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, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Government-heavy climate plans, Dilbert/ESG backlash 1:01:20 Poker plans, chess cheating scandal Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com...
Sep 23, 2022•1 hr 25 min
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 "one off" acquisition of YouTube 49:33 Friedberg breaks down the latest TPB SPAC news 1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022 1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine Follow the besties: https://twitter.com/chamath https://linktr.ee/...
Sep 17, 2022•1 hr 32 min
0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In media and hit piece requests 12:53 Passing of Queen Elizabeth II 15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more 53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands 1:03:46 Overprescribi...
Sep 10, 2022•1 hr 15 min
(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 incentives, how the free market response will further the labor issue (40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story (52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure (1:06:04) Besties reflect on Mikhail Gorbachev's passing Follow the besties: https:/...
Sep 01, 2022•1 hr 23 min
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 US tech companies, cloud security vulnerabilities 33:54 Student loan forgiveness 1:03:25 Red wave or red ripple? 1:07:57 Science corner: Gut microbiome, fecal transplants Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theall...
Aug 26, 2022•1 hr 24 min
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: Bay Area, Houston, Miami differences 45:41 China, Saudi Arabia, Russia increase relations: should the US be worried? 1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more 1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up Follow the besties:...
Aug 20, 2022•1 hr 39 min
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 of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl htt...
Aug 13, 2022•1 hr 9 min
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 trends, Pelosi's Taiwan visit Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitt...
Aug 05, 2022•51 min
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 controlled the narrative? 22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate 36:33 "Inflation Reduction Act", how government subsidies can stifle innovation 59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M 1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: s...
Jul 29, 2022•1 hr 28 min
0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and population growth, future outlook 1:09:21 Automation and the impact of the information economy 1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets 1:36:36 Amazon acquires One Medical Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks http...
Jul 22, 2022•1 hr 44 min
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 investors 1:05:00 NASA's Webb telescope images 1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play BEAGLE RESCUE INFO: https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html https://www.humanesociety.org/beagle...
Jul 14, 2022•1 hr 25 min
0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green" 48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation 1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis...
Jul 08, 2022•1 hr 24 min
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 lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech 1:01:24 Buyout targets, public market "regime change" 1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war? 1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application Follow the besties:...
Jun 30, 2022•1 hr 35 min
0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force, job openings 47:17 How startups should think about the next 18-36 months 56:20 Crypto collapse, next shoe(s) to drop 1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing 1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom? Follow the besties: https://twitter.com/chamath https://linktr...
Jun 24, 2022•1 hr 42 min
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.ly/aisytplaylist 0:00 Jason intros today's episode 2:31 Palmer Luckey on Anduril, national defense & the current thing 25:24 Bestie Q&A with Palmer 53:13 Jason gives closing thoughts Follow Palmer: https://twitter.com/PalmerLuckey Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks http...
Jun 23, 2022•1 hr 2 min
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.ly/aisytplaylist 0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more 22:35 Q: How has the poker game influenced your decision making in business and life? 29:33 Q: What was the scariest step of ...
Jun 07, 2022•1 hr 39 min
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.ly/aisytplaylist 0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit 5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more Follow Mayor Suarez: https://twitter.com/FrancisSuarez Follow the besties: https...
Jun 03, 2022•24 min
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.ly/aisytplaylist 0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking 10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX Follow Joe: https://twitter.com/JTLonsdale Follow the besties: https://twitter.c...
Jun 02, 2022•29 min
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.ly/aisytplaylist 0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it 12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased? Follow The Lanby: https://twi...
Jun 01, 2022•23 min
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.ly/aisytplaylist 0:00 Chamath intros MP Materials CEO James Litinsky 1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials 12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in ...
May 31, 2022•29 min
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.ly/aisytplaylist 0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with? 17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for ...
May 30, 2022•38 min
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.ly/aisytplaylist 0:00 Nate Silver gives a presentation on how gamblers think 19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms Follow Nate: https://twitter.com/NateSilver538 Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis ht...
May 29, 2022•40 min
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.ly/aisytplaylist 0:00 Adena Hefets breaks down the state of the US housing market in 2022 16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more 30:08 Adena does a Bestie Intro for herself! Follow Adena: https://twitter.com/adenahefets Follow the besties: https://twitter.com...
May 29, 2022•32 min
This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how Trump's victory impacted discourse 12:37 Can mainstream media ever get back to relative neutrality? 29:15 Audience Q&A Follow the guests: https://twitter.com/ggreenwald https://twitter.com/mtaibbi Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/Da...
May 28, 2022•39 min
0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement 51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential 1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correcti...
May 27, 2022•1 hr 49 min
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.ly/aisytplaylist 0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking 26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture 51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players Fol...
May 26, 2022•1 hr 9 min
This debate 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.ly/aisytplaylist 0:00 David Sacks tees up the show: Debating the US intervention in Ukraine This debate was recorded LIVE at the All-In Summit in Miami! 1:49 Opening statements from Glenn & Antonio 15:29 Debating US involvement, regime change motives, & more 32:01 Final word & wrap Follow the guests: https://twitter.com/ggreenwald htt...
May 25, 2022•34 min
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.ly/aisytplaylist 0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation" 17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry 24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How Chin...
May 24, 2022•1 hr
This conversation 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.ly/aisytplaylist 0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn 12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality 24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions 33:52 Gurley's take on We...
May 23, 2022•52 min
0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company 21:42 Concerns around the Twitter deal, crypto payments on Twitter 30:19 Building vs. acquiring, early Tesla stories 39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar 56:37 Moving from CA to TX, fixing California, macroeconomic take...
May 16, 2022•1 hr 26 min
