Episodios

  • (0:00) Bestie intros!

    (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events

    (9:08) Macro and markets: making sense of unique asset diversions

    (27:23) Gen Z's economic cultural movements

    (38:28) Reallocating assets for a new period of constraints

    (53:52) Election update: Data leans Trump as we enter the home stretch

    (1:19:01) Is Starbucks fixable? Or has it hit market saturation?

    Get tickets to The All-In Holiday Spectacular:

    https://allin.com/events

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    https://x.com/chamath

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    https://x.com/friedberg

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://allin.com/events

    https://fred.stlouisfed.org/series/DGS10

    https://www.google.com/finance/quote/GCW00:COMEX

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

    https://www.google.com/finance/quote/BTC-USD

    https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html

    https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e

    https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html

    https://fred.stlouisfed.org/series/A091RC1Q027SBEA

    https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes

    https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09

    https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23

    https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html

    https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report

    https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator

    https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation

    https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart

    https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris

    https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

    https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html

    https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html

    https://x.com/scubaryan_/status/1848072120699625968

    https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid

    https://x.com/justintrudeau/status/1849467713711710699

    https://x.com/scubaryan_/status/1848072120699625968

    https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html

    https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx

  • (0:00) Bestie intros

    (2:01) Polls vs Prediction markets, dueling interviews, election update

    (16:06) Tesla's Robotaxi event and SpaceX's Starship catch

    (27:36) Uber reportedly looking into acquiring Expedia

    (45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI

    (1:11:10) Lawfare from the California Coastal Commission

    Follow the besties:

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    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

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    https://www.tiktok.com/@theallinpod

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575

    https://x.com/elonmusk/status/1846826782797799580

    https://x.com/collinrugg/status/1845472475322462468

    https://x.com/SawyerMerritt/status/1839424008900477354

    https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7

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

    https://companiesmarketcap.com/expedia/revenue

    https://x.com/Jason/status/1847016512583786921

    https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html

    https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html

    https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html

    https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017

  • (0:00) Announcement from Friedberg

    (0:18) Besties intro JD Vance!

    (3:33) America's innovation problem

    (5:04) Thoughts on Trump

    (8:53) Would JD Vance have certified the election in 2020?

    (12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs

    (19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years

    (23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem

    (25:55) Fixing the Southern Border

    (32:16) How to practically approach deportations, who's coming in through the Southern Border?

    (36:51) Relationship with China

    Follow JD Vance:

    https://x.com/JDVance

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

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    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

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    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

  • (0:00) Bestie intros!

    (3:18) The science behind Hurricanes Helene and Milton

    (14:59) The economics of intensifying natural disasters

    (29:03) AlphaFold creators win Nobel Prize in Chemistry

    (35:17) The Jayter's Ball

    (38:53) Google antitrust update: DOJ is going for a breakup

    (53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs

    (1:03:44) New TikTok survey shows increased usage as a news source

    (1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

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    https://www.tiktok.com/@theallinpod

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    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://allin.com/meetups

    https://youtube.com/@allin

    https://allin.com/tequila

    https://allin.com

    https://x.com/Ry_Bass/status/1844367980249178396

    https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240

    https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch

    https://www.nature.com/articles/s43247-024-01442-3

    https://x.com/vkhosla/status/1844166857655533811

    https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html

    https://www.nature.com/articles/d41586-024-03214-7

    https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case

    https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0

    https://x.com/AOC/status/1844034727935988155

    https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html

    https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

    https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults

    https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok

    https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c

    https://x.com/iapolls2022/status/1844418916107341948

    https://x.com/2waytvapp/status/1844803367740096811

    https://x.com/DavidSacks/status/1829383729284067659

  • (0:00) Announcement from Friedberg

    (0:24) Besties intro Elon Musk!

    (1:23) The Battle of Free Speech

    (10:24) Potential government efficiency agency

    (27:45) SpaceX updates, overreaching regulations

    (36:10) Thoughts on Boeing's culture

    (38:27) The 80/20 AI Future

    (54:03) Elon and Jason share unaired SNL skits

    Follow Elon:

    https://x.com/elonmusk

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    https://x.com/friedberg

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    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

  • (0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992

    (5:43) The history of Cuban's love/hate relationship with Trump

    (19:08) Trump's performance as President: what he got right and wrong

    (40:46) Party nominations: Kamala vs. Trump

    (49:18) Biden's performance as President: what he got right and wrong

    (55:45) Should Kamala share blame for Biden's failures?

    (1:07:01) International conflict, national debt, crypto regulation

    (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump

    (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs

    (1:44:50) Thoughts on AI, what's next for him

    (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise

    Follow Mark:

    https://x.com/mcuban

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m

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

    https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing

    https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources

  • (0:00) Announcement from Friedberg!

    (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs

    (1:32) What is the Deep State Party, and what are their goals?

    (13:56) Should America leverage its power against dictators?

    (22:07) The China threat: avoiding the escalatory path to nuclear war

    (36:08) India's growing role; are China's wounds self-inflicted?

    (47:07) Conflict in the Middle East and the path to peace

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

  • (0:00) Bestie intros: In Memoriam

    (6:43) OpenAI's $150B valuation: bull and bear cases

    (24:46) Will AI hurt or help SaaS incumbents?

    (40:41) Implications from OpenAI's for-profit conversion

    (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

    (1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

    (1:20:55) Risk of nuclear war increasing

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

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    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

    https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company

    https://x.com/chiefaioffice

    https://openai.com/our-structure

    https://x.com/unusual_whales/status/1658664383717978112

    https://x.com/elonmusk/status/1839121268521492975

    https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399

    https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book

    https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html

    https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393

    https://layoffs.fyi

    https://educationdata.org/college-enrollment-statistics

    https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees

  • (0:00) Bestie intros + All-In Summit recap

    (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?

    (17:35) AI is coming for call centers; how agent training works

    (33:41) US government wasting $50B for rural internet and EV charging stations

    (47:10) Reflecting on some rough years in VC: is the model broken?

    (1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html

    https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc

    https://mearsheimer.ai

    https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives

    https://x.com/brendancarrfcc/status/1836079197967532497

    https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years

    https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html

    https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer

    https://x.com/brendancarrfcc/status/1836435062994121053

    https://x.com/brendancarrfcc/status/1834009499931463705

    https://x.com/molson_hart/status/1835650978906857948

    https://x.com/danprimack/status/1824506087116058665

    https://x.com/Jason/status/1768073854545449228

    https://chamath.substack.com/p/2023-annual-letter

    https://x.com/Jason/status/1836820167449326063

    https://www.axios.com/2024/04/03/us-global-venture-capital-q1

    https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

    https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

    https://x.com/GrageDustin/status/1836178999178866766

    https://www.snopes.com/fact-check/trump-very-fine-people

    https://x.com/EndWokeness/status/1836516153893519867

  • (0:00) Bestie intros! Jason goes "Founder Mode"

    (1:03) All-In Summit lineup announcement

    (9:01) Understanding "Founder Mode"

    (32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"

    (52:28) Tech's Section 230 protections might be in danger after new ruling

    (1:08:45) DOJ charges two Russians with infiltrating US media company

    (1:22:42) Kamala's economic pivot

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://paulgraham.com/foundermode.html

    https://x.com/chamath/status/1831003871344501069

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

    https://a16z.com/on-micromanagement

    https://www.amazon.com/gp/product/0679762884

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

    https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756

    https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn

    https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1

    https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058

    https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html

    https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe

    https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe

    https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo

    https://www.axios.com/2024/08/22/bolt-investors-baffled

    https://x.com/MikeSacksEsq/status/1828795866590896599

    https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges

    https://www.youtube.com/watch?v=0JTcxIVlQfU

    https://x.com/elonmusk/status/1830440852411326782

    https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands

    https://www.justice.gov/opa/media/1366266/dl

    https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference

    https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html

    https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

    https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats

  • (0:00) Bestie intros: Buttons are back for fall

    (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks

    (7:52) State of AI: Nvidia, cluster buildouts, competition

    (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit

    (29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry

    (41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots

    (52:02) Reid's thoughts on growing antisemitism

    (55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.

    (1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump

    (1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump

    (1:31:13) Falling out with the Democratic Party

    (1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda

    (1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Reid Hoffman:

    https://x.com/reidhoffman

    Follow Robert F. Kennedy Jr.:

    https://x.com/RobertKennedyJr

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    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

    https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592

  • (0:00) Bestie intros!

    (1:59) Labor department revises down nonfarm payrolls by 818K

    (15:02) MIT publishes data from first incoming class post race-based admissions ban

    (36:16) Decision 2024: State of the race, Polls vs prediction markets

    (52:33) Tale of two tickets: Private sector vs. Public sector

    (1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html

    https://x.com/RealEJAntoni/status/1826290040374243821

    https://x.com/DavidSacks/status/1664788807059660800

    https://www.statista.com/statistics/269959/employment-in-the-united-states

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

    https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774

    https://x.com/chamath/status/1826360792351957141

    https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html

    https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

    https://x.com/Polymarket/status/1826469365069271419

    https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes

    https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations

    https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ

    https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families

    https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf

  • (0:00) Bestie intros: Jason gets a dish named after him!

    (5:27) DOJ considers breaking up Google after last week's antitrust ruling

    (28:10) Starbucks replaces CEO with Chipotle chief

    (45:37) Work culture, WFH's damage to informal mentorship

    (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus

    (1:21:27) Boeing's Starliner disaster strands two astronauts in space

    (1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://x.com/harry_schuh/status/1822030518038491400

    https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win

    https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff

    https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf

    https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9

    https://www.cafexapp.com

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

    https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af

    https://www.youtube.com/watch?v=mzLCpmRad5o

    https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html

    https://x.com/Jason/status/1823826884112867609

    https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

    https://x.com/JStein_WaPo/status/1823913395986305342

    https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record

    https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991

    https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024

    https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries

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

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

    https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539

    https://time.com/7009317/reintroduction-of-kamala-harris

    https://x.com/TIME/status/1822951410956218385

    https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers

    https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries

    https://www.socialcapital.com/ideas/2019-annual-letter

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

    https://www.azquotes.com/quote/1413855

    https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station

    https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts

    https://newatlas.com/space/first-manned-crew-dragon-flight-date

    https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq

    https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch

    https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019

    https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems

    https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work

    https://www.boeing.com/space/starliner/launch/archive.html

    https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch

    https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch

    https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia

    https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c

    https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda

    https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

    https://www.youtube.com/watch?v=OS4O8rGRLf8

    https://www.youtube.com/watch?v=ild-PsPD_Uw

  • (0:00) Bestie intros: Jason is back from COVID!

    (3:55) Yen carry trade unravels, Japan's unique economic issues

    (27:22) Recession odds growing, is the US already in a "lowkey recession"?

    (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position

    (55:54) Major antitrust ruling against Google, predicting outcomes

    (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8

    https://tradingeconomics.com/japan/interest-rate

    https://pebblewriter.com/the-yen-carry-trade-explained

    https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan

    https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22

    https://x.com/GoldmanSachs/status/1793998451291615316

    https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962

    https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

    https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec

    https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html

    https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound

    https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html

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

    https://polymarket.com/event/how-many-fed-rate-cuts-this-year

    https://www.google.com/finance/quote/.DJI:INDEXDJX

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

    https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ

    https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR

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

    https://x.com/RealEJAntoni/status/1799085407394845087

    https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves

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

    https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17

    https://www.documentcloud.org/documents/25032786-googleruling

    https://x.com/Jason/status/1820823406503157764

    https://x.com/chamath/status/1817893425137508474

    https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates

    https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice

    https://x.com/NickFondacaro/status/1820840411335737852

    https://x.com/KamalaHQ/status/1820918063966962143

    https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick

    https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html

    https://x.com/PokerGO/status/1818836856890704291

  • (0:00) Bestie intros!

    (0:38) Election update: Dems energize around Kamala, policy questions remain

    (19:33) Trump's NABJ interview: smart or risky?

    (33:07) Markets expect rate cut in September, but are we already in a recession?

    (40:58) AI buildout causing short-term volatility

    (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?

    (1:06:17) Bill Ackman withdraws Pershing Square USA IPO

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

    https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech

    https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title

    https://x.com/jeffstorobinsky/status/1818722254542590012

    https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572

    https://x.com/grdecter/status/1819362069797654784

    https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e

    https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs

    https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips

    https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html

    https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html

    https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae

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

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

    https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html

    https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp

    https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17

  • (0:00) Bestie intros: Nostracanis appears!

    (3:50) Wiz turns down Google's $23B offer, intends to IPO

    (13:30) CrowdStrike's rough week

    (17:51) Market update: Mag 7 sell-off?

    (22:47) Sam Altman's UBI study was a mixed bag

    (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

    (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

    (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

    (1:08:37) Sacks responds to smear campaign

    (1:26:46) Science Corner: China's nuclear buildout

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

    https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

    https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

    https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

    https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

    https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

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

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

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

    https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

    https://www.google.com/finance/quote/VIX:INDEXCBOE

    https://public.websites.umich.edu/~mille/ORUS_Health.pdf

    https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

    https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

    https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

    https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

    https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

    https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html

    https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497

    https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination

    https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106

    https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267

    https://x.com/JoeBiden/status/1815080881981190320

    https://x.com/paulg/status/1816334112086712830

    https://x.com/paulg/status/1771640321446683060

    https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf

    https://x.com/mwseibel/status/1816542692727488784

  • (0:00) Bestie intros: Live from the RNC!

    (1:34) Reacting to the assassination attempt against President Trump

    (12:52) Impact of charged rhetoric

    (21:15) Secret Service's massive failure; institutional decay

    (37:02) Inside the RNC: Sacks breaks down his speech

    (41:16) Trump picks JD Vance as his running mate

    (58:52) All-In Summit scholarship applications are LIVE!

    (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B

    Apply for the All-In Summit:

    https://summit.allinpodcast.co

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Sacks RNC speech:

    https://www.youtube.com/watch?v=rLArznk0Ns4

    Jason's links (16:34):

    https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence

    https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

    https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

    Referenced in the show:

    https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds

    https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474

    https://x.com/TeslaVee/status/1813785645472690479

    https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html

    https://x.com/DylanByers/status/1811855698566975936

    https://x.com/newrepublic/status/1810009748697448541

    https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf

    https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

    https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

    https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee

    https://www.youtube.com/watch?v=pot7R0Affjs

    https://x.com/cb_doge/status/1813289249288134660

    https://x.com/mualphaxi/status/1812579998735491327

    https://x.com/DavidSacks/status/1813270784942494110

    https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service

    https://x.com/yashar/status/1813757637584134615

    https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html

    https://x.com/VivekGRamaswamy/status/1812929198433964249

    https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007

    https://x.com/RitaPanahi/status/1813790835332595863

    https://x.com/RWTNews/status/1813779819697725669

    https://www.youtube.com/watch?v=h4FnpoNU8AI

    https://www.youtube.com/watch?v=Xejs4gGUpjE

    https://www.axios.com/2024/07/15/sequoia-capital-stripe

    https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a

    https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look

    https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats

    https://www.youtube.com/watch?v=XJP2zlH2nt8

    https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

  • (0:00) Bestie intros!

    (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception

    (20:48) AI sentiment turns bearish due to massive spend with little revenue

    (40:51) A16Z's 20K GPU cluster

    (46:41) Broad implications of France elections

    (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances

    Apply for All-In Summit: https://summit.allinpodcast.co

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://x.com/teddyschleifer/status/1811423421861113915

    https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html

    https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2

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

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

    https://ycharts.com/indicators/sp_500_pe_ratio

    https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens

    https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024

    https://youtu.be/R6hJh-OwoZw

    https://www.sequoiacap.com/article/ais-600b-question

    https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf

    https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals

    https://x.com/natfriedman/status/1668650915505803266

    https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html

    https://x.com/CilComLFC/status/1810110921383010563

    https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html

    https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520

    https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214

    https://x.com/greenfield64/status/1811199262350532767

    https://x.com/Olivianuzzi/status/1808924240529535352

    https://x.com/peterjhasson/status/1811052411584164210

    https://youtu.be/kOeARghNIaY

    https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

  • (0:00) New format: The All-In Interview!

    (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media

    (12:39) Understanding how humans are wired from an evolutionary biology perspective

    (27:22) Haidt's proposals to help younger generations

    (33:12) Linking themes and trends in Haidt's books with recent college protests

    (48:17) Explaining traditional liberalism and conservatism

    (56:55) Lightning Round: Parenting tips, Gen Z employees

    Jonathan's website:

    https://jonathanhaidt.com

    Buy The Anxious Generation:

    https://www.anxiousgeneration.com/book

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.anxiousgeneration.com/take-action

    https://www.azquotes.com/quote/1385350

    https://www.azquotes.com/quote/926752

    https://www.thecoddling.com/chapter-1-antifragility

    https://www.anxiousgeneration.com

    https://www.afterbabel.com

    https://letgrow.org

  • (0:00) Bestie Intros!

    (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?

    (26:22) Cognitive decline coverup, Bestie strategy for Dems

    (34:38) SCOTUS clarifies social media moderation

    (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies

    (1:00:03) SCOTUS to hear case on restricting online porn in Texas

    (1:05:27) SCOTUS rules in favor of President Trump in immunity case

    Join/host a meetup: https://app.getriver.io/all-in

    Apply for All-In Summit: https://summit.allinpodcast.co

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

    https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html

    https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014

    https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434

    https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea

    https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate

    https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know

    https://x.com/TheKevinDalton/status/1806669560852218045

    https://x.com/0rf/status/1807620571934478683

    https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas

    https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf

    https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268

    https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf

    https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies

    https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02

    https://x.com/noalpha_allbeta/status/1808265251202167183

    https://x.com/ewarren/status/1808241509738631388

    https://www.axios.com/2019/06/01/supreme-court-justices-ideology

    https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188

    https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf

    https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution

    https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825

    https://x.com/unusual_whales/status/1808558981457326368