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All-In Episode 131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble...
Podcast episode
1:35:59
June 2nd, 2023

I Am The Law Episode 54: Commercial Litigation at a Large Firm w/ Kyle McEntee and Chukwukpee Nzegwu

Chukwukpee Nzegwu is a junior associate practicing commercial litigation at a large, general practice law firm. While he didn't go to law school to do commercial lit, he's found it both exciting...
Podcast episode
23:54
May 30th, 2023

All-In Episode 130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more government accountability, who...
Podcast episode
1:37:43
May 26th, 2023

I Am The Law Episode 53: Mediation and Arbitration as Alternatives to Litigation w/ Kimber Russell and Diane Sorenson

After a long career in litigation, Diane Sorenson is transitioning to arbitration and mediation, also known as alternative dispute resolution or ADR. She discusses the differences and similarities between litigation, arbitration, and...
Podcast episode
26:31
May 22nd, 2023

All-In Episode 129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angle, "preemptive regulation," how AI relates...
Podcast episode
1:28:05
May 19th, 2023

All-In Episode 128: Google enters AI wars, Druck's warning, Trump crushes CNN & more

(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 (23:41) Druckenmiller's warning, macro overview (40:22) RFK Jr. feedback, pushback, conspiracy accusations...
Podcast episode
1:19:20
May 12th, 2023

All-In Episode 127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

(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 / China (18:57) Government spending: Fiscal responsibility, where to cut...
Podcast episode
2:01:47
May 5th, 2023

I Am The Law Episode: I Am The Law is Back! New Episodes Air May 22nd

Executive producer Kyle McEntee introduces one of I Am The Law's new hosts, Katya Valasek. They preview some upcoming episodes and make a number of helpful observations about legal careers. The first...
Podcast episode
12:31
May 2nd, 2023

All-In Episode 126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

(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, early adoption (37:38) SF CRE continues to collapse, Gotham City...
Podcast episode
1:16:11
April 28th, 2023

All-In Episode 125: SpaceX 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 (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training...
Podcast episode
1:39:12
April 21st, 2023

All-In Episode 124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

(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 to regulate AI? (1:12:35) Bob Lee update, recent SF chaos Follow the...
Podcast episode
1:33:07
April 14th, 2023

All-In Episode 123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

(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) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia...
Podcast episode
1:27:14
April 7th, 2023

All-In Episode 122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

(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 (26:31) Will generative AI be more important than mobile and...
Podcast episode
1:24:29
March 31st, 2023

All-In Episode 121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

(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) Should the commercial real estate sector receive a similar...
Podcast episode
1:34:29
March 24th, 2023

All-In Episode 120: Banking crisis and the great VC reset

(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, righting the ship (54:20) VC market update: Founders Fund splits...
Podcast episode
1:30:05
March 17th, 2023

All-In Episode 119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

(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, second- and third-order effects, government backstops (1:00:36...
Podcast episode
1:29:27
March 11th, 2023

All-In Episode 118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

(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 update: inflation not done, weaker earnings, interest...
Podcast episode
1:56:25
March 3rd, 2023

All-In Episode 117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

(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 curve, enterprise vs SMB customers, scalability issues, and more...
Podcast episode
1:31:32
February 24th, 2023

All-In Episode 116: Toxic out-of-control trains, regulators, and AI

(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 as FTC Chair; rewriting Section 230 (57:27) AI chatbot bias...
Podcast episode
1:31:12
February 17th, 2023

All-In Episode 115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex 28:26 Bestie refresh! 33:13 The AI Search Wars: Microsoft presses hard, Google's...
Podcast episode
1:49:45
February 11th, 2023

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