Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Tagged: Business
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
(0:00) Friedberg and Jason are live from Austin!
Apr 3, 20251:50:23Howard Lutnick | All-In in DC!
(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!
Mar 20, 20251:44:37Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
(0:00) The Besties welcome Joe Lonsdale!
Mar 8, 20252:06:34Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
(0:00) Bestie intros
Mar 1, 20251:15:15The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
(0:00) The Besties welcome John and Patrick Collison!
Feb 21, 20251:45:41Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
(0:00) The Besties intro Thomas Laffont!
Jan 25, 20252:05:33Predictions with bestie Gavin Baker
(0:00) The Besties welcome Gavin Baker and recap ski week!
Episode 2025Jan 4, 20251:55:34DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie
(0:00) Bestie intros
Dec 20, 20241:36:37Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois
(0:00) The Besties welcome Keith Rabois!
Dec 13, 20241:28:19New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
(0:00) Bestie announcement!
Dec 7, 20241:24:20Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
(0:00) Bestie intros!
Nov 16, 20241:23:23Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
(0:00) Bestie intros!
Oct 25, 20241:36:43In conversation with Mark Cuban
(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992
Oct 3, 20242:06:28"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
(0:00) Bestie intros! Jason goes "Founder Mode"
Sep 6, 20241:35:49Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
(0:00) Bestie intros: Jason gets a dish named after him!
Aug 16, 20241:46:02Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
(0:00) Bestie intros: Jason is back from COVID!
Aug 9, 20241:44:29Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
(0:00) Bestie intros!
Aug 2, 20241:19:10Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
(0:00) Bestie intros: Nostracanis appears!
Jul 26, 20241:39:26Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
(0:00) Bestie intros: Live from the RNC!
Jul 19, 20241:15:57DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
(0:00) Besties intros!
Jun 7, 20241:25:26Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
(0:00) Bestie Intros: Jason's first show for his new production company
May 31, 20241:47:42GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend
May 17, 20241:41:14Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
(0:00) Bestie Intros: Reservation Tips!
Apr 26, 20241:41:26Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Register for the All-In Summit: https://summit.allinpodcast.co
Episode 174Apr 12, 20241:26:58Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
(0:00) Meet All-In's new CEO: Jon Haile!
Episode 173Apr 5, 20241:32:57SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
(0:00) Bestie Intros: Late night poker snacks!
Episode 172Mar 29, 20241:27:46DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
(0:00) Bestie Intros: Don't spoil Dune 2!
Episode 171Mar 22, 20241:19:20Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
(0:00) Sacks Tequila Tasting!
Episode 166Feb 16, 20241:43:42Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
(0:00) Bestie intros! The guys try the Apple Vision Pro
Episode 164Feb 2, 20241:33:50Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
(0:00) Bestie intros!
Episode 163Jan 26, 20241:33:48Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
(0:00) Live from the WEF: "Oh Davos, Kumbaya"
Episode 162Jan 19, 20241:38:29US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
(0:00) Bestie intros! Friedberg's jumper
Episode 161Jan 13, 20241:38:392024 Predictions! Markets, tech, politics, and more
(0:00) Bestie intros! Pasty Preppers
Episode 160Jan 6, 20241:27:58The Bestie Awards! Recapping the best and worst of 2023
(0:00) Welcome to the fourth annual Bestie Awards!
Episode 159Dec 29, 20231:22:50In conversation with Tucker Carlson, plus OpenAI chaos explained
(0:00) Bestie intros! Tucker Carlson joins the show
Episode 155Dec 1, 20232:09:08Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
(0:00) Bestie intros!
Episode 154Nov 17, 20231:56:19WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
(0:00) Bestie intros!
Episode 151Oct 27, 20231:43:41Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
(0:00) Bestie intros
Episode 150Oct 20, 20231:28:02McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
(0:00) Bestie intros: Jason's operation!
Episode 148Oct 7, 20231:18:46Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros!
Episode 146Sep 22, 20231:42:44Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
(0:00) Chamath's big poker trip
Episode 144Sep 1, 20231:06:51State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
(0:00) Bestie intros: Friedberg's bad haircut
Episode 141Aug 11, 20231:36:00LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
(0:00) Bestie intros!
Episode 140Aug 4, 20231:29:56SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
(0:00) Bestie intros!
Episode 132Jun 10, 20231:42:51Google enters AI wars, Druck’s warning, Trump crushes CNN & more
(0:00) All-In Summit 2023 announcement!
Episode 128May 12, 20231:19:20Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
(0:00) Bestie intro!
Episode 126Apr 28, 20231:16:11SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch
Episode 125Apr 21, 20231:39:12AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
(0:00) Bestie intros!
Episode 124Apr 14, 20231:33:07Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
(0:00) Bestie intro!
Episode 121Mar 24, 20231:34:29AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros!
Episode 118Mar 3, 20231:56:25Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
(0:00) Bestie intro: Jason's Japan trip!
Episode 117Feb 24, 20231:31:32Toxic out-of-control trains, regulators, and AI
(0:00) Bestie intros, poker recap, charity shoutouts!
Episode 116Feb 17, 20231:31:12The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
0:00 Bestie intro!
Episode 115Feb 11, 20231:49:45Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
(0:00) Bestie intro!
Episode 114Feb 4, 20231:12:33DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
(0:00) David Sacks does bestie intros!
Episode 113Jan 27, 20231:38:30Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more
(0:00) Bestie intro, who gets credit for the podcast?
Episode 112Jan 20, 20231:36:39Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
(0:00) Bestie intro!
Episode 111Jan 13, 20231:31:59Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
(0:00) Jason's new brand deal
Episode 103Nov 5, 20221:28:51Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons!
Episode 101Oct 22, 20221:41:05Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
(0:00) Bestie intros are back!
Episode 100Oct 14, 20221:29:53Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
0:00 Bestie intro plus a new moderator!
Episode 92Aug 20, 20221:39:03First principle politics, China chaos & outlook, state of private/public markets & more
0:00 Bestie intros
Episode 88Jul 22, 20221:44:02Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
0:00 Bestie intros!
Episode 87Jul 14, 20221:24:58Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
0:00 Bestie open: Sacks' shopping spree
Episode 86Jul 8, 20221:23:33SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
0:00 Bestie intros
Episode 85Jun 30, 20221:35:26Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
0:00 Besties discuss the one-month hiatus
Episode 84Jun 24, 20221:41:58#AIS: Bestie AMA with Valor's Antonio Gracias
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
Jun 7, 20221:39:01Market slide continues, and how to address Uvalde
0:00 Bestie Guestie Brad Gerstner joins the show
Episode 83May 27, 20221:49:26All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
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
Episode 82May 24, 202259:52All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
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
Episode 81May 23, 202251:32Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit!
Episode 69May 16, 20221:26:19Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
0:00 Bestie Intros + a new Bestie Guestie!
Episode 77Apr 23, 20221:04:39Elon vs. Twitter
0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros
Episode 76Apr 16, 202258:35Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
0:00 Sacks' DC trip and foreign policy speaking gig
Episode 74Apr 1, 20221:39:11Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in
Episode 72Mar 19, 20221:14:38Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare
Episode 71Mar 5, 20221:35:54EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
0:00 Ukraine invasion: how should the US respond?
Episode 70Feb 24, 20221:11:18Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
0:00 Bestie intro and poker recap
Episode 62Jan 8, 20221:06:382022 Predictions! Business, politics, science, tech, crypto, & more
(0:00) Recapping the "Superspreader"
Episode 61Dec 29, 20211:22:30The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off
Episode 60Dec 23, 20211:48:00Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
(0:00) Bestie Intro: Sweater update, NYC stories
Episode 59Dec 17, 20211:28:27November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
0:00 Bestie Intro: Chamath's happy hour and sweater feud
Episode 58Dec 11, 20211:21:03Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
0:00 Bestie intro and Solana Breakpoint talk
Episode 55Nov 13, 20211:32:06Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more
0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave
Episode 53Oct 30, 20211:19:17Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
Show Notes:
Episode 51Oct 16, 20211:33:25The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan
Show Notes:
Episode 48Sep 25, 20211:28:43Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan
Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC 31:28 China's video game ban, is it a good move? 39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion 55:09 Apple alters their payment policies 1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values 1:12:48 Joe Rogan & the narratives woven by the media & consumers
Episode 45Sep 4, 20211:24:00Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more
Show Notes:
Episode 43Aug 6, 20211:31:11China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more
Show Notes:
Episode 42Jul 30, 20211:17:29Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more
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Episode 33May 22, 20211:30:10Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more
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Episode 32May 13, 20211:23:27Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more
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Episode 30Apr 23, 20211:23:36Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?
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Episode 19Jan 30, 20211:26:09“The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020
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Episode 15Dec 18, 20201:16:36Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
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Episode 11Nov 4, 20202:59:58TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more
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Episode 8Sep 19, 20201:24:27