Episoder

  • 0:00 Bestie intros

    2:07 Twitter subpoenas the besties!

    16:03 Markets overview: dead cat bounce or have we hit the bottom?

    34:10 De-globalization trends, Pelosi's Taiwan visit

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/DavidSacks/status/1554963395660566533

    https://davidsacks.medium.com

    https://ycharts.com/indicators/us_gas_price

    https://www.macrotrends.net/1369/crude-oil-price-history-chart

    https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue

    https://twitter.com/mkraju/status/1554485039710310401

    https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png

    https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html

  • 0:00 Bestie intros!

    2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the narrative?

    22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate

    36:33 "Inflation Reduction Act", how government subsidies can stifle innovation

    59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M

    1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20

    https://news.shopify.com/changes-to-shopifys-team

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

    https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323

    https://twitter.com/jamiedupree/status/1552406981637545993

    https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html

    https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

    https://www.nature.com/articles/s41380-022-01661-0

    https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/

    https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html

    https://twitter.com/ConanOBrien/status/1552358211986006019

    https://twitter.com/maga_cy/status/1552360064693915648

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  • 0:00 Bestie intros

    1:45 First principle politics, analyzing each party's cynicism

    48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook

    1:09:21 Automation and the impact of the information economy

    1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

    1:36:36 Amazon acquires One Medical

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/pelositracker_/status/1549535561718714368

    https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

    https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

    https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

    https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

    https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

    https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

    https://poll.qu.edu/poll-release?releaseid=3852

    https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

    https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

    https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

    https://twitter.com/micsolana/status/1549868945640914951

    https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

    https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

    https://twitter.com/WallStreetSilv/status/1549790086656581640

    https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

    https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

    https://datacommons.org/place/country/CHN

    https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

    https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

    https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

    https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

    https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

    https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

    https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

    https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

  • 0:00 Bestie intros!

    1:41 Emerging markets, Sri Lanka break down

    36:01 9.1% CPI print

    48:15 Current market sentiments from retail and institutional investors

    1:05:00 NASA's Webb telescope images

    1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play

    BEAGLE RESCUE INFO:

    https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html

    https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html

    https://www.humanesociety.org/beaglerescue

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart

    https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600

    https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html

    https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/

    https://worldpopulationreview.com/countries/countries-by-gdp

    https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03

    https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/

    https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html

    https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60

    https://twitter.com/chamath/status/561467714485514240

    https://datareportal.com/reports/digital-2022-sri-lanka

    https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka

    https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa

    https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa

    https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/

    https://tradingeconomics.com/united-states/inflation-cpi

    https://www.redfin.com/news/data-center/

    https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/

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

    https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875

    https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487

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

    https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328

  • 0:00 Bestie open: Sacks' shopping spree

    2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom

    39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"

    48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation

    1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

    https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html

    https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm

    https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659

    https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists

    https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html

    https://www.investing.com/economic-calendar/cb-consumer-confidence-48

    https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html

    https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate

    https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725

    https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/

    https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

    https://twitter.com/BillAckman/status/1544057786065092609

    https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/

    https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

    https://twitter.com/GretaThunberg/status/1544380486654590983

    https://mobile.twitter.com/Noahpinion/status/1544573867804348416

    https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

    https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut

    https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026

    https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1

    https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/

    https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market

    https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/

    https://twitter.com/POTUS/status/1543263229006254080

    https://twitter.com/JeffBezos/status/1543409762867494912

    https://twitter.com/JeffBezos/status/1525309091970699265

    https://twitter.com/chamath/status/1544370315379109888

  • 0:00 Bestie intros

    4:09 Assessing SBF bailing out major crypto players & the state of the market

    18:24 Classifying crypto assets, high-yield crypto lending

    34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech

    1:01:24 Buyout targets, public market "regime change"

    1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?

    1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404

    https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html

    https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/

    https://twitter.com/ForbesCrypto/status/1541893168152690690

    https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/

    https://twitter.com/DavidSacks/status/1540732780501381121

    https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239

    https://www.coinbase.com/price/bitcoin

    https://www.coinbase.com/price/ethereum

    https://www.blockchaincenter.net/en/altcoin-season-index/

    https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition

    https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/

    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx

    https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx

    https://cloudedjudgement.substack.com/p/clouded-judgement-62422

    https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/

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

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

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

    https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/

    https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal

    https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf

    https://investor.onepeloton.com/node/9271/html

    https://investors.buzzfeed.com/node/7426/html

    https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9

    https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/

    https://twitter.com/missy_ryan/status/1537944064703619074

    https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/

    https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/

    https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999

    https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html

    https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211

    https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

    https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

    https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5

    https://news.yahoo.com/blinken-says-no-change-nato-193615967.html

    https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal

    https://www.science.org/doi/10.1126/science.abm9326

    All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q

  • 0:00 Besties discuss the one-month hiatus

    7:03 Markets update: Fed decisions, goals, macro factors, root causes

    32:19 Earnings estimate skepticism, labor force, job openings

    47:17 How startups should think about the next 18-36 months

    56:20 Crypto collapse, next shoe(s) to drop

    1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

    1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

    https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

    https://www.longtermtrends.net/home-price-median-annual-income-ratio

    https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

    https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

    https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

    https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

    https://www.chicagofed.org/research/dual-mandate/dual-mandate

    https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

    https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

    https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

    https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

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

    https://tradingeconomics.com/united-states/job-offers

    https://www.socialcapital.com/ideas/2021-annual-letter

    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

    https://www.coinbase.com/price/bitcoin

    https://www.coinbase.com/price/ethereum

    https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

    https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

    https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

    https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme

    https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5

    https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/

    https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/

    https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks

    https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia

    https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html

    https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796

    https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054

    https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms

    https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 Jason intros today's episode

    2:31 Palmer Luckey on Anduril, national defense & the current thing

    25:24 Bestie Q&A with Palmer

    53:13 Jason gives closing thoughts

    Follow Palmer:

    https://twitter.com/PalmerLuckey

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Links referenced in the show:

    https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

    22:35 Q: How has the poker game influenced your decision making in business and life?

    29:33 Q: What was the scariest step of becoming a first-time fund manager?

    32:34 Q: Crypto market unwinding & how it relates to the money supply

    35:57 Q: Current pre-seed / seed valuations & metrics

    38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

    42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

    44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

    47:02 Q: Any plans for All-In Media?

    50:02 Q: US strategy in the Russia/Ukraine War

    54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

    58:29 Q: Are you interested in crypto micropayments?

    1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

    1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

    1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

    1:19:41 Q: Advice for non-technical people trying to get into the startup world?

    1:24:44 Q: Thoughts on the potential consumer credit crisis?

    1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

    Follow the besties:

    https://twitter.com/chamath

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    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

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    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit

    5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more

    Follow Mayor Suarez:

    https://twitter.com/FrancisSuarez

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    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

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

    10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX

    Follow Joe:

    https://twitter.com/JTLonsdale

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    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

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

    12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?

    Follow The Lanby:

    https://twitter.com/thelanby

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    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 Chamath intros MP Materials CEO James Litinsky

    1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

    12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

    Follow MP Materials:

    https://mobile.twitter.com/MPMaterials

    Follow the besties:

    https://twitter.com/chamath

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    Follow the pod:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with?

    17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more

    Follow Pear VC:

    https://twitter.com/pearvc

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    Follow the pod:

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    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 Nate Silver gives a presentation on how gamblers think

    19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms

    Follow Nate:

    https://twitter.com/NateSilver538

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    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 Adena Hefets breaks down the state of the US housing market in 2022

    16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more

    30:08 Adena does a Bestie Intro for herself!

    Follow Adena:

    https://twitter.com/adenahefets

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    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This conversation was recorded LIVE at the All-In Summit in Miami!

    0:00 David Sacks explains the origin of this panel on political discourse in America

    2:56 Understanding the new political divide, how Trump's victory impacted discourse

    12:37 Can mainstream media ever get back to relative neutrality?

    29:15 Audience Q&A

    Follow the guests:

    https://twitter.com/ggreenwald

    https://twitter.com/mtaibbi

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • 0:00 Bestie Guestie Brad Gerstner joins the show

    1:00 All-In Summit recap and best moments

    16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?

    29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement

    51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

    1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

    1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/altcap

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

    https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

    https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

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

    https://twitter.com/zerohedge/status/1529100065331200005

    https://twitter.com/BillAckman/status/1529133144540078083

    https://layoffs.fyi

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

    https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

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

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

    https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

    https://twitter.com/JeffBezos/status/1525309091970699265

    https://twitter.com/DavidSacks/status/1529119829080150016

    https://twitter.com/DavidSacks/status/1528102541723979776

    https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

    https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

    https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

    https://twitter.com/Jason/status/1529843255176663040

    https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

    https://twitter.com/Jason/status/1529504198974263296

  • This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

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

    26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture

    51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players

    Follow the guests:

    https://twitter.com/waitbutwhy

    https://twitter.com/rabois

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

  • This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

    0:00 David Sacks tees up the show: Debating the US intervention in Ukraine

    This debate was recorded LIVE at the All-In Summit in Miami!

    1:49 Opening statements from Glenn & Antonio

    15:29 Debating US involvement, regime change motives, & more

    32:01 Final word & wrap

    Follow the guests: https://twitter.com/ggreenwald https://twitter.com/antoniogm Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect