Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive All-In Podcast 2024-08-16 | (0:00) Bestie intros: Jason gets a dish named after him!(5:27) DOJ considers breaking up Google after last week's antitrust ruling(28:10) Starbucks replaces CEO with Chipotle chief(45:37) Work culture, WFH's damage to informal mentorship(59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus(1:21:27) Boeing's Starliner disaster strands two astronauts in space(1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream reportFollow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffectReferenced in the show:https://x.com/harry_schuh/status/1822030518038491400bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-winwsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bffs203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdffortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9cafexapp.comgoogle.com/finance/quote/CMG:NYSEwsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8afyoutube.com/watch?v=mzLCpmRad5ofinance.yahoo.com/news/nearly-half-dell-full-time-215348261.htmlhttps://x.com/Jason/status/1823826884112867609natesilver.net/p/nate-silver-2024-president-election-polls-modelhttps://x.com/JStein_WaPo/status/1823913395986305342npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-recordabcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceriesen.wikipedia.org/wiki/Whip_Inflation_Nowgoogle.com/finance/quote/WMT:NYSEwsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539time.com/7009317/reintroduction-of-kamala-harrishttps://x.com/TIME/status/1822951410956218385axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workersbloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceriessocialcapital.com/ideas/2019-annual-lettergoogle.com/finance/quote/BA:NYSEwashingtonpost.com/opinions/2024/08/15/kamala-harris-price-gouging-groceriesazquotes.com/quote/1413855washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-stationspacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contractsnewatlas.com/space/first-manned-crew-dragon-flight-dateqph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lqspaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitchspacenews.com/crewed-starliner-test-flight-could-slip-to-2019spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problemsspaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-workboeing.com/space/starliner/launch/archive.htmlboeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launchboeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launchwashingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russiawsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839cwashingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromedaseymourhersh.substack.com/p/how-america-took-out-the-nord-streamyoutube.com/watch?v=OS4O8rGRLf8youtube.com/watch?v=ild-PsPD_Uw#allin #tech #news
Ultra-Processed Foods are Making Americans Obese All-In Podcast 2024-10-14 | Full episode: youtu.be/023exhA9irYSubscribe to All-In: youtube.com/@allin?sub_confirmation=1Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
All-In Election Night Livestream with the Besties! All-In Podcast 2024-10-14 | The Besties will be bringing you live election night coverage!Make sure to subscribe if you'd like to ask questions in the chatSUBSCRIBE HERE: youtube.com/@allin?sub_confirmation=1Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@all_in_tokFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey All-In Podcast 2024-10-11 | (0:00) Bestie intros!(3:18) The science behind Hurricanes Helene and Milton(14:59) The economics of intensifying natural disasters(29:03) AlphaFold creators win Nobel Prize in Chemistry(35:17) The Jayter's Ball(38:53) Google antitrust update: DOJ is going for a breakup(53:32) VC giveback: CRV will return ~$275M of a $500M fund to LPs(1:03:44) New TikTok survey shows increased usage as a news source(1:15:26) Election update: Are polling problems causing a strategy shift for Kamala Harris?Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:allin.com/meetupsyoutube.com/@allinallin.com/tequilaallin.comhttps://x.com/Ry_Bass/status/1844367980249178396newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watchnature.com/articles/s43247-024-01442-3https://x.com/vkhosla/status/1844166857655533811aoml.noaa.gov/hrd/hrd_sub/sfury.htmlnature.com/articles/d41586-024-03214-7bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-caseassets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0https://x.com/AOC/status/1844034727935988155nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.htmlaxios.com/2023/03/03/founders-fund-slashes-vc-peter-thielpewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adultspewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktokwsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960chttps://x.com/iapolls2022/status/1844418916107341948https://x.com/2waytvapp/status/1844803367740096811https://x.com/DavidSacks/status/1829383729284067659#allin #tech #news
Ingo Uytdehaage, Adyen | All-In Summit 2024 All-In Podcast 2024-10-10 | (0:00) The Besties welcome Adyen Co-CEO Ingo Uytdehaage(1:56) Ingo lays out the case for Adyen over Stripe(6:37) Building and scaling a tech company in Europe(11:43) Thoughts on stablecoins, financial deplatforming, expanding into India(17:50) AI in fintech, open-source solutions(20:31) Offering services in authoritarian countries, data in economic forecasting, working as a Co-CEOFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Flying Cars Have Arrived! eVTOL Panel: Archer, Joby, Wisk | All-In Summit 2024 All-In Podcast 2024-10-09 | (0:00) Friedberg intros the eVTOL panel!(0:20) Joby Aviation Intro(2:01) Archer Aviation Intro(4:43) Wisk Aero Intro(8:31) The biggest consumer issues facing eVTOLs, liquidity, scalability, pro-eVTOL areas(15:57) Autonomous flight, redundancy, pilot necessity, edge cases(24:35) Acoustic issues, creating a network through scale, go to market decisions, batteries(32:49) When eVTOLS will be commercially available, working with the FAAFollow Adam (Archer):https://x.com/adamgoldstein13Follow JoeBen (Joby):https://x.com/joebenFollow Brian (Wisk):https://x.com/BrianYutkoFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Dave Ricks, CEO of Eli Lilly | The All-In Interview All-In Podcast 2024-10-08 | (0:00) Friedberg welcomes Eli Lilly CEO Dave Ricks (2:06) The obesity problem: a global chronic health epidemic(13:07) The history of discovering GLP-1s(20:38) Impact of GLP-1s on different human functions(27:09) Understanding the commercial aspect of drug discovery, pricing for GLP-1 drugs(33:11) Responding to criticism and research of GLP-1 dependency(40:04) Stock performance, dealing with political pressure related to successful drugs(47:19) Eli Lilly's portfolio of drugs outside of GLP-1s, what science Dave is excited about(56:09) Scaling and impacting culture at a 100+ year-old companyFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:google.com/finance/quote/LLY:NYSEcdc.gov/nchs/data/hestat/obesity-adult-17-18/Estat-adults-fig.pngpbs.org/newshour/politics/fda-approves-new-version-of-diabetes-drug-mounjaro-to-be-sold-for-weight-losscnn.com/2024/01/08/health/weight-loss-drug-insurance-denials/index.htmlhttps://i.insider.com/638f471e57aefa0018eb9a3d?width=800&format=jpeg&auto=webphttps://x.com/EconomyApp#allin #tech #news
The Two Reasons Mark Cuban Sold His Majority Stake in the Mavs All-In Podcast 2024-10-06 | Full episode: youtu.be/o2YT_FwH0VMSubscribe to All-In: youtube.com/@allin?sub_confirmation=1Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:#allin #tech #news
Mark Cuban on OpenAI: Karmas a B*tch All-In Podcast 2024-10-05 | Full episode: youtu.be/o2YT_FwH0VMSubscribe to All-In: youtube.com/@allin?sub_confirmation=1Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Mark Cuban Explains Why Kamala Harris Doesnt Do Hard Interviews All-In Podcast 2024-10-04 | Full episode: youtu.be/o2YT_FwH0VMSubscribe to All-In: youtube.com/@allin?sub_confirmation=1Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
In conversation with Mark Cuban All-In Podcast 2024-10-03 | (0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992(5:43) The history of Cuban's love/hate relationship with Trump(19:08) Trump's performance as President: what he got right and wrong(40:46) Party nominations: Kamala vs. Trump(49:18) Biden's performance as President: what he got right and wrong(55:45) Should Kamala share blame for Biden's failures?(1:07:01) International conflict, national debt, crypto regulation(1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump(1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs(1:44:50) Thoughts on AI, what's next for him(1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraiseFollow Mark: https://x.com/mcubanFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=mfred.stlouisfed.org/series/GFDEBTNarchitecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thinghttps://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources#allin #tech #news
Juan Carlos Izpisua Belmonte, Altos Labs | All-In Summit 2024 All-In Podcast 2024-10-01 | (0:00) Introducing Juan Carlos Izpisua Belmonte of Altos Labs(0:47) Breaking down the recent breakthroughs in aging reversal(22:48) Chamath and Friedberg join Juan Carlos on stage to discuss the magnitude of his researchFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Jake Loosararian, Gecko Robotics | All-In Summit 2024 All-In Podcast 2024-09-30 | (0:00) Introducing Gecko Robotics CEO Jake Loosararian(2:04) Jake breaks down the business of Gecko Robotics (18:54) The Besties join Jake on stage(20:42) Jake explains the sales cycle at Gecko(23:08) The crippling infrastructure of the old world(27:34) How Jake thinks about the coming wave of humanoid robots Follow Jake:https://x.com/jakeloosyFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
OpenAIs $150B conversion, Metas AR glasses, Blue-collar boom, Risk of nuclear war All-In Podcast 2024-09-27 | (0:00) Bestie intros: In Memoriam(6:43) OpenAI's $150B valuation: bull and bear cases(24:46) Will AI hurt or help SaaS incumbents?(40:41) Implications from OpenAI's for-profit conversion(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?(1:09:05) Blue collar boom: trades are becoming more popular as entry-level tech jobs dry up(1:20:55) Risk of nuclear war increasingFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:reuters.com/technology/artificial-intelligence/openais-stunning-150-billion-valuation-hinges-upending-corporate-structure-2024-09-14bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-companyhttps://x.com/chiefaiofficeopenai.com/our-structurehttps://x.com/unusual_whales/status/1658664383717978112https://x.com/elonmusk/status/1839121268521492975politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-bookcnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.htmlwsj.com/tech/tech-jobs-artificial-intelligence-cce22393https://layoffs.fyieducationdata.org/college-enrollment-statisticsbloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees#allin #tech #news
Thomas Laffont | All-In Summit 2024 All-In Podcast 2024-09-26 | (0:00) Introducing Coatue's Thomas Laffont!(3:04) Thomas presents "The State of the Unicorn Economy"(20:05) Besties join Thomas on stage for a discussion(21:34) Venture capital's relative underperformance over the past decade(30:45) Fixing what's broken in startups and VCFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
NASA Astronaut Woody Hoburg | All-In Summit 2024 All-In Podcast 2024-09-25 | (0:00) Woody Hoburg breaks down what it's like to go to space!(10:26) Woody and Friedberg demonstrate how far the Moon is from Earth(13:51) Artemis timelines, going back to the Moon after decades, how astronaut assignments work(17:39) How NASA will use the Moon as a training ground to get to MarsFollow Woody Hoburg:https://x.com/Astro_WoodyFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Senator Kyrsten Sinema | All-In Summit 2024 All-In Podcast 2024-09-24 | (0:00) The Besties welcome Kyrsten Sinema(0:54) Thoughts on JD Vance, the importance of bipartisanship, civil disagreements, and independent thinking(6:21) Political pressure and growing toxicity in DC, Senator Sinema's controversial filibuster vote(12:21) Money in politics, following "The Machine," the cost of a competitive Senate race(15:10) Behind the scenes of Build Back Better(21:43) Chances of a viable third party, what's next for Senator Sinema, innovation in the private sector(25:43) Thoughts on Israel/Palestine, antisemitism on college campusesFollow Senator Sinema:https://x.com/SenatorSinemahttps://x.com/kyrstensinemaFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Nikesh Arora | All-In Summit 2024 All-In Podcast 2024-09-23 | (0:00) The Besties welcome Nikesh Arora(2:56) How to build great businesses, lessons from his time at Google(6:30) Lessons from working with Masa at SoftBank, risk tolerance(11:51) Scaling Palo Alto Networks, handicapping cybersecurity, M&A strategy(20:02) State of cyber threats(24:23) Age of AI: How agents will change consumer apps, how AI is impacting cybersecurityFollow Nikesh:https://x.com/nikesharoraFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:#allin #tech #news
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VCs rough years, Trump/Kamala All-In Podcast 2024-09-20 | (0:00) Bestie intros + All-In Summit recap(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?(17:35) AI is coming for call centers; how agent training works(33:41) US government wasting $50B for rural internet and EV charging stations(47:10) Reflecting on some rough years in VC: is the model broken?(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the raceFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.htmlwsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVcmearsheimer.aiseekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiativeshttps://x.com/brendancarrfcc/status/1836079197967532497reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-yearscnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.htmlbloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summerhttps://x.com/brendancarrfcc/status/1836435062994121053https://x.com/brendancarrfcc/status/1834009499931463705https://x.com/molson_hart/status/1835650978906857948https://x.com/danprimack/status/1824506087116058665https://x.com/Jason/status/1768073854545449228chamath.substack.com/p/2023-annual-letterhttps://x.com/Jason/status/1836820167449326063axios.com/2024/04/03/us-global-venture-capital-q1wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802natesilver.net/p/nate-silver-2024-president-election-polls-modelhttps://x.com/GrageDustin/status/1836178999178866766snopes.com/fact-check/trump-very-fine-peoplehttps://x.com/EndWokeness/status/1836516153893519867#allin #tech #news
Bari Weiss | All-In Summit 2024 All-In Podcast 2024-09-19 | (0:00) The Besties welcome Bari Weiss(2:19) Defining the polarizing forces in American society(5:11) How institutions like the New York Times were captured by radicals, giving up "the heroin needle of prestige" (16:39) Avoiding audience capture while building The Free Press(22:09) Sacks's strategy to find reliable media sources(27:26) Ideological capture of medicine, building a new institutionFollow Bari Weiss:https://x.com/bariweissFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Tekedra Mawakana | All-In Summit 2024 All-In Podcast 2024-09-18 | (0:00) The Besties welcome Waymo Co-CEO Tekedra Mawakana(1:43) Joining Waymo, breaking down their approach vs competitors(9:57) Focus on reducing deaths, impact on Uber, creating an AV ecosystem(16:44) Thoughts on Cruise's issues in SF, operating at scale, unit economics(22:09) Selling to carmakers, US focus vs international(27:51) Hardest challenge while leading WaymoFollow the Tekedra: https://x.com/TechTekedraFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:#allin #tech #news
Michael Ovitz | All-In Summit 2024 All-In Podcast 2024-09-17 | (0:00) The besties welcome Michael Ovitz!(2:22) How Ovitz got started in Hollywood(10:06) Closing Palantir's first enterprise deal(15:56) AI's impact on film and TV, how streaming killed Hollywood's business model(23:11) Free speech and censorship in Hollywood, protecting creatives(28:11) Can Hollywood be recaptured by the auteurs?Follow Michael Ovitz:https://x.com/MichaelOvitzFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
How Dave Portnoy Grew Barstools Valuation from $12.5M to ~$500M in Four Years All-In Podcast 2024-09-17 | Full episode: youtu.be/37Tz3TpELxcSubscribe to All-In: youtube.com/@allin?sub_confirmation=1Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Dave Portnoy | The All-In Interview All-In Podcast 2024-09-17 | (0:00) Friedberg and Chamath intro Dave Portnoy of Barstool Sports! (1:38) Leaving New York, Dave breaks down the 2016 Chernin deal(6:42) Barstool's explosive growth after 2016, how Dave evaluates talent(12:03) Breaking down the 2020 Penn deal(18:56) Dave's persona, how he's received by both sides(23:43) Thoughts on Trump and Kamala, moving forward as a society(31:56) Buying Barstool back from Penn for $1, going Founder Mode, lessons from CPG launches(42:41) Impact of sports betting, Dave's hot streak and gambling habits(50:40) Caitlin Clark vs Angel Reese, how Clark is transcending the WNBA(55:24) Is cancel culture over? Future of BarstoolFollow Dave:https://x.com/stoolpresidenteFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:youtube.com/watch?v=ikCY7Gj_v3I#allin #tech #news
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024 All-In Podcast 2024-09-16 | (0:00) Sacks intros John Mearsheimer and Jeffrey Sachs(1:10) What is the Deep State Party, and what are their goals?(13:35) Should America leverage its power against dictators?(21:45) The China threat: avoiding the escalatory path to nuclear war(35:47) India's growing role; are China's wounds self-inflicted?(46:45) Conflict in the Middle East and the path to peaceFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Marc Benioff | All-In Summit 2024 All-In Podcast 2024-09-15 | (0:00) Sacks intros Marc Benioff(2:32) Funding Shinya Yamanaka's research(11:38) Marc on building philanthropy into Salesforce(17:15) AI's impact on enterprise software and the cloud(27:56) Salesforce's AI approachFollow Marc Benioff:https://x.com/benioffFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Peter Thiel | All-In Summit 2024 All-In Podcast 2024-09-13 | (0:00) The Besties intro Peter Thiel(1:03) Why he's not financially participating in the 2024 election(6:53) US relationship with China, is defending Taiwan worth risking WW3?(16:38) State of AI: Similar to the internet in 1999(24:03) Innovation stagnation in the US(29:42) Thoughts on the current state of the US economy(32:50) The higher education bubble(39:09) Who will win AI, Nvidia's monopoly position going forwardFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Megyn Kelly | All-In Summit 2024 All-In Podcast 2024-09-12 | (0:00) The Besties intro Megyn Kelly(1:19) Succeeding as an independent media personality(8:11) Thoughts on trans issues(15:30) Handicapping Trump's chances in 2024 vs 2016 and Kamala Harris compared to Hillary Clinton(24:05) Thoughts on legal action against Trump(30:10) How politicians have changed; improving life in America through communityFollow Megyn Kelly:https://x.com/megynkellyFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Travis Kalanick | All-In Summit 2024 All-In Podcast 2024-09-12 | (0:00) Jason intros Travis Kalanick(2:27) What Travis is working on at Cloud Kitchens(12:32) Travis's operating playbook(16:16) Strategy at Uber: Competing with Lyft, surge pricing, dealing with bad press(26:12) Being a "War time CEO" and competing in China(34:09) Travis reflects on getting ousted as CEO of Uber and his futureFollow Travis:https://x.com/traviskFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Sergey Brin | All-In Summit 2024 All-In Podcast 2024-09-10 | (0:00) David Friedberg intros Sergey Brin(1:41) What Sergey is working on at Google(5:45) Is Google chasing a "God Model"?(8:49) Thoughts on the massive AI chip buildout (12:54) Future of human-AI interaction(14:58) Changing Google's conservative product culture(18:21) Is the "Race to AGI" overblown?Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Elon Musk | All-In Summit 2024 All-In Podcast 2024-09-10 | (0:00) Besties intro Elon Musk!(4:01) The Battle of Free Speech(13:03) Potential government efficiency agency(30:23) SpaceX updates, overreaching regulations(38:48) Thoughts on Boeing's culture(41:05) The 80/20 AI Future(56:41) Elon and Jason share unaired SNL skitsIntro song credit:M83 - OutroFollow Elon:https://x.com/elonmuskFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
JD Vance | All-In Summit 2024 All-In Podcast 2024-09-10 | (0:00) Besties intro JD Vance!(3:15) America's innovation problem(4:46) Thoughts on Trump (8:35) Would JD Vance have certified the election in 2020?(11:44) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs(19:17) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years(23:40) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem(25:37) Fixing the Southern Border(31:58) How to practically approach deportations, who's coming in through the Southern Border?(36:33) Relationship with ChinaFollow JD Vance:https://x.com/JDVanceFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
Founder Mode, DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230? All-In Podcast 2024-09-06 | (0:00) Bestie intros! Jason goes "Founder Mode"(1:03) All-In Summit lineup announcement(9:01) Understanding "Founder Mode"(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"(52:28) Tech's Section 230 protections might be in danger after new ruling(1:08:45) DOJ charges two Russians with infiltrating US media company(1:22:42) Kamala's economic pivotFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:paulgraham.com/foundermode.htmlhttps://x.com/chamath/status/1831003871344501069google.com/finance/quote/PANW:NASDAQa16z.com/on-micromanagementamazon.com/gp/product/0679762884google.com/finance/quote/ABNB:NASDAQamazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756techcrunch.com/2022/01/14/online-checkout-bolt-decacornbusinessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.htmltechcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probetechcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probetheinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxoaxios.com/2024/08/22/bolt-investors-baffledhttps://x.com/MikeSacksEsq/status/1828795866590896599bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-die-doing-dangerous-viral-challengesyoutube.com/watch?v=0JTcxIVlQfUhttps://x.com/elonmusk/status/1830440852411326782justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousandsjustice.gov/opa/media/1366266/dlaxios.com/2024/09/05/putin-harris-trump-2024-election-russia-interferencecnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.htmlnatesilver.net/p/nate-silver-2024-president-election-polls-modelliberalpatriot.com/p/the-rise-of-vince-lombardi-democrats#allin #tech #news
RFK Jr. on being Trumps VP: VP is the worst job in Washington. All-In Podcast 2024-08-30 | Follow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffect#allin #tech #news
In conversation with Reid Hoffman & Robert F. Kennedy Jr. All-In Podcast 2024-08-30 | (0:00) Bestie intros: Buttons are back for fall(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks(7:52) State of AI: Nvidia, cluster buildouts, competition(19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit(29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry(41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots(52:02) Reid's thoughts on growing antisemitism(55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.(1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump(1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump(1:31:13) Falling out with the Democratic Party(1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda(1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacyFollow the besties: https://x.com/chamathhttps://x.com/Jasonhttps://x.com/DavidSackshttps://x.com/friedbergFollow Reid Hoffman: https://x.com/reidhoffmanFollow Robert F. Kennedy Jr.: https://x.com/RobertKennedyJrFollow on X:https://x.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzlhttps://x.com/yung_spielburgIntro Video Credit:https://x.com/TheZachEffectReferenced in the show:nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592#allin #tech #news
The Ivy League is Overrated All-In Podcast 2024-08-26 | Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Massive jobs revision, Kamala wealth tax, polls vs prediction markets, end of race-based admissions All-In Podcast 2024-08-23 | (0:00) Bestie intros!(1:59) Labor department revises down nonfarm payrolls by 818K(15:02) MIT publishes data from first incoming class post race-based admissions ban(36:16) Decision 2024: State of the race, Polls vs prediction markets(52:33) Tale of two tickets: Private sector vs. Public sector(1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assetsFollow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffectReferenced in the show:cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.htmlhttps://x.com/RealEJAntoni/status/1826290040374243821https://x.com/DavidSacks/status/1664788807059660800statista.com/statistics/269959/employment-in-the-united-statesfred.stlouisfed.org/series/FEDFUNDSpolymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774https://x.com/chamath/status/1826360792351957141nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.htmlnatesilver.net/p/nate-silver-2024-president-election-polls-modelhttps://x.com/Polymarket/status/1826469365069271419blockworks.co/news/polymarket-july-all-time-high-trading-volumessemafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporationswsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQcrfb.org/blogs/kamala-harris-agenda-lower-costs-american-familieshome.treasury.gov/system/files/131/General-Explanations-FY2024.pdf#allin #tech #news
US Job Growth Revised Down by 818K! All-In Podcast 2024-08-21 | Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Remote Work is Killing Career Growth for Young Professionals All-In Podcast 2024-08-19 | Full episode: youtube.com/watch?v=xA5B6quoahYSubscribe to All-In: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Starbucks Has a Sugar Problem All-In Podcast 2024-08-17 | Full episode: youtu.be/xA5B6quoahYSubscribe: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
How to Fix Phone Addiction in Kids All-In Podcast 2024-08-15 | Full episode: youtu.be/-l2TdinWoM8Subscribe: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Defund the Police is a Luxury Belief All-In Podcast 2024-08-14 | Apply for All-In Summit: summit.allinpodcast.coFull episode: youtube.com/watch?v=ck7Krz7QcxUSubscribe: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz All-In Podcast 2024-08-09 | (0:00) Bestie intros: Jason is back from COVID!(3:55) Yen carry trade unravels, Japan's unique economic issues(27:22) Recession odds growing, is the US already in a "lowkey recession"?(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position(55:54) Major antitrust ruling against Google, predicting outcomes(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mateFollow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffectReferenced in the show:wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8tradingeconomics.com/japan/interest-ratepebblewriter.com/the-yen-carry-trade-explainedstatista.com/statistics/604424/median-age-of-the-population-in-japanreuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22https://x.com/GoldmanSachs/status/1793998451291615316wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.htmlwsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeecnytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.htmlbloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwoundcnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.htmlfred.stlouisfed.org/series/UNRATEpolymarket.com/event/how-many-fed-rate-cuts-this-yeargoogle.com/finance/quote/.DJI:INDEXDJXgoogle.com/finance/quote/SPY:NYSEARCAgoogle.com/finance/quote/.IXIC:INDEXNASDAQwsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfRgoogle.com/finance/quote/ABNB:NASDAQhttps://x.com/RealEJAntoni/status/1799085407394845087forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-movesgoogle.com/finance/quote/AAPL:NASDAQft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17documentcloud.org/documents/25032786-googlerulinghttps://x.com/Jason/status/1820823406503157764https://x.com/chamath/status/1817893425137508474vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidatesnatesilver.net/p/tim-walz-is-a-minnesota-nice-choicehttps://x.com/NickFondacaro/status/1820840411335737852https://x.com/KamalaHQ/status/1820918063966962143amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-picknytimes.com/2024/08/07/us/politics/vance-walz-military-record.htmlhttps://x.com/PokerGO/status/1818836856890704291#allin #tech #news
What is Time? All-In Podcast 2024-08-08 | Full episode: youtu.be/2cQmQIYNI5MSubscribe: youtube.com/@allin?sub_confirmation=1Apply to All-In Summit: summit.allinpodcast.coFollow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
The All-In Crystal Ball All-In Podcast 2024-08-05 | The Mag 7 were holding the stock market on their shoulders.Now, that group has cracked and the market is in a free fall.If you've been listening to All-In, you saw this coming.Let's walk through it:1) Berkshire Sours on Apple: Chamath's Analysis of Buffett's Annual LetterChamath on March 8th: "You can tell when (Warren) Buffett has gotten disengaged with a company based on the number of times he mentions it in his annual letter.""I think this 'Buffett Index' is a really important one for Apple, which is, it went from a forever holding to barely getting mentioned.""Unfortunately, it speaks for a very bad next 5-10 years for this company unless they figure something out."2) The AI Bubble: Massive Spend with No Revenue = Recipe for DisasterChamath on May 31st: "If you do not start seeing revenue flow to the bottom line of these companies that are spending $26B/quarter, the market cap of Nvidia is not what the market cap of Nvidia should be.""And all of these other companies are going to get punished for spending this kind of money.""Where are all these newfangled things that we're supposed to see that justifies the $100B of chips spend/year, $200B of energy spend, $100B of all this other stuff?""And we've seen nothing to show for it except that you can mimic somebody's voice. It doesn't all hang together yet."3) The Underlying Recession: The Mag 7 Shielded the Market from a Bad Economy… Until They Didn’tChamath on July 12th: "I think the bigger question, though, is if we are on the verge of a real contraction in the economy.""Even though the stock market for seven companies is hitting all-time highs, the stock market for every other company that isn't those seven companies have not.""People are unemployed, there is no money, and the question is whether you have some sort of contraction economically that is measured by a recession or not.""People have been tracking the S&P 500 Index versus the equal-weighted index.""And what's interesting is the spread right now is the most extreme since March of 2000 right before dot-com crash"Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
How to Understand Kamalas Polling Surge All-In Podcast 2024-08-03 | Full episode: youtu.be/rj71DPhvpiESubscribe: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO All-In Podcast 2024-08-02 | (0:00) Bestie intros!(0:38) Election update: Dems energize around Kamala, policy questions remain(19:33) Trump's NABJ interview: smart or risky?(33:07) Markets expect rate cut in September, but are we already in a recession?(40:58) AI buildout causing short-term volatility(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?(1:06:17) Bill Ackman withdraws Pershing Square USA IPOFollow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffectReferenced in the show:natesilver.net/p/nate-silver-2024-president-election-polls-modelfoxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speechnypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-titlehttps://x.com/jeffstorobinsky/status/1818722254542590012apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572https://x.com/grdecter/status/1819362069797654784wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276efoxbusiness.com/economy/initial-us-employment-reports-overstated-jobsfoxbusiness.com/personal-finance/q1-gdp-slows-inflation-dipsfinance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.htmlcnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.htmlft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47aegoogle.com/finance/quote/NVDA:NASDAQgoogle.com/finance/quote/META:NASDAQnytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.htmlarchive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hpwsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17#allin #tech #news
How Gen Z was Damaged by Social Media All-In Podcast 2024-07-31 | Full episode: youtu.be/-l2TdinWoM8Subscribe: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Chinas Century of Humiliation: How it Views America and the West All-In Podcast 2024-07-30 | Full episode: youtu.be/7InV_thsIv0Subscribe: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffect#allin #tech #news
Why Americans Dont Trust Politicians All-In Podcast 2024-07-29 | Full episode: youtu.be/rid9NMSeqXQSubscribe: youtube.com/@allin?sub_confirmation=1Follow the besties: twitter.com/chamathtwitter.com/Jasontwitter.com/DavidSackstwitter.com/friedbergFollow on X:twitter.com/theallinpodFollow on Instagram:instagram.com/theallinpodFollow on TikTok:tiktok.com/@theallinpodFollow on LinkedIn: linkedin.com/company/allinpodIntro Music Credit:https://rb.gy/tppkzltwitter.com/yung_spielburgIntro Video Credit:twitter.com/TheZachEffectReferenced in the show:#allin #tech #news
