All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
07 December 2024
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

(0:00) Bestie announcement!

(2:53) Gavin Baker and Joe Lonsdale join the show

(4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position

(20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets

(41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition

(49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next

(1:08:28) UnitedHealth CEO murdered, reactions

Get virtual tickets for The All-In Holiday Spectacular!:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Gavin Baker:

https://x.com/GavinSBaker

Follow Joe Lonsdale:

https://x.com/JTLonsdale

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://truthsocial.com/@realDonaldTrump/posts/113603133222686186

https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html

https://x.com/davidmarcus/status/1862654506774810641

https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade

https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f

https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot

https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn

https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
23 November 2024
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

(0:00) Bestie intros!

(1:54) Breaking down the DOGE roadmap

(24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE

(48:11) WW3 risk: Biden's recent escalation

(1:00:43) Science Corner: Fat cells can remember being fat!

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020

https://x.com/BehizyTweets/status/1859364239229821022

https://x.com/sfliberty/status/1858936359949304105

https://x.com/MarioNawfal/status/1859946626271388068

https://x.com/realdogenews/status/1859233043686334791

https://x.com/popeye31jc/status/1859233598328492360

https://x.com/MattForVA/status/1859248996377612755

https://www.youtube.com/watch?v=8NLzc9kobDk

https://tradingeconomics.com/argentina/inflation-cpi

https://x.com/TrumpWarRoom/status/1858258226199818595

https://x.com/Pismo_B/status/1858018620456186221

https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html

https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html

https://www.nature.com/articles/s41586-024-08165-7

https://x.com/bryan_johnson/status/1860022160833806646

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
16 November 2024
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

(0:00) Bestie intros!

(7:57) Election impact on Bitcoin, crypto, and fintech stocks

(21:56) M&A and IPOs: What to expect in 2025

(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?

(58:17) FBI raids Polymarket CEO Shayne Coplan's home

(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.google.com/finance/quote/BTC-USD

https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424

https://fred.stlouisfed.org/series/DGS10

https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11

https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html

https://x.com/elerianm/status/1857297087010107728

https://x.com/chamath/status/1359248379377762310

https://www.congress.gov/bill/118th-congress/house-bill/4763/text

https://stockanalysis.com/ipos/statistics

https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor

https://www.google.com/finance/quote/TSLA:NASDAQ

https://x.com/elonmusk/status/1848055198494728496

https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html

https://x.com/EndWokeness/status/1856208378541769076

https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf

https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php

https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source

https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform

https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02

https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180

https://x.com/shayne_coplan/status/1856838409861386722

https://www.cftc.gov/PressRoom/PressReleases/8478-22

https://x.com/shayne_coplan/status/1856808022481539192

https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers

https://x.com/WallStreetSilv/status/1852863585375977877

https://x.com/charliekirk11/status/1857237886736715971

https://x.com/VivekGRamaswamy/status/1856725762130260383

Trump wins! How it happened and what's next
08 November 2024
Trump wins! How it happened and what's next

(0:00) Bestie intros!

(4:55) Sacks recaps election night at Mar-a-Lago

(8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost

(25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media

(37:59) What mattered most: Policy, Candidate, or Campaign?

(50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons

(1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch

(1:28:47) California rejects progressives

(1:35:17) Abortion laws being settled around the US

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/twobitidiot/status/1854192602985255042

https://www.270towin.com/2024-election-results-live/president

https://x.com/ChrisCillizza/status/1854515791690953066

https://www.youtube.com/watch?v=_e8-KX3XKL8

https://x.com/Jason/status/1854209590424121464

https://x.com/SawyerMerritt/status/1854045298475110779

https://x.com/DavidSacks/status/1854342908356297068

https://x.com/arifleischer/status/1854270972775305291

https://www.fec.gov/data/spending-bythenumbers/?office=P

https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going

https://x.com/DavidSacks/status/1829383729284067659

https://www.snopes.com/fact-check/trump-very-fine-people

https://x.com/TheRabbitHole84/status/1840977783247286429

https://www.cnn.com/election/2024

https://polymarket.com/event/house-control-after-2024-election

https://x.com/MarioNawfal/status/1854536321282519396

https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en

https://x.com/DavidSacks/status/1854202717637411199

https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies

https://x.com/chamath/status/1854229735477551600

https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906

https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
01 November 2024
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

(0:00) Bestie intros!

(5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues

(29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google?

(36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks

(42:17) How the media became one of the least trusted institutions in the US

(54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results

(1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats

Get notified for the Election Night Livestream:

https://www.youtube.com/watch?v=D4Xaqgd9-Ro

Get tickets for The All-In Holiday Spectacular!:

https://allin.ticketsauce.com/e/all-in-holiday-spectacular

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://fred.stlouisfed.org/series/DGS10

https://x.com/freesites_com/status/1851615700869144908

https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.commercebank.com/about-us/prime-rate-update

https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png

https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf

https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html

https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926

https://x.com/DavidSacks/status/1818467743479542130

https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx

https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx

https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll

https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust

https://x.com/DavidSacks/status/1850277560816681255

https://x.com/DavidSacks/status/1850979360037356001/photo/1

https://x.com/davidsacks/status/1844429818554876026

https://x.com/elonmusk/status/1851745648313602189

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
25 October 2024
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

(0:00) Bestie intros!

(3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://allin.com/events

(9:08) Macro and markets: making sense of unique asset diversions

(27:23) Gen Z's economic cultural movements

(38:28) Reallocating assets for a new period of constraints

(53:52) Election update: Data leans Trump as we enter the home stretch

(1:19:01) Is Starbucks fixable? Or has it hit market saturation?

Get tickets to The All-In Holiday Spectacular:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://allin.com/events

https://fred.stlouisfed.org/series/DGS10

https://www.google.com/finance/quote/GCW00:COMEX

https://www.google.com/finance/quote/SPY:NYSEARCA

https://www.google.com/finance/quote/BTC-USD

https://www.cnbc.com/2024/10/22/tudor-jones-is-long-gold-and-bitcoin-as-hedge-fund-titan-believes-all-roads-lead-to-inflation.html

https://www.marketwatch.com/story/stanley-druckenmiller-says-hes-shorting-u-s-bonds-and-staying-out-of-china-1fcf751e

https://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html

https://fred.stlouisfed.org/series/A091RC1Q027SBEA

https://news.bloomberglaw.com/daily-tax-report-international/uk-budget-fears-push-owners-to-close-firms-to-avoid-tax-hikes

https://www.banque-france.fr/en/statistics/compagnies/business-failures-france-2024-09

https://www.reuters.com/markets/brazil-inflation-expectations-above-target-says-cenbank-director-picchetti-2024-10-23

https://www.cnbc.com/2024/09/14/more-than-half-of-gen-z-want-to-be-influencers-but-its-constant.html

https://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report

https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator

https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation

https://www.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart

https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris

https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model

https://www.nytimes.com/2024/10/23/opinion/election-polls-results-trump-harris.html

https://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html

https://x.com/scubaryan_/status/1848072120699625968

https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid

https://x.com/justintrudeau/status/1849467713711710699

https://x.com/scubaryan_/status/1848072120699625968

https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html

https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
18 October 2024
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

(0:00) Bestie intros

(2:01) Polls vs Prediction markets, dueling interviews, election update

(16:06) Tesla's Robotaxi event and SpaceX's Starship catch

(27:36) Uber reportedly looking into acquiring Expedia

(45:19) Nuclear Vibe Shift? Big tech is looking toward nuclear solutions to power AI

(1:11:10) Lawfare from the California Coastal Commission

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575

https://x.com/elonmusk/status/1846826782797799580

https://x.com/collinrugg/status/1845472475322462468

https://x.com/SawyerMerritt/status/1839424008900477354

https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7

https://www.google.com/finance/quote/EXPE:NASDAQ

https://companiesmarketcap.com/expedia/revenue

https://x.com/Jason/status/1847016512583786921

https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html

https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html

https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html

https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
11 October 2024
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

(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/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://allin.com/meetups

https://youtube.com/@allin

https://allin.com/tequila

https://allin.com

https://x.com/Ry_Bass/status/1844367980249178396

https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240

https://www.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch

https://www.nature.com/articles/s43247-024-01442-3

https://x.com/vkhosla/status/1844166857655533811

https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html

https://www.nature.com/articles/d41586-024-03214-7

https://www.bloomberg.com/news/articles/2024-10-09/us-says-it-s-weighing-google-breakup-as-remedy-in-monopoly-case

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0

https://x.com/AOC/status/1844034727935988155

https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html

https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

https://www.pewresearch.org/short-reads/2024/09/17/more-americans-regularly-get-news-on-tiktok-especially-young-adults

https://www.pewresearch.org/data-labs/2024/10/08/who-u-s-adults-follow-on-tiktok

https://www.wsj.com/world/europe/russia-pays-criminals-to-sow-mayhem-in-europe-warns-u-k-spy-chief-21ab960c

https://x.com/iapolls2022/status/1844418916107341948

https://x.com/2waytvapp/status/1844803367740096811

https://x.com/DavidSacks/status/1829383729284067659