twitter.com/chamath/status/1726351777581449627

    https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22

    https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11

    http://paulgraham.com/fundraising.html

    https://openai.com/our-structure

  • (0:00) Bestie intros!

    (1:25) Democratic Presidential Candidate Dean Phillips shares his business background

    (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician

    (29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security

    (56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground

    (1:19:30) Post-interview debrief

    (1:29:12) Xi and Biden meet in San Francisco, Newsom up next?

    (1:45:00) Science Corner!: DeepMind's new weather forecasting model

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/TalentiGelato/status/487275228952014848

    https://www.pinterest.com/pin/491244271857449720

    https://designreplace.com/dean-phillips-us-congress

    https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine

    https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php

    https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments

    https://twitter.com/chamath/status/1718016818118553622

    https://twitter.com/disclosetv/status/1724093441519341573

    https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php

    https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

  • (0:00) Bestie Intros: Sacks keeps receipts!

    (1:14) Jared Kushner joins the show: background, Trump's campaign validation

    (13:12) State of Israel vs Hamas, escalation risks

    (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East

    (38:55) Failed solutions, Israel's response, paths to stability

    (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting

    (1:15:36) Improving macro picture, potential impact on 2024 election cycle

    (1:28:03) Russia-Ukraine

    (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Jared:

    https://twitter.com/jaredkushner

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/DavidSacks/status/1722342698110304752

    https://twitter.com/DavidSacks/status/1722288226235498511

    https://www.youtube.com/watch?v=In1MYEc0-10

    https://fred.stlouisfed.org/series/WM2NS

    https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL

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

    https://fred.stlouisfed.org/series/MMMFFAQ027S

    https://www.google.com/finance/quote/ADYEY:OTCMKTS

    https://www.google.com/finance/quote/DASH:NASDAQ

    https://www.google.com/finance/quote/DDOG:NASDAQ

    https://twitter.com/sundeep/status/1722635065983897910

    https://twitter.com/elonmusk/status/1721029443160772875

    https://twitter.com/kaifulee/status/1721321096727994590

    https://openai.com/blog/introducing-gpts

    https://openai.com/blog/new-models-and-developer-products-announced-at-devday

    https://twitter.com/chamath/status/1721234497482670438

  • (0:00) Bestie intros, All-In CEO talk, and Chamath's research product

    (10:49) Ukraine has its “Cronkite Moment”

    (16:56) Market outlook: are we in for a Q4 rally?

    (22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders

    (41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

    (46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

    (1:08:07) Silicon Valley's shift right

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/chamath/status/1718722437217685810

    https://twitter.com/ShaanVP/status/1719461817699733831

    https://twitter.com/chamath/status/1719887650688282786

    https://sacks.substack.com

    https://responsiblestatecraft.org/zelensky-war-time-magazine

    https://twitter.com/davidsacks/status/1719815317000733153

    https://time.com/6329188/ukraine-volodymyr-zelensky-interview

    https://time.com/person-of-the-year-2022-volodymyr-zelensky

    https://twitter.com/RothCRE/status/1719833548780195882

    https://twitter.com/real_bill_gross/status/1720094066183139359

    https://twitter.com/real_bill_gross/status/1719010907806904452

    https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use

    https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco

    https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5

    https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf

    https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence

    https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order

    https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115

    https://ai.meta.com/llama

    https://chamath.substack.com/p/the-case-for-big-action-to-regulate

    https://twitter.com/ImMeme0/status/1713413678765126062

    https://twitter.com/elonmusk/status/1259638112688304129

    https://twitter.com/chamath/status/1720112859198419191

  • (0:00) Bestie intros!

    (1:16) WW3 risk, is WSJ trying to escalate US vs Iran?

    (22:02) Nuclear risks

    (33:28) Best case scenarios for de-escalation

    (40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns

    (1:09:14) Cruise robotaxi accident update

    (1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities

    (1:24:47) Jason reflects on his time in the Middle East

    (1:31:09) New House Speaker and Trump case update

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html

    https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html

    https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/

    https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html

    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

    https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military

    https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110

    https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9

    https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6

    https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a

    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

    https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4

    https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204

    https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

    https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time

    https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat

    https://twitter.com/DavidSacks/status/1717049864180379761

    https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html

    https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza

    https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf

    https://twitter.com/DavidSacks/status/1716608344264470868

    https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png

    https://www.google.com/finance/quote/CART:NASDAQ

    https://www.google.com/finance/quote/KVYO:NYSE

    https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17

    https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california

    https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident

    https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619

    https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624

    https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html

    https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html

    https://thosenerdygirls.org/can-farts-spread-covid

  • (0:00) Bestie intros

    (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures

    (23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past

    (42:56) Harvard and Penn megadonors cut ties

    (50:43) The EU's DSA: consumer protection or censorship regime?

    (1:06:05) GLP-1: the second biggest hype cycle of 2023

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/robbystarbuck/status/1714629327134834975

    https://twitter.com/EndWokeness/status/1714416589724864790

    https://twitter.com/CollinRugg/status/1714432578852438392

    https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza

    https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election

    https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound

    https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey

    https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925

    https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank

    https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p

    https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines

    https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html

    https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html

    https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html

    https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival

    https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival

    https://rankings.thefire.org/rank

    https://twitter.com/samaberman/status/1713687680280641596

    https://twitter.com/ThierryBreton/status/1714637297939788107

    https://www.theverge.com/23845672/eu-digital-services-act-explained

    https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126

    https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24

    https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348

    https://www.google.com/finance/quote/NVO:NYSE

    https://twitter.com/calleymeans/status/1714863716968308931

  • (0:00) Opening statements on the Hamas terror attacks in Israel

    (3:49) Contextualizing the attacks and the fallout so far

    (19:52) Trump administration's wins, Kushner's competence, path to a two-state solution

    (28:51) Letter from Harvard student organizations: understanding the reaction and fallout

    (46:53) The Biden Admin's next steps, electing excellence in leadership

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/DavidSacks/status/1711544829828862144

    https://twitter.com/chamath/status/1711501410712654162

    https://twitter.com/GenFlynn/status/1711156580828295246

    https://twitter.com/lexfridman/status/1712170815637061914

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

    https://twitter.com/LHSummers/status/1711421307227607255

    https://www.harvard.edu/president/news/2023/war-in-the-middle-east

    https://twitter.com/LHSummers/status/1711761982469107955

    https://twitter.com/BillAckman/status/1711788747086233661

    https://twitter.com/MohiniTangri/status/1711987537533612322

    https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563

    https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html

    https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

    https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

  • (0:00) Bestie intros: Jason's operation!

    (1:57) Airtable correction

    (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem

    (25:20) US Southern Border: Understanding the situation based on data

    (44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West

    (1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555

    https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker

    https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d

    https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference

    https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house

    https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time

    https://twitter.com/zerohedge/status/1709321746673786896

    https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz

    https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719

    https://twitter.com/CollinRugg/status/1709728378339705099

    https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

    https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city

    https://twitter.com/CBSNews/status/1556727876757737474

    https://youtu.be/-09DzvdLaEw

    https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254

    https://www.nytimes.com/article/nyc-migrant-crisis-explained.html

    https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border

    https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995

    https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517

    https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden

    https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

    https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html

    https://public-inspection.federalregister.gov/2023-22176.pdf

    https://www.nextgenborder.com

    https://www.anduril.com/hardware/sentry

    https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report

    https://www.wsj.com/articles/SB994028904620983237

    https://twitter.com/Cruise/status/1709114532042576305

    https://twitter.com/usENTchannel/status/1707035020098142404

    https://www.valuepenguin.com/car-accident-statistics

    https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html

    https://www.jsx.com

    https://www.united.com

    https://twitter.com/PopBase/status/1708164333451289062

    https://twitter.com/latest_gg/status/1709948932489445478

    https://twitter.com/SBJ/status/1677419552991244289

    https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669

    https://keep-jsx-flying.webflow.io

    https://www.votervoice.net/JSXAir/Campaigns/107888/Respond