All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

1 hour 44 minutes

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

(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:

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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https://x.com/GOPMajorityWhip

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https://x.com/ericswalwell

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https://x.com/RoKhanna

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

20 January 2025, 4:39 am
48 minutes 12 seconds

Senator Ted Cruz | The All-In Inauguration Series

(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:

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https://x.com/Jason

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https://x.com/friedberg

Follow Senator Cruz:

https://x.com/tedcruz

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

19 January 2025, 11:27 pm
1 hour 42 minutes

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

(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:

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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

18 January 2025, 1:21 am
1 hour 47 minutes

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

(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

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https://x.com/cyantist

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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

11 January 2025, 1:41 am
1 hour 55 minutes

2025 Predictions with bestie Gavin Baker

(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:

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Follow Gavin Baker:

https://x.com/GavinSBaker

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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

4 January 2025, 12:23 am
1 hour 36 minutes

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

(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:

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https://x.com/DavidSacks

https://x.com/friedberg

Follow Aaron Levie:

https://x.com/levie

Follow on X:

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Follow on Instagram:

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Follow on TikTok:

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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

20 December 2024, 10:00 pm
1 hour 28 minutes

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

(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

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Follow Keith:

https://x.com/rabois

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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

13 December 2024, 4:58 pm
1 hour 24 minutes

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:

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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

7 December 2024, 12:55 am
1 hour 10 minutes

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:

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Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

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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

23 November 2024, 3:45 pm
1 hour 23 minutes

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

16 November 2024, 4:55 pm
1 hour 43 minutes

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

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https://x.com/friedberg

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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

8 November 2024, 7:46 pm
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About All-In with Chamath, Jason, Sacks & Friedberg

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