Episodes

  • (0:00) Meet All-In's new CEO: Jon Haile!

    (7:13) FTX Correction: Depositors are not getting "made whole"

    (19:26) Trump Media updates

    (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?

    (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years

    (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications

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

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    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/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html

    https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors

    https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13

    https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21

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

    https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458

    https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43

    https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans

    https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html

    https://twitter.com/mtaibbi/status/1619029772977455105

    https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories

    https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04

    https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue

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

    https://www.statista.com/statistics/266249/advertising-revenue-of-google

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

    https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results

    https://twitter.com/thedailyshow/status/1774995166778020059

    https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

    https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011

    https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html

    https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976

    https://twitter.com/lina_colucci/status/1775668500931268665

    https://twitter.com/tsarnick/status/1748923998052975099

    https://twitter.com/Figure_robot/status/1767913661253984474

    https://twitter.com/elonmusk/status/1746964887949934958

    https://www.geckorobotics.com/company/robots

    https://twitter.com/DavidSacks/status/1775926842257813910

    https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia

    https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks

    https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

  • (0:00) Bestie Intros: Late night poker snacks!

    (2:33) SBF sentenced to 25 years

    (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else?

    (34:59) RFK Jr. selects Nicole Shanahan as VP

    (47:46) Biden's budget plan for 2025: how to confront America's existential crisis?

    (1:11:59) Science Corner: Why the price of cocoa has skyrocketed!

    (1:16:41) Movie talk and wrap!

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

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    https://twitter.com/friedberg

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    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.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28

    https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html

    https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison

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

    https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm

    https://www.sec.gov/news/press-release/2023-121

    https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d

    https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

    https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay

    https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e

    https://twitter.com/CollinRugg/status/1773147897439436939

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

    https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11

    https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf

    https://manhattan.institute/article/the-limits-of-taxing-the-rich

    https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf

    https://fred.stlouisfed.org/series/FYFRGDA188S

    https://fred.stlouisfed.org/series/FYONGDA188S

    https://www.oecd.org/tax/revenue-statistics-united-states.pdf

    https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services

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

    https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter

    https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures

    https://www.movieposters.com/products/daliland-mpw-138836

    https://twitter.com/stillgray/status/1773234188663054751

    https://twitter.com/elonmusk/status/1773240336292393144

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  • (0:00) Bestie Intros: Don't spoil Dune 2!

    (0:55) DOJ drops antitrust suit on Apple

    (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone

    (32:17) NAR settlement: how it impacts residential real estate going forward

    (44:30) Microsoft's "Shadow Acquihire" of Inflection AI

    (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund

    (1:01:57) Reddit IPO: is risk-on back?

    (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf

    https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets

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

    https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools

    https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search

    https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing

    https://twitter.com/chamath/status/1769751534940918234

    https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks

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

    https://www.youtube.com/watch?v=QNv9PRDIhes

    https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634

    https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23

    https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft

    https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai

    https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding

    https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html

    https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html

    https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532

    https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f

    https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question

    https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient

    https://twitter.com/neuralink/status/1770563939413496146

  • (0:00) Bestie Intros!

    (1:02) Friedberg's newest family members

    (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs

    (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?

    (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?

    (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?

    (1:22:10) Florida on the verge of banning lab-grown meat

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/RachaelRad/status/1767612555063955891

    https://twitter.com/iamtomnash/status/1768135725403226256

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

    https://futurism.com/video-openai-cto-sora-training-data

    https://twitter.com/tsarnick/status/1768021821595726254

    https://www.harvey.ai

    https://www.abridge.com

    https://www.taxgpt.com

    https://sierra.ai

    https://twitter.com/cognition_labs/status/1767548763134964000

    https://twitter.com/heyBarsee/status/1767934812315062646

    https://sourcegraph.com/cody

    https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas

    https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years

    https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote

    https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800

    https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate

    https://twitter.com/rabois/status/1768107160662421772

    https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3

    https://time.com/6900348/tiktok-ban-donald-trump-congress

    https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote

    https://www.congress.gov/bill/118th-congress/house-bill/7521/text

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

    https://twitter.com/davidfrum/status/1753878721163882676

    https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html

    https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

    https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html

    https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat

    https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it

    https://twitter.com/Teslaconomics/status/1768395010507182252

    https://twitter.com/SpaceX/status/1768267464062943676

    https://twitter.com/Andercot/status/1768328460622299424

  • (0:00) Bestie intros!

    (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables

    (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech

    (44:46) Groq update with Sunny Madra!

    (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming

    (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright

    (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event

    (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com

    https://openai.com/our-structure

    https://openai.com/blog/openai-elon-musk

    https://twitter.com/vkhosla/status/1765424996548333997

    https://twitter.com/pmarca/status/1764039155154399490

    https://twitter.com/elonmusk/status/1765415187161464972

    https://twitter.com/elonmusk/status/1765387202953937224

    https://companiesmarketcap.com

    https://www.berkshirehathaway.com/letters/2023ltr.pdf

    https://twitter.com/KevinAFischer/status/1764892031233765421

    https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html

    https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account

    https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04

    https://www.berkshirehathaway.com/letters/letters.html

    https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries

    https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05

    https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf

    https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16

    https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html

    https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911

    https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html

    https://twitter.com/jawwwn_/status/1732888357980536924

    https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp

    https://time.com/6846934/bitcoin-all-time-high-price-holdings

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

    https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9

    https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving

    https://www.nejm.org/doi/full/10.1056/NEJMoa2309822

    https://www.sciencedirect.com/science/article/pii/S016041202200099X

  • (0:00) Bestie intros! Jato Caelin

    (1:36) Groq update!: The key metric developer platforms should care about

    (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more

    (29:17) How bloated HR departments slow down companies

    (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?

    (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups

    (1:13:06) Reddit S-1 breakdown

    (1:22:52) The Apple Car is dead: Apple cancels Project Titan

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

    https://twitter.com/PirateWires/status/1762842476744708171

    https://twitter.com/lulumeservey/status/1762864255437516932

    https://x.com/pmarca/status/1762532979317043515

    https://twitter.com/shellenberger/status/1762900581134557636

    https://twitter.com/shaunmmaguire/status/1760885099984261564

    https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22

    https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini

    https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm

    https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf

    https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

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

    https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language

    https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html

    https://twitter.com/balajis/status/1763067849218850939

    https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2

    https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

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

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

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

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

    (1:17:17) War Corner with Sacks

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

    https://x.ai

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

    https://artificialanalysis.ai

    https://www.contraline.com/product

    https://www.cafexapp.com/commercial

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

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

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

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

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

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

    https://ai.google/responsibility/principles

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

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

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

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

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

  • (0:00) Sacks Tequila Tasting!

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

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

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

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://companiesmarketcap.com/page/1

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  • (0:00) Bestie intros!

    (2:08) Apple Vision Pro breakdown

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

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

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

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

    https://cloudedjudgement.substack.com

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

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

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

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

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

    https://artificialanalysis.ai

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

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

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

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

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

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

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

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

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    https://www.saildrone.com

  • (0:00) Bestie intros!

    (1:37) Markets rip on strong economic data

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

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

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

    (1:13:07) Fintech's reckoning

    (1:26:27) ARkStorm 2.0

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    (1:32:42) All-In Poker

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

    https://stacksonmain.com/gallery

    https://www.societylasolas.com/photogallery

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

    https://layoffs.fyi

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

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

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

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

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

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

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

    https://once.com

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

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

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

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

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

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

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

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

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

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

  • (0:00) Bestie intros! Pasty Preppers

    (4:17) 2024's Biggest Political Winner

    (13:37) 2024's Biggest Political Loser

    (19:41) 2024's Biggest Business Winner

    (32:08) 2024's Biggest Business Loser

    (37:31) 2024's Biggest Business Deal

    (41:15) 2024's Most Contrarian Belief

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

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

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

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

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

    https://www.anduril.com/roadrunner

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    (4:14) Biggest Political Winner

    (10:26) Biggest Political Loser

    (15:14) Biggest Political Surprise

    (23:02) Biggest Business Winner

    (26:50) Biggest Business Loser

    (30:32) Biggest Business Surprise

    (35:57) Best Science Breakthrough

    (40:30) Biggest Flash in the Pan

    (42:34) Best CEO

    (44:53) Best Investor

    (47:07) Best Turnaround

    (50:04) Worst Company

    (54:21) Best Meme

    (56:53) Best New Tech

    (59:57) Best Trend

    (1:02:12) Worst Trend

    (1:07:42) Favorite Media

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

    (1:17:02) Final Thoughts

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    https://coinmarketcap.com/currencies/solana

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    https://www.patreon.com/RedScare

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

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

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

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

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

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

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

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

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Ryan:

    https://twitter.com/typesfast

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.flexport.com

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

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

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

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

    https://www.saasgrid.com

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

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

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

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

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

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

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

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

  • (0:00) Bestie intros: Mullets!

    (2:56) Recapping Friedberg's holiday party

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

    (23:21) OpenAI inks deal with Axel Springer

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

    (58:25) Alex Jones reinstated on X

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  • (0:00) Bestie intro!

    (3:12) Ivy League antisemitism hearings

    (21:55) State of the economy for consumers

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

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

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Tucker:

    https://twitter.com/TuckerCarlson

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://rankings.thefire.org/rank

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    https://ohalogenetics.com

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

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

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

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

    https://www.figma.com/templates

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

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

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

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

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

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

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

    (1:33:56) Post-interview debrief

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Tucker:

    https://twitter.com/TuckerCarlson

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    Tucker Carlson segment links:

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

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

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

    OpenAI segment links:

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

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

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

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

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

    http://paulgraham.com/fundraising.html

    https://openai.com/our-structure

  • (0:00) Bestie intros!

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

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

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

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

    (1:19:30) Post-interview debrief

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

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

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

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

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

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

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

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