All-In with Chamath, Jason, Sacks & Friedberg
Episodes 437 total
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitter HQ (15:38) Surge of tech layoffs at Twitter, Stripe, Lyft…
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate content moderation decisions, platform potential (31:19) Me…
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, co…
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show special (29:12) Fan questions: Building in a downturn, how to…
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter deal updates 30:05 AI making rapid advancements: Tesla AI Da…
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy and startups 31:09 Global debt numbers, Fed incompetency 54:0…
E97: SPAC updates, public/private market overview, Putin's end game & more
0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the m…
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, regulatory implications 38:59 Analyzing Google's "one off" ac…
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects on the final Kara Swisher-hosted Code Conference, All-In medi…
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's new fast food wages bill, government creating bad incentives…
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:08 Foreign countries placing government agents in US tech co…
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residential real estate startup Flow 25:32 Housing policy: Bay Area…
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a marke…
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or have we hit the bottom? 34:10 De-globalization trends, Pelosi'…
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actually in a recession? How has the White House controlled the…
E88: First principle politics, China chaos & outlook, state of private/public markets & more
0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in China: bank protests, housing protests, slowing economic and po…
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current market sentiments from retail and institutional investors 1:0…
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, inflation, finding a bottom 39:21 Turkish government finds ~694 m…
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:1…
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, root causes 32:19 Earnings estimate skepticism, labor force…