Top 100 most popular podcasts
(0:00) The Besties intro Naval Ravikant!
(9:07) Naval reflects on his thoughtful tweets and reputation
(14:17) Unique views on parenting
(23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers
(1:11:06) Tariffs and the US economic experiment
(1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders
(1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks
(1:45:09) Tulsi Gabbard, RFK Jr. confirmed
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/naval/status/1002103360646823936
https://x.com/CollinRugg/status/1889349078657716680
https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html
https://x.com/JDVance/status/1889640434793910659
https://www.youtube.com/watch?v=QCNYhuISzxg
https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit
https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf
https://www.youtube.com/watch?v=7xTGNNLPyMI
https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488
(0:00) The Besties intro Antonio Gracias!
(3:11) DOGE takes on USAID
(31:44) Sacks breaks in to talk USAID
(34:00) Sacks explains what he's working on: Crypto/AI Frameworks
(46:41) The Democratic Party's shrinking base
(52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News
(1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI
(1:23:21) Science Corner: GLP-1 macro study
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Referenced in the show:
https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development
https://www.usa.gov/agencies/u-s-agency-for-international-development
https://www.usaspending.gov/agency/agency-for-international-development?fy=2024
https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep
https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024
https://www.bbc.co.uk/mediaaction/about/funding
https://x.com/susancrabtree/status/1884034727046226317
https://x.com/elonmusk/status/1886627783138316442
https://x.com/Jason/status/1885082871074886110
https://x.com/anc_aesthetics/status/1886176995433763188
https://x.com/wikileaks/status/1887501752213409919
https://x.com/pm_viktororban/status/1887224829352280505
https://x.com/daily_romania/status/1887883017550430435
https://x.com/kanekoathegreat/status/1887261736618893636
https://x.com/davidsacks47/status/1886878016183394403
https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table
https://en.wikipedia.org/wiki/United_States_DOGE_Service
https://x.com/libsoftiktok/status/1887585824218509380
https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf
https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf
(0:00) The Besties intro Travis Kalanick!
(2:11) Travis breaks down the future of food and the state of CloudKitchens
(13:34) Sacks breaks in!
(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry
(50:14) US vs China in AI, the Singapore backdoor
(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor
(1:10:37) DOGE's first 10 days
(1:25:13) Future of Self Driving: Uber, Waymo, Tesla
(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts
(1:44:17) Fatal DC plane crash
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Intro Music Credit:
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Referenced in the show:
https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf
https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html
https://x.com/shrihacker/status/1884414667503853749
https://x.com/balajis/status/1884975064283812270
https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024
earnings-call-transcri
https://x.com/mrexits/status/1885017400308806121
https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3
https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt
https://x.com/rauchg/status/1875627666113740892
https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6
https://x.com/satyanadella/status/1883753899255046301
https://en.m.wikipedia.org/wiki/Jevons_paradox
https://x.com/pitdesi/status/1883192498274873513
https://x.com/rihardjarc/status/1884263865703358726
https://x.com/austen/status/1884444298130674000
https://x.com/america/status/1884372526144598056
https://x.com/DOGE/status/1884396041786524032
https://fred.stlouisfed.org/series/FYFSD
https://x.com/Jason/status/1884671945800573018
https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633
https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html
(0:00) Ray Dalio joins Friedberg!
(0:50) The current US fiscal situation
(6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth
(24:54) USD vs other currencies and assets, best hedges against the dollar
(33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999
(41:45) How the US can avoid a debt crisis
(53:29) DOGE, Trump, and AI's greatest risk
(1:05:31) Chances of conflict between the US and China
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://tradingeconomics.com/united-states/government-debt-to-gdp
https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion
https://www.cbo.gov/publication/61172
https://fred.stlouisfed.org/series/M2SL
https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024
https://www.chathamfinancial.com/insights/fomc-recap-december-2024
(0:00) The Besties intro Thomas Laffont!
(6:22) Behind the scenes: Inauguration Weekend recap!
(15:58) Biggest takeaways from DC during the Inauguration
(31:38) Trump Executive Action breakdown
(33:39) TikTok's grace period extended, valuing the business, US new equity strategy?
(57:01) Jan 6th pardons, birthright citizenship
(1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI
(1:23:41) How electricity production capacity plays into the global AI race
(1:36:20) Netflix's stock rise correlates with some alarming societal trends
(1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs
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Referenced in the show:
https://x.com/dontcallmeraylo/status/1882444994264629402
https://x.com/craigkellyXXX/status/1882170281722339700
https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993
https://www.whitehouse.gov/presidential-actions
https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html
https://constitution.congress.gov/constitution/amendment-14
https://avalon.law.yale.edu/18th_century/fed74.asp
https://x.com/OpenAI/status/1881830103858172059
https://x.com/sama/status/1882106524090482701
https://x.com/GavinSBaker/status/1882081746877063677
https://x.com/elonmusk/status/1881923570458304780
https://x.com/elonmusk/status/1882303826214162580
https://x.com/satyanadella/status/1882340818289307954
https://x.com/GregKamradt/status/1881762305152872654
https://x.com/chamath/status/1881773205498876255
https://x.com/documentingbtc/status/1882530869010989287
https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything
(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip
(33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more
(1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban
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(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag
(2:21) Texas vs. California: how to approach building and entrepreneurship
(10:25) Thoughts on immigration, serving in the Senate, over-politicization
(16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity
(23:54) How Sen. Cruz would approach Trump's first two weeks of his second term
(29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip
(35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada
(42:45) Thoughts on Senate confirmation hearings
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(0:00) The Besties welcome Mark Pincus!
(3:53) Mark's background
(6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences
(23:21) LA Wildfires update: Newsom's EOs, market impact of price controls
(51:32) Congestion pricing in NYC, fixing broken cities
(1:08:33) TikTok ban: origin and potential outcomes
(1:19:15) MBA hiring downturn
(1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs!
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump
https://x.com/TheTechnXMedia/status/1878459564980392410
https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf
https://x.com/MayorOfLA/status/1878630125786566664
https://congestionreliefzone.mta.info
https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html
https://x.com/friedberg/status/1652334973586915328
https://x.com/markpinc/status/1878575249505333606
https://www.youtube.com/watch?v=T72DfPEBn0A&t=29s
https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec
(0:00) The Besties welcome Cyan Banister!
(9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned
(36:51) Insurance issues, rebuilding headwinds, reclaiming the government
(59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model
(1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical
(1:34:49) Why Trump wants Greenland
(1:40:05) Conspiracy Corner: Who built the pyramids?
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.youtube.com/watch?v=_SQ_myzmV_Q
https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php
https://x.com/JonVigliotti/status/1877020919475884110
https://x.com/FearedBuck/status/1877355797245514085
https://www.youtube.com/watch?v=vKJ5WeBc7Us
https://x.com/CrazyyHub/status/1823574726738092402
https://www.ksbw.com/article/california-fire-evacuation-maps/63382651
https://x.com/shaunmmaguire/status/1877366727547433382
https://x.com/WorldTimesWT/status/1876887200526111017
https://x.com/ericabbenante/status/1877207054105886836
https://x.com/laurapowellesq/status/1877143625588682940
https://x.com/jeremykauffman/status/1877128641802285064
https://x.com/deb8rr/status/1877539354802876576
https://x.com/Jason/status/1877183155821494513
https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes
https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf
https://x.com/townhallcom/status/1876684277787873397
https://www.nvidia.com/en-us/project-digits
https://polymarket.com/markets/creators/all-in
(0:00) The Besties welcome Gavin Baker and recap ski week!
(5:38) Biggest Political Winner
(9:26) Biggest Political Loser
(17:34) Biggest Business Winner
(32:43) Biggest Business Loser
(46:54) Biggest Business Deal
(57:04) Most Contrarian Belief
(1:12:59) Best Performing Asset
(1:22:56) Worst Performing Asset
(1:30:19) Most Anticipated Trend
(1:38:59) Most Anticipated Media
(1:43:03) Super Predictions
(1:46:50) Bonus: Drones, UFOs, and more
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://shop.unitree.com/products/unitree-go2
https://shop.unitree.com/products/unitree-g1
https://a16zcrypto.com/posts/article/state-of-crypto-report-2024
https://x.com/chamath/status/1873144394100187263
https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025
(0:00) Bestie intros
(3:07) The Besties welcome Box CEO Aaron Levie!
(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI
(18:42) DOGE's first casualty and its paradigm-shifting potential
(48:25) Conspiracy Corner: What are the drones over New Jersey!?
(57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software
(1:27:29) Google's AI turnaround, future of AI physics and video models
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14
https://x.com/Jason/status/1869816646954823916
https://docs.house.gov/billsthisweek/20241216/CR.pdf
https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution
https://x.com/KobeissiLetter/status/1869730547851051029
https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024
https://x.com/VivekGRamaswamy/status/1869407887983821089
https://avalon.law.yale.edu/18th_century/fed58.asp
https://x.com/patrickc/status/1869422495985750459
https://x.com/chamath/status/1869773044832718917
https://x.com/SpeakerPelosi/status/1869871681830879256
https://x.com/RepJayapal/status/1869823494588162475
https://x.com/elonmusk/status/1869485580276629975
https://x.com/elonmusk/status/1869482581181554704
https://x.com/elonmusk/status/1869487359420727338
https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839
https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html
https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring
https://openai.com/index/scale-the-benefits-of-ai
https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html
https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk
https://x.com/DailyPalantir/status/1869097046889882057
(0:00) The Besties welcome Keith Rabois!
(4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin
(13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion
(25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more
(43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing
(54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline
(1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.tiktok.com/@frankielapenna/video/7010077215576575238
https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk
https://blog.google/technology/research/google-willow-quantum-chip
https://www.nature.com/articles/s41586-024-08449-y
https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit
https://quantumai.google/roadmap
https://en.wikipedia.org/wiki/Hartmut_Neven
https://en.wikipedia.org/wiki/Double-slit_experiment
https://www.discovery.com/science/Double-Slit-Experiment
https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat
https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo
https://x.com/rabois/status/870673635375104000
https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656
https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html
https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235
https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d
https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor
https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html
https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html
(0:00) Bestie announcement!
(2:53) Gavin Baker and Joe Lonsdale join the show
(4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position
(20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets
(41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition
(49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next
(1:08:28) UnitedHealth CEO murdered, reactions
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://truthsocial.com/@realDonaldTrump/posts/113603133222686186
https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html
https://x.com/davidmarcus/status/1862654506774810641
https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f
https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot
https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes
(0:00) Bestie intros!
(1:54) Breaking down the DOGE roadmap
(24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE
(48:11) WW3 risk: Biden's recent escalation
(1:00:43) Science Corner: Fat cells can remember being fat!
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/BehizyTweets/status/1859364239229821022
https://x.com/sfliberty/status/1858936359949304105
https://x.com/MarioNawfal/status/1859946626271388068
https://x.com/realdogenews/status/1859233043686334791
https://x.com/popeye31jc/status/1859233598328492360
https://x.com/MattForVA/status/1859248996377612755
https://www.youtube.com/watch?v=8NLzc9kobDk
https://tradingeconomics.com/argentina/inflation-cpi
https://x.com/TrumpWarRoom/status/1858258226199818595
https://x.com/Pismo_B/status/1858018620456186221
https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html
https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html
(0:00) Bestie intros!
(7:57) Election impact on Bitcoin, crypto, and fintech stocks
(21:56) M&A and IPOs: What to expect in 2025
(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?
(58:17) FBI raids Polymarket CEO Shayne Coplan's home
(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more
Get tickets for The All-In Holiday Spectacular!:
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.google.com/finance/quote/BTC-USD
https://fred.stlouisfed.org/series/DGS10
https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html
https://x.com/elerianm/status/1857297087010107728
https://x.com/chamath/status/1359248379377762310
https://www.congress.gov/bill/118th-congress/house-bill/4763/text
https://stockanalysis.com/ipos/statistics
https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor
https://www.google.com/finance/quote/TSLA:NASDAQ
https://x.com/elonmusk/status/1848055198494728496
https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html
https://x.com/EndWokeness/status/1856208378541769076
https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf
https://x.com/shayne_coplan/status/1856838409861386722
https://www.cftc.gov/PressRoom/PressReleases/8478-22
https://x.com/shayne_coplan/status/1856808022481539192
https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers
https://x.com/WallStreetSilv/status/1852863585375977877
(0:00) Bestie intros!
(4:55) Sacks recaps election night at Mar-a-Lago
(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost
(25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media
(37:59) What mattered most: Policy, Candidate, or Campaign?
(50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons
(1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch
(1:28:47) California rejects progressives
(1:35:17) Abortion laws being settled around the US
Get tickets for The All-In Holiday Spectacular!:
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/twobitidiot/status/1854192602985255042
https://www.270towin.com/2024-election-results-live/president
https://x.com/ChrisCillizza/status/1854515791690953066
https://www.youtube.com/watch?v=_e8-KX3XKL8
https://x.com/Jason/status/1854209590424121464
https://x.com/SawyerMerritt/status/1854045298475110779
https://x.com/DavidSacks/status/1854342908356297068
https://x.com/arifleischer/status/1854270972775305291
https://www.fec.gov/data/spending-bythenumbers/?office=P
https://x.com/DavidSacks/status/1829383729284067659
https://www.snopes.com/fact-check/trump-very-fine-people
https://x.com/TheRabbitHole84/status/1840977783247286429
https://www.cnn.com/election/2024
https://polymarket.com/event/house-control-after-2024-election
https://x.com/MarioNawfal/status/1854536321282519396
https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en
https://x.com/DavidSacks/status/1854202717637411199
https://x.com/chamath/status/1854229735477551600
https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html
(0:00) Bestie intros!
(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues
(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google?
(36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks
(42:17) How the media became one of the least trusted institutions in the US
(54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results
(1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats
Get notified for the Election Night Livestream:
https://www.youtube.com/watch?v=D4Xaqgd9-Ro
Get tickets for The All-In Holiday Spectacular!:
https://allin.ticketsauce.com/e/all-in-holiday-spectacular
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://fred.stlouisfed.org/series/DGS10
https://x.com/freesites_com/status/1851615700869144908
https://fred.stlouisfed.org/series/FYONGDA188S
https://www.commercebank.com/about-us/prime-rate-update
https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png
https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf
https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926
https://x.com/DavidSacks/status/1818467743479542130
https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx
https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx
https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll
https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust
https://x.com/DavidSacks/status/1850277560816681255
https://x.com/DavidSacks/status/1850979360037356001/photo/1
(0:00) Bestie intros!
(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events
(9:08) Macro and markets: making sense of unique asset diversions
(27:23) Gen Z's economic cultural movements
(38:28) Reallocating assets for a new period of constraints
(53:52) Election update: Data leans Trump as we enter the home stretch
(1:19:01) Is Starbucks fixable? Or has it hit market saturation?
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://fred.stlouisfed.org/series/DGS10
https://www.google.com/finance/quote/GCW00:COMEX
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/BTC-USD
https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html
https://fred.stlouisfed.org/series/A091RC1Q027SBEA
https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09
https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html
https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report
https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator
https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation
https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart
https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html
https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html
https://x.com/scubaryan_/status/1848072120699625968
https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid
https://x.com/justintrudeau/status/1849467713711710699
https://x.com/scubaryan_/status/1848072120699625968
https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html
(0:00) Bestie intros
(2:01) Polls vs Prediction markets, dueling interviews, election update
(16:06) Tesla's Robotaxi event and SpaceX's Starship catch
(27:36) Uber reportedly looking into acquiring Expedia
(45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI
(1:11:10) Lawfare from the California Coastal Commission
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575
https://x.com/elonmusk/status/1846826782797799580
https://x.com/collinrugg/status/1845472475322462468
https://x.com/SawyerMerritt/status/1839424008900477354
https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7
https://www.google.com/finance/quote/EXPE:NASDAQ
https://companiesmarketcap.com/expedia/revenue
https://x.com/Jason/status/1847016512583786921
https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017
(0:00) Announcement from Friedberg
(0:18) Besties intro JD Vance!
(3:33) America's innovation problem
(5:04) Thoughts on Trump
(8:53) Would JD Vance have certified the election in 2020?
(12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs
(19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years
(23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem
(25:55) Fixing the Southern Border
(32:16) How to practically approach deportations, who's coming in through the Southern Border?
(36:51) Relationship with China
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(0:00) Bestie intros!
(3:18) The science behind Hurricanes Helene and Milton
(14:59) The economics of intensifying natural disasters
(29:03) AlphaFold creators win Nobel Prize in Chemistry
(35:17) The Jayter's Ball
(38:53) Google antitrust update: DOJ is going for a breakup
(53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs
(1:03:44) New TikTok survey shows increased usage as a news source
(1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://x.com/Ry_Bass/status/1844367980249178396
https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch
https://www.nature.com/articles/s43247-024-01442-3
https://x.com/vkhosla/status/1844166857655533811
https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html
https://www.nature.com/articles/d41586-024-03214-7
https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0
https://x.com/AOC/status/1844034727935988155
https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html
https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel
https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok
https://x.com/iapolls2022/status/1844418916107341948
(0:00) Announcement from Friedberg
(0:24) Besties intro Elon Musk!
(1:23) The Battle of Free Speech
(10:24) Potential government efficiency agency
(27:45) SpaceX updates, overreaching regulations
(36:10) Thoughts on Boeing's culture
(38:27) The 80/20 AI Future
(54:03) Elon and Jason share unaired SNL skits
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Intro Music Credit:
Intro Video Credit:
(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992
(5:43) The history of Cuban's love/hate relationship with Trump
(19:08) Trump's performance as President: what he got right and wrong
(40:46) Party nominations: Kamala vs. Trump
(49:18) Biden's performance as President: what he got right and wrong
(55:45) Should Kamala share blame for Biden's failures?
(1:07:01) International conflict, national debt, crypto regulation
(1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump
(1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs
(1:44:50) Thoughts on AI, what's next for him
(1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m
https://fred.stlouisfed.org/series/GFDEBTN
https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing
(0:00) Announcement from Friedberg!
(0:21) Sacks intros John Mearsheimer and Jeffrey Sachs
(1:32) What is the Deep State Party, and what are their goals?
(13:56) Should America leverage its power against dictators?
(22:07) The China threat: avoiding the escalatory path to nuclear war
(36:08) India's growing role; are China's wounds self-inflicted?
(47:07) Conflict in the Middle East and the path to peace
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Intro Video Credit:
(0:00) Bestie intros: In Memoriam
(6:43) OpenAI's $150B valuation: bull and bear cases
(24:46) Will AI hurt or help SaaS incumbents?
(40:41) Implications from OpenAI's for-profit conversion
(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?
(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up
(1:20:55) Risk of nuclear war increasing
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://openai.com/our-structure
https://x.com/unusual_whales/status/1658664383717978112
https://x.com/elonmusk/status/1839121268521492975
https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399
https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html
https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393
(0:00) Bestie intros + All-In Summit recap
(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?
(17:35) AI is coming for call centers; how agent training works
(33:41) US government wasting $50B for rural internet and EV charging stations
(47:10) Reflecting on some rough years in VC: is the model broken?
(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html
https://x.com/brendancarrfcc/status/1836079197967532497
https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years
https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html
https://x.com/brendancarrfcc/status/1836435062994121053
https://x.com/brendancarrfcc/status/1834009499931463705
https://x.com/molson_hart/status/1835650978906857948
https://x.com/danprimack/status/1824506087116058665
https://x.com/Jason/status/1768073854545449228
https://chamath.substack.com/p/2023-annual-letter
https://x.com/Jason/status/1836820167449326063
https://www.axios.com/2024/04/03/us-global-venture-capital-q1
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/GrageDustin/status/1836178999178866766
(0:00) Bestie intros! Jason goes "Founder Mode"
(1:03) All-In Summit lineup announcement
(9:01) Understanding "Founder Mode"
(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"
(52:28) Tech's Section 230 protections might be in danger after new ruling
(1:08:45) DOJ charges two Russians with infiltrating US media company
(1:22:42) Kamala's economic pivot
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://paulgraham.com/foundermode.html
https://x.com/chamath/status/1831003871344501069
https://www.google.com/finance/quote/PANW:NASDAQ
https://a16z.com/on-micromanagement
https://www.amazon.com/gp/product/0679762884
https://www.google.com/finance/quote/ABNB:NASDAQ
https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756
https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn
https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058
https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html
https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe
https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe
https://www.axios.com/2024/08/22/bolt-investors-baffled
https://x.com/MikeSacksEsq/status/1828795866590896599
https://www.youtube.com/watch?v=0JTcxIVlQfU
https://x.com/elonmusk/status/1830440852411326782
https://www.justice.gov/opa/media/1366266/dl
https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference
https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats
(0:00) Bestie intros: Buttons are back for fall
(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks
(7:52) State of AI: Nvidia, cluster buildouts, competition
(19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit
(29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry
(41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots
(52:02) Reid's thoughts on growing antisemitism
(55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.
(1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump
(1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump
(1:31:13) Falling out with the Democratic Party
(1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda
(1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025
(0:00) Bestie intros!
(1:59) Labor department revises down nonfarm payrolls by 818K
(15:02) MIT publishes data from first incoming class post race-based admissions ban
(36:16) Decision 2024: State of the race, Polls vs prediction markets
(52:33) Tale of two tickets: Private sector vs. Public sector
(1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/RealEJAntoni/status/1826290040374243821
https://x.com/DavidSacks/status/1664788807059660800
https://www.statista.com/statistics/269959/employment-in-the-united-states
https://fred.stlouisfed.org/series/FEDFUNDS
https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774
https://x.com/chamath/status/1826360792351957141
https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/Polymarket/status/1826469365069271419
https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes
https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families
https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf
(0:00) Bestie intros: Jason gets a dish named after him!
(5:27) DOJ considers breaking up Google after last week's antitrust ruling
(28:10) Starbucks replaces CEO with Chipotle chief
(45:37) Work culture, WFH's damage to informal mentorship
(59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus
(1:21:27) Boeing's Starliner disaster strands two astronauts in space
(1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report
Follow the besties:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
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https://www.instagram.com/theallinpod
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https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/harry_schuh/status/1822030518038491400
https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff
https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf
https://www.google.com/finance/quote/CMG:NYSE
https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af
https://www.youtube.com/watch?v=mzLCpmRad5o
https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html
https://x.com/Jason/status/1823826884112867609
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/JStein_WaPo/status/1823913395986305342
https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record
https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024
https://en.wikipedia.org/wiki/Whip_Inflation_Now
https://www.google.com/finance/quote/WMT:NYSE
https://time.com/7009317/reintroduction-of-kamala-harris
https://x.com/TIME/status/1822951410956218385
https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers
https://www.socialcapital.com/ideas/2019-annual-letter
https://www.google.com/finance/quote/BA:NYSE
https://www.azquotes.com/quote/1413855
https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts
https://newatlas.com/space/first-manned-crew-dragon-flight-date
https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq
https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch
https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019
https://www.boeing.com/space/starliner/launch/archive.html
https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch
https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch
https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia
https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c
https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda
https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream
(0:00) Bestie intros: Jason is back from COVID!
(3:55) Yen carry trade unravels, Japan's unique economic issues
(27:22) Recession odds growing, is the US already in a "lowkey recession"?
(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position
(55:54) Major antitrust ruling against Google, predicting outcomes
(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate
Follow the besties:
https://twitter.com/DavidSacks
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https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8
https://tradingeconomics.com/japan/interest-rate
https://pebblewriter.com/the-yen-carry-trade-explained
https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan
https://x.com/GoldmanSachs/status/1793998451291615316
https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html
https://fred.stlouisfed.org/series/UNRATE
https://polymarket.com/event/how-many-fed-rate-cuts-this-year
https://www.google.com/finance/quote/.DJI:INDEXDJX
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ
https://www.google.com/finance/quote/ABNB:NASDAQ
https://x.com/RealEJAntoni/status/1799085407394845087
https://www.google.com/finance/quote/AAPL:NASDAQ
https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17
https://www.documentcloud.org/documents/25032786-googleruling
https://x.com/Jason/status/1820823406503157764
https://x.com/chamath/status/1817893425137508474
https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates
https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice
https://x.com/NickFondacaro/status/1820840411335737852
https://x.com/KamalaHQ/status/1820918063966962143
https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick
https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html
(0:00) Bestie intros!
(0:38) Election update: Dems energize around Kamala, policy questions remain
(19:33) Trump's NABJ interview: smart or risky?
(33:07) Markets expect rate cut in September, but are we already in a recession?
(40:58) AI buildout causing short-term volatility
(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?
(1:06:17) Bill Ackman withdraws Pershing Square USA IPO
Follow the besties:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
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https://www.instagram.com/theallinpod
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https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model
https://x.com/jeffstorobinsky/status/1818722254542590012
https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572
https://x.com/grdecter/status/1819362069797654784
https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e
https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs
https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips
https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.google.com/finance/quote/META:NASDAQ
https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html
(0:00) Bestie intros: Nostracanis appears!
(3:50) Wiz turns down Google's $23B offer, intends to IPO
(13:30) CrowdStrike's rough week
(17:51) Market update: Mag 7 sell-off?
(22:47) Sam Altman's UBI study was a mixed bag
(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire
(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted
(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate
(1:08:37) Sacks responds to smear campaign
(1:26:46) Science Corner: China's nuclear buildout
Follow the besties:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
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https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html
https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech
https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html
https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details
https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html
https://www.google.com/finance/quote/CRWD:NASDAQ
https://www.google.com/finance/quote/SPY:NYSEARCA
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html
https://www.google.com/finance/quote/VIX:INDEXCBOE
https://public.websites.umich.edu/~mille/ORUS_Health.pdf
https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html
https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin
https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html
https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497
https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination
https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106
https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267
https://x.com/JoeBiden/status/1815080881981190320
https://x.com/paulg/status/1816334112086712830
https://x.com/paulg/status/1771640321446683060
https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf
(0:00) Bestie intros: Live from the RNC!
(1:34) Reacting to the assassination attempt against President Trump
(12:52) Impact of charged rhetoric
(21:15) Secret Service's massive failure; institutional decay
(37:02) Inside the RNC: Sacks breaks down his speech
(41:16) Trump picks JD Vance as his running mate
(58:52) All-In Summit scholarship applications are LIVE!
(59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B
Apply for the All-In Summit:
https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
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https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Sacks RNC speech:
https://www.youtube.com/watch?v=rLArznk0Ns4
Jason's links (16:34):
https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence
https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
Referenced in the show:
https://x.com/TeslaVee/status/1813785645472690479
https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html
https://x.com/DylanByers/status/1811855698566975936
https://x.com/newrepublic/status/1810009748697448541
https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf
https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html
https://www.youtube.com/watch?v=pot7R0Affjs
https://x.com/cb_doge/status/1813289249288134660
https://x.com/mualphaxi/status/1812579998735491327
https://x.com/DavidSacks/status/1813270784942494110
https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service
https://x.com/yashar/status/1813757637584134615
https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html
https://x.com/VivekGRamaswamy/status/1812929198433964249
https://x.com/RitaPanahi/status/1813790835332595863
https://x.com/RWTNews/status/1813779819697725669
https://www.youtube.com/watch?v=h4FnpoNU8AI
https://www.youtube.com/watch?v=Xejs4gGUpjE
https://www.axios.com/2024/07/15/sequoia-capital-stripe
https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look
https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats
(0:00) Bestie intros!
(4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception
(20:48) AI sentiment turns bearish due to massive spend with little revenue
(40:51) A16Z's 20K GPU cluster
(46:41) Broad implications of France elections
(1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances
Apply for All-In Summit: https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
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https://www.instagram.com/theallinpod
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https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/teddyschleifer/status/1811423421861113915
https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
https://fred.stlouisfed.org/series/UNRATE
https://www.google.com/finance/quote/SPY:NYSEARCA
https://ycharts.com/indicators/sp_500_pe_ratio
https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
https://www.sequoiacap.com/article/ais-600b-question
https://x.com/natfriedman/status/1668650915505803266
https://x.com/CilComLFC/status/1810110921383010563
https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html
https://x.com/greenfield64/status/1811199262350532767
https://x.com/Olivianuzzi/status/1808924240529535352
(0:00) New format: The All-In Interview!
(0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media
(12:39) Understanding how humans are wired from an evolutionary biology perspective
(27:22) Haidt's proposals to help younger generations
(33:12) Linking themes and trends in Haidt's books with recent college protests
(48:17) Explaining traditional liberalism and conservatism
(56:55) Lightning Round: Parenting tips, Gen Z employees
Jonathan's website:
Buy The Anxious Generation:
https://www.anxiousgeneration.com/book
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.anxiousgeneration.com/take-action
https://www.azquotes.com/quote/1385350
https://www.azquotes.com/quote/926752
https://www.thecoddling.com/chapter-1-antifragility
(0:00) Bestie Intros!
(5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?
(26:22) Cognitive decline coverup, Bestie strategy for Dems
(34:38) SCOTUS clarifies social media moderation
(47:06) SCOTUS overturns Chevron, limiting the power of federal agencies
(1:00:03) SCOTUS to hear case on restricting online porn in Texas
(1:05:27) SCOTUS rules in favor of President Trump in immunity case
Join/host a meetup: https://app.getriver.io/all-in
Apply for All-In Summit: https://summit.allinpodcast.co
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html
https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014
https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434
https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea
https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate
https://x.com/TheKevinDalton/status/1806669560852218045
https://x.com/0rf/status/1807620571934478683
https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas
https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf
https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf
https://x.com/noalpha_allbeta/status/1808265251202167183
https://x.com/ewarren/status/1808241509738631388
https://www.axios.com/2019/06/01/supreme-court-justices-ideology
https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188
https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf
https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution
https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825
(0:00) Bestie intros!
(1:54) Debate recap and analysis: Hot swap incoming?
(16:53) Subverting democracy, power grab, Democratic party shakeup
(36:43) Why tech job postings are down significantly from pre-COVID levels
(42:43) OpenAI considering for-profit conversion
(54:11) The problem with safety-focused AI startups
(1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811
https://x.com/KellyO/status/1806505436457189594
https://x.com/WesternLensman/status/1806660589315658003
https://x.com/stoolpresidente/status/1806496453545586779
https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE
https://www.youtube.com/watch?v=YMnkqY98Cyo
https://x.com/benioff/status/1805664701298491623
(0:00) Bestie intros: Big house talk!
(1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization
(12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear
(20:22) Foreign policy: Ukraine/Russia
(25:05) Foreign policy: Israel/Palestine
(28:13) Abortion: Stance on a national ban
(31:09) Foreign policy: China
(32:33) COVID: Origins, Fauci relationship, deep state, bad deals
(39:39) Border: Wall, immigration, H-1Bs, recruiting global talent
(46:07) JFK Files: Full release, importance of transparency
(48:06) Debate prediction
(50:15) Post-interview debrief
Follow the besties:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
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https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/tyler/status/1803872859938549920
https://x.com/cameron/status/1803876953860247831
(0:00) Bestie intros: bringing up the energy!
(8:48) Trump fundraiser recap
(23:16) Elon's comp package approved by shareholders
(40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC
(50:17) OpenAI reportedly hits a $3.4B revenue run rate
(1:05:26) Macro debate: State of the US economy?
Follow Tim Naki:
https://www.instagram.com/tim.naki
Follow the besties:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
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https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.instagram.com/tim.naki
https://x.com/eoghan/status/1799161733766062545
https://x.com/bennyjohnson/status/1800979079472288145
https://x.com/bennyjohnson/status/1797086962626494840
https://x.com/elonmusk/status/1801084780035154058
https://x.com/jhall/status/1795794521604718814
https://companiesmarketcap.com
https://www.youtube.com/watch?v=RXeOiIDNNek
https://x.com/chiefaioffice/status/1801022115426009309
https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en
https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://fred.stlouisfed.org/series/FEDFUNDS
https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024
https://fred.stlouisfed.org/series/CES0500000003
https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html
https://fred.stlouisfed.org/series/JTSJOL
https://x.com/VinnyLingham/status/1801129023168454907
https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders
https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1
(0:00) Besties intros!
(2:10) Responding to recent media coverage
(17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft
(32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop
(58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq
(1:02:34) Apple to announce OpenAI iPhone deal at WWDC
(1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season
Follow the besties:
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https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.youtube.com/watch?v=dQQhAg0mfF8
https://x.com/vkhosla/status/1769529054955446533
https://x.com/vkhosla/status/1796293773389127987
https://x.com/shaunmmaguire/status/1796415146077954329
https://x.com/DavidSacks/status/1798100723617698097
https://x.com/SawyerMerritt/status/1798779830521000426
https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html
https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a
https://companiesmarketcap.com
https://www.youtube.com/watch?v=F9cO3-MLHOM
https://www.reddit.com/user/DeepFuckingValue
https://x.com/TheRoaringKitty/status/1789807772542067105
https://www.google.com/finance/quote/GME:NYSE
https://www.youtube.com/watch?v=M-VO6dtFRes
https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue
https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html
https://www.instagram.com/tim.naki/reels
https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf
(0:00) Bestie Intros: Jason's first show for his new production company
(2:15) Why Sacks and Chamath are hosting a Trump fundraiser
(18:40) House COVID investigation: findings, cover-up, what's next?
(41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades
(53:04) Crypto Corner with Chamath
(1:04:15) State of SaaS: Salesforce drops 20%, market teetering
(1:20:10) Trump verdict: guilty on 34 counts of falsifying business records
(1:37:36) Are we seeing an AI correction?
Follow the besties:
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https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute
https://x.com/emilyakopp/status/1795482121739354552
https://x.com/R_H_Ebright/status/1795454118594568312
https://www.youtube.com/watch?v=jGxSlW0NrB4
https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext
https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit
https://www.youtube.com/watch?v=nvQTXAgtA6s
https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict
(0:00) Bestie intros: Recapping "General AI Hospital"
(2:46) Scarlett Johansson vs. OpenAI
(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations
(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem
(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data
(1:02:36) New study shows plastics in testicles
Follow the besties:
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://x.com/BobbyAllyn/status/1792679435701014908
https://x.com/sama/status/1790075827666796666
https://openai.com/index/how-the-voices-for-chatgpt-were-chosen
https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice
https://x.com/SydSteyerhart/status/1792981291266138531
https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees
https://x.com/sama/status/1791936857594581428
https://x.com/ilyasut/status/1790517455628198322
https://x.com/janleike/status/1790603862132596961
https://x.com/janleike/status/1791498184671605209
https://openai.com/index/openai-announces-leadership-transition
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025
https://www.google.com/finance/quote/INTC:NASDAQ
https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat
https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo
https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022
https://chamath.substack.com/p/2023-annual-letter
https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden
https://fred.stlouisfed.org/series/CCLACBW027SBOG
https://x.com/KariLake/status/1792986501820850333
https://www.google.com/finance/quote/MCD:NYSE
https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d
https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x
https://pubmed.ncbi.nlm.nih.gov/12708228
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247
https://pubmed.ncbi.nlm.nih.gov/21524797
https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133
https://www.youtube.com/watch?v=o6yuYkfNh-k
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend
(7:38) OpenAI launches GPT-4o: better, faster, cheaper
(29:40) Sacks demos Glue: How AI unlocked his Slack killer
(40:12) Friedberg walks through his major breakthrough at Ohalo
(1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US
(1:13:54) Jason's bet on Athena, how AI will change company building
(1:22:21) Google launches AI summaries in search
Follow the besties:
https://twitter.com/DavidSacks
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm
https://x.com/OpenAI/status/1790130703721521305
https://x.com/OpenAI/status/1790089513387143469
https://crfm.stanford.edu/helm/mmlu/v1.3.0/#
https://twitter.com/DavidSacks/status/1378034932006592512
https://www.athenawow.com/jcal
https://calacanis.substack.com/p/startup-productivity-in-the-age-of
https://blog.google/products/search/generative-ai-google-search-may-2024
https://www.youtube.com/watch?v=XEzRZ35urlk
(0:00) Welcoming Sam Altman to the show!
(2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more
(21:56) How advanced agents will change the way we interface with apps
(33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry
(42:02) AI regulation, UBI in a post-AI world
(52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company
(1:05:33) Post-interview recap
(1:10:38) All-In Summit announcements, college protests
(1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?
(1:29:41) Google unveils AlphaFold 3.0
Follow Sam:
Follow the besties:
https://twitter.com/DavidSacks
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https://www.instagram.com/theallinpod
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https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/EconomyApp/status/1622029832099082241
https://twitter.com/tim_cook/status/1787864325258162239
https://openai.com/index/introducing-the-model-spec
https://twitter.com/SabriSun_Miller/status/1788298123434938738
https://www.archives.gov/founding-docs/bill-of-rights-transcript
https://twitter.com/ClayTravis/status/1788312545754825091
https://www.youtube.com/watch?v=snbTCWL6rxo
https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html
https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036
https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model
(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg
(11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7
(28:18) Paths forward, documentary decisions, involvement of women in protests
(53:03) Post-interview debrief
(59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1
Follow Sheryl:
https://twitter.com/sherylsandberg
Watch Screams Before Silence:
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/fakechamath
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html
https://news.un.org/en/story/2024/03/1147477
https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/
https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html
(0:00) Bestie Intros: Reservation Tips!
(5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings
(22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years
(47:25) FTC bans noncompetes: impact on startups and company formation
(1:00:33) Besties reminisce on their encounters with Steve Jobs
(1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?
(1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
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https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://ai.meta.com/blog/meta-llama-3
https://huggingface.co/meta-llama/Meta-Llama-3-8B
https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem
https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3
https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html
https://www.youtube.com/watch?v=kiMTRQXBol0
https://twitter.com/AravSrinivas/status/1781099224169320500
https://twitter.com/lauramaywendel/status/1782040453266710551
https://twitter.com/naveengrao/status/1781491370114633816
https://twitter.com/winglian/status/1783456379199484367
https://twitter.com/chamath/status/1780302197772952049
https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out
https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.tesla.com/blog/master-plan-part-deux
https://twitter.com/chamath/status/1776663647735218491
https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf
https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html
https://www.youtube.com/watch?v=pja_n8ThDsU
https://twitter.com/DavidSacks/status/1777496946263134414
https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html
https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements
https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes
https://www.techemails.com/p/steve-jobs-emails-adobes-ceo
https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android
https://www.youtube.com/watch?v=CWOt9Cjq2mw
https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package
https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance
https://twitter.com/DavidSacks/status/1783220583075111401
https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06
https://x.com/MsMelChen/status/1783524423963697262
https://x.com/Jason/status/1783556155924705388
https://x.com/Jason/status/1783604248569360516
https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf
(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"
(9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth
(14:38) Google fires protestors
(35:08) Chaos and culture wars at NPR
(40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions
(1:02:28) Startup tax crisis: How a recent provision upended R&D deductions
(1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US
(1:23:33) How to get better at chess, childhood Bestie schemes
Follow the besties:
https://twitter.com/DavidSacks
Follow on X:
https://twitter.com/theallinpod
Follow on Instagram:
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https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://twitter.com/NoTechApartheid/status/1780278895058518468
https://www.notechforapartheid.com
https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract
https://twitter.com/CollinRugg/status/1779914595156808045
https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f
https://www.youtube.com/watch?v=3-APSXZy9UI
https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html
https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html
https://twitter.com/JustStop_Oil/status/1580883249228046336
https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia
https://www.npr.org/about-npr/178659563/our-mission-and-vision
https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust
https://twitter.com/realchrisrufo
https://twitter.com/wokal_distance/status/1780695504210567335
https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass
https://www.youtube.com/watch?v=TitZV6k8zfA
https://www.youtube.com/watch?v=6xWXRk3yaSw
https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036
https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM
https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924
https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8
https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal
https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports
https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work
Register for the All-In Summit: https://summit.allinpodcast.co
(0:00) Bestie Intros: J-Cal is out this week!
(0:57) All-In Summit 2024 Announcement
(3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market
(17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?
(45:41) AI disclosure bill: important step for creators or unnecessary?
(1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision
Follow the besties:
https://twitter.com/DavidSacks
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https://twitter.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://summit.allinpodcast.co
https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr
https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php
https://www.investing.com/economic-calendar/core-cpi-736
https://www.investing.com/economic-calendar/cpi-733
https://twitter.com/LHSummers/status/1778093870271664291
https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e
https://twitter.com/LHSummers/status/1762607548828360798
https://twitter.com/chamath/status/1778098007625572487
https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship
https://twitter.com/unusual_whales/status/1778479545613439455
https://fred.stlouisfed.org/series/FEDFUNDS
https://twitter.com/chamath/status/1777017715846455470/photo/1
https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf
https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google
https://www.youtube.com/watch?v=xG1vOxwgqJw
https://twitter.com/sambendett/status/1774074927437475862
https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12
https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html
https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups
(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
Follow the besties:
https://twitter.com/DavidSacks
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https://www.tiktok.com/@all_in_tok
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
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.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.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://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