DeepSeek Panic, US Vs China, OpenAI $40B?, And Doge Delivers With Travis Kalanick And David Sacks All-In With Chamath, Jason, Sacks & Friedberg podcast

All-In with Chamath, Jason, Sacks & Friedberg

Player FM - Internet Radio Done Right

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تمت الإضافة منذ قبل five أعوام

المحتوى المقدم من All-In Podcast, LLC, All-In Podcast, and LLC. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة All-In Podcast, LLC, All-In Podcast, and LLC أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Species Unite

1
Andrianna Natsoulas: Don't Cage Our Oceans 40:50

منذ 6 أيام40:50

التشغيل لاحقا

قوائم

إعجاب

احب

40:50

“That's taxpayer’s money that is going to support research and development and pilot projects to develop a food system that is based on environmental destruction and greed and disregard for animals, fish, and any of the other marine mammals that might be around it.” - Andrianna Natsoulas Andrianna Natsoulas is the campaign director for Don't Cage Our Oceans, an organization that exists to keep our oceans free from industrial fish farms. Offshore finfish farming is the mass cultivation of finfish in marine waters, in underwater or floating net pens, pods, and cages. Offshore finfish farms are factory farms that harm public health, the environment, and local communities and economies that rely on the ocean and its resources. Don’t Cage Our Oceans are a coalition of diverse organizations working together to stop the development of offshore finfish farming in the United States through federal law, policies, and coalition building. And, although it is not yet happening, right now the US Administration and Congress are promoting this kind of farming, which would be nothing short of disastrous for the oceans, the planet and the people and animals who live here. dontcageouroceans.org…

Semua episode

All-In with Chamath, Jason, Sacks & Friedberg

1
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy 1:15:15

منذ 4 أيام1:15:15

1:15:15

(0:00) Bestie intros (1:41) Epstein files first release underwhelms (4:40) Friedberg recaps his experience on Celebrity Jeopardy! (14:22) State of autonomous robots (21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building (29:12) State of the market: stocks, tariffs, spending bill, the "great reset" (49:07) Trump's Gold Card (56:19) Sophisticated investor test, changing accreditation laws (1:06:57) USPS, Bezos refocuses the WaPo's opinion page 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/bennyjohnson/status/1895195194947183047 https://x.com/adcock_brett/status/1895175400160133543 https://x.com/markjeffrey/status/1892735775550406828 https://x.com/pitdesi/status/1895117427480109238 https://x.com/jmover/status/1895129169882661100 https://coinmarketcap.com/currencies/tether https://coinmarketcap.com/currencies/usd-coin https://fred.stlouisfed.org/series/UNRATE https://www.cnbc.com/2025/02/12/cpi-january-2025.html https://x.com/StealthQE4/status/1894227465616171361 https://www.youtube.com/watch?v=7-ttACozP8s https://www.cnbc.com/quotes/US10Y https://x.com/chamath/status/1888371069322686895 https://polymarket.com/event/how-many-gold-cards-will-trump-sell-in-2025/will-trump-sell-2pt5k-5k-gold-cards-in-2025?tid=1740688723350 https://x.com/Jason/status/1706067572226244789 https://www.washingtonpost.com/business/2025/02/20/trump-usps-takeover-dejoy/ https://x.com/Jason/status/1894412028279693546 https://x.com/JeffBezos/status/1894757287052362088…

All-In with Chamath, Jason, Sacks & Friedberg

1
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private 1:45:41

منذ 11 يومًا1:45:41

1:45:41

(0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: https://allin.com/events Follow John: https://x.com/collision Follow Patrick: https://x.com/patrickc 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.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html https://x.com/Zigmanfreud/status/1890202488596492620 https://www.coworker.org/petitions/professional-dignity https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883 https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html https://arcinstitute.org https://blogs.nvidia.com/blog/evo-2-biomolecular-ai https://artificialanalysis.ai/models/grok-3 https://x.com/GavinSBaker/status/1891721991444447343 https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266 https://x.com/AsteroidWatch/status/1892338055354159256 https://x.com/AsteroidWatch/status/1892631907646447746…

All-In with Chamath, Jason, Sacks & Friedberg

1
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant 1:50:19

منذ 18 يومًا1:50:19

1:50:19

(0:00) The Besties intro Naval Ravikant! (9:07) Naval reflects on his thoughtful tweets and reputation (14:17) Unique views on parenting (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers (1:11:06) Tariffs and the US economic experiment (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks (1:45:09) Tulsi Gabbard, RFK Jr. confirmed Follow Naval: https://x.com/naval 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/naval/status/1002103360646823936 https://x.com/CollinRugg/status/1889349078657716680 https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html https://x.com/JDVance/status/1889640434793910659 https://www.youtube.com/watch?v=QCNYhuISzxg https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf https://www.youtube.com/watch?v=7xTGNNLPyMI https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488…

All-In with Chamath, Jason, Sacks & Friedberg

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DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s 1:36:43

منذ 25 يومًا1:36:43

1:36:43

(0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: https://x.com/AntonioGracias 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://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w…

All-In with Chamath, Jason, Sacks & Friedberg

1
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks 1:49:19

منذ 5 weeks1:49:19

1:49:19

(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: https://x.com/travisk 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://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html https://x.com/shrihacker/status/1884414667503853749 https://x.com/balajis/status/1884975064283812270 https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024 earnings-call-transcri https://x.com/mrexits/status/1885017400308806121 https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5 https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3 https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt https://x.com/rauchg/status/1875627666113740892 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://x.com/satyanadella/status/1883753899255046301 https://en.m.wikipedia.org/wiki/Jevons_paradox https://x.com/pitdesi/status/1883192498274873513 https://x.com/rihardjarc/status/1884263865703358726 https://x.com/austen/status/1884444298130674000 https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html https://x.com/america/status/1884372526144598056 https://x.com/DOGE/status/1884396041786524032 https://fred.stlouisfed.org/series/FYFSD https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency https://x.com/Jason/status/1884671945800573018 https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633 https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html https://x.com/chamath/status/1885068981905875241…

All-In with Chamath, Jason, Sacks & Friedberg

1
Ray Dalio | The All-In Interview 1:16:22

منذ 5 weeks1:16:22

1:16:22

(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Ray Dalio: https://x.com/RayDalio Read Part 1 of "How Countries Go Broke": https://x.com/RayDalio/status/1878840018770210979 Pre-order "How Countries Go Broke": https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064 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://tradingeconomics.com/united-states/government-debt-to-gdp https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion https://www.cbo.gov/publication/61172 https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater https://fred.stlouisfed.org/series/M2SL https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024 https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing https://www.chathamfinancial.com/insights/fomc-recap-december-2024 https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html…

All-In with Chamath, Jason, Sacks & Friedberg

1
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back! 2:05:33

منذ 6 weeks2:05:33

2:05:33

(0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period extended, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Thomas Laffont: https://www.linkedin.com/in/thomas-laffont-02430914 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/dontcallmeraylo/status/1882444994264629402 https://x.com/craigkellyXXX/status/1882170281722339700 https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993 https://www.whitehouse.gov/presidential-actions https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html https://constitution.congress.gov/constitution/amendment-14 https://avalon.law.yale.edu/18th_century/fed74.asp https://x.com/OpenAI/status/1881830103858172059 https://x.com/sama/status/1882106524090482701 https://x.com/GavinSBaker/status/1882081746877063677 https://x.com/elonmusk/status/1881923570458304780 https://x.com/elonmusk/status/1882303826214162580 https://x.com/satyanadella/status/1882340818289307954 https://x.com/GregKamradt/status/1881762305152872654 https://x.com/chamath/status/1881773205498876255 https://x.com/documentingbtc/status/1882530869010989287 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence https://www.whitehouse.gov/presidential-actions/2025/01/presidents-council-of-advisors-on-science-and-technology https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything https://x.com/SpeakerJohnson/status/1882083118032846868…

All-In with Chamath, Jason, Sacks & Friedberg

1
Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna 1:44:38

منذ 6 weeks1:44:38

1:44:38

(0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip (33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Whip Emmer: https://x.com/GOPMajorityWhip Follow Rep. Swalwell: https://x.com/ericswalwell Follow Rep. Khanna: https://x.com/RoKhanna 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…

All-In with Chamath, Jason, Sacks & Friedberg

1
Senator Ted Cruz | The All-In Inauguration Series 48:12

منذ 6 weeks48:12

48:12

(0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag (2:21) Texas vs. California: how to approach building and entrepreneurship (10:25) Thoughts on immigration, serving in the Senate, over-politicization (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada (42:45) Thoughts on Senate confirmation hearings Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Senator Cruz: https://x.com/tedcruz 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…

All-In with Chamath, Jason, Sacks & Friedberg

1
Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs 1:42:52

منذ 7 weeks1:42:52

1:42:52

(0:00) The Besties welcome Mark Pincus! (3:53) Mark's background (6:02) How Mark got red-pilled for Trump, maintaining friendships despite political differences (23:21) LA Wildfires update: Newsom's EOs, market impact of price controls (51:32) Congestion pricing in NYC, fixing broken cities (1:08:33) TikTok ban: origin and potential outcomes (1:19:15) MBA hiring downturn (1:34:37) Conspiracy Corner: Mark's take on UFOs and UAPs! Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Mark Pincus: https://x.com/markpinc 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.piratewires.com https://x.com/micsolana https://www.athena.com https://nypost.com/2024/11/04/us-news/tech-billionaire-mark-pincus-reveals-hes-voting-for-trump https://x.com/TheTechnXMedia/status/1878459564980392410 https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-4-25-Rebuilding-Final-signed.pdf https://www.gov.ca.gov/wp-content/uploads/2025/01/EO-N-7-25-_-Land-Speculation-1.14.25-bl-_GGN-Signed_.pdf https://x.com/MayorOfLA/status/1878630125786566664 https://congestionreliefzone.mta.info https://www.nytimes.com/2025/01/13/nyregion/congestion-pricing-nyc.html https://x.com/friedberg/status/1652334973586915328 https://x.com/markpinc/status/1878575249505333606 https://www.youtube.com/watch?v=T72DfPEBn0A&t=29s https://www.bloomberg.com/news/articles/2025-01-14/china-discusses-sale-of-tiktok-us-to-musk-as-one-possible-option https://www.wsj.com/lifestyle/careers/harvard-mba-employment-rate-job-hunt-difficulty-addfc3ec…

All-In with Chamath, Jason, Sacks & Friedberg

1
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland 1:47:19

منذ 8 weeks1:47:19

1:47:19

(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insurance issues, rebuilding headwinds, reclaiming the government (59:44) Zuck goes full free speech, fires third-party fact-checkers, opts for Community Notes model (1:20:19) Nvidia goes consumer at CES: market cap impact, most interesting vertical (1:34:49) Why Trump wants Greenland (1:40:05) Conspiracy Corner: Who built the pyramids? Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Cyan Banister: https://x.com/cyantist 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.youtube.com/watch?v=_SQ_myzmV_Q https://www.cnrfc.noaa.gov/awipsProducts/RNORR4RSA.php https://x.com/JonVigliotti/status/1877020919475884110 https://x.com/FearedBuck/status/1877355797245514085 https://www.youtube.com/watch?v=vKJ5WeBc7Us https://x.com/CrazyyHub/status/1823574726738092402 https://www.latimes.com/visuals/photography/la-me-fw-archives-the-1961-bel-air-brush-fire-20170419-story.html https://www.rainmaker.com https://www.ksbw.com/article/california-fire-evacuation-maps/63382651 https://x.com/shaunmmaguire/status/1877366727547433382 https://x.com/WorldTimesWT/status/1876887200526111017 https://x.com/ericabbenante/status/1877207054105886836 https://x.com/laurapowellesq/status/1877143625588682940 https://x.com/jeremykauffman/status/1877128641802285064 https://x.com/deb8rr/status/1877539354802876576 https://x.com/Jason/status/1877183155821494513 https://about.fb.com/news/2025/01/meta-more-speech-fewer-mistakes https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf https://x.com/townhallcom/status/1876684277787873397 https://www.wsj.com/tech/ai/nvidia-ceo-pitches-robotics-cars-as-growth-areas-to-consumer-electronics-audience-68905f2d https://www.nvidia.com/en-us/project-digits https://polymarket.com/markets/creators/all-in…

All-In with Chamath, Jason, Sacks & Friedberg

1
2025 Predictions with bestie Gavin Baker 1:55:34

منذ 9 weeks1:55:34

1:55:34

(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more 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 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://shop.unitree.com/products/unitree-go2 https://shop.unitree.com/products/unitree-g1 https://a16zcrypto.com/posts/article/state-of-crypto-report-2024 https://x.com/chamath/status/1873144394100187263 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025…

All-In with Chamath, Jason, Sacks & Friedberg

1
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie 1:36:37

منذ 11 weeks1:36:37

1:36:37

(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25) Conspiracy Corner: What are the drones over New Jersey!? (57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software (1:27:29) Google's AI turnaround, future of AI physics and video models Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Aaron Levie: https://x.com/levie 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.cbsnews.com/news/government-shutdown-continuing-resolution-march-14 https://x.com/Jason/status/1869816646954823916 https://docs.house.gov/billsthisweek/20241216/CR.pdf https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution https://x.com/KobeissiLetter/status/1869730547851051029 https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024 https://x.com/VivekGRamaswamy/status/1869407887983821089 https://avalon.law.yale.edu/18th_century/fed58.asp https://x.com/patrickc/status/1869422495985750459 https://x.com/chamath/status/1869773044832718917 https://x.com/SpeakerPelosi/status/1869871681830879256 https://x.com/RepJayapal/status/1869823494588162475 https://x.com/elonmusk/status/1869485580276629975 https://x.com/elonmusk/status/1869482581181554704 https://x.com/elonmusk/status/1869487359420727338 https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839 https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html https://x.com/KanekoaTheGreat https://x.com/AutismCapital https://x.com/Geiger_Capital https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring https://openai.com/index/scale-the-benefits-of-ai https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0 https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk https://x.com/DailyPalantir/status/1869097046889882057 https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers https://x.com/GoogleDeepMind/status/1868703624714395907 https://x.com/_philschmid/status/1869639246434246966…

All-In with Chamath, Jason, Sacks & Friedberg

1
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois 1:28:19

منذ 12 weeks1:28:19

1:28:19

(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline (1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Keith: https://x.com/rabois 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.tiktok.com/@frankielapenna/video/7010077215576575238 https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk https://blog.google/technology/research/google-willow-quantum-chip https://www.nature.com/articles/s41586-024-08449-y https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit https://quantumai.google/roadmap https://en.wikipedia.org/wiki/Hartmut_Neven https://en.wikipedia.org/wiki/Double-slit_experiment https://www.discovery.com/science/Double-Slit-Experiment https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo https://x.com/rabois/status/870673635375104000 https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656 https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235 https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html https://www.ben-evans.com/benedictevans/2021/6/15/antitrust https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade…

All-In with Chamath, Jason, Sacks & Friedberg

1
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale 1:24:20

منذ 13 weeks1:24:20

1:24:20

(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…

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