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

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All-In with Chamath, Jason, Sacks & Friedberg · 365 episoder · Side 8 af 13

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

11. aug. 2023 1t 36m

(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A...

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

4. aug. 2023 1t 29m

(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) F...

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

27. jul. 2023 1t 17m

(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight loss in the US (21:56) Are there too many VCs? (38:18...

E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties

21. jul. 2023 2t 10m

(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemplo...

E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

14. jul. 2023 1t 28m

(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up (20:34) C...

E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health

9. jul. 2023 1t 38m

(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data...

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

1. jul. 2023 1t 36m

(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks...

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

24. jun. 2023 1t 33m

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: unde...

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

16. jun. 2023 1t 58m

(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, col...

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

10. jun. 2023 1t 42m

(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its Ch...

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

2. jun. 2023 1t 35m

(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! ...

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

26. maj 2023 1t 37m

(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lac...

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

19. maj 2023 1t 28m

(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, ope...

E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more

12. maj 2023 1t 19m

(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (...

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

5. maj 2023 2t 1m

(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / Chin...

E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

28. apr. 2023 1t 16m

(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, ea...

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

21. apr. 2023 1t 39m

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M ...

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

14. apr. 2023 1t 33m

(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood (37:38) How t...

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

7. apr. 2023 1t 27m

(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overblown? (39:35) Debt ceiling vote predictions (56:36...

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

31. mar. 2023 1t 24m

(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins...

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

24. mar. 2023 1t 34m

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Sh...

E120: Banking crisis and the great VC reset

17. mar. 2023 1t 30m

(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, rig...

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

11. mar. 2023 1t 29m

(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, s...

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

3. mar. 2023 1t 56m

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro ...

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

24. feb. 2023 1t 31m

(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth ...

E116: Toxic out-of-control trains, regulators, and AI

17. feb. 2023 1t 31m

(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lina Khan's flawed strategy and rough past few weeks ...

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

11. feb. 2023 1t 49m

0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:...

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

4. feb. 2023 1t 12m

(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap co...

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

27. jan. 2023 1t 38m

(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Microsoft over Slack complaint based on "bundling" T...

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

20. jan. 2023 1t 36m

(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 ...