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All-In Episode 96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

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...
Podcast episode
1:31:31
September 17th, 2022

All-In Episode 95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

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...
Podcast episode
1:15:01
September 10th, 2022

All-In Episode 94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

(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...
Podcast episode
1:23:02
September 1st, 2022

All-In Episode 93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

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...
Podcast episode
1:23:54
August 26th, 2022

All-In Episode 92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

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...
Podcast episode
1:39:03
August 20th, 2022

All-In Episode 91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

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...
Podcast episode
1:09:01
August 13th, 2022

All-In Episode 90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

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...
Podcast episode
50:52
August 5th, 2022

All-In Episode 89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

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...
Podcast episode
1:27:55
July 29th, 2022

All-In Episode 88: First principle politics, China chaos & outlook, state of private/public markets & more

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...
Podcast episode
1:44:02
July 22nd, 2022

All-In Episode 87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

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...
Podcast episode
1:24:58
July 14th, 2022

All-In Episode 86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

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...
Podcast episode
1:23:33
July 8th, 2022

All-In Episode 85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

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...
Podcast episode
1:35:26
June 30th, 2022

All-In Episode 84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

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...
Podcast episode
1:41:58
June 24th, 2022

All-In Episode: #AIS: Palmer Luckey on Anduril

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...
Podcast episode
1:01:39
June 23rd, 2022

All-In Episode: #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 0:00 Antonio Gracias joins to talk: Tesla's...
Podcast episode
1:39:01
June 7th, 2022

All-In Episode: #AIS: Opening chat with Miami Mayor Francis Suarez

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 ...
Podcast episode
24:24
June 3rd, 2022

All-In Episode: #AIS: Joe Lonsdale on the problem with higher education

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...
Podcast episode
28:50
June 2nd, 2022

All-In Episode: #AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem

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...
Podcast episode
23:27
June 1st, 2022

All-In Episode: #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

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...
Podcast episode
28:38
May 31st, 2022

All-In Episode: #AIS: Pear VC's Mar Hershenson on making successful founders

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...
Podcast episode
37:41
May 30th, 2022

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