← All-In with Chamath, Jason, Sacks & Friedberg

Alle episoder

All-In with Chamath, Jason, Sacks & Friedberg · 365 episoder · Side 7 af 13

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

22. mar. 2024 1t 19m

(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 A...

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

15. mar. 2024 1t 38m

(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 C...

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

8. mar. 2024 1t 34m

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different inter...

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

1. mar. 2024 1t 26m

(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: Shou...

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

23. feb. 2024 1t 20m

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of th...

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

16. feb. 2024 1t 43m

(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: brea...

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

9. feb. 2024 1t 28m

(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...

E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

2. feb. 2024 1t 33m

(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 r...

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

26. jan. 2024 1t 33m

(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 Ad...

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

19. jan. 2024 1t 38m

(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) Boein...

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

13. jan. 2024 1t 38m

(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...

E160: 2024 Predictions! Markets, tech, politics, and more

6. jan. 2024 1t 27m

(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 Win...

E159: The Bestie Awards! Recapping the best and worst of 2023

29. dec. 2023 1t 22m

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise ...

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

23. dec. 2023 1t 47m

(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 t...

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

16. dec. 2023 1t 39m

(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 ...

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

8. dec. 2023 1t 32m

(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, a...

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

1. dec. 2023 2t 9m

(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 o...

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

17. nov. 2023 1t 56m

(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessin...

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

11. nov. 2023 1t 50m

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Ha...

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

3. nov. 2023 1t 28m

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its "Cronkite Moment" (16:56) Market outlook: are we in for ...

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

27. okt. 2023 1t 43m

(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:3...

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

20. okt. 2023 1t 28m

(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's po...

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

13. okt. 2023 1t 5m

(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks and the fallout so far (19:52) Trump administration...

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

7. okt. 2023 1t 18m

(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republica...

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

29. sep. 2023 1t 28m

(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's ideological shift (15:11) Focusing on class instead...

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

22. sep. 2023 1t 42m

(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&a...

E145: Presidential Candidate Chris Christie in conversation with the Besties

8. sep. 2023 2t 8m

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Le...

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

1. sep. 2023 1t 6m

(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administration targets Elon's businesses (21:58) Tiger Glob...

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

25. aug. 2023 1t 52m

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes e...

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

18. aug. 2023 1t 30m

(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issue...