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

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All-In with Chamath, Jason, Sacks & Friedberg · 365 episoder · Side 9 af 13

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

13. jan. 2023 1t 31m

(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught spraying homeless person on camera (29:22) Microsof...

E110: 2023 Bestie Predictions!

6. jan. 2023 1t 38m

(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Prediction 2: 2023's biggest political loser (21:57) Pre...

E109: 2022 Bestie Awards Live from Twitter HQ

24. dec. 2022 2t 17m

(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics (9:11) Biggest loser in politics (16:37) Biggest p...

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

16. dec. 2022 1t 29m

(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:48) Nuclear fusion breakthrough and geopolitical r...

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

10. dec. 2022 1t 13m

(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled ...

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

3. dec. 2022 1t 41m

(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:09) FTX culpability: media, investors, regulators (...

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

19. nov. 2022 1t 47m

0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most important policy issue for 2024 59:03 Big tech belt-...

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

12. nov. 2022 1t 25m

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism (20:47) ...

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

5. nov. 2022 1t 28m

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Str...

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

29. okt. 2022 1t 36m

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential ...

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

22. okt. 2022 1t 41m

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drop...

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

14. okt. 2022 1t 29m

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downtu...

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

7. okt. 2022 1t 25m

0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: T...

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

1. okt. 2022 1t 19m

0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompe...

E97: SPAC updates, public/private market overview, Putin's end game & more

23. sep. 2022 1t 24m

0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022...

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

17. sep. 2022 1t 31m

0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "o...

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

10. sep. 2022 1t 15m

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, A...

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

1. sep. 2022 1t 23m

(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad in...

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

26. aug. 2022 1t 23m

0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in ...

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

20. aug. 2022 1t 39m

0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy...

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

13. aug. 2022 1t 9m

0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top ...

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

5. aug. 2022 50m

0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trend...

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

29. jul. 2022 1t 27m

0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House contr...

E88: First principle politics, China chaos & outlook, state of private/public markets & more

22. jul. 2022 1t 44m

0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing econo...

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

14. jul. 2022 1t 24m

0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional inv...

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

8. jul. 2022 1t 23m

0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government fi...

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

30. jun. 2022 1t 35m

0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:24 Classifying crypto assets, high-yield crypto le...

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

24. jun. 2022 1t 41m

0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, la...

#AIS: Palmer Luckey on Anduril

23. jun. 2022 1t 1m

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

#AIS: Bestie AMA with Valor's Antonio Gracias

7. jun. 2022 1t 39m

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