Episodi
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(0:00) Bestie intros
(3:07) The Besties welcome Box CEO Aaron Levie!
(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI
(18:42) DOGE's first casualty and its paradigm-shifting potential
(48:25) Conspiracy Corner: What are the drones over New Jersey!?
(57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software
(1:27:29) Google's AI turnaround, future of AI physics and video models
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow Aaron Levie:
https://x.com/levie
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Follow on Instagram:
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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.cbsnews.com/news/government-shutdown-continuing-resolution-march-14
https://x.com/Jason/status/1869816646954823916
https://docs.house.gov/billsthisweek/20241216/CR.pdf
https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution
https://x.com/KobeissiLetter/status/1869730547851051029
https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024
https://x.com/VivekGRamaswamy/status/1869407887983821089
https://avalon.law.yale.edu/18th_century/fed58.asp
https://x.com/patrickc/status/1869422495985750459
https://x.com/chamath/status/1869773044832718917
https://x.com/SpeakerPelosi/status/1869871681830879256
https://x.com/RepJayapal/status/1869823494588162475
https://x.com/elonmusk/status/1869485580276629975
https://x.com/elonmusk/status/1869482581181554704
https://x.com/elonmusk/status/1869487359420727338
https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839
https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html
https://x.com/KanekoaTheGreat
https://x.com/AutismCapital
https://x.com/Geiger_Capital
https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html
https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring
https://openai.com/index/scale-the-benefits-of-ai
https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html
https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0
https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk
https://x.com/DailyPalantir/status/1869097046889882057
https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers
https://x.com/GoogleDeepMind/status/1868703624714395907
https://x.com/_philschmid/status/1869639246434246966
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(0:00) The Besties welcome Keith Rabois!
(4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin
(13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion
(25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more
(43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing
(54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline
(1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto
Follow the besties:
https://x.com/chamath
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https://x.com/DavidSacks
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Follow Keith:
https://x.com/rabois
Follow on X:
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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.tiktok.com/@frankielapenna/video/7010077215576575238
https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk
https://blog.google/technology/research/google-willow-quantum-chip
https://www.nature.com/articles/s41586-024-08449-y
https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit
https://quantumai.google/roadmap
https://en.wikipedia.org/wiki/Hartmut_Neven
https://en.wikipedia.org/wiki/Double-slit_experiment
https://www.discovery.com/science/Double-Slit-Experiment
https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat
https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo
https://x.com/rabois/status/870673635375104000
https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656
https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html
https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235
https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d
https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor
https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html
https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html
https://www.ben-evans.com/benedictevans/2021/6/15/antitrust
https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade
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Episodi mancanti?
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(0:00) Bestie announcement!
(2:53) Gavin Baker and Joe Lonsdale join the show
(4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position
(20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets
(41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition
(49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next
(1:08:28) UnitedHealth CEO murdered, reactions
Get virtual tickets for The All-In Holiday Spectacular!:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow Gavin Baker:
https://x.com/GavinSBaker
Follow Joe Lonsdale:
https://x.com/JTLonsdale
Follow on X:
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Follow on Instagram:
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Follow on TikTok:
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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://truthsocial.com/@realDonaldTrump/posts/113603133222686186
https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html
https://x.com/davidmarcus/status/1862654506774810641
https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade
https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f
https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot
https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn
https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes
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(0:00) Bestie intros!
(1:54) Breaking down the DOGE roadmap
(24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE
(48:11) WW3 risk: Biden's recent escalation
(1:00:43) Science Corner: Fat cells can remember being fat!
Get tickets for The All-In Holiday Spectacular!:
https://allin.ticketsauce.com/e/all-in-holiday-spectacular
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.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020
https://x.com/BehizyTweets/status/1859364239229821022
https://x.com/sfliberty/status/1858936359949304105
https://x.com/MarioNawfal/status/1859946626271388068
https://x.com/realdogenews/status/1859233043686334791
https://x.com/popeye31jc/status/1859233598328492360
https://x.com/MattForVA/status/1859248996377612755
https://www.youtube.com/watch?v=8NLzc9kobDk
https://tradingeconomics.com/argentina/inflation-cpi
https://x.com/TrumpWarRoom/status/1858258226199818595
https://x.com/Pismo_B/status/1858018620456186221
https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html
https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html
https://www.nature.com/articles/s41586-024-08165-7
https://x.com/bryan_johnson/status/1860022160833806646
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(0:00) Bestie intros!
(7:57) Election impact on Bitcoin, crypto, and fintech stocks
(21:56) M&A and IPOs: What to expect in 2025
(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?
(58:17) FBI raids Polymarket CEO Shayne Coplan's home
(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more
Get tickets for The All-In Holiday Spectacular!:
https://allin.ticketsauce.com/e/all-in-holiday-spectacular
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.google.com/finance/quote/BTC-USD
https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424
https://fred.stlouisfed.org/series/DGS10
https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11
https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html
https://x.com/elerianm/status/1857297087010107728
https://x.com/chamath/status/1359248379377762310
https://www.congress.gov/bill/118th-congress/house-bill/4763/text
https://stockanalysis.com/ipos/statistics
https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor
https://www.google.com/finance/quote/TSLA:NASDAQ
https://x.com/elonmusk/status/1848055198494728496
https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html
https://x.com/EndWokeness/status/1856208378541769076
https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf
https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php
https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source
https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform
https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02
https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180
https://x.com/shayne_coplan/status/1856838409861386722
https://www.cftc.gov/PressRoom/PressReleases/8478-22
https://x.com/shayne_coplan/status/1856808022481539192
https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers
https://x.com/WallStreetSilv/status/1852863585375977877
https://x.com/charliekirk11/status/1857237886736715971
https://x.com/VivekGRamaswamy/status/1856725762130260383
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(0:00) Bestie intros!
(4:55) Sacks recaps election night at Mar-a-Lago
(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost
(25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media
(37:59) What mattered most: Policy, Candidate, or Campaign?
(50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons
(1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch
(1:28:47) California rejects progressives
(1:35:17) Abortion laws being settled around the US
Get tickets for The All-In Holiday Spectacular!:
https://allin.ticketsauce.com/e/all-in-holiday-spectacular
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://x.com/twobitidiot/status/1854192602985255042
https://www.270towin.com/2024-election-results-live/president
https://x.com/ChrisCillizza/status/1854515791690953066
https://www.youtube.com/watch?v=_e8-KX3XKL8
https://x.com/Jason/status/1854209590424121464
https://x.com/SawyerMerritt/status/1854045298475110779
https://x.com/DavidSacks/status/1854342908356297068
https://x.com/arifleischer/status/1854270972775305291
https://www.fec.gov/data/spending-bythenumbers/?office=P
https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going
https://x.com/DavidSacks/status/1829383729284067659
https://www.snopes.com/fact-check/trump-very-fine-people
https://x.com/TheRabbitHole84/status/1840977783247286429
https://www.cnn.com/election/2024
https://polymarket.com/event/house-control-after-2024-election
https://x.com/MarioNawfal/status/1854536321282519396
https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en
https://x.com/DavidSacks/status/1854202717637411199
https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies
https://x.com/chamath/status/1854229735477551600
https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906
https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html
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(0:00) Bestie intros!
(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues
(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google?
(36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks
(42:17) How the media became one of the least trusted institutions in the US
(54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results
(1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats
Get notified for the Election Night Livestream:
https://www.youtube.com/watch?v=D4Xaqgd9-Ro
Get tickets for The All-In Holiday Spectacular!:
https://allin.ticketsauce.com/e/all-in-holiday-spectacular
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://fred.stlouisfed.org/series/DGS10
https://x.com/freesites_com/status/1851615700869144908
https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html
https://fred.stlouisfed.org/series/FYONGDA188S
https://www.commercebank.com/about-us/prime-rate-update
https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png
https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf
https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html
https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926
https://x.com/DavidSacks/status/1818467743479542130
https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx
https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx
https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll
https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust
https://x.com/DavidSacks/status/1850277560816681255
https://x.com/DavidSacks/status/1850979360037356001/photo/1
https://x.com/davidsacks/status/1844429818554876026
https://x.com/elonmusk/status/1851745648313602189
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(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
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://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
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(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:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
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https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
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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://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
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!
(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:
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://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
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
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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) 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
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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:
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.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
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
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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://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
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https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch
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