All-In with Chamath, Jason, Sacks & Friedberg
Episodes 437 total
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
*** PRODUCER'S NOTE: This is part two of E76. If you want to hear the besties break down Elon vs. Twitter, check out the previous episode. 0:00 Surprise part tw…
E76: Elon vs. Twitter
0:00 Jason's new skincare routine, Sacks' Good Friday portfolio update, Bestie intros 3:12 Breaking down Elon's offer to buy Twitter and take it private: poison…
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
0:00 Jason's big night out, bestie intros, All-In Summit update and more 8:01 Layoffs and shutdowns: Fast, Better.com, GoPuff; Chamath gives a macro- and micro-…
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
0:00 Sacks' DC trip and foreign policy speaking gig 5:50 Yield curve inversion, breaking down the current state of the markets, understanding the labor market t…
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, unde…
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions riski…
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
0:00 David Sacks: Man for the people 0:50 Escalating tensions over Russia/Ukraine; nuclear scare; evolving forms of warfare 16:27 Assessing impact of economic s…
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
0:00 Ukraine invasion: how should the US respond? 17:03 Importance of energy independence when dealing with Russia; solutions: Solar, Natural Gas, Nuclear, etc…
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more
0:00 Sacks needs the ball 1:43 Trudeau invokes emergency powers to try and stop the truckers protest 13:45 Bitcoin's role in decentralizing currency away from p…
E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
0:00 Bestie Intro: Phil Hellmuth found a new billionaire 1:30 Chamath's new camera positioning 3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, a…
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for 45:4…
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
0:00 Chamath's preferred cosplay 1:35 Reflecting on bad investment decisions and markup dynamics 15:20 Rising tensions between US and Russia over Ukraine, Putin…
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
00:00 Cold Open 00:25 Besties react to last week's All-In E63 21:50 Implications of FTC Chair Lina Khan's approach to enforcing antitrust 42:21 "Superbubble," M…
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
0:00 Bestie Intro: Friedberg prepares for the insurrection discussion 0:39 Breaking down the Oath Keeper indictments and the riots at the capitol, Biden's plumm…
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
0:00 Bestie intro and poker recap 3:14 Elizabeth Holmes verdict, origins of the fraud, breakdown of the Theranos promise 17:51 Lessons for founders and investor…
E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
(0:00) Recapping the "Superspreader" (6:12) Predicting 2022's biggest political winner (11:57) Predicting 2022's biggest political loser (19:07) Predicting 2022…
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
(0:00) Catching up on the Web3 wars and Jack Dorsey sounding off (5:10) Biggest Winner - Politics (9:43) Biggest Loser - Politics (14:37) Biggest Political Surp…
E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more
(0:00) Bestie Intro: Sweater update, NYC stories (8:30) Sacks got flagged on Twitter, theorizing on Twitter's content warning algorithm (14:37) "Racial equity a…
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
0:00 Bestie Intro: Chamath's happy hour and sweater feud 7:11 Breaking down the new 6.8% CPI number, reflecting on old inflation takes, jobs report, understandi…
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
(0:00) Bestie Intro: Miami talk, gambling stories, Nancy Pelosi's retirement plans (12:30) Understanding the Omicron variant (24:49) Tech stocks plummet: why th…