All-In with Chamath, Jason, Sacks & Friedberg

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Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Fri, 26 Jun 2026 23:53:00 +0000

(0:00) Gavin Baker and Travis Kalanick join the show!

(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC

(22:51) Future of the Democratic Party, the Israel issue, social media bans

(45:12) China's open-source AI catch up, distillation, OpenAI's new chip

(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware

(1:10:17) The math behind distributed compute and datacenters in space

(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price

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https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579

Referenced in the show:

https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710

https://x.com/thestustustudio/status/2067356255916536120

https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127

https://x.com/EndWokeness/status/2069645066252034288

https://x.com/america/status/2069622732279402804

https://x.com/realmaalouf/status/2069433391162798337

https://x.com/JoshBlockDC/status/2070108811851882691

https://x.com/EndWokeness/status/2069776474429624684

https://x.com/EndWokeness/status/2068829255786803368

https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people

https://x.com/PirateWires/status/2069146641266094417

https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e

https://x.com/jietang/status/2067580270078030088

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

Tue, 23 Jun 2026 20:52:00 +0000

(0:00) David Friedberg intros GameStop CEO Ryan Cohen!

(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce

(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles

(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)

(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace

(49:33) Why eBay has rejected the offer, media bias against GameStop

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World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

Fri, 19 Jun 2026 22:07:00 +0000

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions

(33:34) Behind the scenes of Anthropic's Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

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https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html

Referenced in the show:

https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026

https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html

https://www.bbc.com/news/articles/cgrk21wnvy9o

https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg

https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire

https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos

https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls

https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product

https://x.com/DavidSacks/status/2065853007619588171

https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578

https://www.anthropic.com/news/fable-mythos-access

https://stratechery.com/2026/anthropics-safety-superpower

https://www.nist.gov/news-events/news/2024/08/us-ai-safety-institute-signs-agreements-regarding-ai-safety-research

https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html

https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.html

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

Sat, 13 Jun 2026 04:51:00 +0000

(0:00) Besties are back!

(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns

(29:16) The AI regulatory capture trap, pragmatic safety solutions

(37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks"

(59:22) Liquidity recap: Best moments and takeaways

(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs

(1:12:27) California's loose election laws creating integrity doubts

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https://www.anthropic.com/news/claude-fable-5-mythos-5

Referenced in the show:

https://x.com/Scobleizer/status/2064641097310335294

https://x.com/GergelyOrosz/status/2064618497150210391

https://x.com/cremieuxrecueil/status/2064433331970720187

https://x.com/Yuchenj_UW/status/2064524668208545955

https://stratechery.com

https://x.com/peter_szilagyi/status/2064620043896291671

https://darioamodei.com/post/policy-on-the-ai-exponential

https://screendna.org

https://x.com/DavidSacks/status/2065120386660880765

https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html

https://polymarket.com/event/how-high-will-inflation-get-in-2026

https://polymarket.com/event/fed-rate-hike-in-2026

https://x.com/robbystarbuck/status/2063602942637158423

https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme

https://www.dol.gov/newsroom/releases/osec/osec20260218

https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep

https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers

https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds

https://x.com/californiapost/status/2064362900098048386

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Fri, 12 Jun 2026 01:25:00 +0000

(0:00) Chamath explains the Best Ideas format

(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts

(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy

(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology

(40:20) Multicoin Capital's Kyle Samani pitches GEODNET

(54:50) The Besties recap the pitches and announce winners

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EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.

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https://www.linkedin.com/in/aaron-cowen-0a44a450

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Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

Wed, 10 Jun 2026 18:05:00 +0000

(0:00) PA Senators Fetterman and McCormick join the Besties

(0:33) Bipartisanship in 2026, rejecting extremism

(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism

(13:33) Fixing wealth concentration in the US

(19:51) Graham Platner, why extremism wins primaries, and what it means for the future

(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation

(41:05) Insane level of money in politics, fixing the broken system

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EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Dan Dreyfus: America's Critical Minerals Crisis is Here

Wed, 10 Jun 2026 03:04:00 +0000

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals

(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks

(5:40) Impact of China cutting off the US from critical minerals

(8:18) Copper's Rise: The next 18 years need as much as the last 10,000

(12:00) Dollar Debasement: $140T in debt and why hard assets win

(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

(19:10) How to invest in the commodity supercycle

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EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

Tue, 09 Jun 2026 15:07:00 +0000

(0:00) Bill Maris joins the Besties!

(0:33) Four critical lessons from a career in technology

(5:58) Building Google Ventures with data and machine learning

(9:51) Why small VC funds beat big ones on average

(14:36) OpenAI's valuation problem and the AI price war

(19:09) AI's "Atari Stage": what comes next?

(25:23) VC's broken incentives and the future of deep tech

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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Mon, 08 Jun 2026 19:34:00 +0000

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!

(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks

(5:15) Are cyber defenders losing the race against AI attackers?

(6:50) Analytical SaaS is dead, so what survives the AI wave?

(14:06) If models become a utility, where will the money be made?

(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI

(28:22) Palo Alto's M&A playbook and the path to $1 trillion

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EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

https://x.com/nikesharora

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https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

Sun, 07 Jun 2026 18:14:00 +0000

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!

(0:47) Secondary Markets are Booming & Competing with IPOs

(3:10) Why Companies are Staying Private So Long?

(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access

(13:28) Secondary Markets as Exit Liquidity for VCs

(27:00) The Private Market Bubble?

(32:03) Hottest Secondary Companies Right Now

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

Sat, 06 Jun 2026 16:30:00 +0000

(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!

(2:05) Both CEOs on going public: Impact on employees, customers, and business operations

(13:18) Timelines for datacenters in space

(19:28) Cerebras business breakdown, AI's impact on the silicon market

(24:45) How Founder/CEOs think about liquidity on the road to going public

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EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next.

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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⁠https://x.com/yung_spielburg

Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back

Fri, 05 Jun 2026 19:18:00 +0000

(0:00) Dan Loeb joins the Besties!

(0:34) Investor journey: From message boards to a multibillion dollar hedge fund

(3:15) Third Point's early days: mentors and market turmoil

(8:47) Strategy shift: Event-driven to quality and AI

(16:01) The art of short selling and a homebuilder trade

(22:15) Criminal justice reform and the Ross Ulbricht pardon

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

https://x.com/DanielSLoeb1

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⁠https://x.com/yung_spielburg

Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox

Thu, 04 Jun 2026 18:23:00 +0000

(0:00) Coatue's Thomas Laffont joins the Besties!

(0:30) Public markets are back as AI is dominates the "Unicorn Economy"

(5:15) The $4T AI IPO explosion

(7:48) The case for SpaceX: Compounding launch monopoly and Starlink

(10:38) The 10x Paradox: Why we're seeing unprecedented scaling

(15:33) Segmenting AI markets and future impact

(18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

Wed, 03 Jun 2026 03:06:00 +0000

(0:00) Bill Ackman joins the show!

(0:30) Evolving investment philosophy: What's changed over 20 years?

(4:40) AI: Greatest time to build a business, and a major threat to portfolios

(7:50) Predicting market moves, the "rubber band effect"

(16:00) Owning founder-led companies

(19:30) Building the next Berkshire Hathaway

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

Tue, 02 Jun 2026 14:31:00 +0000

(0:00) OpenAI CFO Sarah Friar joins the show!

(0:31) How OpenAI thinks about its IPO timeline

(3:31) OpenAI, Anthropic, Google: The AI arms race

(7:43) Navigating the compute crunch and AI bottlenecks, device preview!

(15:53) OpenAI's economics

(26:08) Push into chips, the cloud

(29:32) OpenAI's ad business and strategy

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?

Fri, 29 May 2026 22:23:00 +0000

(0:00) Bill Gurley joins the show!

(6:00) Making yourself valuable in the age of AI, first class of "AI Natives"

(17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians?

(26:54) Anthropic's Digital God: Do they believe they are creating a superior species?

(38:32) AI sovereignty, the next era of privacy, open-source crackdown coming?

(59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse

Follow Bill Gurley:

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Intro Music Credit:

Intro Video Credit:

https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html

Referenced in the show:

https://www.youtube.com/watch?v=ORFrdYSvzuw

https://rdad.org

https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf

https://www.youtube.com/watch?v=0GaKJ4Fp2x4

https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace

https://darioamodei.com/essay/machines-of-loving-grace

https://x.com/chamath/status/2059850242779136031

https://x.com/vivekgaripalli/status/2059651390784344491

https://x.com/edzitron/status/2059122774401311095

https://p3institute.substack.com/p/from-open-source-software-to-open

https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai

https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad

https://x.com/Polymarket/status/2060034216906068131

https://x.com/savipww/status/2060070450785305030

https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html

https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo

https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs

https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108

SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Fri, 22 May 2026 22:46:00 +0000

(0:00) Gavin Baker joins the show!

(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability

(12:42) Why Americans have turned on AI, anti-human perception

(27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs

(45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation

(1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips

(1:22:25) Market update: Flashing red signals, oil, inflation, yields up

(1:32:45) China trip flops, or was progress made behind the scenes?

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html

Referenced in the show:

https://github.com/karpathy/autoresearch

https://github.com/multica-ai/andrej-karpathy-skills/stargazers

https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team

https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4

https://x.com/i/broadcasts/1dxYljYVREYJX

https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459

https://x.com/wallstengine/status/2057378437485216031

https://x.com/MorePerfectUS/status/2056842597117636890

https://x.com/lulumeservey/status/2057239284487201043

https://polymarket.com/event/spacex-ipo-closing-market-cap-above

https://x.com/elonmusk/status/2057228707606196434

https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm

https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf

https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606

https://polymarket.com/event/may-inflation-us-annual

https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html

https://polymarket.com/event/fed-rate-hike-in-2026

https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html

https://animalcare.lacounty.gov

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Fri, 15 May 2026 21:21:00 +0000

(0:00) Salesforce CEO Marc Benioff joins the show!

(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms

(18:46) Taiwan, chips, AI models, and peace through trade

(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?

(47:26) OpenAI is considering suing Apple over failed ChatGPT integration

(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models

(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026

(1:11:40) Anthropic goes after "Dark SPVs"

Follow Marc Benioff:

https://x.com/Benioff

Save Scooter the Dog:

https://www.instagram.com/reels/DYJZFn0R6oY

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Intro Music Credit:

Intro Video Credit:

https://polymarket.com/event/will-china-invade-taiwan-before-2027

Referenced in the show:

https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027

https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html

https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html

https://www.instagram.com/reels/DYJZFn0R6oY

https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html

https://www.youtube.com/watch?v=KO53gwuqZUQ

https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight

https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/

https://x.com/thinkymachines/status/2053938892152435174

https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation

https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams

Charles & Chase Koch on How They Quietly Built a $150B Empire

Tue, 12 May 2026 21:03:00 +0000

(0:00) David Friedberg welcomes Charles & Chase Koch

(1:04) Koch Inc. Overview: Scale, Business Lines & History

(2:21) Building the Business: Early Days & Charles Koch Joins (1961)

(11:31) Failures, Creative Destruction & Learning from Mistakes

(19:22) Culture & Principle-Based Management

(33:53) Georgia-Pacific Acquisition & Culture Transformation

(56:17) Stand Together: Education Reform & Social Change

(1:12:37) AI, Economic Challenges & the Future of Capitalism

Thanks to our partner Axon.ai for making this possible.

Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin

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Intro Music Credit:

Intro Video Credit:

https://x.com/spencerpratt

Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back

Sun, 10 May 2026 21:00:00 +0000

(0:00) Spencer Pratt vs. the Machine

(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone

(14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About

(28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall

(38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild

(52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again

(56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight

(1:04:22) His 8-Year Vision

Thanks to our partner Axon.ai for making this possible.

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Intro Music Credit:

Intro Video Credit:

https://x.com/spencerpratt/status/2049497051793412557?s=20

Referenced in the show:

Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Fri, 08 May 2026 22:16:00 +0000

(0:00) Bestie intros! Thoughts on the LA mayor election

(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory

(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?

(35:21) "FDA for AI" freakout, how the White House thinks about AI safety

(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation

(1:00:04) Trading the AI market, state of the economy

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Intro Music Credit:

Intro Video Credit:

https://x.com/WallStreetApes/status/2052413443739951366

Referenced in the show:

https://www.anthropic.com/news/higher-limits-spacex

https://x.com/elonmusk/status/2052073463029055926

https://x.com/shaunmmaguire/status/2052075296002625942

https://x.ai/news/anthropic-compute-partnership

https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard

https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil

https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html

https://x.com/SusieWiles47/status/2052192419718783246

https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html

https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf

https://x.com/ahall_research/status/2052042535661691282

https://x.com/SenSanders/status/2052116733683470556

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Fri, 01 May 2026 21:37:00 +0000

(0:00) Bestie intros

(3:05) OpenAI misses targets, Codex gains on Claude

(20:02) AI cybersecurity: a market that's about to explode

(31:03) Elon vs Sam Altman lawsuit

(41:00) Big tech smashes earnings, Capex explosion

(52:44) Vibecoding nightmare: AI deleted someone's codebase

(58:33) Retatrutide craze: peptides go mainstream

(1:06:34) Friedberg's Supreme Court experience

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Intro Music Credit:

Intro Video Credit:

https://www.instagram.com/missthingthepod

Referenced in the show:

https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273

https://x.com/aakashgupta/status/2049723185617412550

https://arxiv.org/pdf/1803.03635

https://x.com/AISecurityInst/status/2049868227740565890

https://x.com/ns123abc/status/2049527702076449244

https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28

https://x.com/ns123abc/status/2049527702076449244

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

https://x.com/chamath/status/2049864100143104420

https://x.com/zerohedge/status/2049895327566561683

https://x.com/lifeof_jer/status/2048103471019434248

https://x.com/levie/status/2049163935182733396

https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing

CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

Wed, 29 Apr 2026 15:14:00 +0000

(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor

(8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible?

(27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma)

(44:50) Why CA Schools Spend the Most but Get the Worst Results

(50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist

(1:01:34) Can a Republican Actually Win California?

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https://x.com/SteveHiltonx

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Intro Video Credit:

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

Fri, 24 Apr 2026 21:20:00 +0000

(0:00) Bestie intros!

(4:55) SpaceX-Cursor deal, compute as leverage

(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?

(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?

(1:00:32) SPLC indictment, out of control NGOs

(1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people

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Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion

Referenced in the show:

https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion

https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges

https://polymarket.com/event/will-spacex-acquire-cursor

https://polymarket.com/event/spacex-ipo-by

https://x.com/ttunguz/status/2046815725285945820

https://x.com/elonmusk/status/2032201568335044978

https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22

https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia

https://x.com/Benioff/status/2044981547267395620

https://www.apple.com/leadership/john-ternus

https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness

https://polymarket.com/event/next-ceo-of-apple

https://x.com/joecarlsonshow/status/2046349686253265302

https://x.com/nickshirleyy/status/2043756610955423782

https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and

https://www.justice.gov/opa/media/1437146/dl

https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege

https://x.com/nickshirleyy/status/2043756610955423782

https://www.nature.com/articles/s41591-026-04342-5

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Fri, 17 Apr 2026 20:35:00 +0000

(0:00) Bestie intros: Travis Kalanick joins the show!

(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC

(11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip
(27:28) Big Tech's compute dominance: How will this impact frontier labs?

(33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster?

(54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1

(59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine

(1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations

(1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2

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Intro Music Credit:

Intro Video Credit:

https://www.texastribune.org/2025/01/22/austin-texas-rents-falling

Referenced in the show:

https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html

https://polymarket.com/event/gpt-5pt5-released-on

https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982

https://x.com/RihardJarc/status/2044725910566220095

https://x.com/RoundtableSpace/status/2041897604708233650

https://x.com/chamath/status/2043811625967530056

https://x.com/pmarca/status/2042742413098450998

https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15

https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0

https://x.com/zerohedge/status/2043520934930239860

https://x.com/APompliano/status/2041946174677217733

https://x.com/IAPolls2022/status/2041589297489305717

https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today

https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009

https://x.com/great_martis/status/2044454944808571015

https://x.com/GlobalMktObserv/status/2044059352466690501

https://x.com/mattcerminaro/status/2044546097230626819

https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517

https://x.com/JoeBiden/status/1815080881981190320

https://x.com/TimRunsHisMouth/status/1815088017847333273

https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Fri, 10 Apr 2026 22:17:00 +0000

(0:00) Bestie intros: Brad Gerstner joins the show!

(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?

(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?

(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence

(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling

(1:10:12) Iran War: Ceasefire, Israel's influence, market impact

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Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=INGOC6-LLv0

Referenced in the show:

https://openai.com/index/better-language-models

https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf

https://x.com/steipete/status/2040811558427648357

https://x.com/juliusai/status/2041292301234999668

https://www.google.com/finance/quote/IGV:BATS

https://polymarket.com/event/anthropic-ipo-closing-market-cap-119

https://truthsocial.com/@realDonaldTrump/posts/116351998782539414

https://truthsocial.com/@realDonaldTrump/posts/116363336033995961

https://truthsocial.com/@realDonaldTrump/posts/116365796713313030

https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html

https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6

Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

Wed, 08 Apr 2026 15:52:00 +0000

(0:00) Jason intros PA Governor Josh Shapiro

(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud

(13:05) Wealth tax debate, what Dems are getting wrong on business

(20:17) 2024 Democratic collapse, future of the party, socialist wing

(38:12) How Congress has become "pathetic," political corruption

(47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War

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https://x.com/GovernorShapiro

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Intro Music Credit:

Intro Video Credit:

https://x.com/traestephens

The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

Mon, 06 Apr 2026 12:51:00 +0000

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens

(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup

(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo

(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat

(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain

(41:48) Autonomous Weapons, AI Decision-Making & Future of War

(47:15) Anthropic vs Pentagon: Ethics of AI in Combat

(50:39) Palantir Surveillance State Claims

(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence

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https://x.com/ssankar

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Intro Video Credit:

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

Fri, 03 Apr 2026 21:08:00 +0000

(0:00) Bestie intros!

(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier

(21:00) 2026 IPO explosion, OpenAI down round?

(36:33) Iran War costs, fertilizer crisis, downstream impacts

(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran

(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react

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Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals

Referenced in the show:

https://www.youtube.com/watch?v=Tf_UjBMIzNo

https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549

https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot

https://x.com/DrewPavlou/status/2038967293343096896

https://polymarket.com/event/us-x-iran-ceasefire-by

https://polymarket.com/event/us-forces-enter-iran-by

https://tradingeconomics.com/commodity/urea

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

https://polymarket.com/event/march-inflation-us-annual-higher-brackets

https://www.instagram.com/reels/DWhj1SrjvTU

https://www.youtube.com/@ElishaLong

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Fri, 27 Mar 2026 20:03:00 +0000

(0:00) Bestie intros!: Friedberg for Governor of California?

(2:25) Anthropic's generational run

(15:45) OpenAI: getting focused or panic mode?

(36:56) AI valuation impacts, moats, and disruption

(43:58) Liquidity speaker announcements, the 100x AI moment

(50:35) Two landmark social media verdicts against Meta

(1:12:46) Sacks and Friedberg join PCAST!

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https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751

Referenced in the show:

https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825

https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23

https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival

https://x.com/LauraLoomer/status/2037111057701818519

https://x.com/chamath/status/2033385903520129161

https://x.com/TheIcahnist/status/2036902492080837015

https://www.google.com/finance/quote/LVMUY:OTCMKTS

https://x.com/cryptopunk7213/status/2023572182090109380

https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS

https://x.com/Vjay031/status/1985631799448662441

https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict

Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like

Thu, 26 Mar 2026 00:10:00 +0000

(0:00) David Friedberg intros Bryan Johnson

(0:54) Why Bryan Johnson did 5-MeO-DMT

(12:56) What brain scans actually show

(18:36) Psychosis, bad trips, and life-altering decisions

(26:23) The next frontier: organoids and gene therapy

(33:26) GLP-1s, abundance, and human optimization

(35:35) The longevity drug nobody's talking about?

Thanks to our partner for making this happen!

The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at https://www.eightsleep.com/allin for up to $350 off.

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Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Mon, 23 Mar 2026 18:07:00 +0000

(0:00) Intro live from Nvidia GTC

(0:37) CoreWeave CEO, Michael Intrator

(32:58) Perplexity CEO, Aravind Srinivas

(1:07:11) Mistral CEO, Arthur Mensch

(1:18:57) IREN CEO, Daniel Roberts

Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - https://nyse.com

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How Matt Mahan Thinks He Can Save California

Mon, 23 Mar 2026 01:03:00 +0000

(0:00) Matt Mahan: Why He's Running for Governor

(1:51) How California Went From Bad to Worse

(12:05) Public Sector Unions & Lobbying in Sacramento

(19:05) California's Housing Crisis: Regulation & Fees

(34:52) California Energy Crisis: Gas Taxes & Green Policy

(43:57) The $1 Trillion Pension Time Bomb

(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism

(1:09:14) Immigration Reform: ICE & the Path to Legal Status

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https://rb.gy/tppkzl

https://x.com/yung_spielburg

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https://x.com/TheZachEffect

#allin #tech #news

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Thu, 19 Mar 2026 20:42:00 +0000

(0:00) Jensen Huang joins the show!

(0:26) Acquiring Groq and the inference explosion

(8:53) Decision making at the world's most valuable company

(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing

(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes

(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future

(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact

(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions

(47:32) Datacenters in space, AI healthcare, Robotics

(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat

(59:04) Advice to young people on excelling in the AI era

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John Fetterman: The Rogue Democrat Who Broke Party Ranks

Wed, 18 Mar 2026 11:35:00 +0000

(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts

(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans

(11:42) Iran exit strategy, NATO allies bail on the US

(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment

(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud

(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border

(32:49) Debt death spiral, government fraud

(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture

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https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey

Travis Kalanick & Michael Dell Live from Austin, Texas

Tue, 17 Mar 2026 04:11:00 +0000

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on

(5:52) How to automate the physical world, markets to go after

(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race

(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California

(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War

(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders

(43:46) Dell's $50B AI infrastructure bet

(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids

This podcast was recorded LIVE at Arena Hall in Austin, Texas.

Thanks to our partners for making this event possible!:

EY:

Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW.

Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

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De'Longhi

Athena

Polymarket

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Fri, 13 Mar 2026 17:53:00 +0000

(0:00) The Besties welcome Brad Gerstner!

(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms

(19:18) Off ramp strategies, Gulf state involvement, the China angle

(27:05) Anthropic and OpenAI scaling revenue faster than any company ever

(46:11) AI's PR disaster, open source's future

(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami

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https://www.google.com/finance/quote/BZW00:NYMEX

Referenced in the show:

https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5

https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de

https://polymarket.com/event/us-forces-enter-iran-by

https://x.com/altcap/status/2029223717356879931

https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c

https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26

https://x.com/sentdefender/status/2031827082934665293

https://polymarket.com/event/balance-of-power-2026-midterms

https://polymarket.com/event/march-inflation-us-annual

https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic

https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology

https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b

https://x.com/WallStreetMav/status/2032115119879045512

https://x.com/TheChiefNerd/status/2032012809433723158

https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196

https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025

https://x.com/DrTechlash/status/2030734402339365220

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/

https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363

https://x.com/chamath/status/2032135944284094910

https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed

https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025

https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families

Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets

Wed, 11 Mar 2026 19:59:00 +0000

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig

(0:53) Atkins on how US markets have changed over his 40 year career

(3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules

(8:16) AI trading bots, autonomous hedge funds, and investing with leverage

(15:30) Ending the "Turf War" between the SEC and CFTC, super app vision

(19:15) Prediction markets, insider trading, gray area

(26:56) Trump advocates for changing quarterly earnings to bi-annual

(30:30) Changing the accreditation rules a priority for 2026

(34:56) HFT firms that dominate the futures markets, swap reporting

(40:36) VC fund formation

(46:18) US markets vs the world, crypto classification

(52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis

SEC Chair Paul Atkins:

https://x.com/SECPaulSAtkins

CFTC Chair Michael Selig:

https://x.com/ChairmanSelig

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Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

Mon, 09 Mar 2026 20:42:00 +0000

(0:00) The Besties welcome legendary Harvard professor Graham Allison

(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security

(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects

(21:07) Israel: Is Netanyahu destroying Israel's democracy?

(24:28) China: Taiwan invasion, trade, and Trump's April meeting

(39:50) Greenland: Importance, deal scenarios, EU socialism angle

(48:58) Nuclear proliferation: 80-80-9 framework explained

(56:20) Rising socialism in America: wealth inequality and political risk

Thanks to our partner Airwallex!

Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

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https://x.com/PahlaviReza

Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom

Sat, 07 Mar 2026 18:00:00 +0000

(0:00) Jason intros Prince Reza Pahlavi

(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return

(8:53) Trump's surrender conditions, core principles, role in transition and potential leadership

(17:14) Thoughts on the people and spirit of Iran

(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East

(33:59) Future leader and government of Iran, plan for transition

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https://x.com/USWREMichael

Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael

Fri, 06 Mar 2026 09:23:00 +0000

(0:00) The Besties welcome Under Secretary of War Emil Michael

(2:30) US war with Iran: Bigger picture and why now?

(13:16) Trump's new approach to warfare, AI, drones, rules of engagement

(28:39) Israel's role in the conflict, relationship with the US, Iron Beam

(37:24) Oil prices, Trump's maritime insurance play

(41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk

(1:02:03) How to value Anthropic after its supply chain risk designation

(1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

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Intro Music Credit:

Intro Video Credit:

https://x.com/chamath/status/2029584905831891069

Referenced in the show:

https://polymarket.com/event/us-forces-enter-iran-by

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://x.com/chamath/status/2029416079781736844

https://x.com/USWREMichael/status/2029539950962626734

https://x.com/addyosmani/status/2029372736267805081

https://github.com/googleworkspace/cli

https://x.com/chamath/status/2029634071966666964

https://www.lloyds.com/about-lloyds/history/lloyds-buildings

https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk

https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

Tue, 03 Mar 2026 10:00:00 +0000

(0:00) Friedberg Introduces Ray Dalio

(1:29) 5 Forces That Will Decide America's Future

(7:26) Why Government Reform Is Nearly Impossible

(11:19) Gold vs. Bitcoin

(28:16) What Economists Got Wrong About Tariffs

(41:11) Is America Heading Towards Collapse?

Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business account, payments, treasury, and spend management to embedded finance.

Check it out: https://airwallex.com/allin

Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next.

Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse.

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https://allinliquidity.com

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

Sat, 28 Feb 2026 00:34:00 +0000

(0:00) Bestie intros

(1:22) Claude's hit list, SaaS crash, and Citrini's AI letter

(30:39) Why Doomer narratives are more popular, valuable new AI jobs

(40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition?

(52:13) State of the Union reactions

(1:03:58) Science Corner: Cure for blindness via Yamanaka Factors?

(1:10:17) SCOTUS strikes down tariffs, Trump pivots

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Intro Music Credit:

Intro Video Credit:

https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124

Referenced in the show:

https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c

https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble

https://x.com/chamath/status/2027077786503164260

https://www.citriniresearch.com/p/2028gic

https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report

https://x.com/TurnerNovak/status/2026332990914101699

https://x.com/anistotle_/status/2026306126674108788

https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the

https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion

https://www.derekthompson.org/p/nobody-knows-anything

https://x.com/kalshi/status/2027040345419129166

https://x.com/StockMarketNerd/status/2019837212515528730

https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/

https://x.com/DavidSacks/status/2027087693327237251

https://x.com/levie/status/2026885050411745491

https://x.com/typesfast/status/2026998028222013679

https://x.com/cboyack/status/2021647373571862952

https://x.com/chamath/status/2025369318696124859

https://x.com/pat_hedger/status/2026742424471560636

https://x.com/SemiAnalysis_/status/2026719180284666046

https://x.com/WesternLensman/status/2024661247296172486

https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable

https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30

https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

Fri, 20 Feb 2026 21:31:00 +0000

(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey

(1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network

(11:24) Who was Jeffrey Epstein, and what is this story really about?

(34:10) Michael Tracey explains "Epstein Mythology"

(1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein

(1:32:52) Michael Tracey responds to criticism

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Intro Video Credit:

https://x.com/kevinnbass/status/2024276079888732649

Referenced in the show:

https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein

https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties

https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html

https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations

https://x.com/kevinnbass/status/2023941188588290502

https://x.com/kevinnbass/status/2024276084401828260

https://x.com/kevinnbass/status/2023941213951512966

https://x.com/presentwitness_/status/2024522531542356447

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

Fri, 13 Feb 2026 21:56:00 +0000

(0:00) Bestie intros

(0:23) AI updates: On-prem comeback, token budgets surpass salaries

(19:19) Prediction markets: Super Bowl insider trading, how to police?

(28:44) All-In Liquidity: The ultimate investor conference

(32:48) CBO report: Death spiral, growth opportunity, or golden age?

(48:06) State of the economy and US jobs

(1:03:22) Ferrari's fully electric car goes viral

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Intro Music Credit:

Intro Video Credit:

https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3

Referenced in the show:

https://x.com/mattshumer_/status/2021256989876109403

https://x.com/Jason/status/2021272988100984862

https://x.com/chamath/status/2022009107964899755

https://x.com/chamath/status/2021991383327027322

https://lobstertank.co/?v=1

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026

https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/

https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012

https://www.youtube.com/watch?v=SzuvVcH2amc

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://x.com/RealEJAntoni/status/2021608233866027065

https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice

https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens

https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756

https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

Tue, 10 Feb 2026 04:56:00 +0000

(0:00) From China to Canada

(6:13) CZ's Early Career: Shockingly Normal

(17:39) First Company in Shanghai

(23:08) Discovering Bitcoin

(30:11) Going All-In on Crypto

(41:27) Founding Binance

(1:03:57) The FTX Story: SBF Relationship and Collapse

(1:09:46) Facing Biden's Anti-Crypto DOJ

(1:25:25) Inside Federal Prison

(1:40:10) Life After Binance and New Ventures

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Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Sat, 07 Feb 2026 04:35:00 +0000

(0:00) Besties intros: Brad Gerstner joins the show

(3:16) Epstein Files

(15:45) SaaS stocks crash out

(35:11) Moltbook panic

(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell

(1:00:50) SpaceX and xAI merge

(1:10:45) Brad's major win with Trump Accounts

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Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html

Referenced in the show:

https://www.miamiherald.com/news/local/article214210674.html

https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs

https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended

https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email

https://x.com/stockpickerspb/status/2009363916573290715

https://www.moltbook.com

https://x.com/galnagli/status/2017573842051334286

https://x.com/balajis/status/1937517664907460980

https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05

https://x.com/truflation/status/2019409671212396815

https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record

https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05

https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html

https://polymarket.com/event/spacex-ipo-closing-market-cap-above

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

Fri, 30 Jan 2026 23:25:00 +0000

(0:00) Bestie intros + quick Davos recap

(9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths

(45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI

(1:09:58) De-dollarization, gold and silver ripping

(1:20:05) California governor race

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Intro Music Credit:

Intro Video Credit:

https://x.com/StephenM/status/2015133481261474030

Referenced in the show:

https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting

https://www.youtube.com/watch?v=y2Z3ZUbL2e0

https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney

https://www.dhs.gov/wow

https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/

https://www.youtube.com/watch?v=tke0kY4l4e4

https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/

https://x.com/shellenberger/status/2016671351486967995

https://x.com/BoLoudon/status/1942641987326185693

https://x.com/JamesBlairUSA/status/2016154036550930765

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

https://x.com/Geiger_Capital/status/2016564161484873748

https://x.com/RapidResponse47/status/2016537492493676905

https://x.com/chamath/status/2015966444027322763

https://polymarket.com/event/california-governor-election-2026

https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

Sun, 25 Jan 2026 19:52:00 +0000

(0:00) Intro

(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world

(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more

(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them

(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout

On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously.

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Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

Sat, 24 Jan 2026 06:19:00 +0000

(0:00) The Besties introduce Dr. Oz

(3:26) Trump's vision for healthcare in America

(13:26) AI & self-directed healthcare

(30:10) The future of GLP-1s and affordability

(35:06) The Medical Fraud Crisis

(44:02) California fraud and accountability

(56:57) Immigration and addiction

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Intro Music Credit:

Intro Video Credit:

https://www.nature.com/articles/s41746-025-01671-6

Referenced in the show:

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

Fri, 23 Jan 2026 18:37:00 +0000

(0:00) Intro

(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption

(38:51) Cerebras CEO, Andrew Feldman on Compute Power

(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots

This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

https://www.nyse.com/

Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.

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Intro Music Credit:

Intro Video Credit:

https://x.com/MichaelKratsios

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

Fri, 23 Jan 2026 04:38:00 +0000

(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo

(1:21) The cost of infrastructure build-out, energy challenges

(12:41) Where AI will be most impactful

(22:39) The China Threat, globalization strategy

(39:12) America's entrepreneurial AI outlook

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Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

Thu, 22 Jan 2026 19:00:00 +0000

(0:00) Jason and Sacks welcome Sarah B. Rogers!

(2:22) Free speech, EU censorship, OSA/DSA overreach?

(13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff"

(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship

(34:42) Understanding the "Censorship Industrial Complex" in America

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Intro Video Credit:

https://x.com/satyanadella

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Wed, 21 Jan 2026 21:16:00 +0000

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella

(1:31) Future of AI copilots and agents, impact on white collar work

(8:01) How Microsoft has scaled revenue and profits with flat headcount

(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic

(12:39) Views on diffusion, how the US tech stack can win globally

(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?

(26:08) What SaaS adoption looks like in the age of AI

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Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Sat, 17 Jan 2026 00:00:00 +0000

(0:00) Bestie intros!

(4:18) Iran's breaking point: regime change coming?

(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs

(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon

(35:09) Billionaire backlash in California: Wealth Tax exodus

(56:13) Greenland acquisition: Why it's crucial

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Intro Music Credit:

Intro Video Credit

https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31

Referenced in the show:

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://home.treasury.gov/news/press-releases/sb0364

https://truthsocial.com/@realDonaldTrump/posts/115884759090137876

https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0

https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4

https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f

https://x.com/chamath/status/2011486582386106387

https://x.com/friedberg/status/2011703965143220457

https://x.com/chamath/status/2011197387830935777

https://polymarket.com/event/will-trump-acquire-greenland-before-2027

https://x.com/chamath/status/2011197387830935777

Supercharging a New FDA: Marty Makary on Science, Power & Patients

Thu, 15 Jan 2026 19:35:00 +0000

(0:00) Friedberg intros FDA Commissioner Marty Makary

(3:21) Inside the 42 major FDA reforms in 10 months

(7:51) The China Race: Winning back biotech leadership

(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines

(33:13) Reshaping the failed Food Pyramid

(41:29) GLP-1s and America's Obesity Epidemic

(49:54) Rethinking vaccines from first principles

(59:40) Lowering drug prices, the power of AI for healthcare

(1:18:57) What causes autism?

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Intro Music Credit:

Intro Video Credit:

https://x.com/adamcarolla

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

Tue, 13 Jan 2026 03:04:00 +0000

(0:00) David Friedberg introduces Adam Carolla!

(1:32) Palisades Fire one year out: the rebuilding crisis in LA

(7:39) Gyno-fascism and safety culture

(15:49) Media bias and gender dynamics

(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"

(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?

(51:23) Who should be California's next governor?

(58:04) Big Tech, AI, and the 2028 Election

When you need a partner trusted by millions, there's one platform for all business - PayPal Open.

Grow today at https://www.paypal.com/us/business.

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All-In's 2026 Predictions

Sat, 10 Jan 2026 04:28:00 +0000

(0:00) California exodus, asset seizure tax, Besties to Austin?

(12:27) Biggest Political Winner

(17:45) Biggest Political Loser

(32:15) Biggest Business Winner

(40:51) Biggest Business Loser

(49:34) Biggest Business Deal

(56:15) Most Contrarian Belief

(1:03:05) Best Performing Asset

(1:08:02) Worst Performing Asset

(1:15:17) Most Anticipated Trend

(1:21:18) Most Anticipated Media

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Intro Music Credit:

Intro Video Credit:

https://x.com/reidhoffman/status/2009015043258552670

Referenced in the show:

https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html

https://x.com/Daily_MailUS/status/2008903817341931618

https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse

https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges

https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Fri, 09 Jan 2026 00:50:00 +0000

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story

(2:24) Chamath intros Secretary Lutnick

(7:28) Full scope of the Commerce Department

(12:59) How Trump's tariff agenda was planned and executed, how it's going

(19:50) US-Japan trade deal, China's chaos-to-prowess strategy

(36:54) Why the India deal has not yet happened

(43:48) Pharma deals, lowering costs for Americans

(53:28) Focus on fraud, immigration, gold cards

(1:03:48) GDP: Could we see 5 or 6% growth in 2026?

(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal

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Intro Music Credit:

Intro Video Credit:

https://www.linkedin.com/in/bob-sternfels

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

Thu, 08 Jan 2026 04:17:00 +0000

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst)

(2:52) The pace of innovation and why VC's are buying hospitals

(9:30) CFOs vs CIOs and unlocking growth

(20:46) The job market and why graduates aren't getting hired

(27:33) Why education is broken

(40:03) Tech time capsule

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Intro Video Credit:

https://x.com/nickshirleyy

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

Wed, 31 Dec 2025 21:56:00 +0000

(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota

(3:32) Nick's background, how he got into investigative reporting and YouTube, independence, finding this story

(16:36) Why this fraud story is resonating, why the national press initially avoided it

(30:08) Future plans, California, possible Al-Shabaab connection, how high up does Minnesota's fraud go?

(49:15) What the scale of fraud means for America, Minnesota's future, potential patronage scheme

(1:09:06) CA's wealth tax: normalizing the seizure of private property

(1:33:56) Chamath breaks down the $20B Groq-Nvidia deal

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Intro Music Credit:

Intro Video Credit:

https://x.com/nickshirleyy/status/2004642794862961123

Referenced in the show:

https://www.startribune.com/prosecutors-charge-5-people-in-a-minnesota-housing-fraud-scheme/601548944

https://www.nytimes.com/2025/11/29/us/fraud-minnesota-somali.html

https://www.fox9.com/news/fraud-minnesota-detailing-nearly-1-billion-schemes

https://x.com/EricLDaugh/status/2005410646603473256

https://x.com/kevinkileyca/status/2006053056660541840

https://x.com/chamath/status/2006087862492582084

https://x.com/C_3C_3/status/2005722313795440956

https://x.com/OliLondonTV/status/2005988021946999166

https://x.com/tomhennessey69/status/2005556784228909441

https://x.com/WallStreetApes/status/2005849513676923358

https://x.com/MarioNawfal/status/2005179409465299219

https://dcyf.mn.gov/programs-directory/child-care-assistance-program

https://x.com/susancrabtree/status/2006079778873565541

https://x.com/chamath/status/2005386348169953607

https://x.com/aaronburnett/status/2003874734661161064

https://newsletter.amuseonx.com/p/the-somali-patronage-system-has-taken

https://x.com/realdailywire/status/2006122428196442388

https://x.com/rightanglenews/status/2006375449404866720

https://www.auditor.ca.gov/reports/2025-601/

All-In x Kill Tony: A Hilarious Holiday Special

Wed, 24 Dec 2025 20:45:00 +0000

(0:00) Intro!

(2:47) Tony Hinchcliffe roasts the Besties

(15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe

(36:03) The Besties play Kill Tony!

(50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more

Thanks to our partners for making this happen!

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https://x.com/SecScottBessent

Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026

Mon, 22 Dec 2025 20:15:00 +0000

(0:00) Treasury Secretary Scott Bessent joins the show

(0:55) Recapping 2025 and the state of the economy

(3:13) Tariffs: Leverage, legal challenges, implementation

(15:20) Affordability: inflation, BLS data, interest rates

(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates

(42:44) Focus on Main Street, taking equity stakes in American companies

(50:40) Tax cuts, Trump accounts, economic legacy

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Referenced in the show:

https://www.international-economy.com/TIE_Sp25_Bessent.pdf

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Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?

Fri, 19 Dec 2025 23:20:00 +0000

(0:00) Bestie intros!

(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI

(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?

(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?

(51:44) Dog Corner!

(59:56) China's major AI breakthrough: lithography, impact on the AI race?

(1:19:43) Are the rest of the Besties moving to Texas?

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Intro Music Credit:

Intro Video Credit:

https://x.com/SenSanders/status/2001057004370948131

Referenced in the show:

https://x.com/RoKhanna/status/2001733168819319167

https://x.com/DavidSacks/status/2001726037848478000

https://x.com/DavidSacks/status/2001320789279203694

https://andymasley.substack.com/p/i-cant-find-any-instances-of-data

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/

https://x.com/DavidSacks/status/1987238502124409321

https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market

https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html

https://fred.stlouisfed.org/series/CES9091000001

https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/

https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/

https://www.nature.com/articles/s41377-025-01923-w

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

Sat, 13 Dec 2025 02:31:00 +0000

(0:00) Tucker joins the besties!

(4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery

(25:40) What's behind the rise of Nick Fuentes and America First?

(49:13) Understanding the Anti-AI sentiment

(1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel

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Intro Music Credit:

Intro Video Credit:

https://x.com/chamath/status/1999139689173749835

Referenced in the show:

https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html

https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602

https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes

https://x.com/DavidSacks/status/1997843165102100528

https://fred.stlouisfed.org/series/LNS14024887

https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

Sat, 06 Dec 2025 01:41:00 +0000

(0:00) Bestie intros

(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share

(28:14) David Sacks vs. New York Times

(51:24) New poverty line, America's slow descent into socialism

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Intro Music Credit:

Intro Video Credit:

https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf

Referenced in the show:

Sacks's AI waiver:

Sacks's Crypto waiver:

https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf

https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f

https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html

https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html

https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html

https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

Wed, 26 Nov 2025 19:58:00 +0000

(0:00) Molly Bloom joins the besties live in Las Vegas!

(1:48) Did Jason actually play in "Molly's Game"?

(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game

(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie

(31:10) Best celebrity poker players, high-stakes poker archetypes, and more

(34:31) Sales coaching advice

Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.

https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=

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Intro Music Credit:

Intro Video Credit:

https://x.com/VenetianVegas

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Sat, 22 Nov 2025 00:40:00 +0000

(0:00) Bestie intros LIVE from The Venetian Las Vegas

(1:13) Epstein Files breakdown

(10:06) Biggest Epstein questions: where did his money come from?

(14:44) Tether's booming business

(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026

(35:25) Google's Gemini 3 and TPU breakthrough

(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO

(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

Special thanks to The Venetian Las Vegas for hosting us!:

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Intro Music Credit:

Intro Video Credit:

https://x.com/RepClayHiggins/status/1990868089056219267

Referenced in the show:

https://x.com/michaeljburry/status/1991289193037746579

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025

https://x.com/Similarweb/status/1988879389992386897

https://x.com/PokerGO/status/1987406318832132256

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Fri, 14 Nov 2025 21:03:00 +0000

(0:00) Michael Burry's big short against AI

(12:00) Why Palantir is so richly valued vs other tech companies

(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms

(36:18) H-1B debate flares up again after Trump's comments on Fox News

(42:37) Science Corner: Solar storms, coronal mass ejection, risks

(51:14) Rich Americans fleeing "the great confiscation"

Join us at the All-In Holiday Spectacular!:

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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/michaeljburry/status/1988778952299802818

https://x.com/_Investinq/status/1988847716613365845

https://x.com/michaeljburry/status/1987918650104283372

https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html

https://x.com/jatanackov/status/1988256651103592564

https://x.com/omapproach/status/1988410644907856075

https://x.com/latestinspace/status/1988606899932299700

https://www.swpc.noaa.gov/

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Fri, 07 Nov 2025 20:36:00 +0000

(0:00) Brad Gerstner joins the show!

(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications

(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI

(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle

(36:47) Holiday party announcement! allin.com/events for tickets

(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?

(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?

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Intro Video Credit:

https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html

Referenced in the show:

https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html

https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri

https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7

https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/

https://x.com/DavidSacks/status/1986476840207122440

https://x.com/sama/status/1986514377470845007

https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43

https://x.com/nvidianewsroom/status/1986221177099194484

https://www.aipanic.news/p/the-ai-existential-risk-industrial

https://fred.stlouisfed.org/series/LES1252881600Q

https://x.com/MorningBrew/status/1986464568470888935

https://x.com/chamath/status/1986076707196162068

https://polymarket.com/event/new-york-city-mayoral-election

https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results

https://x.com/JDVance/status/1986099131845136594

https://x.com/houmanhemmati/status/1980499276229931034

Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix

Wed, 05 Nov 2025 21:05:00 +0000

(0:00) Introducing Ari Emanuel

(1:03) Ari's background in the content business and Hollywood

(4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products

(9:21) AI's impact: anticipating the 3-day workweek

(12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership

(18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision

(22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global

(24:21) Ari's relationship with his brothers and Elon Musk

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Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

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Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

Tue, 04 Nov 2025 22:20:00 +0000

(0:00) Introducing Tareq Amin

(0:39) Saudi Arabia's evolution, Humain's business

(8:11) How Humain works with foundational model providers

(13:14) Saudi's energy and talent advantages, the AI race in the Middle East

(18:11) Working in the era of MBS, Vision 2030

(21:40) How Saudi manages their relationships with the US and China

(23:51) Sacks on the US-Saudi AI alliance

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom

Mon, 03 Nov 2025 19:17:00 +0000

(0:00) Introducing Paul "Triple H" Levesque

(0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock

(5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey

(8:43) WWE vs UFC: Why they are opposites, star building

(11:21) Physicality of the WWE and how they support wrestlers

(14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE

(21:28) Helping America's youth via physical fitness

(23:35) How the internet forced wrestlers to blend their in ring personas with real-life

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia

Fri, 31 Oct 2025 20:11:00 +0000

(0:00) Disgraziad Corner: The most disgraceful things of the week!

(3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately

(11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias

(24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet

(42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass?

(47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony

(56:24) AI power efficiency, Robotaxis, future of self-driving

(1:09:34) Bill Gates flips on climate change, solar, energy production

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https://x.com/PeteButtigieg

Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028

Thu, 30 Oct 2025 17:55:00 +0000

(0:00) Chamath and Jason welcome Pete Buttigieg

(1:31) Why the Democrats lost tech

(6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market

(23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending

(33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties

(40:07) Immigration: Trump shutting the border, Biden's failure

(47:38) Working in the Biden Admin: good and bad, gatekeepers, cognitive decline, anointing Kamala Harris vs running a short primary

(52:17) Thoughts on moving NASA under the Dept of Transportation

(54:07) AI: self-driving, automation, and job loss

(1:01:19) Running in 2028, Mamdani in NYC

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Intro Video Credit:

https://x.com/MariaCorinaYA

Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela

Tue, 28 Oct 2025 15:40:00 +0000

(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado

(4:27) Venezuela before and after Chavez

(15:25) Why María got involved in politics and why she was expelled

(24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing

(31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet"

(39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela

(54:23) The rise of socialism in the US

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Learn more about the 2025 Nobel Peace Prize:

https://www.nobelpeaceprize.org/articles/nobels-fredspris-2025-1

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Intro Video Credit:

https://www.nobelprize.org/prizes/physics/2025/summary

Nobel Prize in Physics Winner: John Martinis on the State of Quantum

Mon, 27 Oct 2025 17:16:00 +0000

(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics

(0:43) John's history, how he got into physics

(4:54) Explainer on quantum mechanics

(22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize

(30:37) Understanding qubits, the state of quantum computing, and the impact of AI

(40:56) US vs China in quantum, reactions to winning the Nobel Prize

Learn more about the 2025 Nobel Prize in Physics:

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NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage

Fri, 24 Oct 2025 22:38:00 +0000

(0:00) Bestie intros!

(1:02) CA Billionaire Tax

(17:00) Major NBA gambling scandal

(29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans

(49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists"

(1:03:54) Study shows AI bias

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Intro Music Credit:

Intro Video Credit:

https://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election

Referenced in the show:

https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand

https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats

https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html

https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf

https://x.com/MovieTimeDev/status/1968107643643498744

https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg

https://x.com/SawyerMerritt/status/1981119824991322553

https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html

https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/

https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/

https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-of-ai

https://www.nytimes.com/live/2025/10/23/nyregion/nba-illegal-gambling-arrests

https://x.com/AndrewDBailey/status/1981409771505713650

https://seekingalpha.com/article/4832142-tesla-inc-tsla-q3-2025-earnings-call-transcript

https://x.com/shayne_coplan/status/1981016949309239616

https://www.bloomberg.com/news/articles/2025-10-23/polymarket-is-seeking-funding-at-a-valuation-of-up-to-15-billion

https://www.google.com/finance/quote/DKNG:NASDAQ?window=1M

https://www.google.com/finance/quote/FLUT:NYSE?window=1M

Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship & the 2028 Election

Thu, 23 Oct 2025 14:37:00 +0000

(0:00) Chamath and Jason welcome Senator Joe Manchin!

(4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats

(19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president

(28:12) Why socialism is on the rise in America, entitlement culture

(37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship

(52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026

(57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election

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California Forever: The Startup Building America's Next Great City

Tue, 21 Oct 2025 19:43:00 +0000

(0:00) Introducing Jan Sramek

(0:51) How California Forever is building America's next great city

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

Fri, 17 Oct 2025 23:45:00 +0000

(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area

(3:35) State of crime in SF, do they need the National Guard?

(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?

(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history

(52:59) AI PR crisis: Recent datacenters get denied

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Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html

Referenced in the show:

https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3

https://x.com/the_jefferymead/status/1978130345200427334

https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php

https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research

https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961

https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e

https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html

https://truthsocial.com/@realDonaldTrump/posts/115351840469973590

https://truthsocial.com/@realDonaldTrump/posts/115350455734003647

https://mpmaterials.com/mountain-pass

https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/

https://chinapower.csis.org/tracker/china-gdp

https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15

https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan

https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124

https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf

https://nationalinterest.org/feature/can-china-rise-peacefully-10204

https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth

https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/

https://www.amazon.com/End-History-Last-Man/dp/0743284550

https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978

https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884

https://x.com/balajis/status/1937517664907460980

https://x.com/chamath/status/1978584886329082098

https://www.datacenterwatch.org/report

https://x.com/chamath/status/1977794775148601541

1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned

Thu, 16 Oct 2025 09:00:00 +0000

(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation"

(0:38) Why he chose this time period

(3:22) The setup: what led to the 1929 crash

(19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025?

(26:21) Role of journalist vs market participant; characters of the 2025 market

(30:10) AI's potential 1929-like impact on unemployment

(35:16) Why socialism is flaring up now more than it did post-1929

(40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act

(46:51) Film rights strategy

Buy Sorkin's new book:

https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

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Intro Video Credit:

https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

Referenced in the show:

https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up

How Orlando Bravo Built One of the Most Successful Firms in Private Equity

Wed, 15 Oct 2025 09:00:00 +0000

(0:00) Introducing Orlando Bravo

(1:53) Orlando's history, Puerto Rico origins, how he got into private equity

(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising

(9:01) Role of PE in the American economy, public perception, underwriting AI risks

(15:23) Deal pricing philosophy, acquiring Boeing's avionics business

(19:24) Thoma Bravo's operating playbook after acquiring a company

(26:16) Thoughts on taking Thoma Bravo public

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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Intro Music Credit:

https://x.com/bryan_johnson

Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today

Tue, 14 Oct 2025 17:40:00 +0000

(0:00) Introducing Bryan Johnson

(0:46) Bryan takes the audience through a quick biological age test

(5:53) The single best longevity hack from all of his research

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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Intro Music Credit:

https://x.com/cathiedwood

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package

Tue, 14 Oct 2025 02:22:00 +0000

(0:00) Introducing Cathie Wood

(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more

(9:23) Cathie's bull case for Bitcoin $1M

(11:38) Opening up access to innovation for retail

(14:32) Cathie explains Ark's strategies for bull and bear markets

(16:01) Thoughts on Elon's trillion-dollar pay package

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

Fri, 10 Oct 2025 19:21:00 +0000

(0:00) Bestie intros: Welcome back Brad Gerstner!

(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done

(13:27) National Guard sent to Chicago to protect ICE Agents

(44:02) OpenAI's deal with AMD, state of the "AI Bubble"

(1:05:45) Circular AI deals: cause for concern or no big deal?

(1:15:00) What's behind the Gold rally?

(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets

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Intro Music Credit:

Intro Video Credit:

https://truthsocial.com/@realDonaldTrump/posts/115340993884364431

Referenced in the show:

https://x.com/RapidResponse47/status/1972726021196562494

https://x.com/JasonJournoDC/status/1976080696209760487

https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22

https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize

https://x.com/BillAckman/status/1976307397099471229

https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013

https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228

https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html

https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens

https://x.com/libsoftiktok/status/1965294885373947928

https://x.com/CollinRugg/status/1972716966831120601

https://x.com/unlimited_ls/status/1975302286969631204

https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101

https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/

https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts

https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461

https://x.com/wallstreetapes/status/1976030014614421936

https://x.com/ericldaugh/status/1976020869752508907

https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42

https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html

https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html

https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545

Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built

Thu, 09 Oct 2025 17:09:00 +0000

(0:00) Introducing Roelof Botha

(1:08) Sequoia's Scout program and its best-performing funds ever

(3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies

(9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes

(13:05) Sequoia's culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners

(20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz

(26:06) Investing in biotech, importance of expertise in VC

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

Wed, 08 Oct 2025 16:03:00 +0000

(0:00) Introducing YouTube CEO Neal Mohan

(1:08) YouTube's revenue split with creators

(7:30) How Neal thinks about enabling monoculture and connective threads at YouTube

(11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally

(19:58) YouTube TV, YouTube Premium, and channel subscriptions

(24:00) Generative AI on YouTube: labeling AI, likeness concerns, possibilities

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Neal:

https://x.com/nealmohan

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Intro Music Credit:

https://x.com/joetsai1999

Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact

Wed, 08 Oct 2025 09:00:00 +0000

(0:00) Introducing Joe Tsai

(0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing?

(6:07) Alibaba origins, China's pullback on capitalism

(10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China?

(19:46) AI application in large businesses

(21:52) Managing corporate culture at Alibaba's scale, Nets predictions

(23:17) AI adoption, job anxiety, and AGI views in China

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

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Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Fri, 03 Oct 2025 16:39:00 +0000

(0:00) Bestie intros!

(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble

(17:42) IPO market, SPAC 2.0

(27:41) The AI rollup opportunity

(36:01) Sacks joins the show!

(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?

(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry

(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation

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Intro Music Credit:

Intro Video Credit:

https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900

Referenced in the show:

https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost

https://x.com/Jason/status/1973461806585966655

https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai

https://x.com/scaling01/status/1972650237266465214

https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act

https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis

Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America

Thu, 02 Oct 2025 09:00:00 +0000

(0:00) Chamath and Jason welcome Rep. Ro Khanna!

(1:10) H-1Bs and immigration

(8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders

(15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI

(24:25) Government shutdown, what actually happens?

(30:25) Extreme rhetoric: Importance of dialing this down

(36:29) Censorship and lawfare on both sides

(40:32) Crime issues in major cities, why Democrats are losing on safety, common sense solutions

(47:46) Mamdani's surge: is Zohran the future of the party?

(51:15) Congressional stock trading ban

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Intro Video Credit:

Multicoin Capital's Kyle Samani on Internet Capital Markets

Wed, 01 Oct 2025 19:39:00 +0000

(0:00) Introducing Kyle Samani

(1:07) History of modern capital markets

(3:25) What a redesigned capital market structure would look like in 2025

(8:22) Examples of the future of internet capital markets

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

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Intro Music Credit:

https://x.com/RickCarusoLA

Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix

Tue, 30 Sep 2025 19:59:00 +0000

(0:00) Introducing Rick Caruso

(1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild

(11:20) California's incompetence, running for CA Governor vs LA Mayor

(14:21) Attention to detail

(17:04) State of California: What it should be, homelessness, National Guard, policing

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

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Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War

Tue, 30 Sep 2025 17:41:00 +0000

(0:00) Introducing Arm CEO Rene Haas

(1:08) Lessons from working with Jensen Huang

(3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size

(10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion"

(15:35) Manufacturing in America: how to create a culture of excellence?

(18:34) US export controls, building in the UK

(23:42) US-China AI arms race

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com

Follow Rene: https://x.com/renehaas237

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Intro Music Credit:

https://www.youtube.com/c/CleoAbram

Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton

Tue, 30 Sep 2025 02:50:00 +0000

(0:00) Introducing Cleo Abram

(1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True

(8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope

(23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science"

(37:37) Zipline CEO Keller Rinaudo Cliffton on the future of drone delivery

(53:29) Q&A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosion, competitors, impact on healthcare

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Cleo:

https://x.com/cleoabram

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Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing

Mon, 29 Sep 2025 02:55:00 +0000

(0:00) Introducing Eli Lilly CEO Dave Ricks

(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China

(7:08) GLP-1 pricing and capital allocation after a breakout pharma product

(12:56) Why Biotech VC has plummeted, "patent hacking" in China

(15:32) Dave's health regimen: good sleep, movement, healthy diet, social relationships, reading

(18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases

(21:16) Thoughts on RFK Jr, Big Pharma's influence on the media, how AI empowers patients

(25:27) Impact of proposed NIH cuts, explaining the "PBM boogeyman", next major pharma breakthrough

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

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H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law

Sat, 27 Sep 2025 00:44:00 +0000

(0:00) Bestie intros!

(2:23) H-1B overhaul: origins and exploitation

(25:26) Autism linked to Tylenol usage during pregnancy

(43:42) Jimmy Kimmel returns to ABC: comments and reactions

(59:21) Two major AI papers

(1:09:00) YouTube update

(1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law

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Intro Music Credit:

Intro Video Credit:

https://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30

Referenced in the show:

https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html

https://x.com/RobertMSterling/status/1873174358535110953

https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html

https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers

https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/

https://x.com/ThaaatColin/status/1958690862185230539

https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582

https://x.com/sahilkapur/status/1970211641124847711

https://x.com/shawn_farash/status/1971289990283002022

https://x.com/Scott_Wiener/status/1970307297999007773

https://x.com/thackerpd/status/1971246303243010172

https://support.google.com/youtube/answer/7354993?hl=en

https://judiciary.house.gov/media/press-releases/google-admits-censorship-under-biden-promises-end-bans-youtube-accounts

https://arxiv.org/pdf/2509.13351

https://www.nature.com/articles/s43588-025-00854-1#Abs1

Eric Schmidt on AI, the Battle with China, and the Future of America

Wed, 24 Sep 2025 21:15:00 +0000

(0:00) Introducing Eric Schmidt

(1:59) Thoughts on remote work and work-life balance

(3:49) Approaching AI: US vs China

(8:04) Relativity Space, rockets, drones, defense, and more

(17:32) Future role of America, and the decline of the West

(21:51) AGI: boom or bust?

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Eric:

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Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire

Fri, 19 Sep 2025 21:12:00 +0000

(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America

(15:27) Assassination culture in America, online radicalization

(30:37) Jimmy Kimmel suspended indefinitely by ABC

(49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok

(1:01:09) Besties discover their recent YouTube videos have been flagged as "Restricted"

(1:06:23) All-In Summit recap

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Intro Music Credit:

Intro Video Credit:

https://x.com/charliekirk11/status/1909391943802703899

Referenced in the show:

https://www.bbc.com/news/articles/c99g1e0z2ero

https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief

https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379

https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists

https://x.com/jk_rowling/status/1966256971134234678

https://x.com/megynkelly/status/1968477822982480298

https://x.com/LizMacDonaldFOX/status/1968837993797665085

https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight

https://x.com/bennyjohnson/status/1968359685045838041

https://x.com/TheChiefNerd/status/1968492589201396052

https://www.nbcnews.com/pop-culture/tv/jon-stewart-rips-paramount-cbs-diatribe-cancellation-colbert-late-show-rcna220144

https://latenighter.com/features/analyst-network-late-night-talk-shows-became-unprofitable-in-2023

https://x.com/stoolpresidente/status/1968474692886340002

https://variety.com/2025/tv/news/paramount-warner-bros-discovery-acquisition-consolidation-analysis-1236515947

https://www.wsj.com/tech/details-emerge-on-u-s-china-tiktok-deal-594e009f

https://polymarket.com/event/who-will-acquire-tiktok-559?tid=1758241123068

https://arxiv.org/pdf/2209.07663

Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money

Thu, 18 Sep 2025 15:50:00 +0000

(0:00) Introducing Solana Co-Founder Anatoly Yakovenko

(0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries

(5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market

(10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act

(15:57) Quantum computing, AI's impact on crypto

(18:48) Bitcoin: resiliency, market cornering, risks, future

(22:45) Ethereum, Visa/Mastercard

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Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

Wed, 17 Sep 2025 21:05:00 +0000

(0:00) Introducing Uber CEO Dara Khosrowshahi

(0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution

(8:14) How self-driving impacts Uber's business model over time

(13:30) Other forms of transportation Uber could provide

(16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food

(21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network

(22:31) How Uber thinks about driver job displacement from self-driving

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The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities

Tue, 16 Sep 2025 15:19:00 +0000

(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons

(1:14) The student loan burden

(8:03) DEI at US universities

(13:56) Administrative bloat

(16:12) Trump vs the Ivy League, viewpoint diversity

(21:56) Impact of K-12 education declining

(25:13) Will AI learning kill higher education?

(29:14) Rising unemployment among recent graduates

(31:35) Role of endowments

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Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

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https://x.com/tulsigabbard

Tulsi Gabbard on Russiagate Hoax Evidence and How She's Reforming Politicized Intelligence Agencies

Mon, 15 Sep 2025 20:43:00 +0000

(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence

(1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies

(17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability

(25:54) How Tulsi is received in her home state of Hawaii after switching parties, the drastic change of the Democratic Party

(30:16) Thoughts on bombing Iran, what impacts her views on foreign policy and war

(35:15) The impact of designating drug cartels as terrorist orgs, safety at the Southern Border, China

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Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future

Mon, 15 Sep 2025 09:02:00 +0000

(0:00) Introducing Vlad Tenev

(0:51) Jason tells his story of investing in Robinhood

(3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy

(7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary

(17:01) Criticisms around expanding access to sophisticated financial products

(19:34) Current landscape of financial companies, Robinhood's future, competing with incumbents

(23:28) Harmonic and building mathematical superintelligence

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OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

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https://x.com/demishassabis

Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit

Fri, 12 Sep 2025 21:33:00 +0000

(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win

(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?

(4:01) Genie 3 world model

(9:21) State of robotics models, form factors, and more

(14:42) AI science breakthroughs, measuring AGI

(20:49) Nano-Banana and the future of creative tools, democratization of creativity

(24:44) Isomorphic Labs, probabilistic vs deterministic, scaling compute, a golden age of science

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OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

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Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

Wed, 10 Sep 2025 01:17:00 +0000

(0:00) Introducing Elon Musk, and reflecting on his DOGE experience

(2:47) Optimus: Progress and potential, the "hands problem"

(12:20) Tesla: AI5 chips, impact on FSD

(16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update

(26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, "Grokipedia"

(31:29) Evolving alongside AI, implosion of the West, the religion vacuum

(37:36) Understanding the universe, going to the Moon, what happens on Mars?

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OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

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Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win

Tue, 09 Sep 2025 20:39:00 +0000

(0:00) Introducing Palantir CEO Alex Karp

(1:10) Understanding Palantir's fans and haters

(8:40) Palantir's work at the border, data collection and surveillance, built-in protections

(20:02) Israel/Palestine

(22:23) Is the West committing suicide?

(30:54) Antisemitism

(31:52) China's strategy, dealing with cartels

(36:46) Why modern Progressivism is not progressive

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

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https://x.com/adenatfriedman

The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025

Tue, 09 Sep 2025 03:40:00 +0000

(0:00) Introducing Adena Friedman

(1:16) Nasdaq's business, expanding beyond a stock exchange

(2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule

(7:21) How the IPO market can change to help companies go public faster

(13:37) Evolution of markets: predictions, options, SPVs, secondaries

(18:18) State of the stock market, role at the NY Fed, data issues at the Fed

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

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https://x.com/TuckerCarlson

How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025

Tue, 09 Sep 2025 00:40:00 +0000

(0:00) Introducing Mark Cuban, sadness over Luka Doncic

(2:38) America's broken healthcare system

(15:16) State of the two-party system

(19:24) Introducing Tucker Carlson

(20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left?

(24:27) How to make Americans believe in America again

(34:12) AI job displacement

(39:29) Lightning round with Tucker: Epstein, Putin, why the West is killing itself, the SSRI epidemic, Iryna Zarutska murder

(52:54) Antisemitism and Israel

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OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

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https://x.com/SecretaryWright

Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025

Mon, 08 Sep 2025 22:06:00 +0000

(0:00) Introducing Secretary Wright

(1:09) Nuclear, China's approach

(4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind

(11:32) Debating renewables vs nat gas and coal

(18:40) Chamath's energy framework

(21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development

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OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

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Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

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Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust

Sun, 07 Sep 2025 07:18:00 +0000

(0:00) Bestie intros

(0:52) Behind the scenes of the White House Tech Dinner!

(28:39) Tariff showdown headed to the Supreme Court

(42:44) Other Trump Administration legal battles

(46:58) Weak jobs report: what is the state of the economy?

(57:52) Google avoids worst-case scenario in antitrust case

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https://x.com/EdLudlow/status/1963763066988110177

Referenced in the show:

https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance

https://www.youtube.com/watch?v=opn9soJ5TYM&t=11s

https://truthsocial.com/@realDonaldTrump/posts/115119151783895076

https://www.congress.gov/bill/94th-congress/house-bill/3884

https://www.cbo.gov/publication/61697

https://x.com/tkl_adam/status/1963961233368924464

https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve

https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html

https://polymarket.com/event/us-recession-in-2025?tid=1757216927232

https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4

Senator Rand Paul: Tariffs, Debt, China, and a Warning for America

Fri, 05 Sep 2025 14:27:00 +0000

(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first

(3:56) Career Change: Medicine to Politics

(7:03) Political Philosophy

(10:55) Trade Policy & Economic Impact

(15:52) Consequences of Tariffs

(20:43) Voting Against the One Big Beautiful Bill

(27:52) AI & the Economy

(35:10) Our Fragile Financial System

(41:22) Government Employment & Appropriate Spending

(48:18) COVID Cover Up & Dangers of Gain-of-function Research

(1:01:00) Relations with China

(1:05:52) Political Future

Follow Senator Paul:

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Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

Fri, 29 Aug 2025 23:10:00 +0000

(0:00) Bestie intros: The Moose is loose at J-Cal Ranch!

(0:46) All-In Summit updates, Jason's new program

(9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like?

(36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security?

(51:37) US Sovereign Wealth Fund

(58:41) Why corporate bankruptcies are trending up in 2025

(1:12:12) OpenAI's novel LLM-based approach to longevity research

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https://www.mena.launch.co

Referenced in the show:

https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841

https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html

https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud

https://truthsocial.com/@realDonaldTrump/posts/115092130707196133

https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push

https://www.cnbc.com/2021/06/10/cpi-may-2021.html

https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent

https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm

https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve

https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation

https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles

https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed

https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high

https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30

https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf

https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion

https://truthsocial.com/@realDonaldTrump/posts/114987288040725570

https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending

https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904

https://x.com/Pavel_Asparagus/status/1960369680457113764

https://demo.trypicnic.com

https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20

https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb

https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences

AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame

Fri, 22 Aug 2025 18:59:00 +0000

(0:00) Bestie intros

(1:59) What's new with the All-In Summit

(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?

(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?

(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee

(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?

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Intro Music Credit:

Intro Video Credit:

https://x.com/autismcapital/status/1958566758719398351

Referenced in the show:

https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo

https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html

https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview

https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html

https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4

https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html

https://polymarket.com/event/democratic-presidential-nominee-2028

https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000

https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond

https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx

Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History

Wed, 20 Aug 2025 23:58:00 +0000

(0:00) Sacks and Jason welcome Senator Eric Schmitt

(2:34) Biden v. Missouri, uncovering government censorship as Missouri AG

(6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI

(18:44) Behind the Hunter Biden laptop story and COVID censorship

(30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68

(36:38) Russiagate and the Obama intel report on the 2016 Election

(47:15) Russia-Ukraine War, possible peace deal, and US foreign policy

Buy The Last Line of Defense: How to Beat the Left in Court:

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AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

Fri, 15 Aug 2025 18:44:00 +0000

(0:00) Bestie intros!

(4:45) AI Psychosis: what it looks like and why it's happening

(20:13) Why the social fabric in America is breaking down

(35:55) Fixing the incentives that created the student debt crisis

(48:52) Trump takes federal control of DC police

(1:05:39) Venture Capital: is it broken and what it will look like in the future?

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Intro Music Credit:

Intro Video Credit:

https://www.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis

Referenced in the show:

https://openai.com/index/how-we%27re-optimizing-chatgpt

https://pubmed.ncbi.nlm.nih.gov/25910392

https://www.reddit.com/r/MyBoyfriendIsAI

https://time.com/7307589/ai-psychosis-chatgpt-mental-health

https://x.com/jburnmurdoch/status/1953811277463122162

https://www.nimh.nih.gov/health/statistics/major-depression

https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services

https://www.youtube.com/watch?v=7PtX8BNLn_c

https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails

https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker

https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia

https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/

https://x.com/greg_price11/status/1955292615420588495

https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7

https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007

https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

Sat, 09 Aug 2025 15:40:00 +0000

(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show

(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence

(18:14) AI's TAM, ROIC, and energy implications

(27:27) China's major advantage and how the US can counter it

(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it

(52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?

(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach

(1:27:51) Nvidia chips being smuggled to China

(1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy

(1:40:09) Summer reading recommendations

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Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day

Referenced in the show:

https://www.anthropic.com/news/build-ai-in-america

https://www.youtube.com/watch?v=whE75zEFBpU

https://www.census.gov/library/visualizations/time-series/demo/historic.html

https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive

https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

Fri, 01 Aug 2025 23:28:00 +0000

(0:00) Bestie intros!

(1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways

(16:39) AI Executive Orders, unbiased AI, spiciest moments

(34:32) Copyright, fair use, and patents in the Age of AI

(56:37) Sam Altman highlights AI chatbot privacy issues

(1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal

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Intro Music Credit:

Intro Video Credit:

https://x.com/chamath/status/1950673622059667764

Referenced in the show:

https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370

https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503

https://x.com/simonw/status/1950592653047062578

https://fred.stlouisfed.org/series/A191RL1Q225SBEA

https://www.youtube.com/watch?v=aYn8VKW6vXA

https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html

https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25

https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness

https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84

Winning the AI Race Part 5: President Trump on the AI Action Plan

Thu, 24 Jul 2025 01:17:00 +0000

(0:00) President Trump on the AI Agenda

(54:14) Executive Order signing

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Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

Wed, 23 Jul 2025 23:05:00 +0000

(0:00) Scott Bessent, Treasury Secretary

(17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary

(35:11) Howard Lutnick, Commerce Secretary

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Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

Wed, 23 Jul 2025 22:40:00 +0000

(0:00) James Litinsky, MP Materials

(13:32) Lisa Su, AMD

(29:45) Chase Lochmiller, Crusoe

(43:26) Jensen Huang, Nvidia

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Winning the AI Race Part 2: Vice President JD Vance

Wed, 23 Jul 2025 22:21:00 +0000

(0:00) The Besties welcome JD Vance

(1:24) Immigration

(6:34) AI policy

(9:27) Relationship with China: Technology competition, striking a balance, trade

(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world

(16:41) AI's impact on jobs

(22:02) Should America facilitate "National Champions" in strategic industries?

(24:09) Working at the White House with Sacks

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Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian

Wed, 23 Jul 2025 20:09:00 +0000

(0:00) The besties introduce the day with Jacob Helberg

(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy

(18:24) Chris Power, Hadrian

(35:15) Jake Loosararian, Gecko Robotics

(44:37) Shyam Sankar, Palantir

(1:00:33) Paul Buchheit, Y Combinator

(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration

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Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

Sat, 19 Jul 2025 02:21:00 +0000

(0:00) The Besties welcome Gavin Baker!

(1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis

(19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy

(38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US

(52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted

(1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act

Follow Gavin Baker:

https://x.com/SenatorHagerty

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Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says

Referenced in the show:

https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html

https://polymarket.com/event/fed-decision-in-september?tid=1752872350388

https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html

https://www.cnbc.com/quotes/US30Y

https://polymarket.com/event/will-trump-remove-jerome-powell

https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131

https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645

https://www.nytimes.com/2025/07/15/us/politics/trump-ai-pittsburgh-speech.html

Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

Fri, 11 Jul 2025 21:28:00 +0000

(0:00) The Besties welcome Travis Kalanick and Keith Rabois!

(3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens

(18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI

(40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence

(46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome

(58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026?

(1:13:12) SCOTUS backs Trump over federal government RIF plans

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Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html

Referenced in the show:

https://www.youtube.com/watch?v=ZW5fJikPmfM

https://grok.com

https://www.youtube.com/watch?v=_wTA90BYo30

https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data

https://x.com/ArtificialAnlys/status/1943166841150644622

https://x.com/elonmusk/status/1943192643439337753

http://www.incompleteideas.net/IncIdeas/BitterLesson.html

https://x.com/chamath/status/1943177837956968499

https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser

https://x.com/perplexity_ai/status/1942969263305671143

https://x.com/elonmusk/status/1941584569523732930

https://polymarket.com/event/will-elon-register-the-america-party-by

https://ropercenter.cornell.edu/presidential-approval/highslows

https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx

https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative

https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce

https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works

https://cei.org/publication/10kc-2025-numbers-of-rules

https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

Fri, 04 Jul 2025 14:07:00 +0000

(0:00) Bestie intros

(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed

(14:10) Clean energy subsidies phased out: What this means for energy production in the US

(25:12) Elon/Trump; US fiscal picture post-BBB

(43:26) US dollar down over 10% in 2025

(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings

(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI

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Intro Music Credit:

Intro Video Credit:

https://x.com/chamath/status/1939049133362319363

Referenced in the show:

https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH

https://x.com/Jason/status/1940546432190369871

https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981

https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01

https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/

https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech

https://x.com/chamath/status/1927373268828266795

https://x.com/elonmusk/status/1939762942851027127

https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02

https://x.com/RayDalio/status/1940507002037240242

https://x.com/balajis/status/1940094433699234181

https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html

https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale

https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8

https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders

https://x.com/cremieuxrecueil/status/1937644999790985324

https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f

https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman

https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01

https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm

https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million

https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025

https://polymarket.com/event/fed-decision-in-september?tid=1751571922163

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

Sat, 28 Jun 2025 04:51:00 +0000

(0:00) Bestie intros: The Core Four is back!

(1:38) Launching All-In Tequila!

(7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region

(29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence

(39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor

(1:06:02) Science Corner: Stem cell-driven aging reversal out of China

(1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair?

(1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings

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Intro Music Credit:

Intro Video Credit:

https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665

Referenced in the show:

https://x.com/whitehouse/status/1938053287535616085

https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html

https://x.com/DavidSacks/status/1936973199734079907

https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio

https://x.com/BillClinton/status/1937937455065293017

https://x.com/chuckschumer/status/1937890929689420209

https://www.cnn.com/2025/06/25/investing/stock-market-record-dow

https://fred.stlouisfed.org/series/M2SL

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department

https://polymarket.com/event/fed-decision-in-september?tid=1751083141866

https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295

https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114

https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html

https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Sat, 21 Jun 2025 02:53:00 +0000

(0:00) The Besties welcome Thomas Laffont!

(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity

(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree

(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more

(42:41) Why Apple is fumbling AI and how they can fix it?

(57:02) IPOs and M&A heating up in 2025

(1:16:18) State of liquidity: SPACs, Direct Listings, and more

(1:25:40) Amazon's "kingmaker" position, job displacement

(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate

(1:52:13) Animal trailer

Follow Thomas Laffont:

https://x.com/thomas_coatue

Animal Trailer:

https://www.youtube.com/watch?v=8NNW5r63oXU

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Intro Music Credit:

Intro Video Credit:

https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers

Referenced in the show:

https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution

https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18

https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5

https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05

https://x.com/JoannaStern/status/1933564098291048764

https://www.youtube.com/watch?v=wCEkK1YzqBo

https://x.com/chamath/status/1932157508698919320

https://www.renaissancecapital.com/IPO-Center/Stats/Pricings

https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai

https://x.com/chamath/status/1935369326321877153

https://x.com/chamath/status/1935740807925100853

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

https://www.google.com/finance/quote/SPOT:NYSE

https://x.com/ylecun/status/1935108028891861393

https://x.com/ben_j_todd/status/1934284189928501482

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://companiesmarketcap.com/microsoft/revenue

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://www.youtube.com/watch?v=8NNW5r63oXU

Tony Robbins | All-In Live from Miami

Thu, 19 Jun 2025 15:49:00 +0000

(0:00) The Besties welcome Tony Robbins!

(0:23) Tony's background and how it led to his career

(8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies

(21:53) SSRIs, psychedelics, importance of personal moonshots

(31:49) Maintaining focus while managing multiple businesses

(36:37) Thoughts on longevity

(42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

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https://x.com/TuckerCarlson

ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

Fri, 13 Jun 2025 19:55:00 +0000

**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week.

(0:00) The Besties welcome Tucker Carlson!

(4:25) ICE raids, LA riots, immigration debate

(46:08) Strong macro data: inflation, tariff revenue, GDP, jobs

(1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress

(1:29:15) War with Iran?

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Intro Music Credit:

Intro Video Credit:

https://x.com/opensourcezone/status/1932911958254366989

Referenced in the show:

https://x.com/opensourcezone/status/1932632620140990635

https://x.com/opensourcezone/status/1932563726583882126

https://x.com/opensourcezone/status/1932633885822591032

https://x.com/opensourcezone/status/1932861766456738083

https://x.com/iapolls2022/status/1932476702644387955

https://x.com/iapolls2022/status/1933156707275874743

https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html

https://www.wsj.com/articles/SB994028904620983237

https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard

https://x.com/elonmusk/status/1931896196836081975

https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them

https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html

https://www.newsweek.com/trump-tariff-revenue-may-2079077

https://www.cnbc.com/2025/06/11/heres-the-inflation-breakdown-for-may-2025-in-one-chart.html

https://www.atlantafed.org/cqer/research/gdpnow

https://x.com/eliant_capital/status/1932886788030541850

https://bipartisanpolicy.org/report/deficit-tracker

https://www.nytimes.com/2025/06/11/climate/world-bank-nuclear-power-funding-ban.html

https://x.com/DavidSacks/status/1932933894317162546

https://www.jointheresponsibleparty.com/p/coming-soon

https://trumpcard.gov

Jared Isaacman: What went wrong at NASA | The All-In Interview

Wed, 04 Jun 2025 17:49:00 +0000

(0:00) David Friedberg welcomes Jared Isaacman

(1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut

(7:15) Relationship with Elon Musk, road to becoming a commercial astronaut

(16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things

(31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry

(48:31) The truth behind Jared's nomination being withdrawn by President Trump

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Intro Music Credit:

Intro Video Credit:

https://truthsocial.com/@realDonaldTrump/posts/114605559474286180

Referenced in the show:

https://www.youtube.com/watch?v=3pv01sSq44w

https://x.com/elonmusk/status/1439412791815950336

https://www.youtube.com/watch?v=MaJmUUtr2SI

Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami

Tue, 03 Jun 2025 19:41:00 +0000

(0:00) The Besties welcome Mayor Francis Suarez!

(0:23) How Miami significantly decreased homelessness and homicides

(5:17) Formula for turning Miami into America's happiest and healthiest city

(10:32) Addressing overregulation at the local level

(17:05) Ambitions for his post-Mayor career

(21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

Thanks to our partners for helping make this happen!

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AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

Sat, 31 May 2025 20:00:00 +0000

(0:00) Bestie intros!

(1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation

(25:17) Doom vs Boom in AI: Job Destruction or Abundance?

(52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues

(1:17:14) US Steel/Nippon Steel deal: national champions and golden votes

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Intro Music Credit:

Intro Video Credit:

https://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo

Referenced in the show:

https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025

https://www.aipanic.news/p/the-ai-existential-risk-industrial

https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill

https://x.com/nypost/status/1760623631283954027

https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke

https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken

https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312

https://x.com/chamath/status/1927847516500009363

https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html

https://x.com/DavidSacks/status/1927796514337746989

https://x.com/StephenM/status/1926715409807397204

https://x.com/neilksethi/status/1926981646718206243

https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story

https://x.com/chamath/status/1928536987558105122

https://x.com/chamath/status/1927373268828266795

https://www.cnbc.com/2025/01/03/biden-blocks-us-steel-takeover-by-japans-nippon-steel-citing-national-security.html

https://truthsocial.com/@realDonaldTrump/posts/114558783827880495

Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

Thu, 29 May 2025 03:43:00 +0000

(0:00) The Besties welcome Nico Rosberg!

(0:27) Nico's history with F1, what makes a great driver

(6:24) The business of F1

(10:05) Teammate rivalries, why "Drive to Survive" works, future growth

(16:48) Post-F1 career, best angel investments, becoming a VC

(22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

Check out OKX: https://www.okx.com

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https://x.com/RonJohnsonWI

Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview

Sun, 25 May 2025 07:09:00 +0000

(0:00) Friedberg and Chamath welcome Senator Ron Johnson

(2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt

(14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality

(24:53) Energy rescissions, future of DOGE

(32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement

(54:15) Next steps if the Big, Beautiful Bill passes

(58:35) Post-interview recap

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Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

Sat, 24 May 2025 06:43:00 +0000

(0:00) Today's topics and bestie intros!

(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House

(38:15) Google's big week: AI in search, roadmap to diversifying revenue

(46:49) OpenAI acquires Jony Ive's design startup for $6.5B

(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals

(1:15:25) Science Corner: CRISPR breakthrough!

(1:23:02) How increased energy production could solve America's fiscal problems

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Intro Music Credit:

Intro Video Credit:

https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

Referenced in the show:

https://x.com/KobeissiLetter/status/1925253934794342405

https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D

https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

https://x.com/JessicaBRiedl/status/1925257429408756087

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

https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

https://x.com/chamath/status/1925568992959492156

https://x.com/chamath/status/1925590496103342114

https://blog.google/products/google-one/google-ai-ultra

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

https://x.com/BenGeskin/status/1925579528933372198

https://x.com/DavidSacks/status/1924817118370951238

https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure

Antonio Gracias: DOGE updates, Voter fraud arrests, Finding 'Big Balls' | All-In Live from Miami

Wed, 21 May 2025 16:57:00 +0000

(0:00) The Besties welcome Antonio Gracias!

(0:30) DOGE updates: Government complexity worse than imagined, how to fix it

(9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service

(15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system

(22:12) Fixing immigration in the US

Thanks to our partners for helping make this happen!

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Sergey Brin, Google Co-Founder | All-In Live from Miami

Tue, 20 May 2025 02:37:00 +0000

(0:00) The Besties welcome Sergey Brin!

(0:40) Sergey on his return to Google, and how an OpenAI employee played a role!

(5:58) AI's true superpower and the next jump

(12:23) AI robotics: humanoids and other form factors

(17:07) Future of foundational models and open-source

(19:59) Human-computer interaction in the age of AI

(31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

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Intro Music Credit:

https://x.com/TheZachEffec

Intro Video Credit:

Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

Sat, 17 May 2025 04:04:00 +0000

(0:00) The Besties welcome Ben Shapiro!

(1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament

(7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East"

(35:18) US-China deal: is the tide turning on tariffs?

(46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral

(1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others

(1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention?

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Intro Music Credit:

Intro Video Credit:

https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar

Referenced in the show:

https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia

https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east

https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment

https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html

https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html

https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12

https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin

https://newrepublic.com/post/185836/trump-brags-dictators-orban-debate-harris

https://www.cnbc.com/quotes/US30Y

https://www.politico.com/live-updates/2025/05/14/congress/the-titanic-johnson-predicts-houses-big-beautiful-reconciliation-bill-will-sink-in-the-senate-00348310

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

https://www.nytimes.com/2025/05/12/opinion/josh-hawley-dont-cut-medicaid.html

https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-put-american-patients-first-by-lowering-drug-prices-and-stopping-foreign-free-riding-on-american-pharmaceutical-innovation/

Sundar Pichai, CEO of Alphabet | The All-In Interview

Fri, 16 May 2025 05:36:00 +0000

(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai

(2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user

(15:32) Infrastructure advantage, foundational model differentiation

(25:08) Future of human-computer interaction, hardware, competitive landscape in AI

(35:29) Energy constraints in AI

(41:20) Google's progress in quantum computing and robotics

(47:56) Culture, coddling, and talent recruitment in the age of AI

(56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?

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Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

Fri, 09 May 2025 20:26:00 +0000

(0:00) The Besties intro Philippe Laffont!

(2:12) Miami F1 Recap!

(12:10) Fed holds rates steady on tariff uncertainty

(32:47) Google drops after Apple sees fall in search queries on Safari

(56:48) Creating a new Mag 7

(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor

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Intro Video Credit:

https://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114

Referenced in the show:

https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm

https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price

https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout

https://blog.google/products/search/statement-press-reports-about-search-traffic

https://x.com/EconomyApp/status/1915501252420784499

https://x.com/Similarweb/status/1920026287625658628

https://openai.com/index/leadership-expansion-with-fidji-simo

https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf

https://stockanalysis.com/ipos/statistics

Doug Burgum, Secretary of the Interior | All-In DC

Tue, 06 May 2025 22:11:00 +0000

(0:00) David Friedberg introduces Secretary Doug Burgum

(2:11) Burgum's background and how it led to his role in the administration

(10:56) The state of American energy and how we got here

(22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance

(34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt

(42:25) Mining, overseeing the EPA, aligning agencies with outcomes

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Intro Video Credit:

https://x.com/BrookeLRollins

Brooke Rollins, Secretary of Agriculture | All-In DC

Sun, 04 May 2025 16:05:00 +0000

(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins!

(1:32) How she ended up in Trump's two administrations, history of the USDA

(16:56) Trump's first 100 days, what needs to be reformed in the USDA

(21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration

(30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background

(34:33) State of US farming in 2025, labor costs, opening up new markets, and more

(42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation

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Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

Fri, 02 May 2025 23:31:00 +0000

(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!

(4:05) Is Sacks back?

(8:19) Reflecting on Trump's first 100 days

(28:16) Global trade disruption, how businesses are dealing with tariffs

(49:14) Amazon flip-flops on its tariff pricing feature, national security issues

(1:04:13) AI agents, 1,000,000X'ing AI, and more

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https://x.com/typesfast

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Intro Music Credit:

Intro Video Credit:

https://en.wikipedia.org/wiki/OODA_loop

Referenced in the show:

https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146

https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html

https://x.com/Molson_Hart/status/1915248938753392642

https://x.com/SecScottBessent/status/1917697018551754802

https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html

https://x.com/chamath/status/1908239828283777393

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://manus.im

https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Sat, 26 Apr 2025 06:00:00 +0000

(0:00) The Besties intro Andrew Ross Sorkin

(2:04) Market bump: Trump rally or a Bessent put?

(18:04) Are tariffs damaging the American "brand"? Apple's investment in India

(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea

(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem

(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE

(1:18:35) Science Corner: China's Thorium Breakthrough

Follow Andrew:

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Intro Music Credit:

Intro Video Credit:

https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D

Referenced in the show:

https://x.com/nic__carter/status/1909066161464959070

https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html

https://x.com/TheTranscript_/status/1915116330534998440

https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372

https://truthsocial.com/@realDonaldTrump

https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html

https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev

https://x.com/EconomyApp/status/1915501252420784499

https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech

https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025

https://doge.gov/savings

https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet

https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty

https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

Sat, 19 Apr 2025 00:14:00 +0000

(0:00) The Besties welcome Tim Dillon!

(6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities

(28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away

(57:04) Hollywood's DEI facade, thoughts on AI, and more

(1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals!

(1:26:44) Science Corner: Mitochondrial Therapy

Follow Tim:

https://x.com/TimJDillon

Check out Tim's new special:

https://www.netflix.com/title/81992010

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Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=wUzmVo2dZNs

Referenced in the show:

https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ

https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866

https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08

https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800

https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805

https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08

https://www.bis.gov

https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html

https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-grants-to-harvard

https://www.harvard.edu/research-funding/wp-content/uploads/sites/16/2025/04/Letter-Sent-to-Harvard-2025-04-11.pdf

https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education

https://apnews.com/article/harvard-trump-administration-federal-cuts-antisemitism-0a1fb70a2c1055bda7c4c5a5c476e18d

https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html

https://www.boston.com/news/local-news/2024/09/05/harvard-comes-in-dead-last-in-nationwide-free-speech-rankings

https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States

https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard

https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning

https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16

https://www.nature.com/articles/s41586-023-06537-z

https://www.nature.com/articles/d41586-025-00848-z

https://www.researchgate.net/publication/389907980_Organelle-tuning_condition_robustly_fabricates_energetic_mitochondria_for_cartilage_regeneration/fulltext/67d8575e478c5a3feda50563/Organelle-tuning-condition-robustly-fabricates-energetic-mitochondria-for-cartilage-regeneration.pdf

https://www.foxnews.com/media/george-clooney-calls-breaking-biden-2024-his-civic-duty-says-democrats-werent-telling-truth

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

Fri, 11 Apr 2025 21:47:00 +0000

(0:00) Bestie intros!

(0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs

(21:21) Measures for success of tariffs, debating the impact of letting China into the WTO

(46:14) Is the US being exploited on trade? Was free trade a mistake?

(1:02:01) Recession chances, How the Trump administration gathers information

(1:19:39) Future of the Democratic Party, Abundance agenda, DOGE

(1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony

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Intro Music Credit:

Intro Video Credit:

https://truthsocial.com/@realDonaldTrump/posts/114309144289505174

Referenced in the show:

https://x.com/WhiteHouse/status/1910058352278708638

https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8

https://breakthroughprize.org

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

Sat, 05 Apr 2025 19:03:00 +0000

(0:00) The Besties welcome Ben Shapiro and Antonio Gracias

(1:54) Why Antonio is helping out and what it's like working with DOGE

(4:56) DOGE's latest findings: illegal immigration, social security, and more

(27:59) Was Biden's open border policy a Dem strategy to expand their voter base?

(39:55) Tariffs: Liberation Day chaos, reactions, strategy

(55:26) Impact, consequences, and risks for the Trump Administration

(1:13:50) How the US can thrive in a high-tariff world

(1:31:33) Future US political landscape if the tariff strategy fails

(1:42:27) Chamath recaps his best-performing asset of 2025 + wrap

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Intro Music Credit:

Intro Video Credit:

https://x.com/AntonioGracias/status/1906877800511893670

Referenced in the show:

https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860

https://x.com/Geiger_Capital/status/1907553323387072774

https://x.com/enriqueabeyta/status/1907796286763409439

https://x.com/Geiger_Capital/status/1907622848149037509

https://x.com/litcapital/status/1907813630227173534

https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0

https://www.hoover.org/publications/goodfellows

https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486

All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

Thu, 03 Apr 2025 01:15:00 +0000

(0:00) Friedberg and Jason are live from Austin!

(2:51) How building an audience has impacted the Besties

(11:15) Colin & Samir join the Besties!

(12:01) Evolution of short-form and long-form content

(22:18) Business models for creatives

(35:04) Advice to up and coming creators

(42:10) Chris Williamson joins the Besties!

(50:17) Making it seem effortless

(57:47) Monetizing content

(1:05:02) Scaling a one-man show

(1:19:15) Bryan Johnson joins the Besties!

(1:20:13) Spotify's move to video

(1:21:21) Bryan's Ketamine experience

(1:28:03) Creators and value props

(1:36:52) Issues with the US food industry

(1:43:10) Top tips for healthy living

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The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

Sat, 29 Mar 2025 01:40:00 +0000

(0:00) The Besties welcome Gavin Baker back on the show!

(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back

(16:22) US vs China in AI: Manus, China building its own Nvidia, and more

(28:37) The Administration's endgame for tariffs

(53:05) Signalgate: context and fallout

(1:09:42) El Salvador deportations

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Intro Music Credit:

Intro Video Credit:

https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27

Referenced in the show:

https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25

https://modelcontextprotocol.io/introduction

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://www.youtube.com/watch?v=A8wJc7vHcTs

https://x.com/JohnArnoldFndtn/status/1905296181208416744

https://x.com/chamath/status/1904547884877701610

https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151

https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua

https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador

https://x.com/Sec_Noem/status/1905034256826408982

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

Sat, 22 Mar 2025 02:17:00 +0000

(0:00) Welcoming Cyan Banister and David Sacks!

(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more

(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla

(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage

(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation

(1:12:57) Space rescue, SpaceX vs China, lunar landing

Thanks to our partners for making this happen:

Hims: https://www.hims.com | https://www.forhers.com

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html

Referenced in the show:

Bessent interview: https://youtu.be/lSma9suyp24

Lutnick interview: https://youtu.be/182ckTL2KBA

https://x.com/Tim_Walz/status/1902197581586833643

https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161

https://x.com/elonmusk/status/1519735033950470144

https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7

https://x.com/thesamparr/status/1902385138308104685

https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223

https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html

https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship

https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791

Howard Lutnick | All-In DC

Thu, 20 Mar 2025 21:34:00 +0000

(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!

(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics

(14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump

(38:01) Balancing the budget and fixing GDP

(52:21) Tariff history and strategy, global trade

(1:10:34) Trump Cards, building better government software, AI thoughts

(1:22:49) Sovereign Wealth Fund strategy

(1:37:16) How his family reacted to his new role

Thanks to our partners for making this happen:

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Intro Music Credit:

Intro Video Credit:

https://x.com/SecScottBessent

Scott Bessent | All-In DC

Wed, 19 Mar 2025 03:34:00 +0000

(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!

(2:12) Scott's background, what drew him to equities, the role of macro investors

(7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today

(21:30) Scott explains the Trump Administration's economic strategy

(32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt

(42:06) DOGE, DC grifts, shakeup at the IRS

(50:51) Re-engineering social security through the US SWF, how energy factors in

(1:00:02) Surprises, fixing affordability, thoughts on President Trump

Thanks to our partners for making this happen:

Gemini: https://www.gemini.com/allin

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Fixing the American Dream with Andrew Schulz

Sat, 15 Mar 2025 00:22:00 +0000

(0:00) The Besties intro Andrew Schulz!

(3:29) Friedberg hits a quick Science Corner on the future of fertility

(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?

(19:36) Tariff experiment so far: risks, communication issues, and more

(30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform

(55:45) Aligning upside via increased stock market participation

(1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following

(1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE

GET TICKETS for All-In Live: Miami

https://x.com/andrewschulz

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Check out Andrew's new special LIFE:

https://www.netflix.com/title/81741999

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Intro Music Credit:

Intro Video Credit:

https://x.com/chamath/status/1895948351516131515

Referenced in the show:

https://x.com/ChineseEmbinUS/status/1897132043362034153

https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc

https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

Sat, 08 Mar 2025 00:58:00 +0000

(0:00) The Besties welcome Joe Lonsdale!

(3:51) Jason recaps an eventful week in Washington

(8:29) Trump's tariffs: endgame, impact, chaos, master plan

(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?

(53:42) CoreWeave IPO

(1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy

(1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts

(1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models

(1:33:47) All-In for F1 Miami!

(1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile

(1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day

(1:57:23) Importance of disclosures and updates on a market structure bill

GET TICKETS for All-In Live: Miami

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Intro Music Credit:

Intro Video Credit:

https://truthsocial.com/@realDonaldTrump/posts/114093526901586124

Referenced in the show:

https://x.com/JTLonsdale/status/1896245689488920748

https://x.com/Jason/status/1896235076456739138

https://truthsocial.com/@realDonaldTrump/posts/114093946326587357

https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03

https://x.com/AutismCapital/status/1896655215899893968

https://x.com/USATODAY/status/1897248477081460849

https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230

https://truthsocial.com/@realDonaldTrump/posts/114116432894994278

https://truthsocial.com/@realDonaldTrump/posts/114112015891353323

https://www.reuters.com/business/autos-transportation/trump-auto-tariff-rate-will-be-around-25-2025-02-18

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

https://x.com/DOGE/status/1897464303428755692

https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc

https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits

https://x.com/bariweiss/status/1896992192197013888

https://truthsocial.com/@realDonaldTrump/posts/114117008305421663

https://x.com/chamath/status/1895948351516131515

https://x.com/unusual_whales/status/1897737394964906437

https://x.com/great_martis/status/1897194563800064153

https://x.com/great_martis/status/1897581115952804248

https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm

https://x.com/chamath/status/1896052861500604884

https://www.newsweek.com/map-global-thorium-reserves-country-2039893

https://apnews.com/article/donald-trump-bitcoin-cryptocurrency-stockpile-6f1314f5e99bbf47cc3ee6fc6178588d

https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology

https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile

https://x.com/dmartkc/status/1896260059640025113

https://x.com/ryangrim/status/1896306748052623852

https://x.com/_Andre_Ellis/status/1896935969041104981

https://x.com/KyleSamani/status/1897130321021411750

https://x.com/pbartstephens/status/1897008176467468349

https://x.com/HHorsley/status/1897461451675328879

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

Sat, 01 Mar 2025 02:06:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

https://x.com/bennyjohnson/status/1895195194947183047

Referenced in the show:

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://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://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

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

Fri, 21 Feb 2025 23:41:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html

Referenced in the show:

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

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

Sat, 15 Feb 2025 01:48:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

https://x.com/naval/status/1002103360646823936

Referenced in the show:

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

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

Fri, 07 Feb 2025 22:20:00 +0000

(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

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https://x.com/AntonioGracias

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Intro Music Credit:

Intro Video Credit:

https://en.wikipedia.org/wiki/United_States_Agency_for_International_Development

Referenced in the show:

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

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

Fri, 31 Jan 2025 21:52:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf

Referenced in the show:

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

Ray Dalio | The All-In Interview

Tue, 28 Jan 2025 16:00:00 +0000

(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/RayDalio/status/1878840018770210979

Follow Ray Dalio:

https://x.com/RayDalio

Read Part 1 of "How Countries Go Broke":

Pre-order "How Countries Go Broke":

https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064

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Intro Music Credit:

Intro Video Credit:

https://tradingeconomics.com/united-states/government-debt-to-gdp

Referenced in the show:

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

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

Sat, 25 Jan 2025 02:52:00 +0000

(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

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https://www.linkedin.com/in/thomas-laffont-02430914

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Intro Music Credit:

Intro Video Credit:

https://x.com/dontcallmeraylo/status/1882444994264629402

Referenced in the show:

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

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

Mon, 20 Jan 2025 04:39:00 +0000

(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

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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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Senator Ted Cruz | The All-In Inauguration Series

Sun, 19 Jan 2025 23:27:00 +0000

(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

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

Sat, 18 Jan 2025 01:21:00 +0000

(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!

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https://x.com/markpinc

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Intro Music Credit:

Intro Video Credit:

https://www.piratewires.com

Referenced in the show:

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

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

Sat, 11 Jan 2025 01:41:00 +0000

(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?

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https://x.com/cyantist

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Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=_SQ_myzmV_Q

Referenced in the show:

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

2025 Predictions with bestie Gavin Baker

Sat, 04 Jan 2025 00:23:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

https://shop.unitree.com/products/unitree-go2

Referenced in the show:

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

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

Fri, 20 Dec 2024 22:00:00 +0000

(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

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https://x.com/levie

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Intro Music Credit:

Intro Video Credit:

https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14

Referenced in the show:

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

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

Fri, 13 Dec 2024 16:58:00 +0000

(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:

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https://x.com/rabois

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Intro Music Credit:

Intro Video Credit:

https://www.tiktok.com/@frankielapenna/video/7010077215576575238

Referenced in the show:

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

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

Sat, 07 Dec 2024 00:55:00 +0000

(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!:

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Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

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

Sat, 23 Nov 2024 15:45:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

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

Sat, 16 Nov 2024 16:55:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

Referenced in the show:

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

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://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

Fri, 08 Nov 2024 19:46:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

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!

Fri, 01 Nov 2024 21:10:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

Referenced in the show:

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://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

Fri, 25 Oct 2024 22:51:00 +0000

(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:

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Intro Music Credit:

Intro Video Credit:

Referenced in the show:

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

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

Fri, 18 Oct 2024 22:49:00 +0000

(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

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Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

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

JD Vance | All-In Summit 2024

Tue, 15 Oct 2024 15:42:00 +0000

(0:00) Announcement from Friedberg

(0:18) Besties intro JD Vance!

(3:33) America's innovation problem

(5:04) Thoughts on Trump

(8:53) Would JD Vance have certified the election in 2020?

(12:02) Increasing government efficiency, shrinking the deficit, Vance's role as VP, thoughts on EOs

(19:35) Political realignment: Dick Cheney endorses Kamala Harris, winners and losers of the last 30 years

(23:58) Thoughts on Lina Khan clamping down on tech M&A and her impact on the startup ecosystem

(25:55) Fixing the Southern Border

(32:16) How to practically approach deportations, who's coming in through the Southern Border?

(36:51) Relationship with China

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https://x.com/JDVance

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Intro Video Credit:

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

Fri, 11 Oct 2024 23:11:00 +0000

(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:

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Intro Music Credit:

Intro Video Credit:

https://allin.com/meetups

Referenced in the show:

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

Elon Musk | All-In Summit 2024

Tue, 08 Oct 2024 15:01:00 +0000

(0:00) Announcement from Friedberg

(0:24) Besties intro Elon Musk!

(1:23) The Battle of Free Speech

(10:24) Potential government efficiency agency

(27:45) SpaceX updates, overreaching regulations

(36:10) Thoughts on Boeing's culture

(38:27) The 80/20 AI Future

(54:03) Elon and Jason share unaired SNL skits

Follow Elon:

https://x.com/elonmusk

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In conversation with Mark Cuban

Thu, 03 Oct 2024 20:19:00 +0000

(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992

(5:43) The history of Cuban's love/hate relationship with Trump

(19:08) Trump's performance as President: what he got right and wrong

(40:46) Party nominations: Kamala vs. Trump

(49:18) Biden's performance as President: what he got right and wrong

(55:45) Should Kamala share blame for Biden's failures?

(1:07:01) International conflict, national debt, crypto regulation

(1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump

(1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs

(1:44:50) Thoughts on AI, what's next for him

(1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise

Follow Mark:

https://x.com/mcuban

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Intro Music Credit:

Intro Video Credit:

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m

Referenced in the show:

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

https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing

https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

Tue, 01 Oct 2024 19:03:00 +0000

(0:00) Announcement from Friedberg!

(0:21) Sacks intros John Mearsheimer and Jeffrey Sachs

(1:32) What is the Deep State Party, and what are their goals?

(13:56) Should America leverage its power against dictators?

(22:07) The China threat: avoiding the escalatory path to nuclear war

(36:08) India's growing role; are China's wounds self-inflicted?

(47:07) Conflict in the Middle East and the path to peace

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OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

Fri, 27 Sep 2024 17:36:00 +0000

(0:00) Bestie intros: In Memoriam

(6:43) OpenAI's $150B valuation: bull and bear cases

(24:46) Will AI hurt or help SaaS incumbents?

(40:41) Implications from OpenAI's for-profit conversion

(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

(1:20:55) Risk of nuclear war increasing

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Intro Music Credit:

Intro Video Credit:

https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

Referenced in the show:

https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company

https://x.com/chiefaioffice

https://openai.com/our-structure

https://x.com/unusual_whales/status/1658664383717978112

https://x.com/elonmusk/status/1839121268521492975

https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399

https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book

https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html

https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393

https://educationdata.org/college-enrollment-statistics

https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

Fri, 20 Sep 2024 19:58:00 +0000

(0:00) Bestie intros + All-In Summit recap

(6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both?

(17:35) AI is coming for call centers; how agent training works

(33:41) US government wasting $50B for rural internet and EV charging stations

(47:10) Reflecting on some rough years in VC: is the model broken?

(1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race

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Intro Music Credit:

Intro Video Credit:

https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html

Referenced in the show:

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc

https://mearsheimer.ai

https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives

https://x.com/brendancarrfcc/status/1836079197967532497

https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years

https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html

https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer

https://x.com/brendancarrfcc/status/1836435062994121053

https://x.com/brendancarrfcc/status/1834009499931463705

https://x.com/molson_hart/status/1835650978906857948

https://x.com/danprimack/status/1824506087116058665

https://x.com/Jason/status/1768073854545449228

https://chamath.substack.com/p/2023-annual-letter

https://x.com/Jason/status/1836820167449326063

https://www.axios.com/2024/04/03/us-global-venture-capital-q1

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

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

https://x.com/GrageDustin/status/1836178999178866766

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

https://x.com/EndWokeness/status/1836516153893519867

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

Fri, 06 Sep 2024 18:20:00 +0000

(0:00) Bestie intros! Jason goes "Founder Mode"

(1:03) All-In Summit lineup announcement

(9:01) Understanding "Founder Mode"

(32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode"

(52:28) Tech's Section 230 protections might be in danger after new ruling

(1:08:45) DOJ charges two Russians with infiltrating US media company

(1:22:42) Kamala's economic pivot

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Intro Music Credit:

Intro Video Credit:

https://paulgraham.com/foundermode.html

Referenced in the show:

https://x.com/chamath/status/1831003871344501069

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

https://a16z.com/on-micromanagement

https://www.amazon.com/gp/product/0679762884

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

https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756

https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn

https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1

https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058

https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html

https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe

https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe

https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo

https://www.axios.com/2024/08/22/bolt-investors-baffled

https://x.com/MikeSacksEsq/status/1828795866590896599

https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges

https://www.youtube.com/watch?v=0JTcxIVlQfU

https://x.com/elonmusk/status/1830440852411326782

https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands

https://www.justice.gov/opa/media/1366266/dl

https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference

https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html

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

https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

Fri, 30 Aug 2024 15:04:00 +0000

(0:00) Bestie intros: Buttons are back for fall

(1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks

(7:52) State of AI: Nvidia, cluster buildouts, competition

(19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit

(29:09) Inflection AI's deal structure with Microsoft, Lina Khan's impact on the tech industry

(41:27) Reid's perspective on Kamala being hot swapped for Biden, funding groups that attempted to keep RFK Jr. off ballots

(52:02) Reid's thoughts on growing antisemitism

(55:03) Thoughts on Kamala's economic proposals: price caps, wealth tax, etc.

(1:04:19) How Silicon Valley views both candidates, why Reid funded legal action against Trump

(1:19:03) Robert F. Kennedy Jr. joins the show and recaps his campaign and decision to back Trump

(1:31:13) Falling out with the Democratic Party

(1:37:26) Potential role in the Trump Administration, Make America Healthy Again agenda

(1:58:01) Sacks recaps RFK Jr's campaign, RFK Jr. on Trump's legacy

Follow the besties:

https://x.com/reidhoffman

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https://x.com/RobertKennedyJr

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Intro Music Credit:

Intro Video Credit:

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2025

Referenced in the show:

https://podcasts.apple.com/us/podcast/gavin-baker-ai-semiconductors-and-the-robotic-frontier/id1154105909?i=1000666758592

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

Fri, 23 Aug 2024 22:14:00 +0000

(0:00) Bestie intros!

(1:59) Labor department revises down nonfarm payrolls by 818K

(15:02) MIT publishes data from first incoming class post race-based admissions ban

(36:16) Decision 2024: State of the race, Polls vs prediction markets

(52:33) Tale of two tickets: Private sector vs. Public sector

(1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html

Referenced in the show:

https://x.com/RealEJAntoni/status/1826290040374243821

https://x.com/DavidSacks/status/1664788807059660800

https://www.statista.com/statistics/269959/employment-in-the-united-states

https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774

https://x.com/chamath/status/1826360792351957141

https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html

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

https://x.com/Polymarket/status/1826469365069271419

https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes

https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations

https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ

https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families

https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf

Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive

Fri, 16 Aug 2024 18:42:00 +0000

(0:00) Bestie intros: Jason gets a dish named after him!

(5:27) DOJ considers breaking up Google after last week's antitrust ruling

(28:10) Starbucks replaces CEO with Chipotle chief

(45:37) Work culture, WFH's damage to informal mentorship

(59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus

(1:21:27) Boeing's Starliner disaster strands two astronauts in space

(1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report

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Intro Music Credit:

Intro Video Credit:

https://x.com/harry_schuh/status/1822030518038491400

Referenced in the show:

https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win

https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff

https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf

https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9

https://www.cafexapp.com

https://www.google.com/finance/quote/CMG:NYSE

https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af

https://www.youtube.com/watch?v=mzLCpmRad5o

https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html

https://x.com/Jason/status/1823826884112867609

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

https://x.com/JStein_WaPo/status/1823913395986305342

https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record

https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991

https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024

https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries

https://en.wikipedia.org/wiki/Whip_Inflation_Now

https://www.google.com/finance/quote/WMT:NYSE

https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539

https://time.com/7009317/reintroduction-of-kamala-harris

https://x.com/TIME/status/1822951410956218385

https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers

https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries

https://www.socialcapital.com/ideas/2019-annual-letter

https://www.google.com/finance/quote/BA:NYSE

https://www.azquotes.com/quote/1413855

https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station

https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts

https://newatlas.com/space/first-manned-crew-dragon-flight-date

https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq

https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch

https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019

https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems

https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work

https://www.boeing.com/space/starliner/launch/archive.html

https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch

https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia

https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c

https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.youtube.com/watch?v=OS4O8rGRLf8

https://www.youtube.com/watch?v=ild-PsPD_Uw

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

Fri, 09 Aug 2024 20:20:00 +0000

(0:00) Bestie intros: Jason is back from COVID!

(3:55) Yen carry trade unravels, Japan's unique economic issues

(27:22) Recession odds growing, is the US already in a "lowkey recession"?

(45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position

(55:54) Major antitrust ruling against Google, predicting outcomes

(1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate

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Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8

Referenced in the show:

https://tradingeconomics.com/japan/interest-rate

https://pebblewriter.com/the-yen-carry-trade-explained

https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan

https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22

https://x.com/GoldmanSachs/status/1793998451291615316

https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec

https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html

https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound

https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html

https://polymarket.com/event/how-many-fed-rate-cuts-this-year

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR

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

https://x.com/RealEJAntoni/status/1799085407394845087

https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves

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

https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17

https://www.documentcloud.org/documents/25032786-googleruling

https://x.com/Jason/status/1820823406503157764

https://x.com/chamath/status/1817893425137508474

https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates

https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice

https://x.com/NickFondacaro/status/1820840411335737852

https://x.com/KamalaHQ/status/1820918063966962143

https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick

https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html

https://x.com/PokerGO/status/1818836856890704291

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

Fri, 02 Aug 2024 18:13:00 +0000

(0:00) Bestie intros!

(0:38) Election update: Dems energize around Kamala, policy questions remain

(19:33) Trump's NABJ interview: smart or risky?

(33:07) Markets expect rate cut in September, but are we already in a recession?

(40:58) AI buildout causing short-term volatility

(45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East?

(1:06:17) Bill Ackman withdraws Pershing Square USA IPO

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Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech

https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title

https://x.com/jeffstorobinsky/status/1818722254542590012

https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572

https://x.com/grdecter/status/1819362069797654784

https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e

https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs

https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips

https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html

https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html

https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae

https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html

https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp

https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

Fri, 26 Jul 2024 22:55:00 +0000

(0:00) Bestie intros: Nostracanis appears!

(3:50) Wiz turns down Google's $23B offer, intends to IPO

(13:30) CrowdStrike's rough week

(17:51) Market update: Mag 7 sell-off?

(22:47) Sam Altman's UBI study was a mixed bag

(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

Referenced in the show:

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

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

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html

https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497

https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination

https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106

https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267

https://x.com/JoeBiden/status/1815080881981190320

https://x.com/paulg/status/1816334112086712830

https://x.com/paulg/status/1771640321446683060

https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf

https://x.com/mwseibel/status/1816542692727488784

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

Fri, 19 Jul 2024 19:09:00 +0000

(0:00) Bestie intros: Live from the RNC!

(1:34) Reacting to the assassination attempt against President Trump

(12:52) Impact of charged rhetoric

(21:15) Secret Service's massive failure; institutional decay

(37:02) Inside the RNC: Sacks breaks down his speech

(41:16) Trump picks JD Vance as his running mate

(58:52) All-In Summit scholarship applications are LIVE!

(59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B

Apply for the All-In Summit:

https://summit.allinpodcast.co

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Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=rLArznk0Ns4

Sacks RNC speech:

Jason's links (16:34):

https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence

https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

Referenced in the show:

https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds

https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474

https://x.com/TeslaVee/status/1813785645472690479

https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html

https://x.com/DylanByers/status/1811855698566975936

https://x.com/newrepublic/status/1810009748697448541

https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf

https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee

https://www.youtube.com/watch?v=pot7R0Affjs

https://x.com/cb_doge/status/1813289249288134660

https://x.com/mualphaxi/status/1812579998735491327

https://x.com/DavidSacks/status/1813270784942494110

https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service

https://x.com/yashar/status/1813757637584134615

https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html

https://x.com/VivekGRamaswamy/status/1812929198433964249

https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007

https://x.com/RitaPanahi/status/1813790835332595863

https://x.com/RWTNews/status/1813779819697725669

https://www.youtube.com/watch?v=h4FnpoNU8AI

https://www.youtube.com/watch?v=Xejs4gGUpjE

https://www.axios.com/2024/07/15/sequoia-capital-stripe

https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a

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

https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats

https://www.youtube.com/watch?v=XJP2zlH2nt8

https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

Fri, 12 Jul 2024 05:09:00 +0000

(0:00) Bestie intros!

(4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception

(20:48) AI sentiment turns bearish due to massive spend with little revenue

(40:51) A16Z's 20K GPU cluster

(46:41) Broad implications of France elections

(1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances

Apply for All-In Summit: https://summit.allinpodcast.co

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://x.com/teddyschleifer/status/1811423421861113915

Referenced in the show:

https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html

https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2

https://ycharts.com/indicators/sp_500_pe_ratio

https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens

https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024

https://youtu.be/R6hJh-OwoZw

https://www.sequoiacap.com/article/ais-600b-question

https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf

https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals

https://x.com/natfriedman/status/1668650915505803266

https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html

https://x.com/CilComLFC/status/1810110921383010563

https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html

https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520

https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214

https://x.com/greenfield64/status/1811199262350532767

https://x.com/Olivianuzzi/status/1808924240529535352

https://x.com/peterjhasson/status/1811052411584164210

https://youtu.be/kOeARghNIaY

https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

Jonathan Haidt | The All-In Interview

Wed, 10 Jul 2024 01:11:00 +0000

(0:00) New format: The All-In Interview!

(0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media

(12:39) Understanding how humans are wired from an evolutionary biology perspective

(27:22) Haidt's proposals to help younger generations

(33:12) Linking themes and trends in Haidt's books with recent college protests

(48:17) Explaining traditional liberalism and conservatism

(56:55) Lightning Round: Parenting tips, Gen Z employees

Jonathan's website:

https://jonathanhaidt.com

Buy The Anxious Generation:

https://www.anxiousgeneration.com/book

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://www.anxiousgeneration.com/take-action

Referenced in the show:

https://www.azquotes.com/quote/1385350

https://www.azquotes.com/quote/926752

https://www.thecoddling.com/chapter-1-antifragility

https://www.anxiousgeneration.com

https://www.afterbabel.com

https://letgrow.org

Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

Thu, 04 Jul 2024 17:31:00 +0000

(0:00) Bestie Intros!

(5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?

(26:22) Cognitive decline coverup, Bestie strategy for Dems

(34:38) SCOTUS clarifies social media moderation

(47:06) SCOTUS overturns Chevron, limiting the power of federal agencies

(1:00:03) SCOTUS to hear case on restricting online porn in Texas

(1:05:27) SCOTUS rules in favor of President Trump in immunity case

Join/host a meetup: https://app.getriver.io/all-in

Apply for All-In Summit: https://summit.allinpodcast.co

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

Referenced in the show:

https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014

https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434

https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea

https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate

https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know

https://x.com/TheKevinDalton/status/1806669560852218045

https://x.com/0rf/status/1807620571934478683

https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas

https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf

https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268

https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf

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

https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02

https://x.com/noalpha_allbeta/status/1808265251202167183

https://x.com/ewarren/status/1808241509738631388

https://www.axios.com/2019/06/01/supreme-court-justices-ideology

https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188

https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf

https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution

https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825

https://x.com/unusual_whales/status/1808558981457326368

Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

Sat, 29 Jun 2024 04:05:00 +0000

(0:00) Bestie intros!

(1:54) Debate recap and analysis: Hot swap incoming?

(16:53) Subverting democracy, power grab, Democratic party shakeup

(36:43) Why tech job postings are down significantly from pre-COVID levels

(42:43) OpenAI considering for-profit conversion

(54:11) The problem with safety-focused AI startups

(1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office

Follow the besties:

Follow on X:

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Intro Music Credit:

Intro Video Credit:

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

Referenced in the show:

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811

https://youtu.be/R6hJh-OwoZw

https://x.com/KellyO/status/1806505436457189594

https://x.com/WesternLensman/status/1806660589315658003

https://x.com/stoolpresidente/status/1806496453545586779

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

https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai

https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab

https://www.youtube.com/watch?v=YMnkqY98Cyo

https://x.com/benioff/status/1805664701298491623

https://www.youtube.com/watch?v=CwQMMzoeH9s

https://x.com/JoeBiden/status/1806739920255320347

In conversation with President Trump

Thu, 20 Jun 2024 20:23:00 +0000

(0:00) Bestie intros: Big house talk!

(1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization

(12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear

(20:22) Foreign policy: Ukraine/Russia

(25:05) Foreign policy: Israel/Palestine

(28:13) Abortion: Stance on a national ban

(31:09) Foreign policy: China

(32:33) COVID: Origins, Fauci relationship, deep state, bad deals

(39:39) Border: Wall, immigration, H-1Bs, recruiting global talent

(46:07) JFK Files: Full release, importance of transparency

(48:06) Debate prediction

(50:15) Post-interview debrief

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://x.com/tyler/status/1803872859938549920

Referenced in the show:

https://x.com/cameron/status/1803876953860247831

https://x.com/LHSummers/status/1802097688269181436

https://x.com/davidsacks/status/179888324567070746

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

Fri, 14 Jun 2024 21:58:00 +0000

(0:00) Bestie intros: bringing up the energy!

(8:48) Trump fundraiser recap

(23:16) Elon's comp package approved by shareholders

(40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC

(50:17) OpenAI reportedly hits a $3.4B revenue run rate

(1:05:26) Macro debate: State of the US economy?

Follow Tim Naki:

https://www.instagram.com/tim.naki

Follow the besties:

Follow on X:

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Intro Music Credit:

Intro Video Credit:

https://www.instagram.com/tim.naki

Referenced in the show:

https://x.com/eoghan/status/1799161733766062545

https://x.com/bennyjohnson/status/1800979079472288145

https://x.com/bennyjohnson/status/1797086962626494840

https://x.com/elonmusk/status/1801084780035154058

https://x.com/jhall/status/1795794521604718814

https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion

https://www.youtube.com/watch?v=RXeOiIDNNek

https://x.com/chiefaioffice/status/1801022115426009309

https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en

https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024

https://fred.stlouisfed.org/series/CES0500000003

https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf

https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html

https://x.com/VinnyLingham/status/1801129023168454907

https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders

https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1

https://x.com/jameslavish/status/1801248976911634648

https://x.com/peterfenton/status/1801300735520608529

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

Fri, 07 Jun 2024 19:02:00 +0000

(0:00) Besties intros!

(2:10) Responding to recent media coverage

(17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft

(32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop

(58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq

(1:02:34) Apple to announce OpenAI iPhone deal at WWDC

(1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season

Follow the besties:

Follow on X:

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Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=dQQhAg0mfF8

Referenced in the show:

https://x.com/vkhosla/status/1769529054955446533

https://x.com/vkhosla/status/1796293773389127987

https://x.com/shaunmmaguire/status/1796415146077954329

https://x.com/DavidSacks/status/1798100723617698097

https://x.com/SawyerMerritt/status/1798779830521000426

https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html

https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a

https://www.youtube.com/watch?v=F9cO3-MLHOM

https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519

https://www.reddit.com/user/DeepFuckingValue

https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4

https://x.com/TheRoaringKitty/status/1789807772542067105

https://www.google.com/finance/quote/GME:NYSE

https://www.youtube.com/watch?v=M-VO6dtFRes

https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301

https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue

https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb

https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

https://www.instagram.com/tim.naki/reels

https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba

https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf

https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other

https://x.com/leonsimons8/status/1793319395080520036

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

Fri, 31 May 2024 21:55:00 +0000

(0:00) Bestie Intros: Jason's first show for his new production company

(2:15) Why Sacks and Chamath are hosting a Trump fundraiser

(18:40) House COVID investigation: findings, cover-up, what's next?

(41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades

(53:04) Crypto Corner with Chamath

(1:04:15) State of SaaS: Salesforce drops 20%, market teetering

(1:20:10) Trump verdict: guilty on 34 counts of falsifying business records

(1:37:36) Are we seeing an AI correction?

Follow the besties:

Follow on X:

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Intro Music Credit:

Intro Video Credit:

https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures

Referenced in the show:

https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform

https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute

https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report

https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance

https://x.com/emilyakopp/status/1795482121739354552

https://x.com/R_H_Ebright/status/1795454118594568312

https://www.youtube.com/watch?v=jGxSlW0NrB4

https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance

https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor

https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit

https://x.com/KatherineEban

https://x.com/emilyakopp

https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics

https://www.youtube.com/watch?v=nvQTXAgtA6s

https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf

https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500

https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict

https://www.google.com/finance/quote/DELL:NYSE

https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

Fri, 24 May 2024 20:15:00 +0000

(0:00) Bestie intros: Recapping "General AI Hospital"

(2:46) Scarlett Johansson vs. OpenAI

(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations

(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem

(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data

(1:02:36) New study shows plastics in testicles

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://x.com/BobbyAllyn/status/1792679435701014908

Referenced in the show:

https://x.com/sama/status/1790075827666796666

https://openai.com/index/how-the-voices-for-chatgpt-were-chosen

https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice

https://x.com/SydSteyerhart/status/1792981291266138531

https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees

https://x.com/sama/status/1791936857594581428

https://x.com/ilyasut/status/1790517455628198322

https://x.com/janleike/status/1790603862132596961

https://x.com/janleike/status/1791498184671605209

https://openai.com/index/openai-announces-leadership-transition

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

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

https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat

https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo

https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022

https://chamath.substack.com/p/2023-annual-letter

https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula

https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

https://fred.stlouisfed.org/series/CCLACBW027SBOG

https://x.com/KariLake/status/1792986501820850333

https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation

https://www.google.com/finance/quote/MCD:NYSE

https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d

https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781

https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x

https://pubmed.ncbi.nlm.nih.gov/12708228

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247

https://pubmed.ncbi.nlm.nih.gov/21524797

https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133

https://www.youtube.com/watch?v=o6yuYkfNh-k

https://www.youtube.com/watch?v=EYQjShJxCtM

https://www.youtube.com/watch?v=r_4jrMwvZ2A

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

Fri, 17 May 2024 20:23:00 +0000

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend

(7:38) OpenAI launches GPT-4o: better, faster, cheaper

(29:40) Sacks demos Glue: How AI unlocked his Slack killer

(40:12) Friedberg walks through his major breakthrough at Ohalo

(1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US

(1:13:54) Jason's bet on Athena, how AI will change company building

(1:22:21) Google launches AI summaries in search

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Intro Music Credit:

Intro Video Credit:

https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm

Referenced in the show:

https://x.com/OpenAI/status/1790130703721521305

https://x.com/OpenAI/status/1790089513387143469

https://crfm.stanford.edu/helm/mmlu/v1.3.0/#

https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3

https://www.opencompute.org

https://glue.ai

https://ragie.ai

https://ohalo.com

https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html

https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula

https://twitter.com/DavidSacks/status/1378034932006592512

https://www.athenawow.com/jcal

https://calacanis.substack.com/p/startup-productivity-in-the-age-of

https://blog.google/products/search/generative-ai-google-search-may-2024

https://www.youtube.com/watch?v=XEzRZ35urlk

https://finance.yahoo.com/quote/GOOG

https://startuptalky.com/apple-failed-products

In conversation with Sam Altman

Fri, 10 May 2024 19:47:00 +0000

(0:00) Welcoming Sam Altman to the show!

(2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more

(21:56) How advanced agents will change the way we interface with apps

(33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry

(42:02) AI regulation, UBI in a post-AI world

(52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company

(1:05:33) Post-interview recap

(1:10:38) All-In Summit announcements, college protests

(1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?

(1:29:41) Google unveils AlphaFold 3.0

Follow Sam:

https://twitter.com/sama

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Intro Music Credit:

Intro Video Credit:

https://twitter.com/EconomyApp/status/1622029832099082241

Referenced in the show:

https://sacra.com/c/openai

https://twitter.com/tim_cook/status/1787864325258162239

https://openai.com/index/introducing-the-model-spec

https://twitter.com/SabriSun_Miller/status/1788298123434938738

https://www.archives.gov/founding-docs/bill-of-rights-transcript

https://twitter.com/ClayTravis/status/1788312545754825091

https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html

https://www.youtube.com/watch?v=snbTCWL6rxo

https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html

https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036

https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

Fri, 03 May 2024 18:59:00 +0000

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg

(11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7

(28:18) Paths forward, documentary decisions, involvement of women in protests

(53:03) Post-interview debrief

(59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1

Follow Sheryl:

https://twitter.com/sherylsandberg

Watch Screams Before Silence:

https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

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Intro Music Credit:

Intro Video Credit:

https://twitter.com/fakechamath

Referenced in the show:

https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html

https://news.un.org/en/story/2024/03/1147477

https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/

https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html

https://github.com/Profluent-AI/OpenCRISPR

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

Fri, 26 Apr 2024 22:55:00 +0000

(0:00) Bestie Intros: Reservation Tips!

(5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings

(22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years

(47:25) FTC bans noncompetes: impact on startups and company formation

(1:00:33) Besties reminisce on their encounters with Steve Jobs

(1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?

(1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://ai.meta.com/blog/meta-llama-3

Referenced in the show:

https://huggingface.co/meta-llama/Meta-Llama-3-8B

https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem

https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3

https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html

https://www.youtube.com/watch?v=kiMTRQXBol0

https://twitter.com/AravSrinivas/status/1781099224169320500

https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge

https://twitter.com/lauramaywendel/status/1782040453266710551

https://twitter.com/naveengrao/status/1781491370114633816

https://twitter.com/winglian/status/1783456379199484367

https://www.meta.ai

https://twitter.com/chamath/status/1780302197772952049

https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out

https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21

https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand

https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01

https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d

https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html

https://www.tesla.com/blog/master-plan-part-deux

https://twitter.com/chamath/status/1776663647735218491

https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf

https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html

https://palmetto.com

https://www.youtube.com/watch?v=pja_n8ThDsU

https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit

https://twitter.com/DavidSacks/status/1777496946263134414

https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html

https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements

https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes

https://www.techemails.com/p/steve-jobs-emails-adobes-ceo

https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android

https://www.youtube.com/watch?v=CWOt9Cjq2mw

https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package

https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150

https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html

https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo

https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance

https://twitter.com/DavidSacks/status/1783220583075111401

https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06

https://x.com/MsMelChen/status/1783524423963697262

https://x.com/Jason/status/1783556155924705388

https://x.com/Jason/status/1783604248569360516

https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922

https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf

https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll

https://balajis.com/p/all-it-takes-is-all-you-got

https://twitter.com/maceskridge/status/1783290784311058788

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

Fri, 19 Apr 2024 19:49:00 +0000

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"

(9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth

(14:38) Google fires protestors

(35:08) Chaos and culture wars at NPR

(40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions

(1:02:28) Startup tax crisis: How a recent provision upended R&D deductions

(1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US

(1:23:33) How to get better at chess, childhood Bestie schemes

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://twitter.com/NoTechApartheid/status/1780278895058518468

Referenced in the show:

https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html

https://www.notechforapartheid.com

https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract

https://twitter.com/CollinRugg/status/1779914595156808045

https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000

https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f

https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html

https://www.youtube.com/watch?v=3-APSXZy9UI

https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html

https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000

https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000

https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html

https://twitter.com/JustStop_Oil/status/1580883249228046336

https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia

https://www.npr.org/about-npr/178659563/our-mission-and-vision

https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust

https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work

https://twitter.com/realchrisrufo

https://twitter.com/wokal_distance/status/1780695504210567335

https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass

https://humane.com

https://www.youtube.com/watch?v=TitZV6k8zfA

https://www.youtube.com/watch?v=6xWXRk3yaSw

https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036

https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM

https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924

https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8

https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal

https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports

https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue

https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work

https://www.youtube.com/watch?v=U2huVf1l4UE

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

Fri, 12 Apr 2024 18:30:00 +0000

(0:00) Bestie Intros: J-Cal is out this week!

(0:57) All-In Summit 2024 Announcement

(3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market

(17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?

(45:41) AI disclosure bill: important step for creators or unnecessary?

(1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://summit.allinpodcast.co

Referenced in the show:

https://youtu.be/FgUKIRnxrxw

https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr

https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php

https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html

https://www.investing.com/economic-calendar/core-cpi-736

https://www.investing.com/economic-calendar/cpi-733

https://twitter.com/LHSummers/status/1778093870271664291

https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e

https://twitter.com/LHSummers/status/1762607548828360798

https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula

https://twitter.com/chamath/status/1778098007625572487

https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship

https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html

https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html

https://twitter.com/unusual_whales/status/1778479545613439455

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://twitter.com/chamath/status/1777017715846455470/photo/1

https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies

https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf

https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html

https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google

https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story

https://www.youtube.com/watch?v=xG1vOxwgqJw

https://twitter.com/sambendett/status/1774074927437475862

https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19

https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12

https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://www.saildrone.com

https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups

https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country

https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves

https://www.allencontrolsystems.com

https://www.allencontrolsystems.com/bullfrog

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

Fri, 05 Apr 2024 21:45:00 +0000

(0:00) Meet All-In's new CEO: Jon Haile!

(7:13) FTX Correction: Depositors are not getting "made whole"

(19:26) Trump Media updates

(27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?

(49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years

(1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html

Referenced in the show:

https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors

https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13

https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21

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

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458

https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43

https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans

https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html

https://twitter.com/mtaibbi/status/1619029772977455105

https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories

https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04

https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue

https://www.google.com/finance/quote/HUBS:NYSE

https://www.statista.com/statistics/266249/advertising-revenue-of-google

https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet

https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results

https://twitter.com/thedailyshow/status/1774995166778020059

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011

https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html

https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976

https://twitter.com/lina_colucci/status/1775668500931268665

https://twitter.com/tsarnick/status/1748923998052975099

https://twitter.com/Figure_robot/status/1767913661253984474

https://twitter.com/elonmusk/status/1746964887949934958

https://www.geckorobotics.com/company/robots

https://twitter.com/DavidSacks/status/1775926842257813910

https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia

https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks

https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

Fri, 29 Mar 2024 19:41:00 +0000

(0:00) Bestie Intros: Late night poker snacks!

(2:33) SBF sentenced to 25 years

(16:41) Trump's meme SPAC: modern trading card, protest vote, or something else?

(34:59) RFK Jr. selects Nicole Shanahan as VP

(47:46) Biden's budget plan for 2025: how to confront America's existential crisis?

(1:11:59) Science Corner: Why the price of cocoa has skyrocketed!

(1:16:41) Movie talk and wrap!

Follow the besties:

Follow on X:

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Intro Music Credit:

Intro Video Credit:

https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28

Referenced in the show:

https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html

https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison

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

https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm

https://www.sec.gov/news/press-release/2023-121

https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d

https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay

https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e

https://twitter.com/CollinRugg/status/1773147897439436939

https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11

https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf

https://manhattan.institute/article/the-limits-of-taxing-the-rich

https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf

https://www.oecd.org/tax/revenue-statistics-united-states.pdf

https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services

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

https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter

https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures

https://www.movieposters.com/products/daliland-mpw-138836

https://twitter.com/stillgray/status/1773234188663054751

https://twitter.com/elonmusk/status/1773240336292393144

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

Fri, 22 Mar 2024 18:51:00 +0000

(0:00) Bestie Intros: Don't spoil Dune 2!

(0:55) DOJ drops antitrust suit on Apple

(23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone

(32:17) NAR settlement: how it impacts residential real estate going forward

(44:30) Microsoft's "Shadow Acquihire" of Inflection AI

(48:43) How the besties would deploy $40B in AI as a sovereign wealth fund

(1:01:57) Reddit IPO: is risk-on back?

(1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf

Referenced in the show:

https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets

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

https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools

https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search

https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing

https://twitter.com/chamath/status/1769751534940918234

https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks

https://twitter.com/Patworx/status/1760189582870536408

https://www.youtube.com/watch?v=QNv9PRDIhes

https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634

https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23

https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft

https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai

https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding

https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html

https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html

https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532

https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f

https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question

https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient

https://twitter.com/neuralink/status/1770563939413496146

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

Fri, 15 Mar 2024 23:40:00 +0000

(0:00) Bestie Intros!

(1:02) Friedberg's newest family members

(7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs

(22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos?

(28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups?

(40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness?

(1:22:10) Florida on the verge of banning lab-grown meat

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/RachaelRad/status/1767612555063955891

Referenced in the show:

https://twitter.com/iamtomnash/status/1768135725403226256

https://twitter.com/CollinRugg/status/1752749485070156025

https://futurism.com/video-openai-cto-sora-training-data

https://twitter.com/tsarnick/status/1768021821595726254

https://www.harvey.ai

https://www.abridge.com

https://www.taxgpt.com

https://sierra.ai

https://twitter.com/cognition_labs/status/1767548763134964000

https://twitter.com/heyBarsee/status/1767934812315062646

https://sourcegraph.com/cody

https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas

https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years

https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote

https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800

https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate

https://twitter.com/rabois/status/1768107160662421772

https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3

https://time.com/6900348/tiktok-ban-donald-trump-congress

https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote

https://www.congress.gov/bill/118th-congress/house-bill/7521/text

https://en.wikipedia.org/wiki/United_States_foreign_adversaries

https://twitter.com/davidfrum/status/1753878721163882676

https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html

https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html

https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat

https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it

https://twitter.com/Teslaconomics/status/1768395010507182252

https://twitter.com/SpaceX/status/1768267464062943676

https://twitter.com/Andercot/status/1768328460622299424

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

Fri, 08 Mar 2024 21:56:00 +0000

(0:00) Bestie intros!

(0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables

(37:06) OpenAI's focus on AGI, different interpretations of AGI in tech

(44:46) Groq update with Sunny Madra!

(49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming

(1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright

(1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event

(1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com

Referenced in the show:

https://openai.com/our-structure

https://openai.com/blog/openai-elon-musk

https://twitter.com/vkhosla/status/1765424996548333997

https://twitter.com/pmarca/status/1764039155154399490

https://twitter.com/elonmusk/status/1765415187161464972

https://twitter.com/elonmusk/status/1765387202953937224

https://www.berkshirehathaway.com/letters/2023ltr.pdf

https://twitter.com/KevinAFischer/status/1764892031233765421

https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html

https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account

https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04

https://www.berkshirehathaway.com/letters/letters.html

https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries

https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05

https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf

https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16

https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html

https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911

https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html

https://twitter.com/jawwwn_/status/1732888357980536924

https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp

https://time.com/6846934/bitcoin-all-time-high-price-holdings

https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9

https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving

https://www.nejm.org/doi/full/10.1056/NEJMoa2309822

https://www.sciencedirect.com/science/article/pii/S016041202200099X

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

Fri, 01 Mar 2024 19:37:00 +0000

(0:00) Bestie intros! Jato Caelin

(1:36) Groq update!: The key metric developer platforms should care about

(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more

(29:17) How bloated HR departments slow down companies

(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?

(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups

(1:13:06) Reddit S-1 breakdown

(1:22:52) The Apple Car is dead: Apple cancels Project Titan

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

https://twitter.com/PirateWires/status/1762842476744708171

https://twitter.com/lulumeservey/status/1762864255437516932

https://x.com/pmarca/status/1762532979317043515

https://twitter.com/shellenberger/status/1762900581134557636

https://twitter.com/shaunmmaguire/status/1760885099984261564

https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22

https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini

https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm

https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

https://www.google.com/finance/quote/TLPFY:OTCMKTS

https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language

https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html

https://twitter.com/balajis/status/1763067849218850939

https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2

https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

Fri, 23 Feb 2024 19:48:00 +0000

(0:00) Bestie intros: Banana boat!

(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet

(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech

(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?

(1:17:17) War Corner with Sacks

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

https://twitter.com/KobeissiLetter/status/1760680756689748478

https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024

https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market

https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D

https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1

https://twitter.com/JayScambler/status/1759372542530261154

https://twitter.com/chamath/status/1760343973632291212

https://x.ai

https://twitter.com/TheTranscript_/status/1760436281438314545

https://artificialanalysis.ai

https://www.contraline.com/product

https://www.cafexapp.com/commercial

https://blog.google/technology/ai/google-gemini-ai

https://blog.google/products/gemini/bard-gemini-advanced-app

https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace

https://twitter.com/benthompson/status/1760452419627233610

https://twitter.com/Patworx/status/1760189582870536408

https://twitter.com/micsolana/status/1760163801893339565

https://ai.google/responsibility/principles

https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback

https://twitter.com/Jason/status/1760780139476992062

https://twitter.com/paulg/status/1760416051181793361

https://twitter.com/chamath/status/1760729719094563019

https://twitter.com/Jason/status/1760780139476992062

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

Fri, 16 Feb 2024 23:41:00 +0000

(0:00) Sacks Tequila Tasting!

(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback

(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model

(51:24) The risks of companies issuing stock option loans

(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability

(1:31:46) Takeaways from Tucker's Putin interview

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://companiesmarketcap.com/page/1

Referenced in the show:

https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09

https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119

https://blog.google/products/gemini/bard-gemini-advanced-app

https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0

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

https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18

https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13

https://twitter.com/OpenAI/status/1758192957386342435

https://twitter.com/CultureCrave/status/1758212761748980089

https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024

https://twitter.com/nathanbenaich/status/1758036247115608317

https://twitter.com/natfriedman/status/1758143612561568047

https://twitter.com/OfficialLoganK/status/1758198997590618550

https://huggingface.co/spaces/tsujuifu/ml-mgie

https://huggingface.co/stablediffusionapi/juggernaut-xl

https://twitter.com/jrichlive/status/1757258553688256895

https://twitter.com/jrichlive/status/1493392725814566914

https://twitter.com/chamath/status/1757537426019598418

https://twitter.com/elonmusk/status/1757537968083075137

https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms

https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl

https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report

https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country

https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference

https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024

https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007

https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html

https://twitter.com/wikileaks/status/1497207251785818114

https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Fri, 09 Feb 2024 19:42:00 +0000

(0:00) Bestie intros!

(2:08) Apple Vision Pro breakdown

(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance

(32:53) Positive signals indicating a big SaaS bounceback

(41:06) VCs are split into three camps on how to approach AI investing

(1:12:16) Rolling real estate crisis continues

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/Jason/status/1755273518416302522

Referenced in the show:

https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales

https://twitter.com/Jason/status/1755386651080106166

https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx

https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income

https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares

https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html

https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html

https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf

https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf

https://cloudedjudgement.substack.com

https://twitter.com/chamath/status/1754641005851328553

https://help.openai.com/en/articles/8554397-creating-a-gpt

https://twitter.com/ArtificialAnlys/status/1747264832439734353

https://blog.research.google/2009/06/speed-matters.html

https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees

https://artificialanalysis.ai

https://chamath.substack.com/p/deep-dive-artificial-intelligence

https://twitter.com/danshipper/status/1751005727215301053

https://www.youtube.com/watch?v=7waMPlHugYI

https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut

https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people

E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

Fri, 02 Feb 2024 19:59:00 +0000

(0:00) Bestie intros! The guys try the Apple Vision Pro

(8:24) Zuckerberg apologizes to parents in hearing, Section 230 under fire from child safety reforms

(36:19) Delaware judge voids Elon's comp package, understanding Fortune 500 country club compensation

(1:08:26) Reddit reportedly targeting $5B valuation in potential March IPO

(1:16:17) Drone attack, risks of greater Middle East conflict, failures of the military industrial complex

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.vanityfair.com/news/tim-cook-apple-vision-pro

Referenced in the show:

https://twitter.com/MKBHD/status/1752706894874202256

https://twitter.com/Box/status/1753085804115861766

https://twitter.com/briantong/status/1752645464204493147

https://www.meta.com/smart-glasses/shop-all

https://www.instagram.com/p/C0w4Agjvq5_/?img_index=1

https://twitter.com/CollinRugg/status/1752749485070156025

https://www.nbcnews.com/video/zuckerberg-apologizes-to-parents-at-senate-child-safety-hearing-203338309674

https://ultimateclassicrock.com/judas-priest-suicide

https://www.reuters.com/article/idUSKBN1GX0C0

https://www.cnbc.com/2024/01/30/tesla-shares-slide-after-judge-voids-elon-musks-56-billion-compensation.html

https://courts.delaware.gov/Opinions/Download.aspx?id=359340

https://www.google.com/finance/quote/GM:NYSE

https://www.wsj.com/business/autos/mary-barra-spent-a-decade-transforming-gm-it-hasnt-been-enough-d82f4c5a

https://www.ineteconomics.org/perspectives/blog/what-the-uaw-and-everyone-else-needs-to-know-about-ceo-pay

https://buffett.cnbc.com/video/2004/05/01/munger-i-would-rather-throw-a-viper-down-my-shirtfront-than-hire-a-compensation-consultant.html

https://www.bloomberg.com/news/articles/2024-01-28/reddit-advised-to-target-at-least-5-billion-valuation-in-ipo

https://twitter.com/DavidSacks/status/1639459879546150913

https://www.reuters.com/world/middle-east/iraq-seeks-quick-exit-us-forces-no-deadline-set-pm-says-2024-01-10

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://weapons.substack.com/p/biden-dod-and-the-army-are-not-protecting

https://twitter.com/Global_Mil_Info/status/1752786864900108547

https://inside.com/vc/posts/u-s-vc-funding-for-defense-tech-startups-continues-upward-trajectory-in-q1-2023-376404

https://www.forbes.com/sites/sarahemerson/2024/01/23/eric-schmidts-secret-white-stork-project-aims-to-build-ai-combat-drones

https://www.saildrone.com

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

Fri, 26 Jan 2024 20:11:00 +0000

(0:00) Bestie intros!

(1:37) Markets rip on strong economic data

(17:05) Media's broken business model, death spiral

(35:47) Texas defies the Biden Admin on the Southern Border after SCOTUS votes in favor of the federal government

(1:04:18) Ethics of publishing non-public financial data

(1:13:07) Fintech's reckoning

(1:26:27) ARkStorm 2.0

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2024/01/25/gdp-q4-2023-the-us-economy-grew-at-a-3point3percent-pace-in-the-fourth-quarter.html

Referenced in the show:

https://www.barrons.com/livecoverage/stock-market-today-012524

https://abcnews.go.com/Business/dow-closes-above-38000-record-high/story?id=106576234

https://www.cnbc.com/2024/01/11/cpi-inflation-report-december-2023-consumer-prices-rose-0point3percent-in-december-higher-than-expected-pushing-the-annual-rate-to-3point4percent.html

https://www.nytimes.com/2024/01/05/business/economy/jobs-report-december-2023.html

https://finance.yahoo.com/news/gas-prices-national-average-hit-by-mid-winter-blahs-on-way-to-3gallon-165833984.html

https://www.cnbc.com/2024/01/24/tesla-tsla-earnings-q4-2023.html

https://www.federalreserve.gov/newsevents/pressreleases/monetary20240124a.htm

https://www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion

https://twitter.com/paulkrugman/status/1750529905627128154

https://fiscaldata.treasury.gov/americas-finance-guide/national-debt

https://twitter.com/RealEJAntoni/status/1750537238578930101

https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx

https://www.forbes.com/sites/bradadgate/2023/12/19/media-companies-have-slashed-over-20000-jobs-in-2023

https://twitter.com/maxwelltani/status/1750507633247678531

https://www.nytimes.com/2024/01/23/business/media/los-angeles-times-layoffs-newsroom.html

https://www.nytimes.com/2023/11/01/business/media/conde-nast-business.html

https://www.cnn.com/2024/01/23/business/conde-nast-staffers-walkout-layoffs/index.html

https://www.latimes.com/entertainment-arts/business/story/2024-01-18/la-times-guild-calls-for-one-day-walkout-to-protest-looming-staff-cuts

https://www.nytimes.com/2024/01/19/business/media/sports-illustrated-mass-layoffs.html

https://www.npr.org/2024/01/18/1225446347/pitchfork-faces-layoffs-and-restructuring-under-conde-nast

https://fortune.com/2023/11/30/yet-another-media-company-is-laying-off-workers-as-the-industrys-retrenchment-hits-vox-media-for-the-second-time-this-year

https://variety.com/2023/digital/news/jezebel-shutting-down-go-media-layoffs-1235785877

https://www.npr.org/2023/05/15/1173260377/vice-media-bankruptcy

https://twitter.com/BillAckman/status/1750537848447533207

https://trends.google.com/trends/explore?date=today%205-y&geo=US&q=wsj.com,Businessinsider.com,twitter.com,nyt.com&hl=en

https://www.latimes.com/california/story/2021-08-20/recall-candidate-larry-elder-is-a-threat-to-black-californians

https://www.cbp.gov/newsroom/stats/nationwide-encounters

https://www.wsj.com/us-news/illegal-immigration-record-border-6db29cad

https://www.cbsnews.com/news/migrant-crossings-u-s-southern-border-record-monthly-high-december

https://www.scotusblog.com/2024/01/court-allows-border-patrol-to-cut-texas-razor-wire-along-rio-grande

https://www.texastribune.org/2024/01/22/texas-border-supreme-court-immigration

https://gov.texas.gov/uploads/files/press/Border_Statement_1.24.2024.pdf

https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them

https://www.nytimes.com/2023/09/07/nyregion/adams-migrants-destroy-nyc.html

https://www.cbsnews.com/news/cbs-news-opinion-poll-americans-border-crisis

https://www.foxbusiness.com/politics/california-offer-illegal-immigrants-free-healthcare-deficit-soars-population-shrinks

https://einvestingforbeginners.com/average-gross-profit-margin-by-industry

https://twitter.com/TexasLindsay_/status/1750427983448256552

https://twitter.com/WhidbeyWXGuy/status/1750006365790282175

https://twitter.com/US_Stormwatch/status/1749669643634233384

https://twitter.com/Weather_West/status/1750619800840110131

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

Fri, 19 Jan 2024 21:56:00 +0000

(0:00) Live from the WEF: "Oh Davos, Kumbaya"

(4:25) Why Davos lost its luster, plus major moments: Milei's speech, Jamie Dimon on Trump

(21:53) Boeing's regulatory capture leading to negative impact on consumer safety

(35:16) Adam Neumann facing familiar challenges at his new startup, Flow

(50:24) Evaluating "tech-enabled businesses" vs. traditional businesses that are utilizing technology

(1:00:47) Streaming at a crossroads: is the business model broken?

(1:20:51) Science Corner: New study on microplastics in water bottles

(1:32:42) All-In Poker

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/dschlopesisback/status/1747025441825640681

Referenced in the show:

https://twitter.com/davidsacks/status/1747724966941139276

https://twitter.com/andrewrsorkin/status/1746723727574794537

https://twitter.com/Jason/status/1746951952578298264

https://twitter.com/aphysicist/status/1747868626948907325

https://www.weforum.org/agenda/2024/01/special-address-by-javier-milei-president-of-argentina

https://www.opensecrets.org/federal-lobbying/clients/summary?id=D000000100

https://www.opensecrets.org/federal-lobbying/top-spenders

https://www.youtube.com/watch?v=wXMO0bhPhCw

https://www.dodig.mil/reports.html/article/2871623/audit-of-the-business-model-for-transdigm-group-inc-and-its-impact-on-departmen

https://www.google.com/finance/quote/TDG:NYSE

https://stacksonmain.com/gallery

https://www.societylasolas.com/photogallery

https://therealdeal.com/national/nashville/2024/01/12/adam-neumann-faces-shortfalls-on-flow-property-in-nashville

https://nypost.com/2024/01/11/sports/inside-nbcs-100-million-peacock-nfl-playoff-game-gamble

https://www.sportsvideo.org/2024/01/16/peacocks-nfl-playoff-exclusive-sets-live-streaming-records

https://www.businessofapps.com/data/disney-plus-statistics

https://www.businessofapps.com/data/netflix-statistics

https://finance.yahoo.com/news/americans-are-canceling-more-streaming-plans-as-prices-balloon-153035743.html

https://www.manscaped.com/products/crop-preserver-manscaping

https://www.pnas.org/doi/10.1073/pnas.2300582121

https://www.xometry.com/resources/materials/polyethylene

https://www.bpf.co.uk/plastipedia/how-is-plastic-made.aspx

https://www.reuters.com/business/environment/france-bans-plastic-packaging-fruit-vegetables-2021-10-11

https://www.pbs.org/wgbh/frontline/documentary/plastic-wars

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

Sat, 13 Jan 2024 22:39:00 +0000

(0:00) Bestie intros! Friedberg's jumper

(1:21) US and its allies strike Houthi targets in Yemen

(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?

(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator

(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders

(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/SpeakerJohnson/status/1745642200866738254

Referenced in the show:

https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12

https://twitter.com/DavidSacks/status/1745723423396118593

https://twitter.com/DavidSacks/status/1745604701654298826

https://www.imdb.com/title/tt0120885

https://twitter.com/Jason/status/1745514413782917262

https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html

https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization

https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut

https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m

https://twitter.com/karrisaarinen/status/1743398553500971331

https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277

https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080

https://twitter.com/chamath/status/1744414462986375440

https://twitter.com/coffeewithone/status/1744488896766042277

https://twitter.com/chamath/status/1745542094696145103

https://once.com

https://twitter.com/jasonlk/status/1745552662572208473

https://twitter.com/MattWalshBlog/status/1742583950944432607

https://www.oscars.org/awards/representation-and-inclusion-standards

https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting

https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html

https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html

https://www.nytimes.com/2022/04/23/business/pilots-diversity.html

https://twitter.com/Jason/status/1735164131806986441

https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million

https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy

E160: 2024 Predictions! Markets, tech, politics, and more

Sat, 06 Jan 2024 05:48:00 +0000

(0:00) Bestie intros! Pasty Preppers

(4:17) 2024's Biggest Political Winner

(13:37) 2024's Biggest Political Loser

(19:41) 2024's Biggest Business Winner

(32:08) 2024's Biggest Business Loser

(37:31) 2024's Biggest Business Deal

(41:15) 2024's Most Contrarian Belief

(51:18) 2024's Best-Performing Asset

(56:46) 2024's Worst-Performing Asset

(1:06:14) 2024's Most Anticipated Trend

(1:12:28) 2024's Most Anticipated Media

(1:22:28) Emotional condition heading into 2024

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://lmc.icds.ee/lennart-meri-lecture-by-fiona-hill

Referenced in the show:

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://apnews.com/article/robert-kennedy-president-election-utah-ballot-863513ec2bf75d1efc9b202cb8ddcc4a

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://geopoliticaleconomy.com/2023/08/10/us-saudi-arabia-sell-oil-dollars-chinese-yuan

https://www.reuters.com/world/middle-east/putin-talk-oil-uae-saudi-meet-crown-prince-mohammed-bin-salman-2023-12-06

https://www.facebook.com/watch/?v=853724306532726

https://www.politico.com/news/2023/12/07/californias-budget-deficit-balloons-to-68b-00130624

https://www.aljazeera.com/news/2022/10/28/in-grips-of-war-ukraine-faces-gloomy-demographic-future

https://razumkov.org.ua/en/articles/pension-system-can-ukrainian-pensions-be-saved

https://www.jordannews.jo/Section-20/Middle-East/Israel-won-t-be-able-to-eliminate-Hamas-US-spokesperson-33415

https://www.forbes.com/sites/rrapier/2023/08/30/us-natural-gas-production-sets-new-record-high

https://www.anduril.com/roadrunner

https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

https://twitter.com/CeciliaZin/status/1740109465918328844

https://www.nytimes.com/2023/09/06/business/china-car-exports.html

https://img.caixin.com//2023-04-14/168147450347265.jpg

https://www.cnn.com/2023/12/21/china/china-russia-relations-record-trade-intl-hnk/index.html

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://thehill.com/opinion/4383282-turkey-is-a-us-ally-but-should-not-be-a-trusted-one

https://foreignpolicy.com/2023/12/06/turkey-nato-membership-alliance-russia-erdogan-sweden-syria

https://apnews.com/article/nato-sweden-turkey-erdogan-stoltenberg-639d70add38ec481253729b0e451f4ea

https://www.politico.com/news/magazine/2023/12/27/biden-endgame-ukraine-00133211

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

https://www.telegraph.co.uk/news/2023/12/28/the-west-may-now-have-no-option-but-to-attack-iran

https://www.imdb.com/title/tt9218128

https://www.imdb.com/title/tt13016388

https://www.imdb.com/title/tt11198330

https://www.amazon.com/Founders-Paypal-Entrepreneurs-Shaped-Silicon/dp/1501197266

E159: The Bestie Awards! Recapping the best and worst of 2023

Fri, 29 Dec 2023 17:00:00 +0000

(0:00) Welcome to the fourth annual Bestie Awards!

(4:14) Biggest Political Winner

(10:26) Biggest Political Loser

(15:14) Biggest Political Surprise

(23:02) Biggest Business Winner

(26:50) Biggest Business Loser

(30:32) Biggest Business Surprise

(35:57) Best Science Breakthrough

(40:30) Biggest Flash in the Pan

(42:34) Best CEO

(44:53) Best Investor

(47:07) Best Turnaround

(50:04) Worst Company

(54:21) Best Meme

(56:53) Best New Tech

(59:57) Best Trend

(1:02:12) Worst Trend

(1:07:42) Favorite Media

(1:12:40) The Rudy Giuliani Award for Self-Immolation

(1:17:02) Final Thoughts

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://time.com/person-of-the-year-2022-volodymyr-zelensky

Referenced in the show:

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://www.bloomberg.com/news/articles/2023-11-29/global-esg-market-shrinks-after-sizable-drop-in-us

https://thehill.com/homenews/campaign/4319127-rfk-jr-leads-2024-candidates-in-favorability-poll

https://news.gallup.com/poll/512135/support-third-political-party.aspx

https://twitter.com/joosteninvestor/status/1737207130111819896

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

https://www.google.com/finance/quote/UBER:NYSE

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

https://www.cnn.com/economy/live-news/federal-reserve-meeting-121323/index.html

https://www.ft.com/content/59fff67e-b136-4435-89e1-2400b90f4b83

https://twitter.com/NASA/status/173682682876386142

https://www.wsj.com/tech/biotech/fda-approves-worlds-first-crispr-gene-editing-drug-for-sickle-cell-disease-8c65fbb3

https://www.vox.com/future-perfect/2023/5/4/23708162/neurotechnology-mind-reading-brain-neuralink-brain-computer-interface

https://www.nbcnews.com/politics/congress/george-santos-campaign-funds-how-spent-what-to-know-rcna125531

https://www.rollingstone.com/music/music-news/taylor-swift-eras-tour-highest-grossing-all-time-1-billion-1234921647

https://www.tmz.com/2023/10/13/taylor-swift-eras-tour-money-4-billion-profit

https://www.cnbc.com/2023/10/23/bill-ackman-covers-bet-against-treasurys-says-too-much-risk-in-the-world-to-bet-against-bonds.html

https://www.google.com/finance/quote/NVO:NYSE

https://coinmarketcap.com/currencies/solana

https://www.wsj.com/health/pharma/pfizer-drug-company-cost-cutting-2da7524d

https://twitter.com/RebelNewsOnline/status/1615770518606561282

https://www.reuters.com/article/idUSKBN28H0C7

https://www.courthousenews.com/fox-news-signals-its-unlikely-to-settle-smartmatics-2-7-billion-suit

https://twitter.com/thedailyfriday_/status/1686406249317830656

https://twitter.com/WatcherGuru/status/1730250975578038522/video/1

https://twitter.com/huavancuong1507/status/1737474510868058489

https://www.scotusblog.com/2023/06/supreme-court-strikes-down-affirmative-action-programs-in-college-admissions

https://twitter.com/exjon/status/1348090383079641091

https://twitter.com/benswann_/status/1737547395766858206

https://twitter.com/chamath/status/1737238320235831546

https://www.imdb.com/title/tt21152040

https://www.imdb.com/title/tt26230388

https://www.youtube.com/@TheDuran

https://www.youtube.com/@judgingfreedom

https://www.youtube.com/@DanielDavisDeepDive

https://www.amazon.com/Idea-Factory-Great-American-Innovation/dp/0143122797

https://www.youtube.com/@Thebobbialthoff

https://www.youtube.com/@ziwe

https://goop.com/the-goop-podcast

https://www.patreon.com/RedScare

https://cafe.com/cafe-insider-feed

https://www.nytimes.com/2023/12/09/us/university-of-pennsylvania-president-resigns.html

https://twitter.com/MailOnline/status/1732791280839610390

https://www.npr.org/2023/12/21/1220557358/rudy-giuliani-election-workers-lawsuit

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

Sat, 23 Dec 2023 02:26:00 +0000

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more

(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen

(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment

(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages

(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US

(1:31:58) Colorado bans Trump from primary ballots

Follow the besties:

https://twitter.com/typesfast

Follow Ryan:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867

Referenced in the show:

https://www.flexport.com

https://www.figma.com/blog/figma-adobe-abandon-proposed-merger

https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17

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

https://www.saasgrid.com

https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions

https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa

https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV

https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo

https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2

https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html

https://cafe.com/cafe-insider-feed

https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

Sat, 16 Dec 2023 00:37:00 +0000

(0:00) Bestie intros: Mullets!

(2:56) Recapping Friedberg's holiday party

(9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly?

(23:21) OpenAI inks deal with Axel Springer

(35:02) FCC cancels Starlink subsidy, dissenting FCC Commissioner says federal agencies are targeting Elon Musk on Biden's orders

(58:25) Alex Jones reinstated on X

(1:22:59) Sacks receives an unlikely apology

(1:27:32) Besties take two questions from the audience

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theverge.com/23994174/epic-google-trial-jury-verdict-monopoly-google-play

Referenced in the show:

https://www.theverge.com/23959932/epic-v-google-trial-antitrust-play-store-fortnite-recap

https://www.wsj.com/tech/google-loses-antitrust-case-brought-by-epic-games-651f5987

https://support.google.com/googleplay/android-developer/answer/112622

https://twitter.com/openai/status/1734940445824937993

https://www.ap.org/ap-in-the-news/2023/chatgpt-maker-openai-signs-deal-with-ap-to-license-news-stories

https://www.axios.com/2023/12/13/openai-chatgpt-axel-springer-news-deal

https://fairuse.stanford.edu/overview/fair-use/four-factors

https://twitter.com/Jason/status/1730035957850833023

https://www.theverge.com/2023/12/12/23999070/spacex-starlink-fcc-rural-digital-opportunity-fund-fcc-rejected

https://docs.fcc.gov/public/attachments/DOC-399068A1.pdf

https://twitter.com/HansMahncke/status/1735003655697244308

https://www.nytimes.com/2023/12/13/us/politics/hunter-biden-impeachment-testimony.html

https://twitter.com/BrendanCarrFCC/status/1734780816599703983

https://twitter.com/elonmusk/status/1733529033575465381

https://twitter.com/DrJBhattacharya/status/1602052936921939968

https://medium.com/craft-ventures/section-230-mend-it-dont-end-it-e33799a43a5f

https://twitter.com/TheChiefNerd/status/1733496554701365582

https://twitter.com/Mark60480727/status/1735335623207038994

https://twitter.com/Jason/status/1735164131806986441

https://twitter.com/MomCooksFS/status/1735341157800915278

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

Fri, 08 Dec 2023 00:11:00 +0000

(0:00) Bestie intro!

(3:12) Ivy League antisemitism hearings

(21:55) State of the economy for consumers

(34:55) Signs of life in SaaS, VC shutdowns, and more

(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech

(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more

(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA

Follow the besties:

https://twitter.com/TuckerCarlson

Follow Tucker:

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Intro Music Credit:

Intro Video Credit:

https://rankings.thefire.org/rank

Referenced in the show:

https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47

https://academic.oup.com/poq/article-abstract/82/1/135/4868126

https://fred.stlouisfed.org/series/CCLACBW027SBOG

https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html

https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d

https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping

https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html

https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html

https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec

https://twitter.com/KobeissiLetter/status/1730607188341624851

https://twitter.com/chamath/status/1718016818118553622

https://www.saastr.com/carta-startup-shutdowns-are-up-237

https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises

https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr

https://twitter.com/friedberg/status/1732217863975641389

https://ohalogenetics.com

https://www.youtube.com/watch?v=K4pX1VAxaAI

https://www.youtube.com/watch?v=v5tRc_5-8G4

https://blog.google/technology/ai/google-gemini-ai

https://twitter.com/chamath/status/1732482646419403077

https://www.figma.com/templates

https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

Fri, 01 Dec 2023 17:13:00 +0000

(0:00) Bestie intros! Tucker Carlson joins the show

(0:59) Tucker's departure from Fox News

(10:49) The state of American society and the importance of rediscovering national alignment

(30:53) Why prosperity begets self-destruction, climate change, immigration

(59:48) Thoughts on the current political landscape and presidential candidates

(1:09:13) Media control, the importance of free speech platforms, Tucker's future, reacting to Elon's viral moment at the NYT's DealBook Summit

(1:33:56) Post-interview debrief

(1:41:49) Understanding the chaos at OpenAI

Follow the besties:

https://twitter.com/TuckerCarlson

Follow Tucker:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/talkrealopinion/status/1728139279019188257

Referenced in the show:

Tucker Carlson segment links:

https://twitter.com/greg_price11/status/1729991837958414573

https://twitter.com/hansmahncke/status/1730019598064390597

OpenAI segment links:

https://openai.com/blog/sam-altman-returns-as-ceo-openai-has-a-new-initial-board

https://twitter.com/btaylor/status/1730030765482938521

https://twitter.com/chamath/status/1726351777581449627

https://www.reuters.com/technology/sam-altmans-ouster-openai-was-precipitated-by-letter-board-about-ai-breakthrough-2023-11-22

https://www.businessinsider.com/openai-ceo-sam-altman-hawaii-estate-napa-san-francisco-2023-11

http://paulgraham.com/fundraising.html

https://openai.com/our-structure

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

Fri, 17 Nov 2023 08:20:00 +0000

(0:00) Bestie intros!

(1:25) Democratic Presidential Candidate Dean Phillips shares his business background

(13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental state, advantages of not being a career politician

(29:10) Foreign Policy: Russia/Ukraine, Israel/Hamas, China/US de-escalation, how he'd handle TikTok, immigration, border security

(56:08) US fiscal situation, healthcare, defense spending, restoring cross-party common ground

(1:19:30) Post-interview debrief

(1:29:12) Xi and Biden meet in San Francisco, Newsom up next?

(1:45:00) Science Corner!: DeepMind's new weather forecasting model

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/TalentiGelato/status/487275228952014848

Referenced in the show:

https://www.pinterest.com/pin/491244271857449720

https://designreplace.com/dean-phillips-us-congress

https://braveneweurope.com/michael-von-der-schulenburg-hajo-funke-harald-kujat-peace-for-ukraine

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf-18496249.php

https://www.axios.com/2023/11/07/china-economy-negative-foreign-investments

https://twitter.com/chamath/status/1718016818118553622

https://twitter.com/disclosetv/status/1724093441519341573

https://www.sfgate.com/politics/article/biden-floats-newsom-for-president-apec-in-sf18496249.php

https://deepmind.google/discover/blog/graphcast-ai-model-for-faster-and-more-accurate-global-weather-forecasting

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

Sat, 11 Nov 2023 01:02:00 +0000

(0:00) Bestie Intros: Sacks keeps receipts!

(1:14) Jared Kushner joins the show: background, Trump's campaign validation

(13:12) State of Israel vs Hamas, escalation risks

(23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East

(38:55) Failed solutions, Israel's response, paths to stability

(1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting

(1:15:36) Improving macro picture, potential impact on 2024 election cycle

(1:28:03) Russia-Ukraine

(1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement

Follow the besties:

https://twitter.com/jaredkushner

Follow Jared:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1722342698110304752

Referenced in the show:

https://twitter.com/DavidSacks/status/1722288226235498511

https://www.youtube.com/watch?v=In1MYEc0-10

https://fred.stlouisfed.org/series/WM2NS

https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.google.com/finance/quote/ADYEY:OTCMKTS

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

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

https://twitter.com/sundeep/status/1722635065983897910

https://twitter.com/elonmusk/status/1721029443160772875

https://twitter.com/kaifulee/status/1721321096727994590

https://openai.com/blog/introducing-gpts

https://openai.com/blog/new-models-and-developer-products-announced-at-devday

https://twitter.com/chamath/status/1721234497482670438

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

Fri, 03 Nov 2023 08:33:00 +0000

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product

(10:49) Ukraine has its "Cronkite Moment"

(16:56) Market outlook: are we in for a Q4 rally?

(22:05) CRE chaos: SF's firesales, understanding the second-order effects from CRE debtholders

(41:38) WeWork will reportedly file for bankruptcy as soon as next week, Sacks makes the case for a turnaround

(46:42) Biden's Executive Order on AI: end game, regulatory capture, confusion over clarity as a strategy

(1:08:07) Silicon Valley's shift right

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/chamath/status/1718722437217685810

Referenced in the show:

https://twitter.com/ShaanVP/status/1719461817699733831

https://twitter.com/chamath/status/1719887650688282786

https://sacks.substack.com

https://responsiblestatecraft.org/zelensky-war-time-magazine

https://twitter.com/davidsacks/status/1719815317000733153

https://time.com/6329188/ukraine-volodymyr-zelensky-interview

https://time.com/person-of-the-year-2022-volodymyr-zelensky

https://twitter.com/RothCRE/status/1719833548780195882

https://twitter.com/real_bill_gross/status/1720094066183139359

https://twitter.com/real_bill_gross/status/1719010907806904452

https://www.whitehouse.gov/briefing-room/statements-releases/2023/10/27/fact-sheet-biden-harris-administration-takes-action-to-create-more-affordable-housing-by-convertingcommercial-properties-to-residential-use

https://www.kqed.org/news/11957640/budget-deep-dive-san-francisco

https://www.wsj.com/articles/wework-plans-to-file-for-bankruptcy-as-early-as-next-week-1fdcb6a5

https://s23.q4cdn.com/100276410/files/doc_financials/2023/q2/WeWork-2023-Q2-Press-Release-FINAL.pdf

https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence

https://hardcoresoftware.learningbyshipping.com/p/211-regulating-ai-by-executive-order

https://variety.com/2023/film/news/joe-biden-worried-ai-mission-impossible-dead-reckoning-1235775115

https://ai.meta.com/llama

https://chamath.substack.com/p/the-case-for-big-action-to-regulate

https://twitter.com/ImMeme0/status/1713413678765126062

https://twitter.com/elonmusk/status/1259638112688304129

https://twitter.com/chamath/status/1720112859198419191

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

Fri, 27 Oct 2023 19:48:00 +0000

(0:00) Bestie intros!

(1:16) WW3 risk, is WSJ trying to escalate US vs Iran?

(22:02) Nuclear risks

(33:28) Best case scenarios for de-escalation

(40:34) Murky macro picture: Main Street disconnects from Wall Street, startup shutdowns, challenged returns

(1:09:14) Cruise robotaxi accident update

(1:12:59) Hurricane Otis's rapid progression and the second-order effects on US coastal communities

(1:24:47) Jason reflects on his time in the Middle East

(1:31:09) New House Speaker and Trump case update

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/interactive/2023/09/28/world/europe/russia-ukraine-war-map-front-line.html

Referenced in the show:

https://www.nytimes.com/2023/10/25/us/politics/us-israel-gaza-ground-invasion.html

https://unherd.com/2023/10/republican-hawks-now-want-a-war-with-iran/

https://www.latimes.com/nation/la-oe-heilbrunn-iran-framework-republican-neocon-response-20150403-story.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.theguardian.com/world/2023/oct/09/no-evidence-yet-of-iran-link-to-hamas-attack-says-israeli-military

https://www.nbcnews.com/politics/white-house/blinken-says-no-direct-evidence-iran-was-involved-hamas-attack-israel-rcna120110

https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9

https://www.reuters.com/article/israel-palestinians-usa-senator-idAFS8N3BG0A6

https://www.wsj.com/articles/bidens-red-line-moment-with-iran-9e1bbf5a

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.wsj.com/world/middle-east/iranian-backed-militias-mount-new-wave-of-attacks-as-u-s-supports-israel-d51364d4

https://www.wsj.com/world/europe/ukrainian-counteroffensive-pierces-main-russian-defensive-line-in-southeast-9441e204

https://www.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

https://nypost.com/2023/10/15/biden-insists-us-can-tend-to-both-ukraine-and-israel-at-the-same-time

https://www.armscontrol.org/factsheets/Nuclearweaponswhohaswhat

https://twitter.com/DavidSacks/status/1717049864180379761

https://www.nytimes.com/2023/10/25/world/middleeast/erdogan-turkey-hamas-israel.html

https://jordantimes.com/opinion/daoud-kuttab/king-abdullah-calls-peace-immediate-stoppage-war-gaza

https://www.bea.gov/sites/default/files/2023-10/gdp3q23_adv.pdf

https://twitter.com/DavidSacks/status/1716608344264470868

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fddce62ff-33dd-4a38-a659-25e192825c29_1250x630.png

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

https://www.google.com/finance/quote/KVYO:NYSE

https://www.reuters.com/business/finance/bank-americas-unrealized-losses-securities-rose-1316-bln-2023-10-17

https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california

https://getcruise.com/news/blog/2023/a-detailed-review-of-the-recent-sf-hit-and-run-incident

https://www.politico.com/newsletters/politico-nightly/2023/10/25/mike-johnson-is-a-social-conservatives-social-conservative-00123619

https://www.politico.com/news/2023/10/25/democrats-opposition-mike-johnson-house-speaker-00123624

https://www.nytimes.com/2023/10/25/us/politics/mike-johnson-house-speaker.html

https://www.dailymail.co.uk/news/article-9017431/Farting-sound-heard-twice-Rudy-Giulianis-voter-fraud-hearing-Michigan.html

https://thosenerdygirls.org/can-farts-spread-covid

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

Fri, 20 Oct 2023 07:23:00 +0000

(0:00) Bestie intros

(0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures

(23:20) Understanding Israel's political dynamics, feelings throughout the Middle East, why a two-state solution has failed in the past

(42:56) Harvard and Penn megadonors cut ties

(50:43) The EU's DSA: consumer protection or censorship regime?

(1:06:05) GLP-1: the second biggest hype cycle of 2023

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/robbystarbuck/status/1714629327134834975

Referenced in the show:

https://twitter.com/EndWokeness/status/1714416589724864790

https://twitter.com/CollinRugg/status/1714432578852438392

https://www.axios.com/2023/10/14/iran-warning-israel-hezbollah-hamas-war-gaza

https://www.aljazeera.com/news/2022/11/1/far-right-ben-gvir-emerge-as-key-player-in-israel-election

https://www.aljazeera.com/news/2023/7/27/israels-far-right-minister-leads-incursion-of-al-aqsa-compound

https://thehill.com/policy/defense/4252590-americans-israel-palestinians-hamas-survey

https://www.theatlantic.com/international/archive/2011/05/what-obama-meant-1967-lines-why-irked-netanyahu/350925

https://www.timesofisrael.com/netanyahu-gaza-conflict-proves-israel-cant-relinquish-control-of-west-bank

https://www.washingtonpost.com/posteverything/wp/2014/07/21/the-two-state-solution-r-i-p

https://www.timesofisrael.com/judicial-reform-boosting-jewish-identity-the-new-coalitions-policy-guidelines

https://www.cnn.com/2023/10/19/business/harvard-upenn-donors-israel/index.html

https://www.cnn.com/2023/10/13/business/harvard-idan-ofer-board/index.html

https://www.nytimes.com/2023/10/15/business/harvard-upenn-hamas-israel-students-donors.html

https://nelc.sas.upenn.edu/events/2023/09/22/palestine-writes-literature-festival

https://www.phillyvoice.com/opinion-upenns-moral-compass-navigating-controversy-surrounding-palestine-writes-festival

https://rankings.thefire.org/rank

https://twitter.com/samaberman/status/1713687680280641596

https://twitter.com/ThierryBreton/status/1714637297939788107

https://www.theverge.com/23845672/eu-digital-services-act-explained

https://ec.europa.eu/commission/presscorner/detail/en/speech_23_5126

https://www.reuters.com/technology/big-tech-braces-roll-out-eus-digital-services-act-202308-24

https://ec.europa.eu/commission/presscorner/detail/en/QANDA_20_2348

https://www.google.com/finance/quote/NVO:NYSE

https://twitter.com/calleymeans/status/1714863716968308931

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

Fri, 13 Oct 2023 16:00:00 +0000

(0:00) Opening statements on the Hamas terror attacks in Israel

(3:49) Contextualizing the attacks and the fallout so far

(19:52) Trump administration's wins, Kushner's competence, path to a two-state solution

(28:51) Letter from Harvard student organizations: understanding the reaction and fallout

(46:53) The Biden Admin's next steps, electing excellence in leadership

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1711544829828862144

Referenced in the show:

https://twitter.com/chamath/status/1711501410712654162

https://twitter.com/GenFlynn/status/1711156580828295246

https://twitter.com/lexfridman/status/1712170815637061914

https://www.youtube.com/watch?v=co_MeKSnyAo

https://twitter.com/LHSummers/status/1711421307227607255

https://www.harvard.edu/president/news/2023/war-in-the-middle-east

https://twitter.com/LHSummers/status/1711761982469107955

https://twitter.com/BillAckman/status/1711788747086233661

https://www.amazon.com/Inconvenient-Minority-Admissions-American-Excellence/dp/1635767563

https://www.nytimes.com/2023/09/13/us/politics/russia-sanctions-missile-production.html

https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25

https://www.nytimes.com/2023/10/11/us/politics/iran-israel-gaza-hamas-us-intelligence.html

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

Sat, 07 Oct 2023 03:35:00 +0000

(0:00) Bestie intros: Jason's operation!

(1:57) Airtable correction

(5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republicans are looking for, solving the omnibus spending problem

(25:20) US Southern Border: Understanding the situation based on data

(44:39) Cruise robotaxi "accident" in SF, lack of risk tolerance limiting technological progress in the West

(1:09:09) JSX facing potential regulatory capture from incumbent airlines and Friedberg's trip to The Sphere

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://apnews.com/article/mccarthy-gaetz-speaker-motion-to-vacate-congress-327e294a39f8de079ef5e4abfb1fa555

Referenced in the show:

https://www.cnn.com/2023/10/03/politics/republicans-vote-remove-mccarthy-house-speaker

https://www.wsj.com/politics/nancy-mace-explains-why-she-nixed-kevin-mccarthy-as-house-speaker-32148d9d

https://www.washingtonpost.com/politics/2023/10/04/kevin-mccarthy-speaker-vote-press-conference

https://www.cbsnews.com/news/why-oust-mccarthy-matt-gaetz-remove-speaker-of-the-house

https://www.pewresearch.org/short-reads/2023/09/13/congress-has-long-struggled-to-pass-spending-bills-on-time

https://twitter.com/zerohedge/status/1709321746673786896

https://www.cnn.com/2015/10/08/politics/house-speaker-republican-vote-mccarthy-webster-chaffetz

https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719

https://twitter.com/CollinRugg/status/1709728378339705099

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

https://gov.texas.gov/news/post/governor-abbott-announces-first-bus-of-migrants-arrives-in-new-york-city

https://twitter.com/CBSNews/status/1556727876757737474

https://youtu.be/-09DzvdLaEw

https://apnews.com/article/migrants-new-york-adams-abbott-colombia-58d423ab3e84e5692d50f773803254

https://www.nytimes.com/article/nyc-migrant-crisis-explained.html

https://www.statista.com/statistics/455813/alien-apprehensions-by-the-us-border-patrol-by-border

https://www.nbcnews.com/politics/immigration/border-apprehensions-hit-new-yearly-high-another-migrant-caravan-gathers-n1281995

https://www.nbcnews.com/politics/immigration/migrant-border-crossings-fiscal-year-2022-topped-276-million-breaking-rcna53517

https://www.texastribune.org/2022/06/29/supreme-court-migrant-protection-protocols-remain-mexico-biden

https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

https://www.cnn.com/2023/09/23/us/mexico-us-border-patrol-agreement-migration-surge/index.html

https://public-inspection.federalregister.gov/2023-22176.pdf

https://www.nextgenborder.com

https://www.anduril.com/hardware/sentry

https://www.foxnews.com/politics/biden-quietly-auctions-trump-border-wall-parts-stunt-republican-effort-restart-construction-report

https://www.wsj.com/articles/SB994028904620983237

https://twitter.com/Cruise/status/1709114532042576305

https://twitter.com/usENTchannel/status/1707035020098142404

https://www.valuepenguin.com/car-accident-statistics

https://waymo.com/blog/2023/05/waymo-one-doubles-service-area-in.html

https://www.jsx.com

https://www.united.com

https://twitter.com/PopBase/status/1708164333451289062

https://twitter.com/latest_gg/status/1709948932489445478

https://twitter.com/SBJ/status/1677419552991244289

https://www.wsj.com/business/airlines/jet-service-jsx-lands-at-center-of-pilot-fight-86a4f669

https://keep-jsx-flying.webflow.io

https://www.votervoice.net/JSXAir/Campaigns/107888/Respond

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

Fri, 29 Sep 2023 19:50:00 +0000

(0:00) Bestie intros with Coleman Hughes

(1:12) Coleman's experience with TED, Understanding TED's ideological shift

(15:11) Focusing on class instead of race when enacting policies, reaction to Coleman's talk, institutional takeovers

(44:01) "When Virtue Signalling Goes Wrong": Canadian parliament cheers for a Nazi

(1:04:21) OpenAI's big week, informed speculation on Sam Altman's actual ownership of OpenAI

(1:12:39) The next evolution of AI: multimodal and consumer hardware

Follow the besties:

https://twitter.com/coldxman

Follow Coleman:

https://www.youtube.com/@ColemanHughesOfficial

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=QxB3b7fxMEA

Referenced in the show:

https://www.thefp.com/p/coleman-hughes-is-ted-scared-of-color-blindness

https://twitter.com/waitbutwhy/status/1691502563571408896

https://twitter.com/chamath/status/1707051830667338170

https://www.nytimes.com/2017/11/11/opinion/sunday/interracial-friendship-donald-trump.html

https://www.amazon.com/White-Fragility-People-About-Racism/dp/0807047414

https://twitter.com/TEDchris/status/1706792437098676224

https://www.amazon.com/Coddling-American-Mind-Intentions-Generation/dp/0735224919

https://www.amazon.com/Losing-Ground-American-Social-1950-1980/dp/0465065880

https://www.amazon.com/Black-Power-Liberation-Kwame-Ture/dp/0679743138

https://www.reuters.com/legal/us-judge-refuses-block-venture-capital-funds-grants-black-women-2023-09-26

https://apnews.com/article/canada-house-speaker-nazi-invite-ukraine-zelenskyy-d4ca05841193409e455cee3b19fcee6b

https://www.reddit.com/r/QuotesPorn/comments/lz5o6z/he_who_controls_the_past_controls_the_future_he

https://jacobin.com/2015/09/stepan-bandera-nationalist-euromaidan-right-sector

https://www.jpost.com/diaspora/antisemitism/article-738940

https://en.wikipedia.org/wiki/Social-National_Party_of_Ukraine

https://www.bbc.com/news/world-europe-26079957

https://en.wikipedia.org/wiki/Azov_Brigade

https://www.thenation.com/article/politics/neo-nazis-far-right-ukraine

https://www.reuters.com/article/us-cohen-ukraine-commentary/commentary-ukraines-neo-nazi-problem-idUSKBN1GV2TY

https://www.nbcnews.com/think/opinion/ukraine-has-nazi-problem-vladimir-putin-s-denazification-claim-war-ncna1290946

https://www.nytimes.com/2023/06/05/world/europe/nazi-symbols-ukraine.html

https://www.ft.com/content/4c64ffc1-f57b-4e22-a4a5-f9f90a7419b7

https://www.wsj.com/tech/ai/openai-seeks-new-valuation-of-up-to-90-billion-in-sale-of-existing-shares-ed6229e0

https://www.axios.com/2023/09/25/testing-chatgpt-support-images-voice-search

https://twitter.com/petergyang/status/1707169696049668472

https://blog.google/products/bard/google-bard-new-features-update-sept-2023

https://twitter.com/karpathy/status/1707437820045062561

https://arxiv.org/pdf/2307.07162.pdf

https://www.imdb.com/title/tt6849786

https://www.imdb.com/title/tt1798709

https://reflect.app

https://oldcomputers.net/sony-magic-link.html

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

Fri, 22 Sep 2023 22:51:00 +0000

(0:00) Bestie intros!

(3:05) GOP Primary update: polling, acceptable candidates, tentpole issues

(11:56) All-In Summit 2023 recap

(24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short?

(42:34) Did the Fed break the VC model? How LPs will evaluate fund managers going forward

(50:45) Breaking down Instacart and Klaviyo's businesses

(1:01:12) Revaluing Airtable and the path forward for ZIRP-era unicorns

(1:13:14) Fed pauses rate hikes, but says rates will stay higher for longer, plus: what breaks next in the economy?

(1:32:51) Science Corner: new "inverse-vaccine" treatment is a potential game changer for autoimmune diseases

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://projects.fivethirtyeight.com/polls/president-primary-r/2024/new-hampshire

Referenced in the show:

https://youtu.be/yjj1QjZlQMM

https://www.bloomberg.com/news/articles/2023-09-21/cisco-to-buy-splunk-for-157-a-share-in-28billion-deal

https://twitter.com/pitdesi/status/1704874017357025499

https://www.google.com/finance/quote/ARM:NASDAQ?comparison=NASDAQ%3ACART%2CNYSE%3AKVYO&window=5D

https://twitter.com/aswathdamodaran/status/1704246090198036914

https://cloudedjudgement.substack.com/p/clouded-judgement-81823-q2-earnings

https://www.lendingtree.com/content/uploads/2023/08/ccs-chart-3-3.jpg

https://fred.stlouisfed.org/series/MORTGAGE30US

https://www.ey.com/en_gl/ipo/trends

https://stockanalysis.com/ipos/statistics

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

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

https://www.axios.com/2023/09/19/instacarts-ipo-venture-capital

https://www.sec.gov/Archives/edgar/data/1579091/000119312523221345/d55348ds1.htm

https://influencermarketinghub.com/amazon-ad-revenue

https://twitter.com/jasonlk/status/1704212644402540573

https://www.saastr.com/5-interesting-learnings-from-klaviyo-at-650000000-in-arr

https://twitter.com/DavidSacks/status/1078755080478715904

https://i.insider.com/4dd4d1cf4bd7c8c90f000000

https://twitter.com/asanwal/status/1703492397739516068

https://www.cnbc.com/2023/09/20/fed-rate-decision-september-2023-.html

https://tradingeconomics.com/commodity/crude-oil

https://kalshi.com/markets/fed/fed-interest-rates#fed-23nov

https://hellometer.io

https://www.nature.com/articles/s41551-023-01086-2

E145: Presidential Candidate Chris Christie in conversation with the Besties

Fri, 08 Sep 2023 20:23:00 +0000

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie!

(2:14) US debt crisis, cutting entitlements

(14:03) Level-setting on foreign policy

(25:28) Ukraine / Russia: culpability, where to go from here

(36:47) US defense budget, optimizing spend, zero-based budgeting, influence peddling

(50:01) Immigration policy, how each party co-opts the issue

(1:02:24) Fentanyl crisis in SF, LA, and NYC, incarceration and criminal justice reform, political activism in law enforcement

(1:15:57) Why Chris Christie is running for president

(1:17:41) Thoughts on prosecuting Trump, January 6th, and more

(1:23:16) Chris Christie addresses his past controversies

(1:48:34) Post-interview debrief

Follow the besties:

https://twitter.com/GovChristie

Follow Chris Christie:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

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

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

https://www.washingtonpost.com/immigration/2023/08/31/border-families-record-crossings-biden

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

Fri, 01 Sep 2023 12:00:00 +0000

(0:00) Chamath's big poker trip

(4:32) Addressing the "in the arena" comments

(7:16) Biden administration targets Elon's businesses

(21:58) Tiger Global claims disgruntled ex-employee circulated fake hit piece

(27:51) BRICS adds six new members, Sacks breaks down some potential advantages of the new BRICS

(40:46) BRICS ultimate goals, India's key position

(51:54) How energy independence plays into the future geopolitical order

(1:00:22) All-In Summit party talk!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/chamath/status/1693992134796603477

Referenced in the show:

https://twitter.com/tomosman/status/1696929638935634240

https://twitter.com/KanekoaTheGreat/status/1697072553775501661

https://www.newsweek.com/joe-bidens-robert-peters-pseudonym-under-scrutiny-gop-probes-emails-1820709

https://www.justice.gov/opa/pr/justice-department-sues-spacex-discriminating-against-asylees-and-refugees-hiring

https://twitter.com/chamath/status/1695073336483832007

https://www.justice.gov/crt/page/file/1579981/download

https://www.cnn.com/2022/11/09/tech/elon-musk-biden-foreign-business-relations/index.html

https://www.washingtonpost.com/lifestyle/2023/08/26/oliver-anthony-republican-debate-rich-men

https://www.thefp.com/p/oliver-anthony-interview-rich-men-north-richmond

https://www.foxnews.com/video/6335645970112

https://www.forbes.com/sites/alexkonrad/2023/08/25/tiger-global-blames-disgruntled-formeremployee-for-mystery-memo-sent-to-journalists

https://www.reuters.com/world/brics-poised-invite-new-members-join-bloc-sources-2023-08-24

https://www.ft.com/content/4ff06aa6-b1bf-4e08-9b8d-aa42ee240c95

https://www.ft.com/content/669260a5-82a5-4e7a-9bbf-4f41c54a6143

https://www.voanews.com/a/india-remains-steadfast-in-partnership-with-russia/6883794.html

https://www.reuters.com/business/energy/india-will-buy-oil-all-sources-who-offer-lowest-possible-prices-oil-minister-2023-08-30

https://www.budd.senate.gov/press-releases/budd-coons-lead-bipartisan-coalition-supporting-nuclear-energy

https://twitter.com/chamath/status/1696295679344459807

https://www.washingtonpost.com/opinions/2023/06/02/united-states-ukraine-trust-developing-nations

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

Fri, 25 Aug 2023 23:56:00 +0000

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!

(2:58) All-In Tequila update

(10:04) Nvidia smashes earnings, GPU market outlook

(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market

(49:51) Sacks on current investable metrics right now in VC

(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions

(1:39:46) Vivek's comments on the Climate Agenda

(1:47:07) Prigozhin crash

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/friedberg/status/1694506279954526487

Referenced in the show:

https://twitter.com/DavidSacks/status/1693441068036169785

https://twitter.com/chamath/status/1693524941721731189

https://www.wine.com/product/21-seeds-tequila-trio/633617

https://www.villadeste.com

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024

https://twitter.com/chamath/status/1694457666289225776

https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month

https://prospect.org/features/great-telecom-implosion

https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california

https://twitter.com/OpenAI/status/1694062483462594959

https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates

https://twitter.com/nathanbenaich/status/1694073194351648932

https://commoncrawl.org/about/team

https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html

https://twitter.com/twistartups/status/1694399138194952363

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm

https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation

https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval

https://www.stonealgo.com

https://youtu.be/f51Yd9h9ZXo

https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi

https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html

https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

Fri, 18 Aug 2023 21:58:00 +0000

(0:00) Sacks' big night

(2:56) Sacks on spirits

(14:27) "Rich Men North of Richmond" goes viral and debuts at #1 on Apple Music, upward mobility issues in America, solutions

(53:01) Michael Burry's bet against the market: overblown?

(58:33) Real estate capital crunch

(1:12:26) Trump's newest indictment

(1:23:31) What Adyen's big drop means for Stripe's valuation

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://youtu.be/sqSA-SY5Hro

Referenced in the show:

https://www.azlyrics.com/lyrics/oliveranthony/richmennorthofrichmond.html

https://ricochet.com/942803/qotd-solzhenitsyn-on-the-liars

https://www.advisorperspectives.com/dshort/updates/2021/10/25/updated-u-s-household-incomes-a-50-year-perspective

https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash/index.html

https://www.sec.gov/Archives/edgar/data/1649339/000090514823000689/xslForm13F_X02/informationtable.xml

https://fred.stlouisfed.org/series/MORTGAGE30US

https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f

https://twitter.com/rothcre/status/1691910066952351963

https://twitter.com/chamath/status/1691789175786246246

https://d3i6fh83elv35t.cloudfront.net/static/2023/08/CRIMINAL-INDICTMENT-Trump-Fulton-County-GA.pdf

https://www.lawfaremedia.org/article/what-the-heck-happened-in-coffee-county-georgia

https://www.google.com/finance/quote/ADYEY:OTCMKTS

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

Fri, 11 Aug 2023 06:23:00 +0000

(0:00) Bestie intros: Friedberg's bad haircut

(1:17) Welcome BG^2! Biography recommendations and film talk

(22:27) VC market update: State of Series A's

(33:43) Dry powder misconceptions, marking incentives

(48:57) IPO window starting to open, IPO down rounds, incentives to go public

(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market

(1:22:26) Tragic Maui wildfires, extreme temperatures

(1:26:11) Macro picture: inflation cools, deflation risk?

Follow the besties:

https://twitter.com/bgurley

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://youtu.be/xmYekD6-PZ8

Referenced in the show:

https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755

https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X

https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N

https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700

https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910

https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092

https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX

https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO

https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630

https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756

https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY

https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder

https://twitter.com/bgurley/status/1688605654188224512

https://finance.yahoo.com/chart/SN

https://www.google.com/finance/quote/CAVA:NYSE

https://finance.yahoo.com/quote/SRFM

https://twitter.com/altcap/status/1686086247029055489

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://www.youtube.com/watch?v=Hhy7JUinlu0

https://twitter.com/gokulr/status/1680006171149869056

https://www.statista.com/statistics/277501/venture-capital-amount-invested-in-the-united-states-since-1995

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.bloomberg.com/news/newsletters/2023-08-10/disinflation-wave-the-bloomberg-open-americas-edition

https://www.nytimes.com/2023/08/09/business/china-economy-inflation.html

https://twitter.com/KobeissiLetter/status/1689010884062904320

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

Fri, 04 Aug 2023 20:16:00 +0000

(0:00) Bestie intros!

(0:53) LK-99 breakdown

(24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents

(46:04) Fitch downgrades US debt rating

(1:09:12) Trump's newest indictment

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://arxiv.org/ftp/arxiv/papers/2307/2307.12008.pdf

Referenced in the show:

https://arxiv.org/pdf/2307.12037.pdf

https://manifold.markets/QuantumObserver/will-the-lk99-room-temp-ambient-pre?r=RWxpZXplcll1ZGtvd3NreQ

https://twitter.com/667keos/status/1686490898480173056

https://twitter.com/iris_IGB/status/1685731177523449856

https://twitter.com/VCBrags/status/1684591950387716097

https://stanforddaily.com/2023/07/19/stanford-president-resigns-over-manipulated-research-will-retract-at-least-3-papers

https://www.socialcapital.com/ideas/2021-annual-letter

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

https://www.bloomberg.com/news/articles/2023-07-24/sam-altman-valley-vcs-bet-48-million-on-blood-testing-startup

https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023

https://www.npr.org/2023/08/02/1178215888/fitch-downgrade-credit-rating-deficits-debt-economy

https://twitter.com/BillAckman/status/1686906272937869312

https://home.treasury.gov/news/press-releases/jy1670

https://www.washingtonpost.com/business/2023/07/22/gop-social-security-trump-rivals-cuts

https://www.commondreams.org/news/republicans-cut-social-security

https://sgp.fas.org/crs/misc/RS22331.pdf

https://fred.stlouisfed.org/series/MORTGAGE30US

https://apnews.com/trump-election-2020-indictment

https://apnews.com/article/trump-indicted-jan-6-investigation-special-counsel-debb59bb7a4d9f93f7e2dace01feccdc

https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national

https://www.reuters.com/world/us/new-defendant-added-trump-classified-documents-case-court-papers-2023-07-27

https://www.nytimes.com/2023/08/03/briefing/trump-indictment.html

https://twitter.com/mtracey/status/1686843918317486081

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

Thu, 27 Jul 2023 22:08:00 +0000

(0:00) All-In in Italy!: Recapping Chamath's wedding

(11:55) Discourse around obesity and weight loss in the US

(21:56) Are there too many VCs?

(38:18) Actors/Writers unions vs. Corporate Hollywood, endgame for the modern Hollywood machine

(54:07) Equity participations vs. unions, ownership upside vs. downside protections

(1:05:04) Potential impact of room-temp superconductors

Special thanks to our Italian audio/video team!:

https://twitter.com/domdalmatico

https://www.mattiacaruso.com

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1684176015948488704

Referenced in the show:

https://www.youtube.com/watch?v=sPelOnd7Sik

https://www.vice.com/en/article/4a3az9/venture-capital-vcs-existential-too-many

https://twitter.com/jason/status/1681985828820766720

https://twitter.com/chamath/status/1679765658517610496

https://twitter.com/chamath/status/1679935918164135936

https://arxiv.org/pdf/2307.12008.pdf

E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties

Fri, 21 Jul 2023 21:53:00 +0000

(0:00) Bestie intros!

(1:08) Vivek's background, corporate political / ESG distractions, why he's running for president

(19:16) Energy policy, unemployment work requirements, immigration

(30:24) Foreign policy: How to handle Ukraine/Russia and Taiwan/China

(44:46) Media strategy, Silicon Valley Bank's implosion

(54:09) Thoughts on Trump

(1:06:16) Campaign strategy, establishment appeal

(1:14:10) Social issues: Abolishing the DOE, abortion, trans rights

(1:29:31) Defense budget, Military Industrial Complex, GOP division over Ukraine

(1:39:27) Bestie update!

(1:41:33) Post-interview debrief

Follow the besties:

https://twitter.com/VivekGRamaswamy

Follow Vivek Ramaswamy:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.politico.com/news/magazine/2023/07/20/vivek-ramaswamy-pete-buttigieg-00107193

Referenced in the show:

https://projects.fivethirtyeight.com/polls/president-primary-r/2024/national/

https://twitter.com/PatrickRuffini/status/1680204156953407488

https://twitter.com/DavidSacks/status/1680205700738211840

https://twitter.com/charliekirk11/status/1680665098765975558

E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

Fri, 14 Jul 2023 17:02:00 +0000

(0:00) Addressing the podcast hack

(2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up

(20:34) Consumer sentiment: demand crash coming?

(30:31) BREAKING: Ripple gets big win in SEC case, token rips

(36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators

(51:08) EV supply/demand mismatch

(1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO

(1:18:52) Science Corner: New paper on reversing cellular aging

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1

Referenced in the show:

https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july

https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af

https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579

https://www.statista.com/statistics/290673/auto-loan-rates-usa

https://www.axios.com/2023/07/10/used-cars-prices-us-economy

https://www.macrotrends.net/stocks/charts/DIS/disney/revenue

https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13

https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1

https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing

https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan

https://twitter.com/DavidSacks/status/1678526061154295808

https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots

https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know

https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843

https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps

https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics

https://twitter.com/chamath/status/1679141703603703808

https://twitter.com/tobi/status/1679114154756669441

https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f

https://twitter.com/DavidSacks/status/1679229577732792320

https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july

https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline

https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html

https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576

https://twitter.com/DavidSacks/status/1678463164864667658

https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html

https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11

https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements

https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden

https://www.aging-us.com/article/204896/pdf

E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health

Sun, 09 Jul 2023 17:22:00 +0000

(0:00) We hacked the pod! Jcal is on vaca

(5:34) Meta launches Threads

(17:15) Chat AI interest in decline?

(28:36) Fed meeting minutes, economic data and outlook, and EU risk

(56:07) Florida Senate Bill 1718, jobs, and immigration debate

(1:21:48) Chinese balloon: political farce?

(1:31:47) Gerstner Science Corner: preventative heart health

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

Sat, 01 Jul 2023 01:32:00 +0000

(0:00) Bestie intros: Friedberg fills in as moderator!

(2:45) Wagner Group rebellion

(23:15) SCOTUS strikes down Affirmative Action

(51:03) Databricks acquires MosaicML for $1.3B, Inflection raises $1.3B

(1:09:35) IRL shuts down after faking 95% of users, Byju's seeks to raise emergency $1B as founder control in jeopardy

(1:26:38) Science Corner: Understanding the NANOGrav findings

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://edition.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html

Referenced in the show:

https://www.independent.co.uk/news/world/europe/putin-wagner-russia-treason-coup-b2363430.html

https://www.statista.com/statistics/896181/putin-approval-rating-russia

https://www.levada.ru/en/ratings

https://twitter.com/MatreshkaRF/status/1673209794608365570

https://www.csis.org/blogs/post-soviet-post/la-vie-en-rose-why-kremlin-blacklisted-levada-center

https://www.nytimes.com/2023/06/29/world/africa/central-african-republic-wagner-africa-syria.html

https://www.cnbc.com/2023/06/29/supreme-court-rejects-affirmative-action-at-colleges-says-schools-cant-consider-race-in-admission.html

https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard

https://twitter.com/greg_price11/status/1674426520100814848

https://www.nbcnews.com/news/us-news/study-harvard-finds-43-percent-white-students-are-legacy-athletes-n1060361

https://www.wsj.com/articles/databricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06

https://www.snowflake.com/blog/snowflake-acquires-neeva-to-accelerate-search-in-the-data-cloud-through-generative-ai

https://www.forbes.com/sites/alexkonrad/2023/06/29/inflection-ai-raises-1-billion-for-chatbot-pi

https://www.theinformation.com/articles/social-app-irl-which-raised-200-million-shuts-down-after-ceo-misconduct-probe

https://www.theinformation.com/articles/softbank-backed-messaging-app-irl-says-it-has-20-million-users-some-employees-have-doubts-about-that

https://www.bloomberg.com/news/articles/2023-06-27/byju-s-seeks-to-raise-1-billion-to-sidestep-shareholder-revolt

https://techcrunch.com/2023/06/27/prosus-byjus-markdown

https://twitter.com/shaig/status/1673836979903950851

https://www.ft.com/content/b8a4214f-7f64-4d3a-97c4-4731f2effb0d

https://twitter.com/chamath/status/1674469606746992651

https://pauloffit.substack.com/p/my-conversation-with-robert-f-kennedy

https://www.quantamagazine.org/an-enormous-gravity-hum-moves-through-the-universe-20230628

https://physics.aps.org/articles/v16/116

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

Sat, 24 Jun 2023 01:14:00 +0000

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups

(12:36) Zuck vs. Elon cage match

(15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal rejection

(33:25) Blinken's China visit, Biden's "dictator" gaffe, Taiwan's future

(51:49) RFK Jr's Rogan appearance, big pharma's impact on media via ad spend, COVID origins

(1:09:59) Secondary market for depressed startup shares heats up

(1:16:36) Ford to receive $9.2B federal loan to build out three battery factories, industrial policy to on-shore US supply chain

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.thegatewaypundit.com/2023/06/biden-regime-quietly-drop-5-charges-against-sbf

Referenced in the show:

https://twitter.com/Dexerto/status/1671971832809791509

https://thefederalist.com/2023/06/20/heres-the-truth-about-ukraines-failing-counteroffensive-and-the-peace-that-could-have-been

https://www.cnn.com/2023/06/22/politics/ukraine-counteroffensive-western-assessment/index.html

https://twitter.com/aaronjmate/status/1670514363634176000

https://apnews.com/article/us-army-ukraine-russia-ammunition-war-75a9ca2e3be09578c65f1198ba5b72e5

https://apnews.com/article/ukraine-war-us-munitions-stockpiles-0d38850603f4264b7568d63d6e7e3d93

https://www.cnn.com/2023/02/17/politics/us-weapons-factories-ukraine-ammunition/index.html

https://www.washingtonpost.com/world/2023/04/08/ukraine-ammunition-shortage-shells-ration

https://twitter.com/davidsacks/status/1671628570714845184

https://www.npr.org/2023/06/19/1183053024/profound-differences-remain-us-and-china-beijing-blinken

https://www.nbcnews.com/politics/white-house/us-senior-officials-caught-guard-biden-calling-xi-dictator-rcna90398

https://twitter.com/chamath/status/1671806525029986304

https://www.wsj.com/articles/beijing-plans-a-new-training-facility-in-cuba-raising-prospect-of-chinese-troops-on-americas-doorstep-e17fd5d1

https://www.japantimes.co.jp/news/2023/06/05/asia-pacific/politics-diplomacy-asia-pacific/taiwan-2024-presidential-election-candidates

https://www.dailymail.co.uk/news/article-12210999/We-not-support-independence-Taiwan-Blinken-stresses-U-S-commitment-One-China-policy.html

https://twitter.com/shellenberger/status/1671162870422454272

https://www.wsj.com/articles/u-s-funded-scientist-among-three-chinese-researchers-who-fell-ill-amid-early-covid-19-outbreak-3f919567

https://mediaengagement.org/research/ad-spending-on-primetime-news-coronavirus

https://news.gallup.com/poll/165893/majority-believe-jfk-killed-conspiracy.aspx

https://www.bloomberg.com/news/articles/2023-06-22/startup-shares-selling-for-61-off-attract-venture-capital-hedge-funds

https://pitchbook.com/news/articles/tiger-global-secondaries-direct-stakes-sales

https://www.bloomberg.com/graphics/2023-ford-ev-battery-plant-funding-biden-green-technology

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

Fri, 16 Jun 2023 20:55:00 +0000

(0:00) Bestie intros: Chamath flies public + Poker recap

(8:12) FED pauses hikes momentarily, IPO window status, state of the market

(25:10) Film, cold plunge, and sauna talk

(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$20T question"

(50:27) Jay Trading beating the market, how Brad formulates and sizes public bets, how GPs should handle distributions, CalPERS mistakes

(1:04:22) Reddit moderators in revolt and how this issue might reshape the future of social apps

(1:15:11) Funding landscape for AI startups is overheating: Mistral's $100M+ Seed round, importance of constraints, and more

(1:44:17) Science corner: Understanding the Bill Gates-funded mosquito project in Colombia

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2023/06/14/fed-rate-decision-june-2023.html

Referenced in the show:

https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13

https://www.reuters.com/markets/deals/softbanks-arm-registers-blockbuster-us-ipo-sources-2023-04-29

https://nvidianews.nvidia.com/news/nvidia-to-acquire-arm-for-40-billion-creating-worlds-premier-computing-company-for-the-age-of-ai

https://www.bloomberg.com/news/articles/2023-06-13/databricks-hits-1-billion-in-annual-sales-while-adding-data-warehouse-tool

https://www.gamesindustry.biz/nvidias-acquisition-of-arm-cancelled-due-to-significant-regulatory-challenges

https://bard.google.com

https://coda.io/@presh-dineshkumar/jay-trading

https://www.ft.com/content/86b49e10-3dd2-4427-b70b-993bad47b061

https://www.cnbc.com/2023/06/14/calpers-to-increase-venture-capital-investments-despite-tech-turmoil.html

https://www.theverge.com/2023/6/12/23755974/reddit-subreddits-going-dark-private-protest-api-changes

https://reddark.untone.uk

https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html

https://www.bbc.com/news/technology-20554441

https://digiday.com/media/twitters-third-party-app-problem

https://www.wired.com/2015/07/reddit-ceo-ellen-pao-steps-down-huffman-replacement

https://www.platformer.news/p/meta-is-building-a-decentralized

https://www.ft.com/content/cf939ea4-d96c-4908-896a-48a74381f251

https://twitter.com/natfriedman/status/1668650915505803266

https://www.kickstarter.com/projects/1523379957/oculus-rift-step-into-the-game

https://openai.com/blog/function-calling-and-other-api-updates

https://twitter.com/RobertKennedyJr/status/1667616444996104196

https://www.womenshealthnetwork.com/hormonal-imbalance/sunscreen-ingredients-that-mess-with-your-hormones

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

Sat, 10 Jun 2023 17:00:00 +0000

(0:00) Bestie intros!

(1:48) Why RFK Jr. is resonating

(7:52) US crypto crackdown: action against Binance & Coinbase

(26:08) Sequoia splits off its China and India/SE Asia businesses

(41:55) PGA merges with LIV, Lionel Messi's revolutionary deal with the MLS, Apple, and Adidas

(56:16) Ukraine update, Tucker on Twitter

(1:02:20) LIVE Q&A from Angel Summit in Napa!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/RobertKennedyJr/status/1666193699187875851

Referenced in the show:

https://www.sec.gov/news/press-release/2023-101

https://www.coindesk.com/policy/2023/06/06/sec-seeks-temporary-restraining-order-to-freeze-binanceus-assets

https://www.bloomberg.com/news/articles/2023-06-06/coinbase-sued-by-sec-for-breaking-us-securities-rules

https://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rHdu5Y2SB3Co/v0

https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html

https://twitter.com/brian_armstrong/status/1666129111025324035https://docs.house.gov/billsthisweek/20230529/H2797_SUS_xml.pd

https://www.sec.gov/news/press-release/2022-219

https://www.sec.gov/news/press-release/2023-101

https://nypost.com/2021/08/14/ambitious-sec-boss-gensler-cultivates-sen-elizabeth-warren

https://www.coindesk.com/policy/2023/04/28/crypto-industry-is-absolutely-at-war-against-gensler-warren-blockchain-association-ceo-smith-says

https://www.wsj.com/articles/us-regulators-choke-point-for-crypto-blockchain-occ-framework-backdoor-fdic-banks-warning-8b426152

https://www.piratewires.com/p/crypto-choke-point

https://twitter.com/rezoshm/status/1644881392357060610

https://cointelegraph.com/news/congressman-tom-emmer-says-sec-chair-gary-gensler-is-a-bad-faith-regulator

https://fortune.com/2021/09/24/1-trillion-dollar-coin-janet-yellen-us-debt

https://www.wsj.com/articles/venture-capital-firm-sequoia-to-separate-china-business-as-political-tensions-rise-36e54f85

https://techcrunch.com/2022/06/13/sequoia-india-and-southeast-asia-raises-2-8-billion-funds

https://www.theinformation.com/articles/arming-the-enemy-why-u-s-vcs-investing-in-china-ai-is-complicated

https://twitter.com/rabois/status/1643655946579607565

https://twitter.com/TimMeadsUSA/status/1666093487899680768

https://www.theinformation.com/briefings/lionel-messis-potential-mls-deal-includes-revenue-from-apple-tv

https://fortune.com/2023/06/08/lionel-messi-mls-apple-adidas

https://twitter.com/DavidSacks/status/1666160795703713792

https://twitter.com/TheChiefNerd/status/1666892516363231236

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

Fri, 02 Jun 2023 20:36:00 +0000

(0:00) Bestie intros + Vegas recap!

(4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!

(30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?

(1:11:34) Book banning follow-up

(1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware

(1:26:31) Biden's fall, populism in both parties

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html

Referenced in the show:

https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question

https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country

https://twitter.com/billackman/status/1663959113703751720

https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a

https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e

https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin

https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa

https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799

https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html

https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f

https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow

https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU

https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit

https://pen.org/index-of-school-book-bans-2022

https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241

https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html

https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered

https://twitter.com/mdcps/status/1661194749821218818

https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper

https://twitter.com/jacobkschneider/status/1664343681321541636

https://youtu.be/CwJaSa335mE

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

Fri, 26 May 2023 20:19:00 +0000

(0:00) Bestie intros!

(3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience

(28:18) Debt ceiling, government spending, and lack of accountability

(40:44) Ways to force more government accountability, who really wins from higher taxes

(57:46) Nvidia up 30% due to massive Q2 guidance, rebuilding and upgrading cloud infrastructure, understanding phases of value creation in technology

(1:06:20) Adobe's new AI product, why they might have overpaid for Figma

(1:11:43) State of Silicon Valley, VC, and startups; dealing with failure

(1:33:36) Bestie wrap!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/MarioNawfal

Referenced in the show:

https://twitter.com/joebiden/status/1661496322980028423

https://www.wsj.com/articles/ron-desantis-presidential-campaign-twitter-announcement-ead63b25

https://www.politico.com/news/2023/05/25/iowa-voters-dont-think-desantis-twitter-failure-is-real-life-00098777

https://www.vanityfair.com/news/2023/05/ron-desantis-elon-musk-2024-announcement

https://www.reuters.com/markets/us/fitch-puts-us-negative-credit-watch-2023-05-24/

https://www.reuters.com/markets/us/slimmed-down-us-debt-ceiling-deal-takes-shape-sources-2023-05-25

https://youtu.be/50MusF365U0

https://www.bloomberg.com/news/articles/2023-05-23/pentagon-can-t-account-for-thousands-of-f-35-parts-the-gao-says

https://en.wikipedia.org/wiki/Authorization_for_Use_of_Military_Force_of_2001

https://twitter.com/friedberg/status/1658163970979823616

https://www.270towin.com/1980_Election

https://www.google.com/finance/quote/NVDA

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024

https://twitter.com/carlquintanilla/status/1661761614918426624

https://en.wikipedia.org/wiki/Huang%27s_law

https://twitter.com/scottbelsky/status/1660992735040663553

https://twitter.com/chamath/status/1661467059341914112

https://www.globenewswire.com/en/news-release/2023/05/15/2669326/0/en/Rumble-Acquires-Podcasting-and-Live-Streaming-Platform-CallIn.html

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

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

Fri, 19 May 2023 21:12:00 +0000

(0:00) Bestie intros!: Reddit Performance Reviews

(5:14) Quick AIS 2023 update

(6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability

(21:25) Regulatory capture angle, "preemptive regulation," how AI relates to nuclear, insider insights from the White House's AI summit

(43:33) Elon hires new Twitter CEO

(48:46) Lina Khan moves to block Amgen's $27.8B acquisition of Horizon Therapeutics

(1:02:30) Apple's AR goggles are reportedly being unveiled at WWDC in early June, platform shift potential, how it deviates from Apple's prior launch strategies

(1:07:45) Residential and commercial real estate headwinds

(1:15:29) Unrest in SF and NYC after two recent tragic incidents ended in death

(1:24:20) Soros political motivations for backing progressive DAs

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://techcrunch.com/2023/05/18/psst-gary-marcus-is-happy-to-help-regulate-ai-on-behalf-of-the-u-s-government/

Referenced in the show:

https://twitter.com/chamath/status/1658913074106236931

https://www.mosaicml.com/blog/mpt-7b

https://huggingface.co/spaces/HuggingFaceH4/open_llm_leaderboard

https://artificialintelligenceact.eu

https://futurism.com/the-byte/warren-buffett-ai-atom-bomb

https://www.cnbc.com/2023/05/12/nbcuniversal-ad-chief-yaccarino-resigns-as-sources-say-shes-in-talks-to-be-twitter-ceo.html

https://www.wsj.com/articles/ftc-poised-to-block-amgens-27-8-billion-deal-for-horizon-therapeutics-a9c1b499

https://www.ftc.gov/system/files/ftc_gov/pdf/2310037amgenhorizoncomplainttropi.pdf

https://www.benefitspro.com/2023/05/12/pbms-the-brokers-who-control-drug-prices-finally-get-washingtons-attention

https://sharegpt.com/c/O6OKM9D

https://www.wsj.com/articles/apple-mixed-reality-headset-9213ac1b

https://twitter.com/PalmerLuckey/status/1657828947877560323

https://twitter.com/DavidSacks/status/1658955195450286081

https://www.foxnews.com/us/witness-jordan-neely-chokehold-death-calls-daniel-penny-hero

https://www.reddit.com/r/nyc/comments/1njfls/try_to_stay_away_from_the_michael_jackson

https://en.wikipedia.org/wiki/1984_New_York_City_Subway_shooting

https://en.wikipedia.org/wiki/Guardian_Angels

https://www.messynessychic.com/2019/03/26/in-the-shadows-with-nycs-self-styled-guardian-angels

https://www.eviemagazine.com/post/media-falsely-representing-jordan-neely-10-year-old-photos-crucial-information

https://twitter.com/Jason/status/1655716240500080640

https://www.foxnews.com/politics/george-soros-son-visited-white-house-dozen-times-since-biden-took-office-records-show

E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more

Fri, 12 May 2023 19:50:00 +0000

(0:00) All-In Summit 2023 announcement!

(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma

(18:33) AI regulation updates

(23:41) Druckenmiller's warning, macro overview

(40:22) RFK Jr. feedback, pushback, conspiracy accusations

(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential

(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!

https://summit.allinpodcast.co

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://blog.google/technology/ai/google-palm-2-ai-large-language-model

Referenced in the show:

https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud

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

https://hedgefollow.com/funds/Duquesne+Family+Office

https://twitter.com/joincolossus/status/1656258955780456448

https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety

https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html

https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf

https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed

https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa

https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html

https://twitter.com/JoshWalkos/status/1655748898357477379

https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency

https://www.youtube.com/watch?v=KrjL_TSOFrI

https://twitter.com/PodiumDotPage/status/1656315157952200704

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

Fri, 05 May 2023 21:44:00 +0000

(0:00) Bestie intros!

(0:49) Jason and Sacks intro Robert F. Kennedy Jr.

(3:46) Foreign policy: Ukraine / Russia

(17:17) Foreign policy: Taiwan / China

(18:57) Government spending: Fiscal responsibility, where to cut budget, debt ceiling

(33:22) US Govt Intelligence Agencies: "Deep State," increasing accountability, "agency capture"

(46:04) COVID: mishandling, more "agency capture," vaccine policy

(55:10) Broader thoughts on vaccines in general

(1:05:54) Energy policy: thoughts on nuclear

(1:15:29) Culture wars: trans issues, CRT in schools, public vs charter schools

(1:23:09) Media: declining trust, misaligned incentives, conflict of interest with large advertisers

(1:30:07) Mainstream media coverage, ABC News debacle, evolving with new information, money in politics

(1:40:37) The Besties do a post-interview debrief

(1:57:30) Announcing All-In Summit 2023!

Follow the besties:

https://twitter.com/RobertKennedyJr

Follow Robert F. Kennedy Jr:

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Intro Music Credit:

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E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more

Fri, 28 Apr 2023 19:07:00 +0000

(0:00) Bestie intro!

(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture

(24:21) AI update: new projects, global enablement, early adoption

(37:38) SF CRE continues to collapse, Gotham City update

(47:52) Lab-grown meat: possibilities, potential impact, and major constraints

(1:06:47) Quick earnings button and RFK Jr's presidential bid

Follow the besties:

https://twitter.com/GavinSBaker

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html

https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html

https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power

https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc

https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky

https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html

https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd

https://twitter.com/friedberg/status/1651371655774584832

https://twitter.com/mckaywrigley/status/1651291367224807424

https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea

https://twitter.com/Jason/status/1650974906916671493

https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say

https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab

https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html

https://twitter.com/RobertKennedyJr/status/1649190840198209537

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

Fri, 21 Apr 2023 21:07:00 +0000

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch

(28:58) Fox News settles with Dominion Voting Systems, will pay $787M

(40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm"

(53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds

(1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/GavinSBaker/status/1649107858267439108

Referenced in the show:

https://www.bbc.com/news/science-environment-65294084

https://twitter.com/thePrimalSpace/status/1649051677377560578

https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf

https://twitter.com/elonmusk/status/1533408313894912001

https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27

https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit

https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094

https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484

https://twitter.com/KanekoaTheGreat/status/1648462770936115202

https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html

https://twitter.com/chamath/status/1647010187377774596

https://en.wikipedia.org/wiki/Dal%C3%ADland-

https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html

https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp

https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023

https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss

https://en.wikipedia.org/wiki/Greater_fool_theory

https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data

https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong

https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html

https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

Fri, 14 Apr 2023 08:39:00 +0000

(0:00) Bestie intros!

(1:49) Understanding AutoGPTs

(23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood

(37:38) How to regulate AI?

(1:12:35) Bob Lee update, recent SF chaos

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.allinmeetups.io/ep125

Referenced in the show:

https://github.com/Torantulino/Auto-GPT

https://arxiv.org/pdf/2304.03442.pdf

https://twitter.com/chamath/status/1645848531280998400

https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431

https://twitter.com/ammaar/status/1645934107304787968

https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials

https://research.runwayml.com/gen2

https://twitter.com/wonderdynamics/status/1633627396971827200

https://twitter.com/DavidShowalter_/status/1645150966511988742

https://twitter.com/aloezeus/status/1645141925157060608

https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai

https://twitter.com/mckaywrigley/status/1646596881420783619

https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29

https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district

https://twitter.com/activeasian/status/1644547881519681537

https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html

https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing

https://twitter.com/davidsacks/status/1645969773153636352

https://twitter.com/AaronPeskin/status/1645896541893439489

https://sfchamber.com/citybeat-2022-press-release

https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages

https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

Fri, 07 Apr 2023 09:17:00 +0000

(0:00) Bestie intros!

(4:12) Trump indictment

(16:52) De-dollarization: What's real and what's overblown?

(39:35) Debt ceiling vote predictions

(56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture

(1:10:02) RIP Bob Lee, fixing San Francisco

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read

Referenced in the show:

https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html

https://anncoulter.substack.com/p/youre-being-played-republicans

https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump

https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799

https://twitter.com/DavidSacks/status/1638957986138959873

https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states

https://www.yahoo.com/now/social-security-funds-could-run-120000267.html

https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5

https://www.longtermtrends.net/us-debt-to-gdp

https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures

https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia

https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai

https://twitter.com/rabois/status/1643655946579607565

https://twitter.com/jarvis_best/status/1643667684247371776

https://twitter.com/FrancisSuarez/status/1642862135226126338

https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

Fri, 31 Mar 2023 08:07:00 +0000

(0:00) Bestie intros!

(1:31) Joe Manchin calls out Biden on IRA flip-flop

(7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins

(26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI

(50:19) Reaching and containing AGI, AI's impact on job destruction

(1:16:35) RESTRICT Act's bait and switch

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e

Referenced in the show:

https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups

https://sharegpt.com/c/jGKq34x

https://openai.com/blog/chatgpt-plugins

https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai

https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg

https://futureoflife.org/open-letter/pause-giant-ai-experiments

https://twitter.com/peakcooper/status/1639716822680236032

https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job

https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

Fri, 24 Mar 2023 09:29:00 +0000

(0:00) Bestie intro!

(2:58) Fed hikes 25 bps

(32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US

(54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance

(1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?

(1:25:46) Relativity Space shoutout and bestie wrap!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f

Referenced in the show:

https://twitter.com/scottrechler/status/1638534824808923136

https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba

https://twitter.com/elonmusk/status/1636928718173003776

https://fred.stlouisfed.org/series/WGS10YR

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676

https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php

https://twitter.com/boazweinstein/status/1638964105917890561

https://twitter.com/mr_derivatives/status/1638772846326583296

https://twitter.com/DavidSacks/status/1638957986138959873

https://twitter.com/balajis/status/1636797265317867520

https://twitter.com/balajis/status/1222921758375927808

https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote

https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html

https://www.piratewires.com/p/2023-banking-crisis

https://twitter.com/balajis/status/1448455115271143424

https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered

https://twitter.com/markgags/status/802597908033966081

https://twitter.com/relativityspace/status/1638753739128315906

E120: Banking crisis and the great VC reset

Fri, 17 Mar 2023 05:16:00 +0000

(0:00) Bestie intro!

(1:35) Recapping the events of the past week

(5:39) Understanding the banking crisis

(32:55) Solving the global debt problem, righting the ship

(54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team

(1:08:36) Science corner: Superconductors

(1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

Referenced in the show:

https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e

https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e

https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients

https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr

https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote

https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut

https://www.bbc.com/news/uk-england-london-64968795

https://www.treasurydirect.gov

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

https://www.axios.com/2023/03/15/stripe-50-billion

https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3

https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade

https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments

https://twitter.com/Jason/status/1633570102326202368

https://www.nature.com/articles/s41586-023-05742-0

https://youtu.be/4lE8QWtrEvQ

https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

Sat, 11 Mar 2023 15:46:00 +0000

(0:00) Bestie intro!

(1:57) Overview of the SVB collapse and bank run

(17:53) Who or what is to blame? Debating venture debt

(37:11) Contagion risk, second- and third-order effects, government backstops

(1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.fdic.gov/news/press-releases/2023/pr23016.html

Referenced in the show:

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf

https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf

https://twitter.com/garrytan/status/1634260576431136768

https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

https://www.youtube.com/watch?v=Ymo6Yzjv_KY

https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge

https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy

https://twitter.com/Rippling/status/1634201986894577665

https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program

https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4

https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09

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

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

Fri, 03 Mar 2023 18:43:00 +0000

(0:00) Bestie intros!

(6:47) The VC FOMO frenzy in AI

(25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs

(37:23) Macro update: inflation not done, weaker earnings, interest rates

(52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom

(1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China

(1:34:33) Ukraine update: China's peace proposal, US strategy

(1:46:34) Harvard legacy admissions, Draymond Green on Black History Month

(1:50:01) Stripe chart errata, bestie wrap!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506

Referenced in the show:

https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview

https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence

https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979

https://openai.com/blog/introducing-chatgpt-and-whisper-apis

https://twitter.com/heykahn/status/1628453782177865728

https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466

https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d

https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg

https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede

https://www.google.com/finance/quote/CRM:NYSE

https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf

https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript

https://twitter.com/altcap/status/1631361678582611970

https://www.investopedia.com/articles/06/fas123r.asp

https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0

https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01

https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27

https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611

https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now

https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188

https://twitter.com/wikileaks/status/1496886759665586177

https://twitter.com/deloreshandy/status/1629516350602264582

https://www.nber.org/system/files/working_papers/w26316/w26316.pdf

https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year

https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take

https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

Fri, 24 Feb 2023 20:41:00 +0000

(0:00) Bestie intro: Jason's Japan trip!

(1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more

(23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple

(29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved

(39:05) AI's outsized impact on SaaS and real-world businesses

(55:16) Advice from Steve Jobs on customer-first product development, Section 230 update

(1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position

(1:14:24) Tinfoil hat corner

(1:23:25) Bestie wrap up!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors

Referenced in the show:

https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate

https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public

https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://twitter.com/tylertringas/status/1627449217294958592

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://twitter.com/Jason/status/1628851245644644352

https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt

https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230

https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine

https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html

https://twitter.com/nytimes/status/1626984889449959430

https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

https://www.bbc.com/news/world-europe-26079957

https://openai.com/blog/how-should-ai-systems-behave

E116: Toxic out-of-control trains, regulators, and AI

Fri, 17 Feb 2023 08:55:00 +0000

(0:00) Bestie intros, poker recap, charity shoutouts!

(8:34) Toxic Ohio train derailment

(25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230

(57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more

DONATE:

https://www.humanesociety.org/news/going-big-beagles

https://www.beastphilanthropy.org/donate

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display

Referenced in the show:

https://doomberg.substack.com/p/railroaded

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years

https://www.foxnews.com/video/6320573959112

https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d

https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side

https://www.investopedia.com/section-230-definition-5207317

https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

https://twitter.com/elonmusk/status/1626097497109311495

https://chat.openai.com/chat

https://twitter.com/Jason/status/1626091654120894464

https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda

https://www.bbc.com/news/technology-35902104

https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html

https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023

https://www.history.com/news/josef-stalin-great-purge-photo-retouching

https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934

https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

Sat, 11 Feb 2023 13:06:00 +0000

0:00 Bestie intro!

1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

28:26 Bestie refresh!

33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1623540190060101632

Referenced in the show:

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability

https://twitter.com/EmiliaKaminska/status/1574817556950663169

https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage

https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link

https://www.youtube.com/watch?v=OyBNmecVtdU

https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08

https://twitter.com/Google/status/1622710355775393793

https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s

https://neeva.com

https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.

https://twitter.com/arnaudai/status/1623359864100601861

https://github.com/features/copilot

https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

https://twitter.com/LynAldenContact/status/1620447620987785216

https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

https://twitter.com/pretentiouswhat/status/1622832701131874306

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

Sat, 04 Feb 2023 01:57:00 +0000

(0:00) Bestie intro!

(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

(17:52) Interest rates impact on mega-cap company creation

(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues

(1:02:33) Adani's potential fraud, role of short sellers

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market

Referenced in the show:

https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

https://www.ustreasuryyieldcurve.com

https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10

https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice

https://twitter.com/tomloverro/status/1620466827519496194

https://twitter.com/msuster/status/1620653106387386368

https://twitter.com/gradypb/status/1620937502248034304

https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital

https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y

https://hindenburgresearch.com/adani

https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response

https://www.sec.gov/rules/proposed/2022/34-94313.pdf

https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

Fri, 27 Jan 2023 14:00:00 +0000

(0:00) David Sacks does bestie intros!

(2:49) DOJ sues Google over ads business

(23:09) EU probes Microsoft over Slack complaint based on "bundling" Teams

(40:27) Pfizer CEO grilled at Davos, studies questioning vaccine effectiveness

(1:12:14) Ukraine escalation: US to send tanks and warms to Crimea invasion, reconstruction costs, and more

(1:22:39) Science Corner: Will we soon be able to reverse aging?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://thebulletin.org/2023/01/press-release-doomsday-clock-set-at-90-seconds-to-midnight

Referenced in the show:

https://www.nytimes.com/2023/01/24/us/doomsday-clock-midnight.html

https://www.wsj.com/articles/u-s-sues-google-for-alleged-antitrust-violations-in-its-ad-tech-business-11674582792

https://blog.google/outreach-initiatives/public-policy/doj-ad-tech-lawsuit-response

https://noahpinion.substack.com/p/would-breaking-up-google-really-do

https://thehustle.co/12232022-ad-spend

https://www.adweek.com/programmatic/advertisers-sweet-tooth-fades-with-many-unfazed-by-googles-latest-cookie-removal-delay

https://www.politico.eu/article/microsoft-european-union-antitrust-video-calls-software-giant

https://twitter.com/rebelnewsonline/status/1615770518606561282

https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.122.061025

https://www.nature.com/articles/s41467-022-31401-5

https://www.seacoastonline.com/story/opinion/columns/2022/01/29/kerr-covid-vaccines-anti-vaxxers-should-reject-hospital-beds-too/9246198002/

https://www.cnn.com/videos/media/2021/12/05/marcus-lamb-death-covid-19-vaccines-rs-vpx.cnn

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9451592

https://twitter.com/jason/status/1478587551271161857

https://twitter.com/EricTopol/status/1618381912413962240

https://www.cnbc.com/2023/01/25/ukraine-war-news-us-will-send-abrams-tanks.html

https://www.businessinsider.com/ukraine-now-getting-western-tanks-looking-at-fighter-jets-next-2023-1

https://www.nytimes.com/2023/01/18/us/politics/ukraine-crimea-military.html

https://www.dailymail.co.uk/debate/article-11661589/PETER-HITCHENS-Sending-Ukraine-tanks-turn-Europe-one-big-radioactive-graveyard.html

https://twitter.com/DavidSacks/status/1618321900324950018

https://intellinews.com/ukraine-spiralling-towards-default-according-to-fitch-267768

https://www.wsj.com/articles/roman-abramovich-ukraine-russia-peace-sanctions-11674572583

https://www.cell.com/cell/fulltext/S0092-8674(22)01570-7#%20

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

Fri, 20 Jan 2023 09:35:00 +0000

(0:00) Bestie intro, who gets credit for the podcast?

(6:27) Top candidates for the Republican nominee in 2024: DeSantis, Youngkin, Haley; major 2024 issues, balancing the budget

(19:13) WEF in Davos: is it a grift? Somber mood, globalist mishaps, evaluating the US free trade policy

(39:51) Rebuilding infrastructure while avoiding the debt ceiling, immigration reform

(1:00:42) TikTok's endgame in the US: banned, spun out, or something else?

(1:17:22) Pharma meets AI, best AI business models

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/RitchieTorres/status/1616124738752987152

Referenced in the show:

https://twitter.com/TalbertSwan/status/1616101666582892547

https://www.wsj.com/articles/at-davos-mood-is-somber-as-many-ceos-question-economys-future-11673952415

https://www.washingtonpost.com/world/2023/01/17/davos-globalization-wef-economic-seige

https://twitter.com/ShellenbergerMD/status/1614782758328598528

https://www.facebook.com/worldeconomicforum/videos/8-predictions-for-the-world-in-2030/10153920524981479

https://www.weforum.org/agenda/2022/02/how-insects-positively-impact-climate-change

https://www.zerohedge.com/geopolitical/dark-side-davos-revealed-global-elite-bookings-sex-workers-soar

https://archive.wphna.org/wp-content/uploads/2013/12/04-03_The_National_Interest._Samuel_Huntington_Davos_Man.pdf

https://www.nytimes.com/2023/01/15/business/auburn-tiktok-ban-students.html

https://www.theinformation.com/articles/vc-s-8-billion-bytedance-headache?rc=g3wfdp

https://www.wsj.com/articles/tiktok-tries-to-win-allies-in-the-u-s-with-more-transparency-11673836560

https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html

https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

https://www.hellopearl.com

https://roboflow.com

https://www.reuters.com/business/retail-consumer/brazils-americanas-shares-plunge-pre-market-accounting-inconsistencies-2023-01-12

https://www.wsj.com/articles/alec-baldwin-shooting-charges-involuntary-manslaughter-rust-movie-11674081157

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

Fri, 13 Jan 2023 08:45:00 +0000

(0:00) Bestie intro!

(0:43) Reacting to Slate's article on All-In

(11:18) SF business owner caught spraying homeless person on camera

(29:22) Microsoft to invest $10B into OpenAI with unique terms, generative AI VC hype cycle

(1:09:57) Biden's documents, America's over-classification problem

(1:27:16) Best cabinet positions/ambassadorships

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/mattyglesias/status/1613135006272045056

Referenced in the show:

https://www.epsilontheory.com/gell-mann-amnesia

https://slate.com/technology/2023/01/all-in-podcast-elon-musk-david-sacks-jason-calacanis-chamath-palihapitiya-david-friedberg.html

https://newrepublic.com/article/168125/david-sacks-elon-musk-peter-thiel

https://twitter.com/BettyKPIX/status/1613080547022229504

https://www.bloomberg.com/news/articles/2023-01-12/bankers-bet-millions-on-sovereign-debt-deals-tied-to-green-goals

https://fortune.com/2023/01/11/structure-openai-investment-microsoft

https://www.ft.com/content/6670acad-8a5b-4c4a-b6a8-48dc307b6d4d

https://openai.com/blog/introducing-openai

https://ai.facebook.com/tools/pytorch

https://fairuse.stanford.edu/overview/fair-use/four-factors

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

E110: 2023 Bestie Predictions!

Fri, 06 Jan 2023 10:51:00 +0000

(0:00) Bestie New Year catch-up!

(2:44) Prediction 1: 2023's biggest political winner

(17:25) Prediction 2: 2023's biggest political loser

(21:57) Prediction 3: 2023's biggest business winner

(30:34) Prediction 4: 2023's biggest business loser

(42:03) Prediction 5: 2023's biggest business deal

(52:41) Prediction 6: 2023's most contrarian belief

(1:03:03) Prediction 7: 2023's best-performing asset

(1:07:50) Prediction 8: 2023's worst-performing asset

(1:14:46) Prediction 9: 2023's most anticipated trend

(1:21:40) Prediction 10: 2023's most anticipated media

(1:27:07) Breaking news: OpenAI reportedly in talks to sell existing shares at a ~$29B valuation

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/citadel-posts-record-revenues-for-hedge-fund-securities-operations-11672942665

Referenced in the show:

https://www.reuters.com/world/saudi-arabia-gathers-chinas-xi-with-arab-leaders-new-era-ties-2022-12-09/

https://www.nytimes.com/2023/01/03/business/europe-natural-gas-prices.html

https://www.nytimes.com/2023/01/04/technology/salesforce-layoffs.html

https://www.wsj.com/articles/amazon-to-lay-off-over-17-000-workers-more-than-first-planned-11672874304

https://twitter.com/DavidSacks/status/1598076726671642624

https://www.nytimes.com/2022/12/30/world/asia/xi-putin-china-russia.html

https://twitter.com/JenniferJJacobs/status/1611052287954149377

https://www.bloomberg.com/news/articles/2023-01-03/blackstone-s-breit-gets-4-billion-from-university-of-california

https://www.nbcnews.com/politics/congress/gop-rebels-block-kevin-mccarthy-defiance-trump-rcna64280

https://www.wsj.com/articles/chatgpt-creator-openai-is-in-talks-for-tender-offer-that-would-value-it-at-29-billion-11672949279

E109: 2022 Bestie Awards Live from Twitter HQ

Sat, 24 Dec 2022 07:15:00 +0000

(0:00) Bestie catch up!

(3:05) Kicking off the 2022 Bestie Awards

(4:12) Biggest winner in politics

(9:11) Biggest loser in politics

(16:37) Biggest political surprise

(23:35) Biggest winner in business

(29:48) Biggest loser in business

(42:21) Biggest business surprise

(51:16) Best science breakthrough

(57:36) Biggest flash in the pan

(1:42:24) Best CEO

(1:47:38) Best investor

(1:51:21) Worst investor

(1:52:22) Best turnaround

(1:55:58) Worst human being

(1:59:57) Most loathsome company

(2:01:32) Best new tech

(2:02:34) Best trend

(2:05:09) Worst trend

(2:07:50) Best new media

(2:10:26) The Rudy Giuliani Award for Self-Immolation!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://civil.ge/archives/469054

Referenced in the show:

https://www.investopedia.com/terms/c/capm.asp

https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928

https://twitter.com/TwitterBusiness/status/1605651865818914816

https://www.bloomberg.com/opinion/articles/2022-12-13/crispr-gene-editing-breakthrough-brings-cancer-cures-closer

https://twitter.com/ShellenbergerMD/status/1604871630613753856

https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718

https://twitter.com/ShellenbergerMD/status/1491418120086454278

https://twitter.com/seanhannity

https://youtu.be/HBiV1h7Dm5E

https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812

https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960

https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292

https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

Fri, 16 Dec 2022 10:30:00 +0000

(0:00) Jason's new gig!

(1:05) Twitter's new privacy rules, notable suspension, doxing dynamics

(20:48) Nuclear fusion breakthrough and geopolitical ramifications

(42:58) Jason and Sacks's big night

(51:11) State of the markets: Coupa acquired by Thoma Bravo, startups at all stages seeing heavy valuation reductions, what LPs are thinking

(1:22:08) TV catch up, worst person in tech bracket

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

Referenced in the show:

https://twitter.com/Cernovich/status/1602457619431493634

https://twitter.com/elonmusk/status/1603190155107794944

https://en.wikipedia.org/wiki/National_Ignition_Facility

https://www.ft.com/content/4b6f0fab-66ef-4e33-adec-cfc345589dc7

https://www.neimagazine.com/news/newsfusion-industry-survey-shows-significant-increase-in-private-investment-9860867

https://www.reuters.com/markets/deals/thoma-bravo-buy-coupa-software-615-billion-2022-12-12

https://www.finextra.com/newsarticle/41483/checkoutcom-chalks-70-off-valuation

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

Sat, 10 Dec 2022 09:29:00 +0000

(0:00) Bestie gut health!

(2:17) Twitter Files Part 2: shadow banning and blacklisting entire accounts and topics; how content moderation was handled at other tech giants

(33:09) Twitter Files Part 1: Suppressing the New York Post's Hunter Biden laptop story

(47:30) China effectively ends Zero-Covid policies, Iran, China, and Japan demographics

(58:27) Kevin O'Leary defends FTX on CNBC, was paid $15M as a spokesperson; Sinema flips to Independent

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/new-york-times-staffers-to-stage-first-strike-in-over-40-years-thursday-11670471199

Referenced in the show:

https://twitter.com/mtaibbi/status/1598822959866683394

https://twitter.com/bariweiss/status/1601007575633305600

https://twitter.com/c4chaos/status/1601048264262180864

https://twitter.com/bariweiss/status/1601020845224128512

https://twitter.com/DavidSacks/status/1601052241145696256

https://twitter.com/bariweiss/status/1601023504916172800

https://twitter.com/NewsPolitics/status/1601028254831620096

https://www.cnbc.com/2018/09/04/jack-dorsey-to-congress-full-written-testimony-on-political-bias.html

https://twitter.com/elonmusk/status/1601031111244599296

https://twitter.com/JamesTodaroMD/status/1601042622516035584

https://twitter.com/elonmusk/status/1601042125130371072

https://twitter.com/Jason/status/1601044058276655104

https://twitter.com/mtaibbi/status/1598831435288563712

https://twitter.com/mtaibbi/status/1600243405841666048

https://nypost.com/2022/12/03/twitter-files-reveal-james-baker-in-hunter-biden-laptop-scandal

https://www.cbsnews.com/news/hunter-biden-laptop-data-analysis

https://www.politico.com/news/2020/10/19/hunter-biden-story-russian-disinfo-430276

https://www.cnn.com/2022/12/08/china/china-zero-covid-relaxation-reaction-intl-hnk/index.html

https://en.wikipedia.org/wiki/Demographics_of_Iran#/media/File:Iran_single_age_population_pyramid_2020.png

https://www.indexmundi.com/graphs/population-pyramids/japan-population-pyramid-2020.jpg

https://www.wsj.com/articles/letter-from-top-apple-supplier-foxconn-prodded-china-to-ease-zero-covid-rules-11670504366

https://www.wsj.com/articles/sen-kyrsten-sinema-leaves-democratic-party-11670587227

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

Sat, 03 Dec 2022 09:47:00 +0000

(0:00) Bestie hangover!

(1:05) Analyzing SBF's media tour: his angle, media coverage, and more

(21:09) FTX culpability: media, investors, regulators

(53:41) Challenging media coverage of other countries, China's current situation, Xi Jinping's standing

(1:10:04) What OpenAI's new ChatGPT tool means for the future

(1:26:30) David Sacks on the slowdown in SaaS, use case endgame for generative AI

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=KMZckrBPw38

Referenced in the show:

https://www.coindesk.com/layer2/2022/11/30/ftxs-collapse-was-a-crime-not-an-accident

https://www.wsj.com/articles/sequoia-capital-apologizes-to-limited-partners-for-ftx-investment-11669144914

https://www.nytimes.com/2022/11/27/opinion/ftx-sam-bankman-fried-fullenkamp.html

https://www.nytimes.com/2022/11/14/technology/ftx-sam-bankman-fried-crypto-bankruptcy.html

https://twitter.com/lizrhoffman/status/1595193884438568960

https://taibbi.substack.com/p/be-it-resolved-dont-trust-mainstream

https://www.newcomer.co/p/taking-kid-gloves-to-all-in-my-reflections

https://chat.openai.com/chat

https://twitter.com/jdjkelly/status/1598021488795586561

https://twitter.com/pmarca/status/1598413401705021440

https://twitter.com/jdjkelly/status/1598021488795586561

https://twitter.com/DavidSacks/status/1598076726671642624

https://twitter.com/DavidSacks/status/1598363968547876864

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

Sat, 19 Nov 2022 10:04:00 +0000

0:00 Bestie intros!

2:19 Trump announces 2024 presidential bid

26:07 Each bestie names their most important policy issue for 2024

59:03 Big tech belt-tightening, activist investor calls out Google, professional-managerial class culture

1:17:23 SBF's leaked DMs, Elon's culture shift

1:38:22 Sacks's big chess victory, Friedberg's public company analysis, and more

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/ianbremmer/status/1592951330955759616

Referenced in the show:

https://twitter.com/DavidSacks/status/1592970866312482816

https://twitter.com/DavidSacks/status/1593041589685063683

https://www.washingtonpost.com/national-security/2022/11/14/trump-motive-mar-a-lago-documents

https://twitter.com/IAPolls2022/status/1592271468045684736

https://deadline.com/2022/11/donald-trump-2024-new-york-post-ivanka-trump-1235173748

https://fred.stlouisfed.org/series/GFDGDPA188S

https://en.wikipedia.org/wiki/List_of_countries_by_public_debt

https://www.theverge.com/2022/11/17/23465169/amazon-layoffs-continuing-2023-ceo-andy-jassy

https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf

https://twitter.com/antoniogm/status/1593606745955348481

https://twitter.com/DavidSacks/status/1590110462347444224

https://twitter.com/g_shullenberger/status/1590069877288886274

https://compactmag.com/article/the-email-caste-s-last-stand

https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy

https://twitter.com/bgurley/status/1593448516394881024

https://twitter.com/Jason/status/1593653573329436672

https://cointelegraph.com/news/sbf-received-1-billion-in-personal-loans-from-alameda-ftx-bankrupty-filing

https://s.wsj.net/public/resources/documents/FTXFILING.pdf

https://twitter.com/balajis/status/1593141361582444544

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

Sat, 12 Nov 2022 10:31:00 +0000

(0:00) New bestie game show!

(6:20) Election recap: Red wave falls flat, Republican party flips from Trump to DeSantis, a rebuke of extremism

(20:47) Coinbase CEO Brian Armstrong joins to break down the FTX collapse, further contagion risk, regulation, and more!

(43:32) Red flags exhibited by Sam Bankman-Fried and FTX, lack of governance/diligence

(1:06:00) Macroeconomic picture, lower than expected CPI print catalyzes market tear, advice for founders

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/11/10/us/politics/biden-ukraine-russia-diplomacy.html

Referenced in the show:

https://www.wsj.com/articles/ftx-files-for-chapter-11-bankruptcy-11668176869

https://www.bloomberg.com/news/articles/2022-11-11/summers-says-ftx-meltdown-has-whiffs-of-enron-like-scandal

https://fortune.com/2022/11/10/sam-bankman-fried-ftx-joe-biden-democratic-party-second-biggest-donor

https://web.archive.org/web/20221109230422/https://www.sequoiacap.com/article/sam-bankman-fried-spotlight

https://twitter.com/GordonJohnson19/status/1591062535586848768

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

Sat, 05 Nov 2022 09:30:00 +0000

(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, Opendoor, Chime and others; preparing for a longer downturn than originally anticipated

(35:28) Macro trends, big tech freezes hiring, how founders can think about the last 3 years and the next 3 years

(54:04) Midterm election preview, understanding the shift toward populism

(1:17:32) Science corner: Understanding Meta's AlphaFold competitor

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/elonmusk/status/1588538640401018880

Referenced in the show:

https://twitter.com/yoyoel/status/1587230924554399744

https://twitter.com/dee_bosa/status/1587158734689767425

https://twitter.com/TechBroDrip/status/1586370087287521280

https://twitter.com/elonmusk/status/1586149451348910081

https://twitter.com/Post_Market/status/1577793695734284289

https://twitter.com/bullfightcap/status/1588311417052012544

https://www.youtube.com/watch?v=vBkzm4a7iY4

https://finra-markets.morningstar.com/BondCenter/BondDetail.jsp?ticker=C996374&symbol=COIN5259271

https://www.cnsnews.com/article/washington/susan-jones/622-labor-force-participation-declines-3rd-straight-month

https://research.stlouisfed.org/publications/employment-research/are-economists-underestimating-the-labor-force-participation-rate

https://www.bbc.com/news/business-63471725

https://www.google.com/finance

https://twitter.com/bgurley/status/1554589241560010753

https://appleinsider.com/articles/22/11/02/apple-is-freezing-hiring-cutting-budgets-claims-new-report

https://www.cnn.com/2022/11/02/politics/cnn-poll-democrats-midterm-elections/index.html

https://www.theatlantic.com/ideas/archive/2022/10/covid-response-forgiveness/671879

https://www.axios.com/2022/11/04/trump-presidential-run-2024-announcement

https://projects.fivethirtyeight.com/biden-approval-rating/

https://www.joshbarro.com/p/the-problem-with-pro-democracy-rhetoric

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M

https://about.fb.com/news/2022/11/ai-protein-research-could-drive-progress-in-medicine-clean-energy

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

Sat, 29 Oct 2022 07:51:00 +0000

(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) Meta's historic bet on VR and stock price predicament, governance structure, and more

(1:02:52) Big tech's 2022 decline, macro outlook, market breakdown

(1:06:32) Ukraine update: Progressives call for diplomacy, then flip flop, chip sanctions on China

(1:27:29) Science corner: Gut microbiome advancements

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.google.com/finance/quote/TWTR:NYSE

Referenced in the show:

https://twitter.com/elonmusk/status/1586059953311137792

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18

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

https://thehill.com/homenews/house/3702113-progressives-urge-biden-to-push-harder-for-ukraine-peace-talks

https://www.politico.com/news/magazine/2022/10/26/progressives-thought-crime-on-ukraine-00063621

https://twitter.com/BillAckman/status/1581831084219645952

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

Sat, 22 Oct 2022 06:28:00 +0000

(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%, corporate misgovernance, super-voting shares

(32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics

(1:05:38) The difficulty of active stock picking and valuing businesses

(1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

https://www.statista.com/statistics/545967/snapchat-app-dau

https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts

https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value

https://twitter.com/elonmusk/status/1520643441994387456

https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256

https://voterguide.sos.ca.gov/propositions/30

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

Fri, 14 Oct 2022 08:56:00 +0000

(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 be successful in tech, importance of uncapped upside, and more

(53:43) Ukraine/Russia update: Nuclear escalation, when to draw a line in the sand, how inflation could deescalate any WWIII scenario

(1:14:57) Reacting to Amazon CEO Andy Jassy's comments at an all-hands meeting earlier this week, VC firms buying public tech stocks

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.businessinsider.com/leaked-amazon-slides-instruct-employees-to-double-down-frugality-2022-10

Referenced in the show:

https://www.cnbc.com/2022/10/12/amazon-cost-cuts-under-andy-jassy-reflect-new-reality-after-25-years.html

https://www.wsj.com/articles/venture-firms-are-betting-on-public-tech-stocks-as-startup-market-stalls-11665653404

https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report

https://www.nytimes.com/2022/10/12/opinion/china-semiconductors-exports.html

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

Fri, 07 Oct 2022 07:38:00 +0000

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 Day, Meta's text-to-video tool, where this all leads

49:45 Biden pardons all prior federal offenses of marijuana possession

59:24 SCOTUS will hear cases regarding Section 230, common carrier, algorithmic recommendations

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/chess-cheating-hans-niemann-report-magnus-carlsen-11664911524

Referenced in the show:

https://twitter.com/Billyhottakes/status/1576246821139070976

https://www.bloomberg.com/news/articles/2022-10-04/musk-proposes-to-proceed-with-twitter-deal-at-54-20-a-share

https://makeavideo.studio

https://twitter.com/POTUS/status/1578097875480895489

https://www.vox.com/policy-and-politics/2018/12/22/18146338/marijuana-legalization-2018-win

https://www.bloomberg.com/news/articles/2022-10-03/social-media-company-liability-draws-us-supreme-court-scrutiny

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

Sat, 01 Oct 2022 03:32:00 +0000

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

54:06 RIP Coolio

1:00:30 Russia / Ukraine update

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2022-09-29/meta-announces-hiring-freeze-warns-employees-of-restructuring

Referenced in the show:

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

https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html

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

https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/if-youre-going-to-build-something-from-scratch-this-might-be-as-good-a-time-as-in-a-decade

https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up

https://www.cnbc.com/2022/09/28/cnbc-transcript-duquesne-family-office-chairman-ceo-stanley-druckenmiller-speaks-with-cnbcs-joe-kernen-live-during-the-cnbc-delivering-alpha-conference-today.html

https://www.xe.com/currencycharts/?from=GBP&to=USD&view=1M

https://www.bls.gov/charts/job-openings-and-labor-turnover/unemp-per-job-opening.htm

https://www.wsj.com/articles/a-nation-of-quitters-great-enabling-exodus-working-age-men-parents-stimulus-covid-quit-retirement-bohemian-videogame-11664112795

https://goop.com/subscribe

https://www.reuters.com/world/putin-host-kremlin-ceremony-annexing-parts-ukraine-2022-09-29

https://www.reuters.com/world/europe/zelenskiy-says-ukraine-applying-nato-membership-2022-09-30

https://www.reuters.com/world/europe/qa-nord-stream-gas-sabotage-whos-being-blamed-why-2022-09-30

https://www.aa.com.tr/en/economy/former-polish-foreign-minister-thanks-us-for-damaging-nord-stream-pipeline/2696530

https://www.theamericanconservative.com/should-america-go-all-in-on-ukraine

E97: SPAC updates, public/private market overview, Putin's end game & more

Fri, 23 Sep 2022 05:44:40 +0000

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 market nearing a bottom?

31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict

50:45 Government-heavy climate plans, Dilbert/ESG backlash

1:01:20 Poker plans, chess cheating scandal

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://youtu.be/AODfsBMGzGQ

Referenced in the show:

https://twitter.com/chamath/status/1461453308623659010

https://marketbrief.edweek.org/marketplace-k-12/byjus-releases-delayed-audit-report-showing-large-losses-2021

https://pitchbook.com/news/reports/q2-2022-pitchbook-nvca-venture-monitor

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://warfarehistorynetwork.com/douglas-macarthur-atomic-bombs-will-win-the-korean-war/

https://www.nytimes.com/2022/09/10/world/europe/russia-ukraine-retreat-putin.html

https://sites.tufts.edu/css/mip-research/#:~:text=According%20to%20our%20data%2C%20the,these%20missions%20occurred%20after%201999

https://www.brown.edu/news/2021-09-01/costsofwar

https://www.wsj.com/articles/gavin-newsoms-2024-climate-platform-california-40-climate-bills-energy-electricity-blackouts-11663702766

https://twitter.com/UncommonYield/status/1572743593508638722

https://twitter.com/Jason/status/1572399621389062145

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

Sat, 17 Sep 2022 03:41:57 +0000

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" acquisition of YouTube

49:33 Friedberg breaks down the latest TPB SPAC news

1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022

1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

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

Referenced in the show:

https://www.figma.com/blog/a-new-collaboration-with-adobe

https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html

https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship

https://twitter.com/LizAnnSonders/status/1570711614277419009

https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html

https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/

https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

Sat, 10 Sep 2022 09:14:07 +0000

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 media and hit piece requests

12:53 Passing of Queen Elizabeth II

15:39 Winter is Coming: Europe's energy crisis, potential fracturing of the Western Alliance, how we got here, endgame, and more

53:03 Kim Kardashian's new PE firm, content as the dominant distribution channel, what will mega-influencers do to legacy brands

1:03:46 Overprescribing of amphetamines to children

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/theallinpod/status/1568294657632907268

Referenced in the show:

https://www.youtube.com/watch?v=FfJv9QYrlwg

https://www.goldmansachs.com/insights/pages/europe-energy-crisis-is-at-a-tipping-point.html

https://www.independent.co.uk/news/uk/politics/truss-ukraine-ally-tory-leadership-race-b2151390.html

https://www.voanews.com/a/scholz-g-7-will-support-ukraine-for-as-long-as-necessary-/6623196.html

https://www.washingtonpost.com/world/macron-vows-to-prevent-russia-from-winning-war-in-ukraine/2022/09/01/ba57cb7a-29f3-11ed-a90a-fce4015dfc8f_story.html

https://twitter.com/aaronjmate/status/1566484400224993280

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

Thu, 01 Sep 2022 15:14:19 +0000

(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, how the free market response will further the labor issue

(40:15) Zuckerberg on Rogan, FBI interference with the Hunter Biden laptop story

(52:00) Balancing fighting climate change without harming the economy or national security, EU energy policy failure

(1:06:04) Besties reflect on Mikhail Gorbachev's passing

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://cointelegraph.com/news/looks-bare-opensea-turns-into-nft-ghost-town-after-volume-plunges-99-in-90-days

Referenced in the show:

https://www.youtube.com/watch?v=XlXSGqvP-A8

https://thefederalist.com/2022/08/30/zuckerbergs-admission-of-fbi-meddling-in-2020-election-is-even-bigger-than-it-seems/

https://www.nytimes.com/2022/08/23/us/california-nuclear-power-diablo.html

https://www.wsj.com/articles/california-fast-food-wages-would-be-set-by-government-under-bill-passed-by-state-senate-11661811509

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

Fri, 26 Aug 2022 09:15:59 +0000

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 companies, cloud security vulnerabilities

33:54 Student loan forgiveness

1:03:25 Red wave or red ripple?

1:07:57 Science corner: Gut microbiome, fecal transplants

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.washingtonpost.com/technology/interactive/2022/twitter-whistleblower-sec-spam

Referenced in the show:

https://www.npr.org/2022/08/23/1119071586/twitter-whistleblower-complaint-elon-musk-security-bots-fake-users

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://time.com/6207996/twitter-whistleblower-allegations/

https://twitter.com/DavidSacks/status/1562179576800763904

https://twitter.com/DavidSacks/status/1562179705322684416

https://www.reuters.com/world/india/india-forced-twitter-put-agent-payroll-whistleblower-says-2022-08-23

https://twitter.com/elonmusk/status/1562105413977493504

https://www.dailymaverick.co.za/article/2022-08-24-musk-gets-a-potential-boost-with-twitter-whistle-blowers-claims-2

https://www.cnn.com/2022/08/23/tech/twitter-whistleblower-peiter-zatko-security/index.html

https://www.zuckermanlaw.com/sp_faq/largest-sec-whistleblower-awards

https://blogs.microsoft.com/on-the-issues/2021/06/30/the-need-for-legislative-reform-on-secrecy-orders

https://theliberalpatriot.substack.com/p/the-democrats-shifting-coalition

https://fortune.com/2022/08/24/biden-changing-income-driven-repayment-plan-student-debt-borrowers

https://twitter.com/LHSummers/status/1562040653432999936

https://www.socialcapital.com/ideas/2021-annual-letter

https://www.cookpolitical.com/analysis/house/2022-primaries/red-wave-looks-more-ripple

https://www.cell.com/cell/pdf/S0092-8674(22)00919-9.pdf

https://grow.google

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

Sat, 20 Aug 2022 07:52:36 +0000

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, Houston, Miami differences

45:41 China, Saudi Arabia, Russia increase relations: should the US be worried?

1:01:09 Inflation Reduction Act signed into law: climate change impact, CBO scorecard, IRS beefed up, carbon tax, big pharma pricing, and more

1:29:47 Chamath ends his spat with Phil Hellmuth, FBI raid follow-up

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/08/15/business/dealbook/adam-neumann-flow-new-company-wework-real-estate.html

Referenced in the show:

https://www.google.com/finance/quote/PLD:NYSE

https://www.google.com/finance/quote/WE:NYSE

https://www.google.com/finance/quote/BX:NYSE

https://a16z.com/2020/04/18/its-time-to-build

https://www.bloomberg.com/news/articles/2022-08-05/vc-marc-andreessen-opposes-plan-for-multi-family-atherton-housing

https://www.politico.com/news/2022/08/16/xi-jinping-saudi-arabia-trip-middle-east-influence-00052023

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.wsj.com/articles/china-to-join-russia-military-exercises-as-u-s-rivals-deepen-ties-11660755790

https://www.reuters.com/markets/europe/saudi-pif-buys-shares-alphabet-zoom-microsoft-us-shopping-spree-2022-08-16

https://www.foreignaffairs.com/ukraine/playing-fire-ukraine

https://www.cbo.gov/system/files/2022-08/hr5376_IR_Act_8-3-22.pdf

https://www.weforum.org/agenda/2022/02/what-a-carbon-tax-can-do-and-why-it-cannot-do-it-all

https://www.realclearinvestigations.com/articles/2022/08/18/fbi_unit_leading_mar-a-lago_probe_previously_led_russiagate_hoax_848582.html

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

Sat, 13 Aug 2022 05:56:29 +0000

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 market

36:46 US macroeconomic picture

50:45 FBI raids Mar-a-Lago, Trump back in news

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf

Referenced in the show:

https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047

https://cloudedjudgement.substack.com/p/clouded-judgement-81222

https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801

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

https://www.newyorkfed.org/microeconomics/hhdc

https://twitter.com/AndrewYang/status/1556987104219090945

https://twitter.com/andrewcuomo/status/1556990308424028163

https://twitter.com/elonmusk/status/1546669610509799424

https://twitter.com/michaeljburry/status/1557934401505308672

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

Fri, 05 Aug 2022 03:50:36 +0000

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's Taiwan visit

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1554963395660566533

Referenced in the show:

https://davidsacks.medium.com

https://ycharts.com/indicators/us_gas_price

https://www.macrotrends.net/1369/crude-oil-price-history-chart

https://www.newcomer.co/p/folk-songs-and-stock-charts-coatue

https://twitter.com/mkraju/status/1554485039710310401

https://upload.wikimedia.org/wikipedia/commons/a/a1/Geographic_Boundaries_of_the_First_and_Second_Island_Chains.png

https://www.nytimes.com/2022/08/01/opinion/nancy-pelosi-taiwan-china.html

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

Fri, 29 Jul 2022 02:35:29 +0000

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 narrative?

22:45 Looking at COVID trends with a post-COVID view: e-commerce, remote work, and how they correlate

36:33 "Inflation Reduction Act", how government subsidies can stifle innovation

59:50 Alzheimer's fraud, Ginkgo acquires Zymergen for $300M

1:17:36 Democrats backing MAGA candidates in primaries vs. more moderate republicans: savvy and cynical or too risky?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bea.gov/news/2022/gross-domestic-product-second-quarter-2022-advance-estimate#:~:text=Real%20gross%20domestic%20product%20

Referenced in the show:

https://news.shopify.com/changes-to-shopifys-team

https://www.google.com/finance/quote/TDOC:NYSE

https://www.wsj.com/articles/whats-in-joe-manchin-and-chuck-schumers-reconciliation-deal-on-climate-health-and-tax-policy-11658973323

https://twitter.com/jamiedupree/status/1552406981637545993

https://www.nytimes.com/2022/07/24/world/africa/congo-oil-gas-auction.html

https://www.science.org/content/article/potential-fabrication-research-images-threatens-key-theory-alzheimers-disease

https://www.nature.com/articles/s41380-022-01661-0

https://www.pharmaceutical-technology.com/news/ginkgo-acquire-zymergen/

https://www.nytimes.com/2022/07/26/us/politics/democrats-john-gibbs-peter-meijer.html

https://twitter.com/ConanOBrien/status/1552358211986006019

https://twitter.com/maga_cy/status/1552360064693915648

E88: First principle politics, China chaos & outlook, state of private/public markets & more

Fri, 22 Jul 2022 04:54:19 +0000

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 population growth, future outlook

1:09:21 Automation and the impact of the information economy

1:16:31 BlackRock loses $1.7T of investor money during H1 2021, state of private and public markets

1:36:36 Amazon acquires One Medical

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/pelositracker_/status/1549535561718714368

Referenced in the show:

https://www.politico.com/news/2022/07/20/biden-pelosi-trip-taiwan-china-military-00047031

https://www.wsj.com/articles/nancy-pelosis-taiwan-education-china-taipei-military-defense-11658265311

https://www.reuters.com/world/us/china-warns-forceful-measures-if-us-house-speaker-pelosi-visits-taiwan-2022-07-19/

https://www.tesla.com/blog/tesla-repays-department-energy-loan-nine-years-early

https://housestockwatcher.com/summary_by_rep/Hon.%20Nancy%20Pelosi

https://www.thedailybeast.com/democrats-quietly-try-to-jam-nancy-pelosi-on-stock-trading-ban

https://poll.qu.edu/poll-release?releaseid=3852

https://www.nytimes.com/2022/07/19/opinion/democrats-far-right-midterms.html

https://www.washingtonpost.com/politics/2022/07/19/trailer-desantis-beats-trump-democrats-bet-maga-more-lessons-latest-fundraising-quarter/

https://www.reuters.com/article/obama-abortion/obama-says-abortion-rights-law-not-a-top-priority-idUKN2946642020090430

https://twitter.com/micsolana/status/1549868945640914951

https://www.washingtonpost.com/opinions/2022/07/18/spanish-language-media-disinformation/

https://www.nytimes.com/2022/07/19/world/asia/china-bank-scandal-protest.html

https://twitter.com/WallStreetSilv/status/1549790086656581640

https://www.nytimes.com/interactive/2019/01/17/world/asia/china-population-crisis.html

https://www.ft.com/content/91441aca-1665-4660-843f-9cf7222becff

https://datacommons.org/place/country/CHN

https://www.bloomberg.com/news/articles/2022-06-22/china-housing-market-slowdown-drags-economy

https://www.wsj.com/articles/chinas-economic-distress-deepens-as-lockdowns-drag-on-11652703162

https://www.bbc.com/future/article/20220531-why-chinas-population-is-shrinking

https://data.worldbank.org/indicator/sp.dyn.tfrt.in?locations=cn

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.thinkadvisor.com/2022/07/20/how-blackrock-lost-1-7t-of-clients-money/

https://www.nytimes.com/2022/07/21/business/amazon-one-medical-deal.html

https://www.bloomberg.com/news/articles/2022-07-21/ex-coinbase-manager-arrested-in-us-crypto-insider-trading-case

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

Thu, 14 Jul 2022 17:59:26 +0000

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

1:05:00 NASA's Webb telescope images

1:15:57 Beagle rescue, Biden admin's lack of private sector experience, Russia's new energy play

BEAGLE RESCUE INFO:

https://www.cnn.com/2022/07/12/us/beagles-virginia-facility-rescue/index.html

https://www.nytimes.com/2022/07/12/us/envigo-beagles-breeder-adoption.html

https://www.humanesociety.org/beaglerescue

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?end=2021&locations=VN-US-CN&start=1984&view=chart

Referenced in the show:

https://www.wsj.com/articles/rising-inflation-and-interest-rates-heap-pressure-on-emerging-markets-11655544600

https://www.cnn.com/asia/live-news/sri-lanka-protests-07-13-22-intl/index.html

https://www.reuters.com/markets/europe/emerging-markets-drive-global-debt-record-303-trillion-iif-2022-02-23/

https://worldpopulationreview.com/countries/countries-by-gdp

https://www.reuters.com/markets/commodities/fertiliser-ban-decimates-sri-lankan-crops-government-popularity-ebbs-2022-03-03

https://www.weforum.org/agenda/2016/02/what-next-for-sri-lanka/

https://www.nytimes.com/2021/12/07/world/asia/sri-lanka-organic-farming-fertilizer.html

https://www.bloomberg.com/news/articles/2022-07-05/sri-lanka-aims-to-stop-money-printing-as-inflation-nears-60

https://twitter.com/chamath/status/561467714485514240

https://datareportal.com/reports/digital-2022-sri-lanka

https://michaelshellenberger.substack.com/p/green-dogma-behind-fall-of-sri-lanka

https://www.scmp.com/news/china/diplomacy/article/3134224/why-china-building-gleaming-new-government-facilities-africa

https://www.scmp.com/news/china/diplomacy/article/2186970/how-presidential-palace-burundi-fits-chinas-plans-africa

https://www.forbes.com/sites/rufaskamau/2022/07/11/inflation-protests-span-sri-lanka-albania-argentina-panama-kenya-ghanahow-long-before-they-hit-the-united-states/

https://tradingeconomics.com/united-states/inflation-cpi

https://www.redfin.com/news/data-center/

https://fredblog.stlouisfed.org/2014/04/the-taylor-rule/

https://www.nbcnews.com/data-graphics/compare-photos-nasas-james-webb-space-telescope-hubble-space-telescope-rcna37875

https://www.wsj.com/articles/nasa-james-webb-space-telescope-greg-robinson-images-11657137487

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

https://www.wsj.com/articles/no-business-experience-needed-joe-biden-white-house-officials-committee-to-unleash-prosperity-report-11657661328

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

Fri, 08 Jul 2022 05:30:20 +0000

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 million mt of rare earth reserves & EU reclassifies nuclear & natural gas as "green"

48:58 Dutch farmers protests: root causes, how to move forward with smarter legislation

1:09:39 Biden's decline, Bezos responds to Biden's tweet on bringing gas prices down

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

https://www.cnbc.com/2022/07/06/jolts-job-openings-may-2022-.html

https://www.bls.gov/charts/job-openings-and-labor-turnover/hire-seps-rates.htm

https://www.marketwatch.com/story/u-s-job-openings-dip-to-11-3-million-but-labor-market-still-historically-strong-11657122659

https://www.bloomberg.com/news/articles/2022-07-06/fed-sees-more-restrictive-rates-possible-if-inflation-persists

https://www.census.gov/library/stories/2021/12/net-international-migration-at-lowest-levels-in-decades.html

https://www.investing.com/economic-calendar/cb-consumer-confidence-48

https://finance.yahoo.com/news/consumer-confidence-conference-board-june-2022-143536146.html

https://www.mortgagenewsdaily.com/data/existing-home-sales#chart-existing-home-sales-vs-30yr-rate

https://www.marketwatch.com/story/consumer-sentiment-drops-to-record-low-as-inflation-worries-grip-u-s-11656079725

https://www.forbes.com/sites/darreonnadavis/2022/07/05/88-of-americans-say-us-is-on-wrong-track/

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://twitter.com/BillAckman/status/1544057786065092609

https://news.metal.com/newscontent/101881567/Turkey-Discovers-694-million-mt-of-Rare-Earth-Element-Reserves-with-Infrastructure-Construction-Starting-This-Year/

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://twitter.com/GretaThunberg/status/1544380486654590983

https://mobile.twitter.com/Noahpinion/status/1544573867804348416

https://www.reuters.com/business/sustainable-business/eu-parliament-vote-green-gas-nuclear-rules-2022-07-06/

https://www.bloomberg.com/news/articles/2022-07-01/jpmorgan-sees-stratospheric-380-oil-on-worst-case-russian-cut

https://abcnews.go.com/Business/wireStory/explainer-dutch-farmers-protesting-emissions-85848026

https://www.amazon.com/The-Alchemy-of-Air-Thomas-Hager-audiobook/dp/B0046Y0BP0/ref=sr_1_1

https://www.monmouth.edu/polling-institute/reports/monmouthpoll_us_070522/

https://www.bloomberg.com/news/articles/2022-06-22/eurizon-fund-holds-unloved-assets-to-beat-peers-in-esg-market

https://www.washingtonpost.com/world/2022/07/07/uk-boris-johnson-resignation/

https://twitter.com/POTUS/status/1543263229006254080

https://twitter.com/JeffBezos/status/1543409762867494912

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/chamath/status/1544370315379109888

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

Thu, 30 Jun 2022 07:46:58 +0000

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

34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech

1:01:24 Buyout targets, public market "regime change"

1:08:21 Russia/Ukraine impact on markets, could US diplomacy have prevented the war?

1:28:35 Science Corner: Friedberg breaks down the newest breakthrough AlphaFold application

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404

Referenced in the show:

https://www.cnbc.com/2022/06/22/sam-bankman-fried-rescues-crypto-lenders-blockfi-voyager.html

https://www.coindesk.com/business/2022/06/25/morgan-creek-is-trying-to-counter-ftxs-blockfi-bailout-leaked-call-shows/

https://twitter.com/ForbesCrypto/status/1541893168152690690

https://californiahealthline.org/news/article/tech-titans-want-the-richest-californians-to-pay-for-pandemic-preparedness/

https://twitter.com/DavidSacks/status/1540732780501381121

https://www.marketwatch.com/story/gensler-labels-bitcoin-a-commodity-as-crypto-prices-stabilize-11656340239

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.blockchaincenter.net/en/altcoin-season-index/

https://techcrunch.com/2022/06/24/zendesk-drama-concludes-with-102-billion-private-equity-acquisition

https://techcrunch.com/2022/02/11/zendesk-spurns-17b-private-equity-takeover-offer/

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-Fourth-Quarter-and-Fiscal-Year-2021-Results/default.aspx

https://investor.zendesk.com/ir-home/press-releases/press-releases-details/2022/Zendesk-Announces-First-Quarter-2022-Results/default.aspx

https://cloudedjudgement.substack.com/p/clouded-judgement-62422

https://techcrunch.com/2022/02/25/zendesk-terminates-4-1b-surveymonkey-acquisition-after-its-own-investors-reject-deal/

https://www.google.com/finance/quote/CRM:NYSE

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

https://www.google.com/finance/quote/NOW:NYSE

https://www.issgovernance.com/library/resurgence-of-evergreen-features-in-ipo-equity-plans-restrict-investor-say/

https://www.bloomberg.com/news/articles/2022-06-25/jana-partners-pulls-zendesk-proxy-fight-after-9-5-billion-deal

https://cdn.manscaped.io/assets/investor-relations/manscaped-investor-presentation-slides-2022.pdf

https://investor.onepeloton.com/node/9271/html

https://investors.buzzfeed.com/node/7426/html

https://kalshi.com/events/CPI-22JUN/markets/CPI-22JUN-T0.9

https://www.washingtonpost.com/national-security/2022/06/17/long-war-ukraine/

https://twitter.com/missy_ryan/status/1537944064703619074

https://www.reuters.com/world/kremlin-says-nato-expansion-ukraine-crosses-red-line-putin-2021-09-27/

https://www.reuters.com/markets/stocks/putin-warns-russia-will-act-if-nato-crosses-its-red-lines-ukraine-2021-11-30/

https://theconversation.com/ukraine-war-follows-decades-of-warnings-that-nato-expansion-into-eastern-europe-could-provoke-russia-177999

https://www.nytimes.com/2021/06/16/world/europe/biden-putin-geneva-meeting.html

https://abcnews.go.com/amp/US/wireStory/us-officials-land-solomons-discuss-china-pact-concerns-84238211

https://amp.cnn.com/cnn/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://apnews.com/article/moscow-russia-europe-ukraine-belarus-6d9818ff922a2650de107734a7c3faf5

https://news.yahoo.com/blinken-says-no-change-nato-193615967.html

https://www.scmp.com/news/china/diplomacy/article/3182517/does-chinas-demotion-its-deputy-foreign-minister-signal

https://www.science.org/doi/10.1126/science.abm9326

All-In E79 on RvW leaked draft: https://youtu.be/qH696z3ml1Q

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

Fri, 24 Jun 2022 05:53:32 +0000

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, job openings

47:17 How startups should think about the next 18-36 months

56:20 Crypto collapse, next shoe(s) to drop

1:08:41 Russia/Ukraine endgame, escalation, scrutinizing US alliances, sanctions failing

1:33:12 Will 2024 be Biden vs. Trump? Could it be DeSantis vs. Newsom?

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Referenced in the show:

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.cnbc.com/2021/06/09/tc-energy-terminates-keystone-xl-pipeline-project.html

https://www.reuters.com/business/energy/us-talks-with-allies-russian-oil-price-cap-says-yellen-2022-06-20/

https://www.xe.com/currencycharts/?from=RUB&to=USD&view=1Y

https://www.wsj.com/articles/inflation-bls-price-checkers-who-determine-cpi-11652132333

https://www.chicagofed.org/research/dual-mandate/dual-mandate

https://data.oecd.org/leadind/consumer-confidence-index-cci.htm

https://www.rasmussenreports.com/public_content/politics/top_stories/right_direction_wrong_track_jun20

https://thehill.com/policy/finance/3525909-56-percent-in-new-poll-believe-us-is-in-recession/

https://www.linkedin.com/pulse/reducing-inflation-come-great-cost-stagflation-ray-dalio

https://tradingeconomics.com/united-states/job-offers

https://www.socialcapital.com/ideas/2021-annual-letter

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund

https://www.coinbase.com/price/bitcoin

https://www.coinbase.com/price/ethereum

https://www.coindesk.com/business/2022/06/17/three-arrows-capitalconfirms-heavy-losses-from-lunas-collapse-exploring-potential-options-report

https://www.ft.com/content/19c27ae1-ae72-4668-b3a9-162adc27dffc

https://decrypt.co/103489/solend-whale-108m-loan-nearly-crashed-solana

https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme

https://www.ft.com/content/4e211784-83eb-49a2-ba39-8976345a88d5

https://www.washingtonpost.com/world/2022/06/10/ukraine-ammunition-donbas-russia/

https://www.americanpurpose.com/blog/fukuyama/why-ukraine-will-win/

https://www.bloomberg.com/news/articles/2022-03-02/london-listed-russian-stocks-erase-570-billion-in-two-weeks

https://www.bloomberg.com/news/articles/2022-06-20/ruble-soars-to-seven-year-high-in-challenge-to-bank-of-russia

https://www.cnbc.com/2022/06/23/russias-ruble-is-at-strongest-level-in-7-years-despite-sanctions.html

https://www.wsj.com/articles/u-s-push-for-exceptions-in-europes-sanctions-on-russian-oil-gains-traction-11655913796

https://abcnews.go.com/International/wireStory/correction-germany-nuclear-shutdown-story-82051054

https://www.bloomberg.com/news/articles/2022-06-23/catl-unveils-ev-battery-with-one-charge-range-of-1-000-kms

https://nymag.com/intelligencer/2022/06/why-ron-desantis-can-beat-trump-in-2024.html

#AIS: Palmer Luckey on Anduril

Thu, 23 Jun 2022 03:15:50 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Jason intros today's episode

2:31 Palmer Luckey on Anduril, national defense & the current thing

25:24 Bestie Q&A with Palmer

53:13 Jason gives closing thoughts

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https://twitter.com/PalmerLuckey

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https://www.thedailybeast.com/palmer-luckey-the-facebook-near-billionaire-secretly-funding-trumps-meme-machine

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#AIS: Bestie AMA with Valor's Antonio Gracias

Tue, 07 Jun 2022 19:13:33 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Antonio Gracias joins to talk: Tesla's early days, investing in Elon, macroeconomic outlook, ROIC, importance of energy independence, future of manufacturing, financial-ization of the P&L & more

22:35 Q: How has the poker game influenced your decision making in business and life?

29:33 Q: What was the scariest step of becoming a first-time fund manager?

32:34 Q: Crypto market unwinding & how it relates to the money supply

35:57 Q: Current pre-seed / seed valuations & metrics

38:58 Q: When investing in early-stage SaaS companies, how to find outliers?

42:11 Q: What would you do if dropped in the middle of Kansas at age 25 with no resources?

44:46 Q: Where will the next disruptions in industrial automation come from & how will the US hit economies of scale in semiconductor manufacturing

47:02 Q: Any plans for All-In Media?

50:02 Q: US strategy in the Russia/Ukraine War

54:19 Q: How have your first impressions changed as you've matured in your career, and whose first impressions have stood out to you the most?

58:29 Q: Are you interested in crypto micropayments?

1:00:55 Q: Biggest mistakes of your career that you've learned the most from?

1:09:54 Q: What impact could tech have on political discourse? What does a viable path forward look like?

1:15:36 Q: Are remote / distributed startup systems viable coming out of the pandemic?

1:19:41 Q: Advice for non-technical people trying to get into the startup world?

1:24:44 Q: Thoughts on the potential consumer credit crisis?

1:26:17 Lightning round: What problem do you most want to solve right now? All-In consortium? Can SMBs democratize their own labor supply? How to get more investors interested in hardware? Will this be a relatively short recession?

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https://twitter.com/FrancisSuarez

#AIS: Opening chat with Miami Mayor Francis Suarez

Fri, 03 Jun 2022 15:40:25 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Yung Spielburg intros the Besties + Besties give reactions to the All-In Summit

5:56 Miami Mayor Francis Suarez joins the Besties on stage to chat: Miami's emergence as a tech hub, his governing principles, crypto, what the future holds & more

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https://twitter.com/JTLonsdale

#AIS: Joe Lonsdale on the problem with higher education

Thu, 02 Jun 2022 12:44:53 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Joe Lonsdale speaks about the problem with higher education and the importance of debate/truth-seeking

10:13 Bestie Q&A with Joe: Why Americans feel victimized, what happened in 1971, getting off the gold standard, school choice, starting UATX

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https://twitter.com/thelanby

#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem

Wed, 01 Jun 2022 02:44:37 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 The Lanby's Tandice Urban breaks down why healthcare has a customer service problem, and how to fix it

12:28 Bestie Q&A: changing American's perspective on healthcare, opportunity for DTC health brands, why is medical spend at all-time highs while avg lifespan has flatlined/slightly decreased?

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https://mobile.twitter.com/MPMaterials

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

Tue, 31 May 2022 19:43:01 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Chamath intros MP Materials CEO James Litinsky

1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

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https://twitter.com/pearvc

#AIS: Pear VC's Mar Hershenson on making successful founders

Mon, 30 May 2022 22:47:58 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Pear VC Founding Managing Partner Mar Hershenson gives a talk on making successful entrepreneurs: can great founders be created, or is it something they are born with?

17:04 Bestie Q&A with Mar: Catalyzing great founders, why the PayPal Mafia created more unicorns than early Google employees, creating more opportunity for underrepresented founders, inducing failure & more

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https://twitter.com/NateSilver538

#AIS: FiveThirtyEight's Nate Silver on how gamblers think

Sun, 29 May 2022 19:46:18 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Nate Silver gives a presentation on how gamblers think

19:25 Bestie Q&A with Nate Silver: building probabilistic models, getting blamed for Trump winning in 2016, polarization reality, 2022 midterms

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https://twitter.com/adenahefets

#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market

Sun, 29 May 2022 19:25:00 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Adena Hefets breaks down the state of the US housing market in 2022

16:56 Bestie Q&A with Adena: differences between 2008 and 2022, housing market reaction time, chances of a collapse, and more

30:08 Adena does a Bestie Intro for herself!

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https://twitter.com/ggreenwald

#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks

Sat, 28 May 2022 05:34:50 +0000

This conversation was recorded LIVE at the All-In Summit in Miami!

0:00 David Sacks explains the origin of this panel on political discourse in America

2:56 Understanding the new political divide, how Trump's victory impacted discourse

12:37 Can mainstream media ever get back to relative neutrality?

29:15 Audience Q&A

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E83: Market slide continues, and how to address Uvalde

Fri, 27 May 2022 04:58:41 +0000

0:00 Bestie Guestie Brad Gerstner joins the show

1:00 All-In Summit recap and best moments

16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty?

29:53 $SNAP drops after miscalculating earnings targets, understanding signs of a true bottom, the end of entitlement

51:10 Down market end game, investor decisions, reasons for optimism, quick reset potential

1:05:17 Sacks explains his concept for "default investable," Besties share thoughts on proactive layoffs and course correction

1:12:27 Addressing Uvalde, legislative disappointment, potential preventative solutions

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Referenced in the show:

https://www.google.com/finance/quote/.DJI:INDEXDJX

https://investors.zoom.us/news-releases/news-release-details/zoom-video-communications-reports-financial-results-first

https://investors.snowflake.com/news/news-details/2022/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2023/default.aspx

https://twitter.com/zerohedge/status/1529100065331200005

https://twitter.com/BillAckman/status/1529133144540078083

https://www.cnbc.com/2022/05/24/snaps-down-32percent-and-its-dragging-other-stocks-down-with-it.html

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

https://nypost.com/2022/05/13/netflix-tells-woke-workers-to-quit-if-they-are-offended-culture-memo

https://twitter.com/JeffBezos/status/1525309091970699265

https://twitter.com/DavidSacks/status/1529119829080150016

https://twitter.com/DavidSacks/status/1528102541723979776

https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

https://elections.bradyunited.org/take-action/nra-donations-116th-congress-senators

https://en.wikipedia.org/wiki/Mass_shootings_in_the_United_States#/media/File:Total_Deaths_in_US_Mass_Shootings_1982-2021.jpg

https://twitter.com/Jason/status/1529843255176663040

https://www.nytimes.com/interactive/2020/04/01/business/coronavirus-gun-sales.html

https://twitter.com/Jason/status/1529504198974263296

#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022

Thu, 26 May 2022 05:30:08 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Tim Urban gives a talk on political discourse in America and explains high-rung vs. low-rung thinking

26:20 The Besties and Keith Rabois join Tim Urban on stage for a roundtable discussion on cancel culture

51:23 Keith Rabois talks about taking a pause on new investments in 2022 and gives his take on other major VC players

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https://twitter.com/waitbutwhy

https://twitter.com/rabois

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https://twitter.com/ggreenwald

#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks

Wed, 25 May 2022 04:01:25 +0000

This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 David Sacks tees up the show: Debating the US intervention in Ukraine

This debate was recorded LIVE at the All-In Summit in Miami!

1:49 Opening statements from Glenn & Antonio

15:29 Debating US involvement, regime change motives, & more

32:01 Final word & wrap

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https://twitter.com/antoniogm

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https://twitter.com/clairethielke

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

Tue, 24 May 2022 03:56:37 +0000

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"

17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry

24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate

34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble

46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence

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https://twitter.com/typesfast

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E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

Mon, 23 May 2022 04:51:01 +0000

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality

24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans

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E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more

Mon, 16 May 2022 23:14:59 +0000

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit!

0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration

13:26 Breaking down Tesla's 6+ businesses, comparing them to a traditional car company

21:42 Concerns around the Twitter deal, crypto payments on Twitter

30:19 Building vs. acquiring, early Tesla stories

39:52 SpaceX's grand vision and business model, nuclear fusion vs. solar

56:37 Moving from CA to TX, fixing California, macroeconomic takes

1:10:20 American exceptionalism, a new immigration strategy

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https://twitter.com/elonmusk

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https://twitter.com/TheZachEffec

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E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

Fri, 13 May 2022 06:00:32 +0000

0:00 Bestie catchup and Friedberg intros!

4:40 Breaking down current macro risks, Great Recession comparisons

31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds

41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn

58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at

1:13:21 Psychological impact of investing after taking huge losses

1:29:00 Predictions on how the market shakes out

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Intro Video Credit:

https://twitter.com/cullenroche/status/1524441227931774976

Referenced in the show:

https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards

https://www.bls.gov/news.release/realer.nr0.htm

https://www.federalreserve.gov/releases/g19/current/default.htm

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding

https://twitter.com/Jason/status/1523780820112007168

https://www.dol.gov/ui/data.pdf

https://twitter.com/TheBenSchmark/status/1522669777478684672

https://twitter.com/AndrewE_Dunn/status/1523653942252826624

https://twitter.com/mattturck/status/1524773379416408064

https://twitter.com/jonsakoda/status/1522625236130144256

https://cloudedjudgement.substack.com

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/

https://twitter.com/ZoeSchiffer/status/1523017143939309568

https://twitter.com/BurryArchive/status/1524504399070081025

https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/

https://twitter.com/Airbnb/status/1524379284260892674

E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein

Sat, 07 May 2022 04:35:43 +0000

0:00 Amy Howe (@AHoweBlogger) & Tom Goldstein (@SCOTUSblog) join the show to break down the leaked draft overturning Roe v. Wade

28:07 Potential downstream impacts from the precedent of overturning Roe v. Wade

43:03 How will the leaked draft impact the Supreme Court going forward? Should there be age limits for SC justices?

1:05:09 Analyzing the path forward

Follow Amy and Tom:

https://twitter.com/AHoweBlogger

https://twitter.com/SCOTUSblog

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https://www.documentcloud.org/documents/21835435-scotus-initial-draft

Referenced in the show:

https://tile.loc.gov/storage-services/service/ll/usrep/usrep410/usrep410113/usrep410113.pdf

https://supreme.justia.com/cases/federal/us/505/833/case.pdf

https://www.washingtonpost.com/politics/2022/05/04/abortion-supreme-court-confirmation-hearings

https://en.wikipedia.org/wiki/Donald_Trump_Supreme_Court_candidates

https://www.supremecourt.gov/opinions/19pdf/17-1618_hfci.pdf

https://www.wsj.com/articles/abortion-and-the-supreme-court-dobbs-v-jackson-mississippi-john-roberts-11651009292

https://beyer.house.gov/news/documentsingle.aspx?DocumentID=5330

https://www.law.nyu.edu/sites/default/files/ECM_PRO_059254.pdf

https://news.gallup.com/poll/350486/record-high-support-same-sex-marriage.aspx

https://news.gallup.com/poll/1576/abortion.aspx

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

Sat, 30 Apr 2022 07:55:01 +0000

0:00 Bestie intros

4:32 Understanding VC fund metrics that matter, state of private markets

29:37 Recession possibilities, Q1 negative growth

44:56 Student loan forgiveness, fixing the underlying system, solutions

1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering

1:19:08 New Disinformation Governance Board

1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law

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Intro Music Credit:

Intro Video Credit:

https://www.socialcapital.com/ideas/2021-annual-letter

Referenced in the show:

https://twitter.com/jasongoepfert/status/1520040516955643905

https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351

https://twitter.com/lizannsonders/status/1520021943621140483

https://www.conference-board.org/topics/consumer-confidence

https://twitter.com/DavidSacks/status/1489128016508719104

https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp

https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/

https://www.sec.gov/news/press-release/2022-70

https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d

https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022

https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html

https://twitter.com/elonmusk/status/1519073003933515776

E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong

Sat, 23 Apr 2022 06:10:28 +0000

0:00 Bestie Intros + a new Bestie Guestie!

4:37 Coinbase CEO Brian Armstrong reflects on his "mission-focused company" blog post, work culture in tech/Silicon Valley, realigning culture at Coinbase

26:25 Crypto regulation and adoption

46:37 Brian's takes on different types of stablecoins

51:14 Netflix's major headwinds

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https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

Referenced in the show:

https://www.theverge.com/2021/5/12/22433437/apple-hire-antonio-garcia-martinez-out-petition-investigation

https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

https://www.theverge.com/2021/6/4/22491629/apple-employees-push-back-return-office-internal-letter-tim-cook

https://www.wsj.com/articles/revolt-in-disneys-florida-kingdom-ron-desantis-bob-chapek-11650578648

https://variety.com/2021/film/news/dave-chappelle-netflix-ted-sarandos-i-screwed-up-1235093098/

https://sacks.substack.com/p/your-startup-is-a-movement?s=r

https://twitter.com/brian_armstrong/status/1435439291715358721

https://www.whitehouse.gov/briefing-room/statements-releases/2022/03/09/fact-sheet-president-biden-to-sign-executive-order-on-ensuring-responsible-innovation-in-digital-assets/

https://www.investopedia.com/terms/h/howey-test.asp

https://www.wsj.com/articles/crypto-thieves-get-bolder-by-the-heist-stealing-record-amounts-11650582598

https://techcrunch.com/2022/04/06/axie-infinity-creator-raises-150m-round-to-compensate-victims-of-625m-ronin-hack/

https://twitter.com/balajis/status/1402030233319088139

https://nypost.com/2022/04/21/ex-mcdonalds-ceo-rensi-companies-have-no-business-in-politics/

https://www.pbs.org/newshour/arts/netflix-loses-200000-subscribers-projects-even-deeper-losses-this-spring

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

https://ycharts.com/companies/NFLX/market_cap

https://www.bloomberg.com/news/articles/2022-04-20/ackman-loses-more-than-430-million-on-three-month-netflix-bet

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

https://twitter.com/elonmusk/status/1516600269899026432

https://summit.allinpodcast.co/

E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview

Sat, 16 Apr 2022 06:08:42 +0000

*** 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 two!

1:03 Friedberg breaks down the global food crisis and predicts China's grand plan

9:27 Inflation: 8.5% CPI in March, potential causes, what the rest of 2022 might look like

18:22 Understanding French election results so far

23:08 All-In Summit update and preview

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://thediplomat.com/2022/02/what-does-chinas-horn-of-africa-envoy-mean-for-its-non-intervention-principle/

Referenced in the show:

https://www.scmp.com/news/china/diplomacy/article/3169076/china-unites-somalia-against-growing-taiwanese-somaliland-ties

https://allafrica.com/stories/202203190144.html

https://www.scmp.com/economy/china-economy/article/3170851/ukraine-invasion-china-braces-effects-global-fertiliser

https://www.economist.com/china/2022/04/09/when-china-worries-about-food-the-world-pays

https://www.scmp.com/economy/china-economy/article/3173619/china-didnt-hoard-grains-stockpiling-ensure-domestic-food

https://www.wsj.com/articles/us-inflation-consumer-price-index-march-2022-11649725215

https://twitter.com/DavidSacks/status/1485696010290491393

https://www.resultats-elections.interieur.gouv.fr/presidentielle-2022

https://www.nytimes.com/2022/04/13/world/europe/le-pen-nato-russia-germany.html

https://www.wsj.com/articles/visa-mastercard-fees-will-hurt-consumers-sen-dick-durbin-says-11650046879

https://summit.allinpodcast.co/

E76: Elon vs. Twitter

Sat, 16 Apr 2022 02:04:53 +0000

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 pills, board responsibility and more

30:50 Core issues of Elon vs. Twitter, analyzing reactions, breaking down Twitter's revenue per employee

43:10 Free speech and Twitter, predictions for how this saga ends, business film recommendations

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/elonmusk/status/1514564966564651008

Referenced in the show:

https://www.prnewswire.com/news-releases/twitter-adopts-limited-duration-shareholder-rights-plan-enabling-all-shareholders-to-realize-full-value-of-company-301526627.html

https://en.wikipedia.org/wiki/Revlon,_Inc._v._MacAndrews_%26_Forbes_Holdings,_Inc.

https://www.sec.gov/Archives/edgar/data/0001418091/000110465922045641/tm2212748d1_sc13da.htm

https://www.google.com/finance/quote/TWTR:NYSE

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/jeffjarvis/status/1514578609754812419

https://twitter.com/maxboot/status/1514570168730636290

https://twitter.com/DefiantLs/status/1514738236207337477

https://twitter.com/auronmacintyre/status/1514653963408318474

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

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more

Sat, 09 Apr 2022 04:03:42 +0000

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- overview for startups

14:09 Preventing layoffs, culpability in Fast's shutdown, VC diligence strategy, VC/founder model

41:51 Elon buys a 9% stake in Twitter and joins the board: what does this mean for Twitter, free speech online, evolution of deplatforming

1:03:24 Food shortage update, ideal US objectives going forward

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder

Referenced in the show:

https://techcrunch.com/2022/04/08/better-com-cto-steps-down-agrees-to-voluntary-separation-in-wake-of-mass-layoffs

https://techcrunch.com/2022/04/06/better-com-offering-employees-60-days-severance-losing-tens-of-millions-per-month-per-sources

https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs

https://articles.sequoiacap.com/rip-good-times

https://sacks.substack.com/p/the-saas-board-meeting

https://medium.com/craft-ventures/blitzfail-how-not-to-go-off-the-rails-24ccaf92c410

https://www.bloomberg.com/news/articles/2022-04-04/musk-takes-9-2-stake-in-twitter-after-questioning-platform

https://twitter.com/paraga/status/1511320953598357505

https://twitter.com/jack/status/1511329369473564677

https://twitter.com/elonmusk/status/1507259709224632344

https://twitter.com/micsolana/status/1511360061670662149

https://twitter.com/micsolana/status/1511674851202945024

https://www.cnn.com/2022/04/06/tech/pinterest-climate-change-misinformation-policy/index.html

https://gro-intelligence.com/insights/gro-predicts-us-corn-stocks-will-drop-sharply-in-2022-23

https://www.theamericanconservative.com/articles/the-state-department-failed-to-prevent-the-war-will-it-now-prevent-the-peace

E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more

Fri, 01 Apr 2022 09:53:30 +0000

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 through birth rate and immigration

26:16 How the US can fix its current economic issues, reframing high-skilled immigration

48:54 SEC's new proposed rules around SPACs and climate disclosures for public companies: how will both markets be impacted?

1:10:29 Meta used a GOP firm to run a smear campaign against TikTok in the US: dirty, necessary, or both?

1:19:03 Food shortage update

1:24:33 Sacks and Jason reflect on Biden's inflammatory comments on Putin

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

Referenced in the show:

https://www.reuters.com/business/finance/part-us-yield-curve-just-inverted-does-that-mean-recession-is-coming-2022-03-28

https://www.federalreserve.gov/econres/notes/feds-notes/dont-fear-the-yield-curve-reprise-20220325.htm

https://markets.businessinsider.com/news/stocks/restoration-hardware-stock-price-ceo-warns-big-short-economy-inflation-2022-3

https://www.google.com/finance/quote/PATH:NYSE

https://www.theatlantic.com/newsletters/archive/2022/03/american-population-growth-rate-slow/629392

https://www.cnbc.com/2022/03/31/2-year-treasury-yield-tops-10-year-rate-a-yield-curve-inversion-that-could-signal-a-recession.html

https://www.wsj.com/articles/joe-bidens-big-new-wealth-tax-white-house-budget-fy-2023-11648504962

https://www.bloomberg.com/news/articles/2022-03-28/manchin-pans-biden-s-proposed-tax-on-unrealized-gains-of-wealthy

https://theliberalpatriot.substack.com/p/democrats-go-directly-to-the-center

https://www.bloomberg.com/news/articles/2022-03-29/spacs-face-fresh-sec-legal-threat-for-overly-bullish-forecasts

https://www.bloomberg.com/opinion/articles/2021-05-27/spacs-can-take-away-the-insiders-advantage-in-ipos-and-markets

https://www.bloomberg.com/opinion/articles/2022-03-22/the-sec-will-regulate-climate

https://www.cnbc.com/2022/03/30/sec-targets-spacs-with-new-rules-about-forecasts-mergers.html

https://www.washingtonpost.com/technology/2022/03/30/facebook-tiktok-targeted-victory/

https://www.agweek.com/news/ukraine-ag-production-could-drop-80-fertilizer-prices-to-cut-food-supply-long-term-uk-expert-says

https://farmdocdaily.illinois.edu/2022/03/wheat-in-2023.html

https://farmdocdaily.illinois.edu/2021/09/information-on-2021-cash-rents-with-implications-for-2022.html

https://www.agweek.com/news/usda-nass-to-livestream-prospective-planting-report

https://www.npr.org/2022/03/28/1089300515/biden-putin-remarks-regime-change

https://www.msn.com/en-us/news/world/putin-s-approval-ratings-soar-amid-russia-s-war-in-ukraine/ar-AAVI29R

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

Sat, 26 Mar 2022 05:49:32 +0000

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%, understanding reality of overvalued late-stage companies

21:52 Capital allocators at fault, how crossover funds are reacting, late-stage price discovery, investor and founder behavioral psychology

40:37 Sacks' burn multiple, managing growth spend, new VC qualifications, lessons from the COVID bubble

53:58 Russia/Ukraine: US potential non-ceasefire strategy, Zelenskyy's revelations in CNN interview, rhetoric getting more aggressive

1:08:58 How will Putin withdraw without redacting the sanctions? What is the offramp? Zelenskyy's posture on global war

1:24:18 Understanding China's recently announced tax cuts, All-In Summit talk

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://substack.com/profile/11803623-jamin-ball

Referenced in the show:

https://sacks.substack.com/p/the-burnmultiple-51a7e43cb200

https://twitter.com/nfergus/status/1506243619384037378

https://www.bloomberg.com/opinion/articles/2022-03-22/niall-ferguson-putin-and-biden-misunderstand-history-in-ukraine-war

https://www.rand.org/pubs/research_briefs/RB10014.html

https://twitter.com/samramani2/status/1507378113893871617

https://www.reuters.com/world/europe/russia-says-first-phase-ukraine-operation-mostly-complete-focus-now-donbass-2022-03-25/

https://www.wptv.com/news/national/russia-ukraine-conflict/zelenskyy-warns-of-world-war-iii-if-russia-ukraine-peace-talks-fail

https://www.realclearpolitics.com/video/2022/03/20/zelensky_ukraine_failed_putin_talks_would_mean_a_third_world_war.html

https://www.politico.com/news/2022/03/20/zelenskyy-ukraine-zakaria-interview-00018716

https://fortune.com/2022/03/25/russia-g20-summit-putin-biden-indonesia-bali-china-ukraine/

https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

https://fortune.com/2022/03/24/putin-russia-natural-gas-europe-imports-pay-in-rubles-sanctions/

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

https://www.nytimes.com/2022/02/23/world/europe/putin-speech-russia-ukraine.html

https://www.cnbc.com/2022/03/24/biden-says-us-would-respond-to-russia-if-putin-uses-chemical-or-biological-weapons.html

https://www.washingtonpost.com/news/post-politics/wp/2014/03/09/blinken-u-s-would-not-recognize-crimea-secession/

https://www.wsj.com/articles/biden-sticks-with-longstanding-u-s-policy-on-use-of-nuclear-weapons-amid-pressure-from-allies-11648176849

https://www.bloomberg.com/news/articles/2022-03-21/china-embraces-supply-side-economics-with-tax-cuts

E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more

Sat, 19 Mar 2022 02:02:47 +0000

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 risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, capitalist incentives flipping

34:59 Breaking down the second- and third-order effects of the massive sanctions on Russia; best case/worst case outcomes for this new form of economic warfare, deglobalization

49:26 US economy big picture outlook: inflation, rising rates, decreasing uncertainty potentially a bullish sign in public markets; how that flows to private markets

1:02:06 Rewriting foreign policy playbooks

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/03/16/us/politics/russia-troop-deaths.html

Referenced in the show:

https://www.axios.com/zelensky-russian-invasion-ukraine-ea623eb5-4a14-4458-9640-af981081e4a4.html

https://www.independent.co.uk/news/world/americas/russia-ukraine-invasion-francis-fukuyama-b2035413.html

https://twitter.com/davidfrum/status/1504601558184517637

https://uscnpm.org/2022/03/12/hu-wei-russia-ukraine-war-china-choice/

https://www.washingtonpost.com/national-security/2022/03/16/ukraine-zelensky-information-war/

https://twitter.com/RichardHanania/status/1504824837964926981

https://twitter.com/ClintEhrlich/status/1504618754784735232

https://www.ft.com/content/7b341e46-d375-4817-be67-802b7fa77ef1

https://www.nbcnews.com/science/environment/first-drought-now-war-global-wheat-supplies-peril-rcna19298

https://www.agweb.com/news/policy/politics/if-you-think-fertilizer-prices-are-bad-now-heres-why-china-could-make

https://www.eia.gov/outlooks/steo/images/Fig4.png

https://www.agriculture.com/news/business/skyrocketing-fertilizer-prices-gouge-farmer-profits-groups-blame-consolidation

https://www.marketwatch.com/investing/future/cu22

https://twitter.com/ianbremmer/status/1504214235114577926

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

https://www.cnbc.com/2022/03/10/there-are-more-than-11-million-open-jobs-in-america-right-now.html

https://www.nytimes.com/live/2022/03/16/business/fed-meeting-interest-rates

https://twitter.com/DavidSacks/status/1503989745939980292

https://www.bbc.com/news/world-europe-26079957

https://www.usnews.com/news/world/articles/2021-06-16/the-latest-kremlin-official-says-summit-will-not-be-easy

https://www.bloomberg.com/news/articles/2021-06-14/biden-says-ukraine-has-work-to-do-on-corruption-to-get-into-nato

https://theintercept.com/2022/03/15/ukraine-russia-war-sovereignty-negotiations/

https://www.cnn.com/2021/09/01/politics/ukraine-volodymyr-zelensky-biden-white-house/index.html

https://www.whitehouse.gov/briefing-room/statements-releases/2021/09/01/joint-statement-on-the-u-s-ukraine-strategic-partnership/

https://www.state.gov/u-s-ukraine-charter-on-strategic-partnership/

https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276/

https://www.salon.com/2021/01/19/who-is-victoria-nuland-a-really-bad-idea-as-a-key-player-in-bidens-foreign-policy-team/

E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

Sat, 05 Mar 2022 05:32:59 +0000

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 sanctions: first, second and third-order effects; exit ramps for Putin and Russia

34:23 Reflecting on if taking NATO expansion off the table would have prevented war; Putin's risk of ruin; lessons learned so far

46:12 New version of economic warfare; possibility of a regime change; comparisons to the Cuban Missile Crisis; realist vs. idealist; lessons for Taiwan

1:05:22 Market impact, increased volatility, thinking in decades, managing risk

1:19:22 Car T-cell therapy breakthroughs and approvals; CRISPR patent controversy; Sacks makes a final point

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/phildstewart/status/1499535843207389186

Referenced in the show:

https://www.onmanorama.com/news/world/2022/03/04/garry-kasparov-former-world-chess-champion-attacks-russian-president-vladimir-putin-ukraine-invasion-twitter.html

https://www.express.co.uk/news/world/1574056/world-war-3-russia-ukraine-vladimir-putin-fiona-hill-us-national-security-council

https://www.reuters.com/business/aerospace-defense/nato-meets-ukraine-calls-no-fly-zone-hinder-russia-2022-03-04

https://twitter.com/TimothyDSnyder/status/1499587642115117059

https://www.nytimes.com/2022/03/02/opinion/ukraine-russia-war-zelensky.html

https://www.google.com/finance/quote/LUKOY:OTCMKTS

https://oec.world/en/profile/hs92/wheat

https://twitter.com/balajis/status/1498873063378612227

https://twitter.com/LindseyGrahamSC/status/1499574209567199235

https://www.nytimes.com/2022/03/04/world/europe/lindsey-graham-putin-russia.html

https://twitter.com/biancoresearch/status/1499385705591709698

https://www.politico.eu/article/ukraine-war-russia-germany-still-blocking-arms-supplies/

https://www.reuters.com/business/aerospace-defense/germany-hike-defense-spending-scholz-says-further-policy-shift-2022-02-27/

https://www.reuters.com/business/sustainable-business/germany-aims-get-100-energy-renewable-sources-by-2035-2022-02-28/

https://www.nytimes.com/2022/02/28/world/europe/switzerland-russian-assets-freeze.html

https://www.thedefensepost.com/2022/02/28/sweden-arms-ukraine/

https://www.nato.int/docu/update/2008/04-april/e0403h.html

https://www.nbcnews.com/politics/2016-election/biography-george-h-w-bush-slams-iron-ass-cheney-rumsfeld-n457911

https://www.youtube.com/watch?v=JrMiSQAGOS4

https://data.worldbank.org/indicator/NY.GDP.MKTP.CD?locations=RU

https://twitter.com/shellenbergermd/status/1499386637066727424

https://bariweiss.substack.com/p/the-wests-green-delusions-empowered?s=r

https://www.npr.org/2022/03/04/1084580235/russia-blocks-facebook-twitter

https://www.nytimes.com/2022/03/03/technology/ukraine-war-misinfo.html

https://twitter.com/Ukraine/status/1497834538843660291

https://www.indiatoday.in/fact-check/story/fact-check-russia-ukraine-war-old-woman-not-giving-invading-russian-soldiers-the-finger-1920479-2022-03-04

https://twitter.com/chamath/status/1496998762496946203

https://twitter.com/morganhousel/status/1499484089082007552

https://www.reuters.com/markets/europe/euro-pinned-war-stokes-stagflation-fears-2022-03-03/

https://twitter.com/zekejmiller/status/1499739582115553281

https://www.nbcchicago.com/news/national-international/wheat-corn-prices-surge-amid-russias-invasion-of-ukraine/2774260/

https://www.myelomacrowd.org/janssen-s-cilta-cel-car-t-receives-fda-approval-for-relapsed-multiple-myeloma/

https://www.reuters.com/business/healthcare-pharmaceuticals/fda-approves-jjs-cell-based-multiple-myeloma-therapy-blood-cancer-treatment-wsj-2022-03-01/

https://www.fiercebiotech.com/research/a2-bios-activator-blocker-car-t-cell-therapies-show-early-promise-solid-cancers

https://www.wsj.com/articles/crispr-patent-gene-editing-dispute-11646187911

https://twitter.com/MZHemingway/status/1499588624664657926

E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

Thu, 24 Feb 2022 23:47:34 +0000

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

32:51 Reflecting on the media coverage so far, Putin's ambitions

42:20 Biden's new sanctions, Chamath's Russia story, doing the math on how the US can leverage energy independence

53:19 Markets signaling a potential turnaround, great businesses are available to buy at compressed prices, is Putin mad

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525/#3

Referenced in the show:

https://nypost.com/2022/01/27/us-nato-must-never-give-in-to-russias-absurd-demands

https://twitter.com/Ukraine/status/1496837835743133699

https://twitter.com/Ukraine/status/1496716168920547331

https://www.wsj.com/articles/jony-ive-steve-jobs-memories-10th-anniversary-11633354769?mod=e2tw

https://www.wsj.com/articles/putin-green-energy-price-independence-gas-lng-fracking-russia-ukraine-invasion-europe-germany-nord-stream-11645650131

https://en.wikipedia.org/wiki/Nuclear_power_in_Germany

https://www.aljazeera.com/news/2022/2/21/highlights-of-russian-president-putins-speech

https://peterbeinart.substack.com/p/bidens-cia-director-doesnt-believe?utm_source=url

https://www.nationalreview.com/2003/03/unpatriotic-conservatives-david-frum/

E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy & more

Sat, 19 Feb 2022 07:22:01 +0000

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 potentially hostile governments

25:37 San Francisco Board of Education recall: what this means for the boundaries of progressivism

42:02 Assessing Tiger Global's new strategy: less late-stage private companies, more Series A and B rounds, more compressed public tech stocks

1:11:24 HIV stem cell breakthrough, Sacks gives some hot takes on Fauci

1:24:59 Sacks' vendetta corner: Sacks vs. Paul Graham

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/news/articles/2022-02-17/police-begin-financial-squeeze-trudeau-defends-emergency-edict

Referenced in the show:

https://www.thecountersignal.com/news/rcmp-ban-34-crypto-wallets-from-working-in-canada

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list?utm_source=url

https://twitter.com/Jason/status/1494534850090442752

https://twitter.com/juliettekayyem/status/1491757167308902405

https://twitter.com/juliettekayyem/status/1491789181428715521

https://www.nytimes.com/2022/02/16/us/san-francisco-school-board-recall.html

https://twitter.com/garrytan/status/1493876167085944834

https://sanfrancisco.cbslocal.com/2021/05/24/covid-funding-loophole-san-francisco-school-reopening

https://www.bloomberg.com/opinion/articles/2022-02-18/wokeism-has-peaked-in-america-but-is-still-globally-influential

https://twitter.com/Jason/status/1493860336713097218

https://twitter.com/MikeBloomberg/status/1494009394257870848

https://theliberalpatriot.substack.com/p/the-democrats-coming-asian-voter

https://www.theinformation.com/articles/tiger-global-d1-capital-signal-pullback-from-big-private-tech-deals-amid-market-rout

https://www.wsj.com/articles/woman-appears-cured-of-hiv-after-umbilical-cord-blood-transplant-11644945720

https://twitter.com/phil_hellmuth/status/1494144604555206656

https://twitter.com/DavidSacks/status/1493296369796202496

E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

Sat, 12 Feb 2022 06:27:34 +0000

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, and the video controversy

30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into?

45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth

54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment

1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal

1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://variety.com/2022/digital/news/spotify-removes-joe-rogan-episodes-n-word-1235172972

Referenced in the show:

https://www.independent.co.uk/arts-entertainment/music/news/joe-rogan-podcast-episodes-removed-b2009035.html

https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

https://people.com/tv/howard-stern-addresses-past-use-of-blackface-n-word

https://twitter.com/aodespair/status/1489565575894478849

https://twitter.com/Jason/status/1490803436639588352

https://www.nytimes.com/live/2022/02/11/world/canada-trucker-protest

https://www.usatoday.com/story/news/politics/2022/02/10/truckers-convoys-may-target-super-bowl-bidens-state-union/6738641001

https://bariweiss.substack.com/p/what-the-truckers-want

https://globalnews.ca/news/8539610/trucker-convoy-covid-vaccine-mandates-ottawa

https://twitter.com/DavidSacks/status/1245179774097477633

https://www.nytimes.com/2022/02/08/us/politics/new-york-mask-mandate.html

https://theliberalpatriot.substack.com/p/the-left-is-blowing-its-big-opportunity

https://www.google.com/finance/quote/XLE:NYSEARCA?window=6M

https://seekingalpha.com/news/3799278-oil-and-gas-stocks-top-todays-leaderboard-as-oil-resumes-upward-climb

https://www.wsj.com/articles/microsoft-promises-openness-on-new-app-store-as-it-seeks-approval-for-activision-acquisition-11644424237

https://twitter.com/zerohedge/status/1491771262544318464

https://finance.yahoo.com/news/u-consumer-sentiment-falls-fresh-151419313.html

https://www.mercurynews.com/2012/12/13/thomas-sowell-inflation-can-tax-the-poor-as-well-as-the-rich/

https://www.nationaljournal.com/s/716486/biden-is-blowing-his-covid-moment/

https://twitter.com/hollandcourtney/status/1491996868829614081

https://www.wyden.senate.gov/news/press-releases/wyden-and-heinrich-newly-declassified-documents-reveal-previously-secret-cia-bulk-collection-problems-with-cia-handling-of-americans-information

https://www.wyden.senate.gov/imo/media/doc/HainesBurns_WydenHeinrich_13APR21%20-FINAL.pdf

https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022

E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)

Sat, 05 Feb 2022 07:28:09 +0000

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

45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"

55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance

1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech

1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science

1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.google.com/finance/quote/INGR:NYSE

Referenced in the show:

https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed

https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html

https://twitter.com/typesfast/status/1451543776992845834

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

https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html

https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html

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

https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html

https://twitter.com/GavinSBaker/status/1462831115572596744

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

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

https://twitter.com/DavidSacks/status/1489321225520238592

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html

https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast

https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html

https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation

https://twitter.com/ggreenwald/status/1488252747489202181

https://twitter.com/ggreenwald/status/1489258034865971205

https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news

https://twitter.com/echeloninsights/status/1487118055582965762

https://twitter.com/MonmouthPoll/status/1488180589505167372

https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743

https://www.voltairenet.org/article215540.html

E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more

Sat, 29 Jan 2022 06:35:36 +0000

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's demands, NATO negotiations as the underreported key piece, Obama's savvy Russia dealings

39:16 Bill Ackman buys the Netflix dip, Tesla and Microsoft crush earnings, the Fed signals rate hikes

55:18 Altos Labs raises $3B in the largest Seed round ever, incredible Yamanaka factors breakthrough, dynamics of a richly capitalized bio-moonshot

1:04:08 The Stripe Mafia, Bolt CEO punches up, reflecting on old emails

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance

Referenced in the show:

https://twitter.com/DavidSacks/status/1480716684038049796

https://medium.com/@jason/do-the-work-skip-the-party-8f2864560195#724a--share-10-78

https://www.nytimes.com/2022/01/16/world/europe/russia-ukraine-invasion.html

https://www.defense.gov/News/Transcripts/Transcript/Article/2910061/pentagon-press-secretary-john-kirby-holds-a-press-briefing

https://www.theatlantic.com/magazine/archive/2016/04/the-obama-doctrine/471525

https://www.history.com/news/nato-article-5-meaning-history-world-war-2

https://www.latimes.com/opinion/op-ed/la-oe-shifrinson-russia-us-nato-deal--20160530-snap-story.html

https://www.worldometers.info/gdp/gdp-by-country

https://www.atlanticcouncil.org/blogs/natosource/obama-does-not-believe-invading-ukraine-or-saving-assad-makes-putin-a-player

https://www.euractiv.com/section/global-europe/news/germany-agrees-to-axe-nord-stream-2-if-russia-invades-ukraine

https://www.wsj.com/articles/william-ackman-takes-stake-in-netflix-11643236690

https://tesla-cdn.thron.com/static/WIIG2L_TSLA_Q4_2021_Update_O7MYNE.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q4-and-fy-2021-update.pdf%22

https://www.microsoft.com/en-us/Investor/earnings/FY-2022-Q2/press-release-webcast

https://www.cnbc.com/2022/01/26/fed-decision-january-2022-.html

https://www.tcv.com/tcv-insights/netflix-case-study

https://www.cnbc.com/2021/11/16/peloton-files-to-sell-1-billion-in-stock-offering-shares-drop.html

https://www.drugdiscoverytrends.com/biotech-altos-labs-emerges-with-3b-in-funding-to-focus-on-cellular-rejuvenation-programming

https://www.biorxiv.org/content/10.1101/2022.01.20.477063v1.full.pdf

https://twitter.com/theryanking/status/1485784823641755648

https://twitter.com/shaunmmaguire/status/1486082835974811650

https://twitter.com/Jason/status/1486113945790214146

https://twitter.com/shaunmmaguire/status/1486114773209006080

https://twitter.com/Jason/status/1486121975311339520

https://my.pitchbook.com/profile/107633-08/company/profile#deal-history/102358-00T

E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

Sat, 22 Jan 2022 07:50:13 +0000

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," Multiple compression, Fed interest rates, Peloton & Netflix valuations

1:11:04 Sacks explains the NIH's coordinated effort to downplay the lab leak hypothesis

1:32:01 Friedberg's new company Cana

1:33:47 Learning loss from COVID school closures

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=w1iYGE3PVYA

Referenced in the Episode:

Lina Khan interview with Kara Swisher and Andrew Ross Sorkin on CNBC

WSJ article: Sen. Dianne Feinstein & Sen. Alex Padilla advanced the antitrust bill

https://www.wsj.com/articles/senate-panel-approves-antitrust-bill-restricting-big-tech-platforms-11642701487

Chamath's Social Capital 2019 Annual Letter

https://www.socialcapital.com/annual-letters/2019

Bill Ackman suggests the Fed should raise rate by 50 basis points

https://twitter.com/BillAckman/status/1482449525595943045?s=20

Gavin Baker's Twitter on Generals getting shot last

https://twitter.com/GavinSBaker/status/1479454332567310342?s=20

Jonathan Chait in NY Mag on School Closures

https://nymag.com/intelligencer/article/progressives-must-reckon-with-the-school-closing-catastrophe.html

Unicef estimate that COVID-19 learning loss could cost students close to $17 trillion

https://www.unicef.org/press-releases/learning-losses-covid-19-could-cost-generation-students-close-17-trillion-lifetime

Friedberg's interview on This Week in Startups

https://youtu.be/dajzLwGAntI?t=1998

https://apple.co/33Xrbq3

E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more

Sat, 15 Jan 2022 08:12:54 +0000

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 plummeting approval rating

14:45 Human rights perspectives and challenges: domestic and international

57:36 Considering the rise of authoritarianism in the US, positive stimulus impacts

1:04:09 Groundbreaking study on a possible root cause of multiple sclerosis, pig heart successfully transplanted into living person, SEC considering tightening accreditation laws

1:19:44 Rehashing the roast of Phil Hellmuth

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2022/01/13/us/politics/oath-keepers-stewart-rhodes.html

Referenced in the show:

https://january6th.house.gov/news/press-releases/select-committee-subpoenas-social-media-companies-records-related-january-6th

https://www.justice.gov/opa/pr/leader-oath-keepers-and-10-other-individuals-indicted-federal-court-seditious-conspiracy-and

https://www.nytimes.com/2022/01/06/opinion/democrats-fail-defending-democracy.html

https://twitter.com/ryanstruyk/status/1481345993320939525

https://www.reuters.com/article/factcheck-walensky-study-idUSL1N2TS0S2

https://twitter.com/Jason/status/1481386527485693953

https://www.nytimes.com/2022/01/12/nyregion/rikers-jail-videos.html

https://www.bbc.com/news/world-asia-china-22278037

https://www.nytimes.com/2022/01/14/us/politics/russia-ukraine-us-intelligence.html

https://www.wsj.com/articles/americans-finances-got-stronger-in-the-pandemicconfounding-early-fears-11641736069

https://www.npr.org/2022/01/13/1072529477/more-than-1-million-fewer-students-are-in-college-the-lowest-enrollment-numbers-

https://www.science.org/doi/10.1126/science.abj8222

https://www.umassmed.edu/news/news-archives/2022/01/phase-i-clinical-trial-of-moderna-mrna-vaccine-for-epstein-barr-virus-starting-at-umass-chan/

https://www.wsj.com/articles/pig-heart-transplant-donor-organs-11641948330

https://www.wsj.com/articles/sec-pushes-for-more-transparency-from-private-companies-11641752489

E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more

Sat, 08 Jan 2022 06:11:56 +0000

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 investors from the Theranos debacle, bad behavior a sign of the top

26:09 Implications of "The Great Markdown" on public and private markets, confusing FED decisions

45:56 Advice for founders on navigating a downturn

1:00:01 a16z's new mega funds; should they go public? How does that change partner dynamics?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/the-elizabeth-holmes-verdict-theranos-founder-is-guilty-on-four-of-11-charges-in-fraud-trial-11641255705

Referenced in the show:

https://www.bbc.com/news/technology-58469882

https://www.nytimes.com/2022/01/04/technology/elizabeth-holmes-verdict.html

https://www.wsj.com/articles/the-theranos-fraud-elizabeth-holmes-convicted-trial-blood-testing-start-up-11641330471

https://www.businessinsider.com/bill-maris-explains-why-gv-didnt-invest-in-theranos-2015-10

https://www.skadden.com/insights/publications/2021/06/insights-the-delaware-edition/delaware-courts-expand-plaintiffs-rights

https://www.cnbc.com/2022/01/05/fed-minutes-december-2021.html

http://www.paulgraham.com/aord.html

https://www.socialcapital.com/annual-letters/2019

https://medium.com/craft-ventures/the-burn-multiple-51a7e43cb200

https://www.statista.com/statistics/266206/googles-annual-global-revenue

https://techcrunch.com/2022/01/07/andreessen-horowitz-raises-9b-in-new-capital-for-venture-growth-bio-funds

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

Wed, 29 Dec 2021 08:56:27 +0000

(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's biggest business winner

(25:47) Predicting 2022's biggest business loser

(34:30) Most contrarian belief for 2022

(1:02:07) Best performing asset for 2022

(1:04:19) Most anticipated trend for 2022

(1:09:19) Most anticipated media for 2022

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=IFMMeCMbNt8

Referenced in the show:

https://www.youtube.com/watch?v=CrgYEbIQkac

https://www.cnbc.com/2021/12/15/chinas-xi-and-russias-putin-talk-geopolitics-in-video-call.html

https://worldpopulationreview.com/countries/countries-by-gdp

https://twitter.com/datarade/status/1474432996845436933

https://twitter.com/kerpen/status/1475209018058723334

https://www.theverge.com/2021/11/23/22245325/samsungbuilding-chipmaking-fab-texas-taylor

https://www.wsj.com/articles/amazon-to-stop-accepting-u-k-issued-visa-credit-cards-11637153600

https://twitter.com/balajis/status/1475438356473409542

https://balajis.com/mirrortable

https://www.wsj.com/articles/hispanic-voters-now-evenly-split-between-parties-wsj-poll-finds-11638972769

https://twitter.com/peterdaou/status/1470906537682026499

https://twitter.com/TheOfficialRom/status/1472206678586179588

https://twitter.com/joebiden/status/1322254443644026880

https://www.cdc.gov/media/releases/2021/s1227-isolation-quarantine-guidance.html

https://www.nytimes.com/live/2021/12/27/world/cdc-quarantine-isolation-guidelines#quarantine-5-days

https://twitter.com/FaceTheNation/status/1475209878415323140

E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

Thu, 23 Dec 2021 20:34:54 +0000

(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 Surprise

(22:24) Biggest Winner - Business

(26:03) Biggest Loser - Business

(30:54) Biggest Business Surprise

(35:27) Best Science Breakthrough

(42:56) Biggest Flash in the Pan

(47:08) Best CEO

(52:43) Best Investor

(57:12) Best Turnaround

(1:02:47) Worth Human Being

(1:07:31) Best Meme

(1:10:02) Most Loathsome Company

(1:14:47) Best New Tech

(1:20:22) Best Trend

(1:22:17) Worst Trend

(1:26:02) Favorite Media

(1:34:15) The Rudy Giuliani Award for Self-Immolation

(1:39:07) The Besties spread holiday cheer with each other

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/Jason/status/1473321415285751811

Referenced in the show:

https://twitter.com/jack

https://twitter.com/cdixon/status/1473150192400486401

https://twitter.com/jack/status/1473155226194616325

https://twitter.com/elonmusk/status/1472754632325795843

https://www.theinformation.com/articles/coinbase-enters-the-metaverse-an-exodus-from-meta-s-novi-unit?rc=g3wfdp

https://dune.xyz/rchen8/opensea

https://phys.org/news/2021-09-chinese-scientists-starch-synthesis-carbon.html

https://www.bbc.com/news/science-environment-55564448

https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703315

https://www.wsj.com/articles/washington-post-grasps-for-new-direction-as-trump-era-boom-fades-11639695007

https://twitter.com/GavinSBaker/status/1473326791293128706

https://scitechdaily.com/fusion-breakthrough-at-the-brink-of-fusion-ignition-at-national-ignition-facility

https://www.amazon.com/Grinding-It-Out-audiobook/dp/B07H4WXR4N

https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276

https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/0063093626

https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488

E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move, mRNA & more

Fri, 17 Dec 2021 10:44:11 +0000

(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 audits" with product-level consequences might be coming to Big Tech

(27:37) Elizabeth Warren vs. Elon on Twitter, birth of "Senator Karen," understanding where the Fed can go from here

(42:56) Omicron spreading rapidly in NYC, but deaths are still relatively flat, anticipating the quality of life split for blue/red states going forward

(53:02) Jeremy Strong's New Yorker profile and backlash, politicians trading stocks

(1:08:57) Future of mRNA technology

(1:15:39) SF Mayor London Breed's speech on increasing law enforcement: is she the right person to turn the ship around?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/DavidSacks/status/1470799225566859268

Referenced in the show:

https://freebeacon.com/democrats/democrats-push-racial-equity-audits-to-cement-control-of-tech-companies

https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list

https://mobile.twitter.com/SenWarren/status/1470415896053227522

https://mobile.twitter.com/SenSanders/status/1471512117257846784

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

https://twitter.com/mangan150/status/1470827691527999494

https://twitter.com/peterpham/status/1471514774546509829

https://www.newyorker.com/magazine/2021/12/13/on-succession-jeremy-strong-doesnt-get-the-joke

https://www.etalk.ca/celebrity/jessica-chastain-and-more-celebs-unnecessarily-run-to-jeremy-strong-defence-after-new-yorker-profile.html

https://www.wsj.com/articles/stephen-curry-warriors-shooting-11637027582

https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9#sen-dianne-feinstein-a-democrat-from-california-1

https://www.investopedia.com/regional-fed-presidents-step-aside-amid-trading-backlash-5203208

https://www.wsj.com/articles/131-federal-judges-broke-the-law-by-hearing-cases-where-they-had-a-financial-interest-11632834421

https://twitter.com/bgmasters/status/1471183791121055747

https://www.npr.org/2021/09/21/1039313011/tiktokers-are-trading-stocks-by-watching-what-members-of-congress-do

https://newsnetwork.mayoclinic.org/discussion/mayo-clinic-research-finds-immune-system-responds-to-mrna-treatment-for-cancer

https://twitter.com/robkhenderson

E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more

Sat, 11 Dec 2021 09:55:22 +0000

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, understanding why CPI is misleading

23:05 How growth stocks got overblown, current valuation outlook, government as capital allocators

40:12 Deficit trouble: will another president ever try and balance the budget? Areas of positivity in the economy

50:29 Better.com's botched layoffs, impact of overcapitalization, macro outlook for founders

1:11:16 Lessons from the Jussie Smollett saga

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2021/12/10/consumer-price-index-november-2021.html

Referenced in the show:

https://www.bls.gov/opub/ted/2021/consumer-prices-increase-6-2-percent-for-the-year-ended-october-2021.htm

https://www.marketwatch.com/story/what-powell-must-do-next-after-admitting-that-he-was-wrong-about-transitory-inflation-11638460995

https://www.cnn.com/2021/01/27/economy/inflation-federal-reserve-janet-yellen/index.html

https://www.nytimes.com/2021/03/22/opinion/us-inflation-stimulus.html

https://www.nytimes.com/2021/03/10/business/economy/inflation-markets-federal-reserve.html

https://www.axios.com/inflation-consumers-survey-1932e8d0-b01b-4c39-8fb4-4fdb9a96958d.html

http://cdn.cnn.com/cnn/2021/images/12/10/cbo.report.on.build.back.better.pdf

https://www.politico.com/newsletters/playbook-pm/2021/11/10/does-the-wh-owe-larry-summers-an-apology-495052

https://www.cnbc.com/2021/12/03/jobs-report-november-2021.html

https://twitter.com/BillAckman/status/1469438745791410183

https://www.cnbc.com/2021/06/10/stanley-druckenmiller-fed-lulling-investors-into-false-sense-of-security.html

https://www.businessinsider.com/congress-progressives-back-bill-4-day-workweek-remote-work-2021-12

https://youtu.be/-_wvTa8aiu8

https://www.thebalance.com/deficit-by-president-what-budget-deficits-hide-3306151

https://twitter.com/Jason/status/1469370800771715073

https://www.forbes.com/sites/davidjeans/2020/11/20/mortgages-fraud-claims-and-dumb-dolphins-a-tangled-past-haunts-bettercom-ceo-vishal-garg/?sh=6ed46a0110f4

https://youtu.be/pXLx5OY21Bk

https://youtu.be/wZXoErL2124

E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure

Sat, 04 Dec 2021 04:42:38 +0000

(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 the selloff?

(33:44) Inflation: here to stay? What's the 10-year outlook?

(44:57) Anticipating a "Great Resignation" of successful VCs

(54:45) Tech people ruining Art Basel, comparing Bay Area / South Florida immigrant communities in terms of political activity, success of Indian-Americans in tech

(1:02:08) Mike Bloomberg donates $750M to charter schools

(1:07:52) Jack Dorsey's departure from Twitter, what it means for free speech

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/trvrb

Referenced in the show:

https://www.nejm.org/doi/full/10.1056/NEJMoa2115463

https://twitter.com/erictopol/status/1466799350990839810

https://twitter.com/Jason/status/1465037481187987457

https://www.wsj.com/articles/china-set-to-create-new-stateowned-rare-earths-giant-11638545586

https://www.shippingandfreightresource.com/china-us-freight-rates-plunge-but-china-manufacturing-woes-create-new-headaches-for-shippers

https://fortune.com/2021/08/09/lumber-prices-down-2018-levels

https://twitter.com/rabois/status/1466816803418615812

https://twitter.com/michelletandler/status/1465393612577853440

https://www.wsj.com/articles/michael-bloomberg-why-im-backing-charter-schools-covid-19-learning-loss-teachers-union-11638371324

https://www.technologyreview.com/2020/11/18/1012066/emtech-stage-twitters-cto-on-misinformation

https://bariweiss.substack.com/p/twitter-is-about-to-get-way-worse

E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

Sat, 20 Nov 2021 02:55:01 +0000

0:00 Bestie intro

1:14 Constitution DAO: implications, shortcomings, how to move forward?

29:58 Rittenhouse trial media coverage

50:52 Ken Griffin plays heel (again), private sector efficiency vs. government inefficiency

1:07:08 Pete Davidson's pull, Sacks' taste in music, wrap

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2021/11/18/constitutiondao-crypto-investors-lose-bid-to-buy-constitution-copy.html

Referenced in the show:

https://twitter.com/constitutiondao

https://www.constitutiondao.com

https://www.coindesk.com/tech/2021/11/19/constitutiondao-outbid-for-first-printing-of-americas-founding-document-in-sothebys-auction/

https://youtu.be/1TBa-9Lx3vc?t=8762

https://www.cbsnews.com/live-updates/kyle-rittenhouse-trial-closing-arguments-self-defense/

https://www.nytimes.com/live/2021/11/19/us/kyle-rittenhouse-trial

https://twitter.com/elonmusk/status/1461372314424164367

https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087

https://www.nytimes.com/2021/11/17/us/politics/biden-build-back-better-act.html

https://www.cnbc.com/2021/11/17/amazon-to-stop-accepting-visa-credit-cards-issued-in-the-uk.html

https://twitter.com/ConceptualJames/status/1461007806333693959

https://www.cnbc.com/2021/11/05/sam-altman-puts-375-million-into-fusion-start-up-helion-energy.html

https://www.cnbc.com/2021/11/17/bill-gates-terrapower-builds-its-first-nuclear-reactor-in-a-coal-town.html

https://www.youtube.com/watch?v=zHZ4MfOiqm8

https://www.huffpost.com/entry/emily-ratajkowski-women-find-pete-davidson-attractive_n_618be849e4b06de3eb7dfbbe

E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

Sat, 13 Nov 2021 08:34:13 +0000

0:00 Bestie intro and Solana Breakpoint talk

4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast

30:45 Rivian's >$100B valuation, greatest CNBC hit of all time

42:06 Inflation: reacting to the CPI number, problems with MMT, strategies to curb it

1:01:34 Xi Jinping becomes China's "Supreme Leader"

1:08:35 GE, Toshiba, and J&J break up into separate businesses: is this the end of the conglomerate? Insights from PayPal breaking off from eBay, what buybacks signal

1:24:44 Besties wrap the show

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

Referenced in the show:

https://twitter.com/denverbitcoin/status/1458900776747737093/photo/1

https://www.dtnpf.com/agriculture/web/ag/crops/article/2021/11/10/nitrogen-fertilizer-prices-shatter-1

https://www.wsj.com/articles/u-s-tests-israels-iron-dome-in-guam-as-defense-against-chinese-cruise-missiles-11636455224

https://twitter.com/Sen_JoeManchin/status/1458443966135902221

https://fredblog.stlouisfed.org/2017/02/two-tales-of-federal-debt

https://www.wsj.com/articles/chinas-xi-gains-power-as-communist-party-designates-him-historical-figure-11636635312

https://www.cnbc.com/2021/11/09/ge-to-break-up-into-3-companies-focusing-on-aviation-healthcare-and-energy.html

https://www.wsj.com/articles/toshiba-like-ge-plans-to-split-into-three-parts-11636700609?st=e6zgv5yq433lvr3&reflink=article_imessage_share

https://investor.pypl.com/news-and-events/news-details/2021/Response-to-Market-Rumors-of-Discussions-Between-PayPal-and-Pinterest/default.aspx

https://www.marketwatch.com/story/apple-spent-nearly-20-billion-on-stock-buybacks-in-q4-at-average-prices-below-the-vwap-2021-10-29

https://www.nasdaq.com/articles/which-companies-spend-the-most-in-research-and-development-rd-2021-06-21

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

Sat, 06 Nov 2021 06:04:07 +0000

Show Notes:

0:00 Besties do a Microsoft-themed intro

7:53 Spread trading big tech, amazing power of Google and Microsoft

17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the startup studio route

30:36 How DAOs fit in to the capital allocation landscape, the balance of consumer-facing products and infrastructure solutions for web 3.0

35:24 Zillow's iBuying implosion

46:05 Wokelash: Progressive democrats take huge hit on election day 2021, what are American voters looking for?

1:14:57 New CO2 to starch conversion discovered by Chinese researchers, future climate incentives

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/Suhail/status/1455553539552382979

Referenced in the show:

https://www.bloomberg.com/news/articles/2021-11-01/zillow-selling-7-000-homes-for-2-8-billion-after-flipping-halt

https://twitter.com/RTanuku/status/1456324783809826819

https://www.nytimes.com/news-event/elections-2021

https://www.nytimes.com/2021/11/04/nyregion/stephen-sweeney-durr-nj-election.html

https://www.seattletimes.com/seattle-news/politics/republican-ann-davison-defeats-nicole-thomas-kennedy-to-become-seattles-first-woman-city-attorney

https://www.nytimes.com/2021/11/03/us/politics/democrat-losses-2022.html

https://www.nytimes.com/2021/11/04/us/california-math-curriculum-guidelines.html

https://nypost.com/2021/11/01/mcauliffe-claims-everybody-clapped-after-classroom-comment

https://www.newsweek.com/cnn-van-jones-glenn-youngkin-delta-variant-trumpism-1645303

https://twitter.com/patrickruffini/status/1454792424488902656

https://www.shorenewsnetwork.com/2021/10/17/if-taxes-are-your-issue-njs-not-for-you-murphy-says-comment-taken-out-of-context/

https://www.science.org/doi/10.1126/science.abh4049

https://twitter.com/friedberg/status/1454482267707899909

https://www.theguardian.com/environment/2021/sep/28/blah-greta-thunberg-leaders-climate-crisis-co2-emissions

https://www.wsj.com/articles/climate-finance-china-india-11636039142

https://www.wsj.com/articles/tariffs-climate-change-greenhouse-gases-manufacturing-steel-11635862305

https://twitter.com/elonmusk/status/1454808104256737289

E53: Wealth tax, dealing with inflation as a capital allocator, big tech earnings, Facebook's rebrand, paternity leave & more

Sat, 30 Oct 2021 05:20:59 +0000

0:00 Bestie intro, child update, Joe Lonsdale's take on paternity leave

20:44 Proposed "Wealth Tax"

35:13 Inflation discussion: corporate and government reactions

52:30 Dealing with inflation as a capital allocator

58:49 Big Tech's outrageous quarterly earnings, why Google is the best business ever, Facebook's "Meta" rebrand

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://twitter.com/JTLonsdale/status/1453399478254379008

Referenced in the show:

https://www.npr.org/sections/money/2019/02/26/698057356/if-a-wealth-tax-is-such-a-good-idea-why-did-europe-kill-theirs

https://www.treasury.gov/resource-center/data-chart-center/interest-rates/pages/textview.aspx?data=yield

https://www.npr.org/2021/10/28/1049980529/starbucks-and-costco-raising-wages-in-the-nationwide-competition-for-workers

https://markets.businessinsider.com/news/currencies/crypto-investor-turned-8000-into-5-billion-buying-shiba-inu-2021-10

https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion

https://finance.yahoo.com/quote/TOST/

https://www.wsj.com/articles/microsoft-overtakes-apple-as-most-valuable-company-11635516976

https://abc.xyz/investor/static/pdf/2021Q3_alphabet_earnings_release.pdf?cache=f1ba3f6

https://twitter.com/Jason/status/1450108244915937284

https://www.theverge.com/22743744/facebook-teen-usage-decline-frances-haugen-leaks

https://vm.tiktok.com/TTPdYPqdJ6/

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

Sat, 23 Oct 2021 03:10:11 +0000

Show Notes:

0:00 Bestie weight loss strategies, poker recap

13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more

33:43 Peak venture returns, tech landscape

44:56 Tech's global role: are we still in the early days, as opposed to a bubble? Wealth shaming, upward mobility

58:58 Democrats overplaying their hand, Netflix discourse, and more

1:17:41 Pig kidney biological innovation

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.tmtgcorp.com/press-releases/announcement-10-20-2021

Referenced in the show:

https://www.tmtgcorp.com/company-overview

https://www.cnbc.com/2021/10/22/trump-social-media-spac-digital-world-acquisition-corp-surges-another-100percent.html

https://twitter.com/scienceisstrat1/status/1450723760806379520

https://www.wsj.com/articles/venture-returns-keep-climbing-mystifying-some-industry-veterans-11634554801

https://files.pitchbook.com/website/files/pdf/Q3_2021_PitchBook-NVCA_Venture_Monitor.pdf

https://www.nytimes.com/2021/10/20/us/amherst-college-legacy-admissions.html

https://www.nytimes.com/2021/10/20/us/dorian-abbot-mit.html

https://www.okayplayer.com/culture/michael-che-elon-musk-snl.html

https://www.politico.com/news/2021/10/20/tech-billionaire-aiding-facebook-whistleblower-516358

https://www.bloomberg.com/news/articles/2021-09-20/china-slams-effeminate-men-in-xi-s-mounting-push-for-conformity

https://www.nytimes.com/2021/10/19/health/kidney-transplant-pig-human.html

https://pandaily.com/top-livestream-salesman-li-jiaqi-records-1-7-billion-in-sales-in-first-11-11-livestream-viya-follows

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

Sat, 16 Oct 2021 03:08:25 +0000

Show Notes:

00:00 Cold Open

01:19 Titles

01:01 Intro Banter

04:24 Supply chain, labor shortage,

34:04 Taiwan

43:14 Sacks Desantis

47:00 Dave Chappelle

01:08:24 FDA

01:23:27 Question 1

01:27:08 Question 2

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Statista - The U.S. Car Models Most Impacted By The Microchip Shortage

Referenced in the show:

Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"

Naithan Jones on Twitter - NFTs

Daily Breeze - No start date for 24/7 operations at Port of LA

LA Daily News - Port of LA to go to 24/7 operations, Biden announces

Nikkei Asia - TSMC announces plans to build first chip plant in Japan

St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product

Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy

David Sacks on Twitter - Desantis Dinner

Variety - Ted Sarandos Doubles Down

The Light of Other Days by Arthur C. Clarke

CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million

NBC - Most adults shouldn't take daily aspirin

Botched - Man Wins $100,000 Breast Implants Bet!

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

Sat, 09 Oct 2021 03:21:32 +0000

Show Notes:

0:00 Mercury is in retrograde & impacting the besties

2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive

26:23 Building regulatory framework for utility tokens, institutional money in crypto

40:59 Facebook whistleblower, potential ramifications & regulation

57:10 Comparing potential Facebook regulation to Microsoft regulation in the 1990s

1:02:34 Is decentralization a solution for social media?

1:09:09 Chappelle's controversial new special, All-In summit & more

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://coinmarketcap.com

Referenced in the show:

https://www.bitgo.com/newsroom/press-releases/galaxy-digital-to-acquire-bitgo

https://www.coindesk.com/policy/2021/09/30/fed-chair-powell-says-he-has-no-intention-of-banning-crypto/

https://www.bitwiseinvestments.com

https://www.bloomberg.com/news/features/2021-10-07/crypto-mystery-where-s-the-69-billion-backing-the-stablecoin-tether

https://twitter.com/KariyaKanav/status/1446207805220917252

https://www.ledgerinsights.com/sec-gensler-calls-out-utility-tokens-in-european-crypto-asset-briefing/

https://techcrunch.com/2021/10/06/fantasy-equity-nft-game-wants-you-to-spend-real-money-buying-fake-shares-of-real-startups/

https://techcrunch.com/2021/10/07/fantasy-startup-investing-nft-platform-visionrare-shuts-down-paid-marketplace-after-a-day-in-open-beta/

https://nypost.com/2015/06/14/141m-sculpture-may-point-to-top/

https://www.facebook.com/zuck/posts/i-wanted-to-share-a-note-i-wrote-to-everyone-at-our-company-hey-everyone-its-bee/10113961365418581

https://www.netflix.com/title/81228510

https://twitter.com/DavidSacks/status/1446245636563619840

https://twitter.com/DavidSacks/status/144624654499108864

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

Sat, 02 Oct 2021 02:49:39 +0000

Show Notes:

0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company"

19:27 Authoritarianism on the left

33:04 Newsom's new vaccine mandate, NBA vaccine coverage, Merck COVID pill

45:51 Golden Age of VC, 1000 unicorns & the impact on private/public markets

57:45 Corporate tax reform, Roth IRAs & the "Peter Thiel Provision"

1:06:36 Chances of a VC bubble, why notable VCs are retiring, building a modern venture firm

1:23:51 All-In summit planning

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

Referenced in the show:

https://twitter.com/brian_armstrong/status/1443727729476530178

https://blockchain.news/news/workers-quit-coinbase-exchange-apolitical-stance

https://twitter.com/DavidSacks/status/1443846265582735362

https://www.theatlantic.com/ideas/archive/2021/09/psychological-dimensions-left-wing-authoritarianism/620185/

https://ktla.com/news/california/gov-newsom-to-make-major-announcement-on-efforts-to-protect-teachers-students-from-covid/

https://www.cnbc.com/2021/10/01/merck-to-seek-emergency-authorization-for-oral-covid-19-treatment.html

https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802

https://news.crunchbase.com/news/crunchbase-unicorn-board-1000-companies/

https://siblisresearch.com/data/us-stock-market-value/

https://www.marketwatch.com/story/the-number-of-companies-publicly-traded-in-the-us-is-shrinkingor-is-it-2020-10-30

https://www.cnbc.com/2021/09/17/house-tax-bill-would-likely-force-peter-thiel-to-pull-5-billion-from-his-ira.html

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

Sat, 25 Sep 2021 01:59:15 +0000

Show Notes:

0:00 Bestie Guestie Balaji Srinivasan is introduced

6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil

16:09 China declares crypto transactions illegal, comparing and contrasting the US and China's future outlook

39:43 Chances of a revolution in China, predictions for the next 1-2 decades

48:37 Decentralized citizen journalism, the end of corporate journalism

58:11 Facebook's tough stretch continues: leaker might come forward with SEC, lawsuit over FTC payouts, public sentiment turning on big tech, decentralized social media

1:18:43 How decentralized media platforms would work mechanically

Follow the besties:

https://twitter.com/balajis

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/china-declares-bitcoin-and-other-cryptocurrency-transactions-illegal-11632479288

Referenced in the show:

https://www.wsj.com/articles/xi-jinping-aims-to-rein-in-chinese-capitalism-hew-to-maos-socialist-vision-11632150725

https://www.readingthechinadream.com/

https://www.foreignaffairs.com/articles/united-states/1993-06-01/clash-civilizations

https://www.amazon.com/End-History-Last-Man/dp/0743284550

https://www.amazon.com/Kill-Chain-Defending-America-High-Tech/dp/031653353X?asin=031653353X&revisionId=&format=4&depth=1

https://www.amazon.com/Gray-Lady-Winked-Misreporting-Fabrications/dp/1736703307

https://techcrunch.com/2021/05/12/vitalik-buterin-donates-1-billion-worth-of-meme-coins-to-india-covid-relief-fund/

https://twitter.com/balajis/status/1386288771872673793?lang=en

https://twitter.com/VitalikButerin/status/1386024429629558784?s=20

https://www.amazon.com/Truth-Machine-Blockchain-Future-Everything/dp/1250114578

https://www.youtube.com/watch?v=JOWRembdPS8

https://www.washingtonpost.com/politics/2021/09/23/facebook-testify-kids-safety-lawmakers-probe-whistleblowers-revelations/

https://www.facebook.com/business/news/navigating-change-and-improving-performance-and-measurement

https://www.politico.com/news/2021/09/21/facebook-paid-billions-extra-to-the-ftc-to-spare-zuckerberg-in-data-suit-shareholders-allege-513456

https://www.sec.gov/news/press-release/2021-177

https://www.wsj.com/articles/voters-want-to-curb-the-influence-of-big-tech-companies-new-poll-shows-11632405601?st=qnnf9nvvwigp

https://medium.com/craft-ventures/masks-should-be-the-law-3f53f08709cc

https://www.politico.com/story/2017/11/01/social-media-ads-russia-wanted-americans-to-see-244423

https://balajis.com/yes-you-may-need-a-blockchain/

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

Sat, 18 Sep 2021 04:46:21 +0000

Show Notes:

0:00 Besties intro, TPB Symposium recap, rapid generations in tech

7:00 UBI, incentives for success, social safety nets

19:45 Newsom's recall victory in California, where the GOP went wrong

33:59 Facebook's week from hell, Instagram's harmful impact on teen girls

42:42 How to properly regulate social media's impact on certain groups

1:04:46 Pentagon admits to killing 10 Afghan civilians (including seven children) in drone strike

1:07:17 Ellen Pao on sexism around the Elizabeth Holmes trial; Juicero, JUUL, and other male-led failures/frauds

1:25:54 Mailchimp sells for $12B, employees got no equity

1:29:43 AOC at the Met Gala

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.usnews.com/news/health-news/articles/2021-02-16/as-social-media-time-rises-so-does-teen-girls-suicide-risk

Links:

https://www.politico.com/news/magazine/2021/09/15/stolen-election-myth-gop-511988

https://www.wsj.com/articles/facebook-knows-instagram-is-toxic-for-teen-girls-company-documents-show-11631620739

https://www.publichealthlawcenter.org/topics/commercial-tobacco-control/commercial-tobacco-control-litigation/master-settlement-agreement

https://twitter.com/DavidSacks/status/1438597853320908811

https://www.kff.org/wp-content/uploads/2020/08/Slide1.png

https://www.bloomberg.com/news/features/2017-04-19/silicon-valley-s-400-juicer-may-be-feeling-the-squeeze

https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/BLI.pdf

https://www.sec.gov/news/press-release/2021-176

https://www.sec.gov/news/press-release/2021-164

https://ag.ny.gov/press-release/2021/attorney-general-james-ends-virtual-currency-trading-platform-bitfinexs-illegal

https://coingeek.com/tether-banned-on-canada-first-2-licensed-digital-currency-exchanges/

https://investors.intuit.com/news/news-details/2021/Intuit-to-Acquire-Mailchimp/default.aspx

https://twitter.com/stoolpresidente/status/1437585404010582016

https://shop.ocasiocortez.com/collections/all/collections_-tax-the-rich?sort_by=manual

https://www.bestiesapparel.com/

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Tue, 14 Sep 2021 10:29:10 +0000

Show Notes:

0:00 Open: LIVE from TPB Symposium

1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more

15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve cheap testing

25:36 The threat of regulatory capture

34:18 Benefits of the "wartime mentality" when solving major issues

45:30 CCP looking to break up Alipay, what this means for US/China relations

49:11 Audience Q&A!

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://kfor.com/news/local/patients-overdosing-on-ivermectin-backing-up-rural-oklahoma-hospitals-ambulances/

Referenced in the show:

https://www.rollingstone.com/politics/politics-news/gunshot-victims-horse-dewormer-ivermectin-oklahoma-hospitals-covid-1220608/

https://twitter.com/RollingStone/status/1433922442850930696

https://twitter.com/maddow/status/1433521336282976256

https://twitter.com/ggreenwald/status/1434854957614780424

https://www.wsj.com/articles/facebook-files-xcheck-zuckerberg-elite-rules-11631541353

https://www.ft.com/content/01b7c7ca-71ad-4baa-bddf-a4d5e65c5d79

https://sacks.substack.com/p/your-startup-is-a-movement

https://twitter.com/DavidSacks/status/1426986193271640065

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

Sat, 04 Sep 2021 04:27:25 +0000

Show Notes:
00:00 Besties recap, it's Chamath's Birthday, Callin app
08:58 What should protocol be for conferences & live events?
12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial & implications for fraud in VC
31:28 China's video game ban, is it a good move?
39:34 Texas Senate Bill 8, allowing suing for aiding an abetting abortion
55:09 Apple alters their payment policies
1:03:06 Fires continue in CA, $1T of homes can't be insured & the impacts on real estate values
1:12:48 Joe Rogan & the narratives woven by the media & consumers

Download Callin: https://www.callin.com

Follow the besties:
https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg

Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg

Intro Video Credit:
https://twitter.com/TheZachEffect

Referenced in the show:
Elizabeth Holmes Trial
https://www.nytimes.com/2021/09/02/technology/elizabeth-holmes-trial-jury.html

China Bans Video Games
https://www.reuters.com/world/china/oh-thats-an-idea-us-parents-respond-china-screen-time-ban-2021-08-31/

Texas SB8
https://fortune.com/2021/09/02/texas-abortion-law-business-backlash-match-group-bumble-sb8/

Apple Modifies App Store Developer Payment Policy
https://www.wsj.com/articles/apple-to-allow-spotify-other-media-apps-to-link-to-websites-for-payment-options-11630544101

Joe Rogan Covid
https://www.nytimes.com/2021/09/01/business/joe-rogan-covid-19.html

#allin #tech #news

E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

Sat, 28 Aug 2021 02:53:35 +0000

Show Notes:

0:00 Intro & Italy recap

12:06 An embarrassment in Afghanistan: breaking down how it happened

34:49 China's potential checkmate in Afghanistan, CCP cracking down on IPOs & algos

1:00:27 Rent moratorium ends, Prop 22 ruled unconstitutional, the shrinking role of agency

1:14:24 Boston Dynamics & TeslaBot, Bezos embarrasses himself with lawsuits

1:34:49 Post-credits scene

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

Fri, 06 Aug 2021 04:15:59 +0000

Show Notes:

0:00 Big week for the besties: Friedberg's new raise, Sacks' new fund & more

16:30 Innovative venture strategies: internal mark ups, venture studios, deployment strategies

30:44 Zymergen's implosion: role of diligence, how to make deep tech sustainable, finding frauds

43:26 How personal risk impacts decision making on a grand scale, narratives and fundraising

59:12 Chamath & Jason share Theranos stories, Jason calling out frauds

1:07:36 Financial deplatforming, Square acquires Afterpay, Square's savvy move, fintech's future, Jack Dorsey's unique position of power

1:28:05 New Yung Spielburg banger: "Friedberg Index"

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.cnbc.com/2021/07/30/david-friedbergs-alphabet-backed-production-board-raised-300-million.html

Referenced in the show:

CNBC - Early Google exec got Larry Page's backing to build a start-up factory focused on saving the planet

Medium - Announcing Craft III: $1.1 Billion for SaaS and Marketplaces

https://medium.com/craft-ventures/announcing-craft-iii-1-1-billion-for-saas-and-marketplaces-c3c34448db17

CNBC - Synthetic biology company Zymergen plunges 68% after saying product revenue will be 'immaterial' in 2022, removing CEO

https://www.cnbc.com/2021/08/03/zymergen-zy-plunges-68percent-on-forecast-for-immaterial-revenue-in-2022.html

Zymergen - Zymergen Provides Business Update

https://www.globenewswire.com/news-release/2021/08/03/2274125/0/en/Zymergen-Provides-Business-Update.html

Reuters - U.S. charges Nikola founder Trevor Milton with lying to investors

https://www.reuters.com/business/autos-transportation/us-charges-nikola-founder-trevor-milton-with-lying-investors-2021-07-29

CNBC - Square to buy Australia's Afterpay in $29 billion deal as 'buy now, pay later' trend takes off

https://www.cnbc.com/2021/08/02/square-to-buy-australia-fintech-afterpay-amid-buy-now-pay-later-trend.html

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Fri, 30 Jul 2021 03:50:48 +0000

Show Notes:

0:00 Quick vaccine passports update

17:15 China's massive tech crackdown: reasons, ramifications, & more

37:37 How will large firms & institutional investors react to the CCP's recent regulatory moves, mechanics of delisting public companies

41:25 CRISPR breakthrough, future possibilities

50:18 Taking the right approach to climate change with respect to population growth & consumption, carbon markets, practical solutions

1:06:03 Quentin Tarantino's approach & impact on Sacks, Chamath's poker story

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nytimes.com/2021/07/23/sports/football/nfl-vaccination-policy.html

Referenced in the show:

NYT - N.F.L. Sets Stiff Penalties for the Unvaccinated, Jolting Teams

WSJ - Google, Facebook to Require Vaccinations for On-Campus Workers

https://www.wsj.com/articles/google-to-require-vaccinations-for-on-campus-workers-11627491628

AP - Biden orders tough new vaccination rules for federal workers

https://apnews.com/article/lifestyle-joe-biden-business-health-travel-a1670ffa08f1f2eab42c675d99f1d9ad

Bloomberg - NYC's Top Dining Rooms Will Start Requiring Proof of Vaccination

https://www.bloomberg.com/news/articles/2021-07-29/danny-meyer-restaurants-start-requiring-vaccination-for-indoor-dining

NBC Chicago - Scams and Fake Vaccination Cards: Lollapalooza Put To The Test

https://www.nbcchicago.com/news/local/scams-and-fake-vaccination-cards-lollapalooza-put-to-the-test/2569984/

WSJ - Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck

https://www.wsj.com/articles/covid-19-pill-race-heats-up-as-japanese-firm-vies-with-pfizer-merck-11627205403

WSJ - ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security

https://www.wsj.com/articles/bytedance-shelvedipo-intentions-after-chinese-regulators-warned-about-data-security-11626078000

Reuters - ByteDance founder tells staff he's shifting away from CEO's daily work -sources

https://www.reuters.com/business/tiktok-owner-bytedances-2020-revenue-soars-net-loss-45-bln-memo-2021-06-17

Bloomberg - China Weighs Unprecedented Penalty for Didi After U.S. IPO

https://www.bloomberg.com/news/articles/2021-07-22/china-is-said-to-weigh-unprecedented-penalty-for-didi-after-ipo?srnd=cybersecurity

Seeking Alpha - SoftBank's Didi stake loses $4B in value amid regulatory crackdown

https://seekingalpha.com/news/3719027-softbanks-didi-stake-loses-4b-in-value-amid-regulatory-crackdown

Bloomberg - China Education Tycoon Loses $15 Billion as Shares Tumble

https://www.bloomberg.com/news/articles/2021-07-26/chinese-education-tycoon-loses-15-billion-as-shares-plunge-98

Bloomberg - China to Overhaul Education Sector 'Hijacked by Capital'

https://www.bloomberg.com/news/articles/2021-07-25/china-to-overhaul-private-education-sector-hijacked-by-capital

BBC - Tencent shares slide after Beijing crackdown on music rights

https://www.bbc.com/news/business-57966023

NPR - He Inherited A Devastating Disease. A CRISPR Gene-Editing Breakthrough Stopped It

https://www.npr.org/sections/health-shots/2021/06/26/1009817539/he-inherited-a-devastating-disease-a-crispr-gene-editing-breakthrough-stopped-it

Science Magazine - CRISPR creates first genetically modified marsupials

https://www.sciencemag.org/news/2021/07/crispr-creates-first-genetically-modified-marsupials

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

Fri, 23 Jul 2021 01:50:39 +0000

Show Notes:

0:00 Intro & Dog update

5:48 COVID, Vaccine mandates, public vs. private policy

26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef

36:56 Vaccine incentives in France

45:39 Friedberg's science corner: DeepMind's latest breakthrough, Big Tech censorship, free speech infringements

59:40 Capital's role in progress, Bezos' poor press conference, difference in criticism by party, Elon & Bezos as capital allocators

1:10:46 Modern online pessimist psychology & how to fix it

1:21:32 Besties give their tech industry takeaways

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.nytimes.com/2021/07/19/world/france-covid-vaccine-pass-protests.html

Referenced in the show:

NYT - In France, angry protests, rising infections and record vaccinations.

NYT - Military and V.A. Struggle With Vaccination Rates in Their Ranks

https://www.nytimes.com/2021/07/01/us/politics/military-va-vaccines.html

CNBC - Biden on Facebook: 'They're killing people' with vaccine misinformation

https://www.cnbc.com/2021/07/16/white-house-says-facebook-needs-to-do-more-to-fight-vaccine-misinformation.html

Fortune - In giant leap for biology, DeepMind's A.I. reveals secret building blocks of human life

https://fortune.com/2021/07/22/deepmind-alphafold-human-proteome-database-proteins/

The Wizard of Menlo Park - Randall E. Stross

https://www.amazon.com/Wizard-Menlo-Park-Thomas-Invented/dp/1400047633

Tweets:

https://twitter.com/OliviaGoldhill/status/1417446281685966853

https://twitter.com/DavidSacks/status/1416879494283993088

https://twitter.com/ACLU/status/1417632367200673794

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

Fri, 16 Jul 2021 02:30:25 +0000

Show Notes:

0:00 Bestie game show: Who got COVID? How was the experience?

9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates

24:26 Implications on the economy, will people self-isolate even without government shutdowns?

40:09 Billionaire Space Race: Addressing the negativity, benefits of innovators

47:29 Investments in space, parallels to 1500's maritime shipping, potential for global broadband

1:04:07 Besties go to space, Bezos' cheap shot, Elon's support, Melvin Capital's tough first half of 2021

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/what-drives-gop-resistance-to-vaccines-11623190392

Referenced in the show:

WSJ Opinion - What Drives GOP Resistance to Vaccines?

NYT - Some Republican Leaders Speak Up for Vaccines

https://www.nytimes.com/live/2021/07/14/world/covid-variant-vaccine-updates

Reuters - Living with COVID-19: Israel changes strategy as Delta variant hits

https://www.reuters.com/world/middle-east/living-with-covid-19-israel-changes-strategy-delta-variant-hits-2021-07-13/

Study Finds - Over 200 COVID 'long hauler' symptoms identified, many lasting longer than 6 months

https://www.studyfinds.org/200-covid-long-hauler-symptoms/

CNN Opinion - Richard Branson's disappointing space jaunt

https://www.cnn.com/2021/07/12/opinions/richard-branson-jeff-bezos-space-flight-is-a-waste-thomas/index.html

Truth Out Op-ed - Billionaire Tax Cheat Travels to Space for a Few Minutes

https://truthout.org/articles/billionaire-tax-cheat-travels-to-space-for-a-few-minutes

Fox News - Richard Branson says critics are 'not fully educated' on benefits of space travel

https://www.foxnews.com/media/richard-branson-critics-not-fully-educated-space-travel

CNBC - Investment in space companies put at record $8.9 billion in 2020 despite Covid

https://www.cnbc.com/2021/01/25/investing-in-space-companies-hits-record-8point9-billion-in-2020-report.html

Bloomberg - Melvin Struggles to Shake Reddit Attack With 46% Loss So Far

https://www.bloomberg.com/news/articles/2021-07-08/melvin-can-t-shake-reddit-attack-with-46-loss-in-first-half

Books:

Andy Weir - Project Hail Mary

https://www.amazon.com/Project-Hail-Mary-Andy-Weir/dp/0593135202

Jeremy England - Every Life Is on Fire

https://www.amazon.com/Every-Life-Fire-Thermodynamics-Explains/dp/1541699017

Tweets:

https://twitter.com/ScottAdamsSays/status/1415287991954640901

https://twitter.com/micsolana/status/1415122089720254467

https://twitter.com/elonmusk/status/1414157827145404419

https://twitter.com/blueorigin/status/1413521627116032001

https://twitter.com/elonmusk/status/1386825367948644352

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

Fri, 09 Jul 2021 04:47:18 +0000

Show Notes:

0:00 Super drought & climate crisis on the west coast

25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism

36:50 Friedberg's "anti-science" theory

44:48 San Francisco chaos, "crime is down" controversy, viral crime videos

59:42 Are Israel's recent COVID vaccine findings problematic?

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://drive.google.com/file/d/1GSIb-vyIvZalcE9LCBFqbQjsvE4uu-c-/view?usp=sharing

Referenced in the show:

Nuclear energy timeline

The Grid: The Fraying Wires Between Americans and Our Energy Future

https://www.amazon.com/Grid-Fraying-Between-Americans-Energy-ebook/dp/B01DM9Q6CQ

MarketWatch - Target shortens hours in San Francisco due to 'alarming rise' in shoplifting

https://www.marketwatch.com/story/target-shortens-hours-in-san-francisco-due-to-alarming-rise-in-shoplifting-11625688560

Israel Ministry of Health - Decline in Vaccine Effectiveness Against Infection and Symptomatic Illness

https://www.gov.il/en/departments/news/05072021-03

Tweets:

https://twitter.com/friedberg/status/1413044148735672322

https://twitter.com/michelletandler/status/1411362359734542343

https://twitter.com/michelletandler/status/1411943649231851522

https://twitter.com/cyantist/status/1412478525014085632

https://twitter.com/briansugar/status/1412507632267534340

https://twitter.com/activeasian/status/1412252070829182976

https://twitter.com/DavidSacks/status/1412160046046203909

https://twitter.com/DavidSacks/status/1412163715676327950

https://twitter.com/ThomasSowell/status/1412858750747217922

https://twitter.com/robkhenderson/status/1412899033933307911

https://twitter.com/sfchronicle/status/1409170317826793474

https://twitter.com/briansugar/status/1412507632267534340

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

Sat, 03 Jul 2021 01:36:29 +0000

Show Notes:

0:00 Jason & Sacks hash out their Twitter beef

20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions

35:29 Delta variant: reason for concern or fear porn?

57:25 Trump not taking credit for Project Lightspeed, Trump CFO indicted, will Dems prosecuting Trump backfire & help him gain steam for 2024?

1:06:11 Future of Republican & Democratic parties

1:11:17 FTC takes a hit in Facebook case dismissal & Amazon requesting Lina Khan's recusal, does Facebook have the best case against being a monopoly?

1:19:42 Sha'Carri Richardson Olympic suspension

Follow the besties:

Follow the pod:

Intro Music Credit:

https://newsletter.allinstats.com/issues/all-in-stats-episode-37-662814

Referenced in the show:

All-In Stats - E37

FINRA fines Robinhood $70M

https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial

Robinhood S-1

https://www.sec.gov/Archives/edgar/data/1783879/000162828021013318/robinhoods-1.htm

CNN - The Delta variant will cause 'very dense outbreaks' in these five states, expert says

https://www.cnn.com/2021/06/28/health/us-coronavirus-monday/index.html

Google - US vaccine rates by state

https://www.google.com/search?q=vaccination+rates+by+state&oq=vaccination+rates+by&aqs=chrome.0.0i131i433j0i433j69i57j0i131i433j0i433j0i395i433j0i395i457j69i61.3260j1j7&sourceid=chrome&ie=UTF-8

Experimental Assessment of Carbon Dioxide Content in Inhaled Air With or Without Face Masks in Healthy Children

https://jamanetwork.com/journals/jamapediatrics/fullarticle/2781743

Politico - 'Not a healthy environment': Kamala Harris' office rife with dissent

https://www.politico.com/news/2021/06/30/kamala-harris-office-dissent-497290

Politico - DeSantis 'very wary' of upsetting Trump

https://www.politico.com/news/2021/06/28/desantis-trump-gop-election-496367

CNBC - Judge dismisses FTC and state antitrust complaints against Facebook

https://www.cnbc.com/2021/06/28/judge-dismisses-ftc-antitrust-complaint-against-facebook.html

Amazon's petition for Lina Khan recusal

https://s.wsj.net/public/resources/documents/AMZN%20petition%20re%20Khan.pdf

NYT - Sha'Carri Richardson, a Track Sensation, Tests Positive for Marijuana

https://www.nytimes.com/2021/07/01/sports/olympics/shacarri-richardson-suspended-marijuana.html

Tweets:

https://twitter.com/ALLIN_STATS/status/1409269704573820939

https://twitter.com/DavidSacks/status/1409282278270849028

https://twitter.com/Jason/status/1409282966354857986

https://twitter.com/DavidSacks/status/1409287404628938753

https://twitter.com/DavidSacks/status/1409554101713702917

https://twitter.com/Jason/status/1409289443161382912

https://twitter.com/trvrb

https://twitter.com/trvrb/status/1410432407816212481

https://twitter.com/maggieNYT/status/1410682821358858242

https://twitter.com/SenWarren/status/1409649814308986888

https://twitter.com/DavidSacks/status/1409723626476216321

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

Fri, 25 Jun 2021 03:07:14 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.nytimes.com/live/2021/06/22/nyregion/nyc-primary-election

Referenced in the show:

NYT - N.Y.C. Mayoral Race Highlights: Adams Leads in Early Results Over Wiley and Garcia

Vanity Fair - Eric Adams interview

https://www.vanityfair.com/news/2021/06/eric-adams-nyc-mayor-interview

NY Daily News - 'We don't want fancy candidates': Eric Adams declares himself 'face of the new Democratic Party'

https://www.nydailynews.com/news/politics/nyc-elections-2021/ny-eric-adams-democratic-party-nyc-mayoral-race-20210624-oemlj42abzc7jnime4tjfddfhm-story.html

Jesse Bloom COVID origin research paper

https://www.biorxiv.org/content/10.1101/2021.06.18.449051v1

Destined for War: Can America and China Escape Thucydides's Trap? by Graham Allison

https://rb.gy/7vj8ks

Apple says third-party app stores would leave iPhone users vulnerable to scammers

https://fortune.com/2021/06/23/apple-iphone-third-party-app-store-users

The Pull Request - Bad Apple* by Antonio Garcia Martinez

https://www.thepullrequest.com/p/bad-apple

Show Notes:

0:00 Besties hash out a new format & the purpose of the podcast

14:31 NYC rejects far-left candidates in mayoral primary; importance of crime, homelessness & drug abuse in elections

29:29 New developments in the Wuhan lab leak theory, ramifications for our relationship with China

54:07 Congress turns the heat on up big tech, Apple's App Store monopoly in trouble

1:09:25 Antonio Garcia Martinez's first Substack article on Apple

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

Fri, 18 Jun 2021 03:17:21 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.socialcapital.com/annual-letters/2019

Show Notes:

00:00 Besties intro

03:37 Lina Khan appointed to the Chair of the Federal Trade Commission

07:02 Will Lina break up big tech? Which one will be first?

18:02 Potential repercussions to consumers

27:48 Sacks' antitrust experience at PayPal vs. Ebay, Visa & MasterCard

29:50 Google's multi-trillion dollar data trove

35:40 The U.S. government's capability to silently take data while "gagging" Big Tech

53:32 COVID's psychic shadow, Friedberg's office landlord is still requiring masks

1:00:17 Jon Stewart's lab leak bit on Stephen Colbert's show

1:10:04 California's wildfire risk increasing with climate change

1:20:57 Besties summer plans

Referenced in the show:

Chamath's 2019 Annual Letter re: Big Tech breakup

Big Tech Gag Order (mentioned by Sacks)

https://www.washingtonpost.com/opinions/2021/06/13/microsoft-brad-smith-trump-justice-department-gag-orders/

Obama Administration Record Seizure (mentioned by Sacks)

https://www.nytimes.com/2013/05/14/us/phone-records-of-journalists-of-the-associated-press-seized-by-us.html?referringSource=articleShare

California Forest fire maps (mentioned by Friedberg)

https://twitter.com/NWSBayArea/status/1398474379214802951/photo/1

Jon Stewart On Vaccine Science And The Wuhan Lab Theory

https://www.youtube.com/watch?v=sSfejgwbDQ8

#allin #tech #news

E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, real estate, Bitcoin & more

Sun, 13 Jun 2021 00:19:11 +0000

Follow the besties:

Follow the pod:

Show Notes:

0:00 Bestie intro, Chamath's whereabouts

2:54 Breaking down Biogen's Alzheimer's drug & the FDA's controversial approval

26:46 Billionaire space race: Is Bezos going to space too risky or a smart marketing move? How the space industry is a perfect example of effective government intervention. Can anyone dominate space?

42:55 Big Tech getting back to the office: what is the new normal for companies with thousands of employees?

56:49 Recent factors on the commercial & private real estate markets, inflation head fake

1:05:01 ProPublica's report on billionaire tax returns

1:15:58 Bitcoin toxicity, Snowflake's CEO apologizes for comments on merit & diversity

1:32:48 Science corner with Friedberg: Induced pluripotent stem cells & cloning

Intro Music Credit:

https://www.statnews.com/2021/06/07/fda-grants-historicapproval-to-alzheimers-drug-designed-to-slow-cognitive-decline/

Referenced in the show:

https://www.bloomberg.com/news/articles/2021-06-10/harvard-expert-quits-fda-panel-as-furor-over-biogen-drug-grows

https://www.instagram.com/p/CP0MSOqnYEo

https://www.wsj.com/articles/facebook-lets-more-employees-choose-full-time-remote-work-or-return-to-the-office-11623258049

https://news.yahoo.com/salesforce-ceo-marc-benioff-on-slack-acquisition-135151402.html

https://socketsite.com/archives/2021/04/visualizing-all-the-vacant-office-space-in-san-francisco.html

https://www.wsj.com/articles/if-you-sell-a-house-these-days-the-buyer-might-be-a-pension-fund-11617544801

https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax

https://www.aqr.com/Insights/Research/Journal-Article/Buffetts-Alpha

https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425

https://www.bloomberg.com/news/articles/2021-06-07/snowflake-ceo-offers-apologies-support-for-hiring-diversity

Tweets:

https://twitter.com/Jason/status/1401938511826067457

https://twitter.com/elonmusk/status/1386825367948644352

https://twitter.com/micsolana/status/1403394491143315456

https://twitter.com/Jason/status/140302318070958080

E34: Wuhan lab leak theory, India's "traceability" law, Coinbase's fact check, Big Tech's Hollywood takeover

Mon, 31 May 2021 02:47:32 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.wsj.com/articles/wuhan-lab-leak-question-chinese-mine-covid-pandemic-11621871125

Referenced in the show:

WSJ - The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage

Forbes - Friends Don't Let Friends Become Chinese Billionaires

https://www.forbes.com/sites/raykwong/2011/07/25/friends-dont-let-friends-become-chinese-billionaires/?sh=44597352ddae

Brookings - Fentanyl and geopolitics: Controlling opioid supply from China

https://www.brookings.edu/research/fentanyl-and-geopolitics-controlling-opioid-supply-from-china/

NPR - 'We Are Shipping To The U.S.': Inside China's Online Synthetic Drug Networks

https://www.npr.org/2020/11/17/916890880/we-are-shipping-to-the-u-s-china-s-fentanyl-sellers-find-new-routes-to-drug-user

Coinbase - Announcing Coinbase Fact Check: Decentralizing truth in the age of misinformation

https://blog.coinbase.com/announcing-coinbase-fact-check-decentralizing-truth-in-the-age-of-misinformation-757d2392d61a

Show Notes:

0:00 Friedberg recaps Sacks' birthday party

6:47 "Wuhan Lab Leak" theory, did COVID come from a lab? Plusn China's fentanyl production

26:09 India's new "traceability" law

33:11 Coinbase & Brian Armstrong debut fact checking blog

41:17 Friedberg's science corner: groundbreaking gene therapies

45:06 Amazon's MGM acquisition, media consolidation

1:04:45 Biden's $6T infrastructure, Democrat's feeling the inflation pressure & responding

E33: Apple's hypocrisy, America's math failure, crypto's regulatory correction, Clubhouse's future, UFOs & more

Sat, 22 May 2021 04:09:12 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.theverge.com/2021/5/12/22432909/apple-petition-hiring-antonio-garcia-martinez-chaos-monkeys-facebook

Referenced in the show:

The Verge - Apple employees circulate petition demanding investigation into 'misogynistic' new hire

The Verge - Apple employees call for company to support Palestinians in internal letter

https://www.theverge.com/2021/5/20/22446059/apple-employees-palestinians-support-internal-letter-tim-cook

Vox - Full transcript: 'Chaos Monkeys' author Antonio García-Martinez on Recode Decode

https://www.vox.com/2016/8/9/12415696/antonio-garcia-martinez-chaos-monkeys-recode-decode-podcast-transcript

Business Insider - Tobi Lutke's Email

https://www.businessinsider.com/shopify-ceo-email-to-managers-we-are-not-a-family-2021-5

TK News by Matt Taibi - On the Hypocrites at Apple Who Fired Antonio Garcia-Martinez

https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled

The Information - Seven Apple Suppliers Accused of Using Forced Labor From Xinjiang

https://www.theinformation.com/articles/seven-apple-suppliers-accused-of-using-forced-labor-from-xinjiang

Persuasion - America Is Flunking Math

https://www.persuasion.community/p/why-america-is-flunking-math-education

Bloomberg - Gap With White House on Infrastructure Is Widening, GOP Says

https://www.bloomberg.com/news/articles/2021-05-21/biden-offers-to-cut-infrastructure-proposal-to-1-7-trillion

St. Louis FED - 10-Year Breakeven Inflation Rate

https://www.ted.com/talks/adam_foss_a_prosecutor_s_vision_for_a_better_justice_system?language=en

TED - A prosecutor's vision for a better justice system

Tweets:

https://twitter.com/DavidSacks/status/1394328675768705030

https://twitter.com/DavidSacks/status/1395056042841559041

https://twitter.com/garrytan/status/1393462058407010307

https://twitter.com/moskov/status/1395060902253064195

https://twitter.com/moskov/status/1395062765702713358

https://twitter.com/DavidSacks/status/1395073652840796160

https://twitter.com/cabot_phillips/status/1394654014596337667

https://twitter.com/ALLIN_STATS

Show Notes:

0:00 Apple's hypocrisy re: AGM firing

25:48 America is failing math

40:10 Inflation fears slowing down, infrastructure bill restructuring, corporate tax loopholes

50:10 Clubhouse's plummeting download numbers, David Sacks gives the besties a scoop

57:46 Crypto correction: regulation, centralized coins, potential black swans

1:13:30 Friedberg's science corner: UFOs

1:19:18 Sacks presses other billionaires on their support Chesa Boudin

#allin #tech #news

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment, post-COVID boom in jeopardy & more

Thu, 13 May 2021 03:22:06 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.nytimes.com/2021/05/11/briefing/outdoor-covidtransmission-cdc-number.html

Referenced in the show:

NY Times - A Misleading C.D.C. Number

medRxiv - COVID-19 Aerosolized Viral Loads, Environment, Ventilation, Masks, Exposure Time, Severity, And Immune Response: A Pragmatic Guide Of Estimates

https://www.medrxiv.org/content/10.1101/2020.10.03.20206110v6.full

Business Insider - Silicon Valley VCs are at war with the 'far left radicals' running California

https://www.businessinsider.com/silicon-valley-venture-capitalists-at-front-lines-california-recall-2021-5

NY Post - Powerful teachers union influenced CDC on school reopenings, emails show

https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails/

MMA - Governor Reeves Announces End to Pandemic Unemployment Assistance

https://mma-web.org/governor-reeves-announces-end-to-pandemic-unemployment-assistance/

Tweets:

https://twitter.com/DavidSacks/status/1392154915640729605

https://twitter.com/DavidSacks/status/1392223301154447361

https://twitter.com/Jason/status/1391591653824204801

https://twitter.com/Jason/status/1391257138698375168

https://twitter.com/skepticaliblog/status/1391958173955682309

https://twitter.com/TaylorLorenz/status/1390390598444609538

https://twitter.com/friedberg/status/1392551233618026496

https://twitter.com/bytecoin8

Show Notes:

0:00 Jason goes behind the scenes of Elon's SNL appearance

23:36 CDC failures, misleading information on COVID spreading outdoors

39:10 Reacting to Stanley Druckenmiller's thoughts on current Fed policy, decoupling of capital markets from policy

48:32 America's real-time UBI experiment, Business Insider's piece covering All-In

1:05:23 Friedberg's science corner: synthetic biology IPO/SPACs, stem cell breakthroughs & more

1:19:15 Should the besties start a third party? Is it possible?

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA Governor, Big Tech earnings & more

Sat, 01 May 2021 01:06:24 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

https://www.technologyreview.com/2021/04/29/1024301/vaccines-covid-breakthrough-infections-immunity-cdc/

Referenced in the show:

MIT Technology Review - Some vaccinated people are still getting covid. Here's why you shouldn't worry.

David Sacks on Medium - Caitlyn Jenner Is Right: Crime is the #1 Issue in California and Gavin Newsom Bears Ultimate Responsibility

https://davidsacks.medium.com/caitlyn-jenner-is-right-crime-is-the-1-issue-in-california-and-gavin-newsom-bears-ultimate-381b3cee42db

Tweets

https://twitter.com/DavidSacks/status/1378856861970038784

https://twitter.com/DavidSacks/status/1388125436241223682

https://twitter.com/DavidSacks/status/1388135440843251714

https://twitter.com/DavidSacks/status/1388129450651492355

https://twitter.com/DavidSacks/status/1387582236573175809

https://twitter.com/DavidSacks/status/1387598770825830404

Show Notes:

0:00 Bestie intro, Jason's trip recap

2:47 Sacks on hypocrisy and virtue signaling surrounding wearing masks post-vaccination, Biden's address

16:07 Pandemic lessons

30:02 Immigration, Americans self-selecting as hard workers, understanding two different types of immigration

48:04 How Darwinian free trade has negatively impacted the US middle class

1:00:44 Caitlyn Jenner for CA Governor, crime & homelessness

1:07:48 Big Tech earnings

E30: Ramifications of Biden's proposed capital gains tax hike, federal budget, India's COVID surge, founder psychology & more

Fri, 23 Apr 2021 08:14:05 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

Referenced in the show:

Federal Net Outlays as Percent of GDP

https://web.archive.org/web/20010118204900/http://www1.whitehouse.gov

Wayback Machine / WhiteHouse.gov

Reuters

https://www.reuters.com/business/healthcare-pharmaceuticals/india-posts-daily-rise-over-300000-covid-19-cases-record-death-toll-2021-04-22

Show Notes:

0:00 Intro

1:19 Biden's capital gains tax hike

21:33 Addressing the federal budget problems

42:16 Chauvin verdict, media coverage

50:06 Hulu WeWork documentary, Founder psychology

59:46 COVID surge in India

1:11:01 Poor media performance in 2021

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Sat, 17 Apr 2021 02:12:13 +0000

Follow the besties:

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Intro Music Credit:

https://www.statista.com/statistics/1109011/coronavirus-covid19-death-rates-us-by-state

Referenced in the show:

Statista - Death rates from coronavirus (COVID-19) in the United States

Tweets:

https://twitter.com/bgurley/status/1382737752794353664

https://twitter.com/DavidSacks/status/1382874547179950082

https://twitter.com/DavidSacks/status/1382466963885199362

https://twitter.com/DrewHolden360/status/1382477293797400581

https://twitter.com/chamath/status/1383073577386201094

Show Notes:

0:00 Bestie intro & crowning a new SPAC king

3:01 Coinbase's direct listing, comparing vehicles to go public & lockup periods, Sacks on Coinbase vs. NYT

12:06 David Sacks on running for governor

15:21 Brad & the besties react to the crazy Q1 in the markets, a16z's savvy buying moves with Coinbase, issues with short-term behavioral lock-in

32:37 Top insights from Bezos' letter to shareholders, Amazon employees reject the union in Alabama

50:27 Reacting to Drew Holden's recent thread on media double standards in covering each party

54:28 Federalism's benefits throughout COVID, State-by-state results reveal lockdowns didn't work, vaccine incentives and PR due to J&J decision

1:04:20 Degradation of faith in institutions accelerated by COVID

1:09:26 Republican Senator Josh Hawley calls for big tech antitrust reform, bypassing institutions for progress

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

Thu, 01 Apr 2021 08:28:23 +0000

Follow the besties:

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Intro Music Credit:

https://www.axios.com/biden-infrastructure-plan-capital-gains-taxes-318224d2-84f8-4c48-b5db-bbcec5fdd74f.html

Referenced in the show:

Axios - Changes to capital gains taxes omitted from Biden's infrastructure plan

Cal Matters - A wealth tax could sabotage California's recovery

https://calmatters.org/commentary/my-turn/2021/03/a-wealth-tax-could-sabotage-californias-recovery

Healthline - COVID-19 Vaccines May Help Stop Virus Transmission: Here's What We Know

https://www.healthline.com/health-news/covid-19-vaccines-may-help-stop-virus-transmission-heres-what-we-know

Show Notes:

0:00 Besties intro, state of the public & private markets

18:54 Chamath receives inspiring note re: last week's longevity talk

21:17 Archegos debacle, issues with trading on margin

32:26 Biden's infrastructure bill, US government becoming overleveraged

45:45 Potential tax hikes, inefficient deployment of capital, California wealth tax impact

52:59 Trade off between freedom & equality, how free markets spur innovation, generational changes

1:05:14 Is a wealth tax constitutional? Vaccine update

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

Sat, 27 Mar 2021 03:42:39 +0000

Sacks' Inflation Deck:

https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing

Follow the besties:

Follow the pod:

Intro Music Credit:

https://twitter.com/davehclark/status/1375045409542823939

Referenced in the show:

Tweets

https://twitter.com/BernieSanders/status/1374901873484967938

https://twitter.com/Mat_Yarger/status/1374212541367345155

https://twitter.com/Mat_Yarger/status/1375163739759116297

https://twitter.com/Jason/status/1375488265915002883

https://twitter.com/chamath/status/1375244032230625281

https://twitter.com/DavidSacks/status/1375283834711777282

https://twitter.com/chamath/status/1375484528559448064

Bitclout

https://rb.gy/sjtjzy

Show Notes:

0:00 Besties get ready to rumble & discuss recent Twitter polls

7:25 Debating inflation, Sacks presents his deck

37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation

48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns

1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience

1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

Sat, 20 Mar 2021 00:56:56 +0000

View the State of VC deck here:

https://rb.gy/wfan6j

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://republic.co/gumroad

Referenced in the show:

Lifespan by David Sinclair:

https://rb.gy/etzzmk

Prenuvo:

https://www.prenuvo.com

Gumroad Equity Crowdfunding:

Backstage Equity Crowdfunding:

https://republic.co/backstage

Show Notes:

0:00 Bestie intro & poker talk

5:49 Fan question: Longevity & Biohacking, Chamath's health regimen

12:54 Fan question: Decentralization, separation of currency & state, will governments fight back against crypto?

22:48 Fan question: Quantum computing's potential impact, why heavy R&D technologies should are better suited for government funding rather than the private sector

33:33 Chamath's thesis behind deep tech investing

37:25 State of VC & how it's changing in terms of demographics, new access to capital, deal size & more

48:49 Trend of founders caring more about individual investors rather than firms, who is well-positioned & who is left out?

55:00 Why growth-stage firms could become less relevant: undifferentiated capital, routing around dilution, brand matters more in the early-stage; how Pipe & Clearbanc are revolutionizing non-dilutive funding

1:04:00 Summarizing the changing landscape of venture capital, how startups can best position themselves in a full lifecycle, innovations in equity crowdfunding, opportunity for entrepreneurs

E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more

Sat, 13 Mar 2021 02:29:03 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.nejm.org/doi/full/10.1056/NEJMoa2101765

Articles referenced in the show:

The New England Journal of Medicine - BNT162b2 mRNA Covid 19 Vaccine in a Nationwide Mass Vaccination Setting

San Francisco COVID-19 Vaccinations

https://data.sfgov.org/stories/s/COVID-19-Vaccinations/a49y-jeyc/

The Art Newspaper - WTAF? Beeple NFT work sells for astonishing $69.3m at Christie's after flurry of last-minute bids nearly crashes website

https://www.theartnewspaper.com/news/beeple-sells-for-christie-s-nft-art-auction-cryptocurrency

CoinDesk - Burnt Banksy NFT Sells for $380K in ETH

https://www.coindesk.com/burnt-banksy-nft-sells-for-380k-in-eth

CNBC - Beeple NFT becomes most expensive ever sold at auction after fetching over $60 million

https://www.cnbc.com/2021/03/11/most-expensive-nft-ever-sold-auctions-for-over-60-million.html

Glenn Greenwald:

https://greenwald.substack.com/p/criticizing-public-figures-including

https://greenwald.substack.com/p/journalists-start-demanding-substack

Tweets referenced in the show:

https://twitter.com/davidsacks/status/1370197389210914817

https://twitter.com/davidsacks/status/1370132006080708609

https://twitter.com/davidsacks/status/1370253867154247684

https://twitter.com/davidsacks/status/1370441843666690050

https://twitter.com/chamath/status/1369328384812093441

https://twitter.com/JTLonsdale/status/1369893590369964032

https://twitter.com/domm/status/1368605017238740994

https://twitter.com/CovidVaccineCA

Show Notes:

0:00 Biden's vaccine mandate, California's mishandling of the vaccine rollout, cancel culture impacting vaccine distribution

11:00 Vaccine efficacy, "inequity" of distribution

19:24 Success vs. privilege, Meghan Markle vs. The Royal Family

33:38 NFTs, speculative markets, blockchain as a ledger

48:00 Impact of inflation on wealth inequality

1:01:20 SPAC/Direct Listing talk

1:07:46 Yung Spielburg's newest track: RED PILLS

E24: Markets trend down, political manipulation via COVID "Zeroism," stimulus breakdown, biological Patriot Act

Sat, 06 Mar 2021 01:45:19 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://nymag.com/intelligencer/article/school-opening-science-coronavirus-teacher-unions-zeroism.html

Referenced in the show:

NY Magazine - Zero COVID Risk Is the Wrong Standard

Released COVID-19 Response Contracts

https://covid19.ca.gov/contracts

Chesa's "response" to Sacks

https://twitter.com/chesaboudin/status/1366508970102247424

GoFundMe for SF DA reporter

https://www.gofundme.com/f/report-on-chesa-boudin-san-francisco-crime

The Verge - Entire school board resigns in shame after forgetting their WebEx call was public

https://www.theverge.com/tldr/2021/2/21/22294457/oakley-school-board-resigns-zoom

Show Notes:

0:00 Markets tank, reasons for optimism in the short-term

15:29 Breaking down the stimulus

24:12 California's COVID emergency stimulus mishaps, political manipulation via "Zeroism"

38:27 Biological Patriot Act, freedom of choice post-vaccination

49:23 Newsom recall update, SF DA Chesa Boudin's high school friend responds to Sacks, SF bureaucratic issues

1:00:33 Grading Biden's first 60 days in office, Oakley School Board mishap, teacher's union issues, Jason's red pill bender

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

Sat, 20 Feb 2021 04:17:53 +0000

Follow the besties:

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Intro Music Credit:

Intro Video Credit:

https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997

Referenced in the show:

WSJ - Lake Tahoe Property Sells for $1.6 Million in Bitcoins

The Changing World Order by Ray Dalio

Chapter 2: The Big Cycle of Money, Credit, Debt, and Economic Activity

https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/

Show Notes:

0:00 Reflecting on the controversial Robinhood interview, iterating on the show format, getting back to basics

10:52 Chesa Boudin cancelled on us, radical DAs & local prosecution in SF & LA, why criminal justice reform resonates

34:44 Breaking down the Facebook/Google situation in Australia, understanding fair use, potential saving grace for traditional media?

47:26 Vaccine update, conditioned fear sustaining post-vaccine

58:58 Fan Q&A: what the besties are investing in over the next decade, anti-portfolio, biggest current portfolio risks, what would you teach every 12-year old

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

Sat, 13 Feb 2021 04:33:17 +0000

Follow the besties:

https://twitter.com/vladtenev

Follow the pod:

Intro Music Credit:

Intro Video Credit:

Show Notes:

0:00 Bestie intro, congrats to Friedberg on a big beak wet

1:44 Jason intros Vlad Tenev

2:48 Vlad fields questions on Robinhood's choice to stop the buying of $GME, his CNBC appearance, self-clearing, liquidity & more

11:02 Allowing access to margin, Robinhood's prior SEC fines, Robinhood accounts that go bankrupt, debunking conspiracy theories, WallStreetBets & more

21:57 Should there be more transparency in the financial markets? Will Robinhood's IPO shares be sold to their retail users? What will they change internally going forward, and how would they have handled the meme stocks situation differently?

31:04 Vlad tells the real story of Jason investing & signs off

33:51 Vlad's returns to answer more questions on users that lost everything, future of payment for order flow & more

41:36 Debriefing Vlad's performance

E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green

Sat, 06 Feb 2021 03:59:17 +0000

Follow the besties:

https://twitter.com/Money23Green

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://youtu.be/MukXS8uaVns

Referenced in the show:

David Sacks on Tucker Carlson

Gell-Mann Amnesia

https://www.epsilontheory.com/gell-mann-amnesia

Show Notes:

0:00 Discussing Sacks' recent hit on Tucker Carlson

7:25 Media misalignment, subjects as sources, new age of journalism

25:53 Bold prediction for the future of media, potential All-In Network, mistrusting everyone except individuals

34:28 Bestie Guestie Draymond Green joins the show to talk dealing with day-to-day NBA life under COVID protocols, the temperature of the nation, issues with the media & more

1:08:02 Mean tweets

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

Wed, 03 Feb 2021 05:58:15 +0000

Follow the besties:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.persuasion.community/p/the-insiders-game

Referenced in the show:

The Insiders' Game by David Sacks

ABC News - CA EDD admits paying as much as $31 billion in unemployment funds to criminals

https://rb.gy/g8uwfj

Forbes - Why California Is In Trouble – 340,000 Public Employees With $100,000+ Paychecks Cost Taxpayers $45 Billion

https://rb.gy/5bhfsf

Rescue California - Recall Gavin Newsom

https://rescuecalifornia.org

Show Notes:

0:00 Wrapping up the Robinhood situation: major lessons learned, Elon's Clubhouse interview with Vlad, is the cash infusion to Robinhood a trade of the year candidate in 2021?

20:21 Understanding short positions - why do firms short, more transparency & margin requirements

26:08 Sacks on the growing insider vs. outsider theme in politics & finance, importance of institutions in chaos

31:45 Breaking down California's report card, why the state is such a mess, what structural problems plague it & how to fix them

1:02:04 Chamath's Aziz Ansari story, Governor potential, top ways to save California

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

Sat, 30 Jan 2021 02:09:43 +0000

Follow the crew:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://www.youtube.com/watch?v=K2lJg4sxl2U

Referenced in the show:

David Sacks on Bloomberg

Chamath for Governor

https://www.chamathforca.com

DeepFuckingValue's Reddit page

https://www.reddit.com/user/DeepFuckingValue

Show Notes:

0:26 Besties intro

2:11 Chamath breaks down the entire WallStreetBets/GameStop saga

15:38 Jason responds, debating Robinhood's liquidity crisis, Citadel's potential involvement & more

39:18 How can this be prevented in the future? Restructuring capital gains tax, censorship, where Robinhood can go from here

53:02 Major learnings from this week's events, risks of decentralization, do stocks need to be reflexive of the underlying business? GameStop's endgame

1:15:01 Chamath for Governor of California, Friedberg on leaders vs. managers & the problem with career politicians

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

Sat, 23 Jan 2021 01:26:50 +0000

Follow the crew:

Follow the pod:

Intro Music Credit:

Intro Video Credit:

https://fred.stlouisfed.org/series/M1

Referenced in the show:

M1 Money Stock

Friedberg's Spy Situation

https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges

Sacks' thoughts on Wilkinson cancellation

https://twitter.com/DavidSacks/status/1352432977460957185

Show Notes:

0:00 Bestie intro, Inauguration talk, Impeachment implications

20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal

34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story

44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios

55:06 How the tech ecosystem plays into inequality & how to fix it

1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence

1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

Mon, 11 Jan 2021 07:31:34 +0000

Follow the crew:

Follow the pod:

https://www.youtube.com/watch?v=8lxk47phNV4&t=1s

Intro Music Credit:

Intro Video Credit:

https://www.buzzfeednews.com/article/craigsilverman/facebook-ignore-political-manipulation-whistleblower-memo

Referenced in the show:

"I Have Blood on My Hands": A Whistleblower Says Facebook Ignored Global Political Manipulation

Show Notes:

0:00 David Sacks intros the besties

2:08 Jason & Sacks hash it out & the besties break down reconciliation in American democracy

21:09 Big Tech bans, did they give Trump an easy out? Ramifications for First Amendment

43:01 What laws can be written to prevent Big Tech oligarchy in the future?

59:32 Why Big Tech acted in unison against Trump: internal & external pressure, pending Democratic administration

1:09:42 Current Pence/Trump relationship, McCarthyism 2.0, should Big Tech be broken up?

1:32:46 History of the presidential pardon, Chamath on SoFi's Anthony Noto

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more

Fri, 08 Jan 2021 06:47:16 +0000

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Intro Music Credit:

https://rb.gy/aizgdm

Intro Video Credit:

Referenced in the show:

The Killer D.A. by David Sacks

https://rb.gy/k5rz0k

Show Notes:

0:00 New intro for the besties - listen here: https://rb.gy/aizgdm

2:14 Sacks' trip to Miami

6:01 Reflecting on the riot at the US Capitol: police response, double standard with BLM protest, big picture, prosecuting Trump & healing the nation post-Trump

29:43 2016 Election interference, reasons for unrest & polarization, Trump's culpability

44:19 Should the 25th Amendment be invoked?

49:51 Democrats win Georgia runoff elections, did Trump's implosion lose Georgia for the GOP?

56:23 How Friedberg would handle vaccine distribution

1:07:45 San Francisco's Killer D.A., recalling Gavin Newsom, Kim Kardashian for Governor of CA

E15: "The Besties" All-In's inaugural award show covering the best, worst & most memorable of 2020

Fri, 18 Dec 2020 12:46:51 +0000

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https://soundcloud.com/olyofficial

Intro Music Credit:

Show Notes:

0:00 The besties discuss some recent beak wetting, open source merch & more

6:31 Chamath tells the "192.5" weight loss bet story

10:54 Biggest Winner - Politics

13:08 Biggest Loser - Politics

16:24 Biggest Winner - Business

19:47 Biggest Loser - Business

23:22 Biggest Winner - Culture

26:24 Biggest Loser - Culture

32:31 Biggest Turnaround

34:49 Biggest Flash in the Pan

39:32 Biggest Breakthrough

43:51 Smartest Move - Business

49:58 Dumbest Move - Business

56:25 Smartest Move - Politics

1:00:20 Dumbest Move - Politics

1:04:22 Best/Worst Political Theatre

1:12:57 Best Memes

E14: Salesforce acquires Slack, DeepMind's AlphaFold breakthrough, Trust Fund Socialists & more

Fri, 04 Dec 2020 06:34:57 +0000

Follow the crew:

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https://www.thesyndicate.com/allin

Invest with the Best... ies!:

Referenced in the show:

NYT - The Rich Kids Who Want to Tear Down Capitalism

https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html

Coinbase - An upcoming story about Coinbase

https://blog.coinbase.com/upcoming-story-about-coinbase-2012afc25d27

NYT - 'Tokenized': Inside Black Workers' Struggles at the King of Crypto Start-Ups

https://www.nytimes.com/2020/11/27/technology/coinbase-cryptocurrency-black-employees.html

Show Notes:

0:00 Besties intro, fashion talk & the All-In Syndicate

3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?

19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible

27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale

47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far

59:21 Trump's Section 230 gambit, will Trumpism fade away?

1:05:23 Trust Fund socialists

1:26:14 Coinbase vs. NYT round 2, https://www.thesyndicate.com/allin

E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more

Wed, 25 Nov 2020 06:53:04 +0000

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https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html

Referenced in the show:

NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine

Show Notes:

0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC

10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it?

21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc.

35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation

47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central

59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far

1:06:29 What the besties are thankful for

1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics?

1:21:01 Code 13!

E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more

Wed, 11 Nov 2020 05:13:23 +0000

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Show Notes:

0:00 Besties reflect on the election night special, comparing Trump's case to Al Gore's in 2000

4:44 Was this election devastating for extreme-ism in politics?

12:13 Pfizer vaccine, withholding the vaccine from the political news cycle

21:54 COVID endgame scenarios

28:45 Public markets ripping, gridlock great for the economy

34:43 Analyzing exit polls, death of identity politics

50:57 Biggest loser of the election: Journalism

57:43 When will Trump concede? What will his next move be?

1:07:37 San Francisco's collapse - will it eventually go bankrupt?

E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!

Wed, 04 Nov 2020 10:06:21 +0000

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Follow the pod:

https://twitter.com/bgurley

Follow the bestie guesties:

https://twitter.com/phil_hellmuth

https://twitter.com/jcpolls

Show Notes:

0:00 The besties & Phil Hellmuth on Trump's early lead, live betting odds, the Latinx reversal

10:09 Sacks intros political expert Michael Newman on vote tally timing discrepancies, why some states skew a certain way early & more

20:33 Assessing the 180 in the gambling markets & equity markets towards a pro-Trump outcome

24:18 SurveyMonkey Chief Research Officer Jon Cohen joins the show to talk about polling updates from 2016 to 2020, understanding the race so far, electoral college & more

41:51 Biden losing Florida, tax policy, cultural repudiation of the elites in 2020

50:43 Chamath on the stupidity of the establishment, socialism, Democratic ideology for 2024 if Biden loses

55:40 Mid-show predictions, Jason goes off on Trump

1:07:58 What will happen in the time until we have a clear winner, Trump as a middle finger

1:17:55 Brad Gerstner joins the show to talk about stock futures, what the Democrats keep getting wrong - coastal elites losing touch with normal people, rebuking lockdowns

1:38:24 Reviewing the race swing state by swing state

1:47:28 Bill Gurley joins the show to talk about divisiveness, urban/rural rapture & more

1:55:53 Pete Buttigieg as the future of the Democratic Party, Chamath calls out the democratic leaders

2:00:43 Reconciling middle America & the coastal elites, respecting each other's differences, understanding Prop 22

2:11:34 Diagnosing states that flipped from Biden to Trump, anti-business California state propositions failing, union impact on legislation

2:23:01 Senate races, market talk, which Democratic candidate had the best chance of beating Trump, voting for character over policy

2:34:32 Jason & Sacks debate Russian election interference legitimacy

2:41:34 Sacks unveils his Trump Derangement Score tracker, updated outcome scenarios & more

2:51:51 Trump declaring victory could tank markets, live reaction to Joe Biden's election night address

E10: Twitter & Facebook botch censorship (again), the publisher vs. distributor debate & more

Fri, 16 Oct 2020 02:13:19 +0000

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https://medium.com/craft-ventures/rip-section-230-1112dfad3fac

Sacks' blog post on Section 230:

Referenced in the show:

NY Post Hunter Biden Story

https://nypost.com/2020/10/14/email-reveals-how-hunter-biden-introduced-ukrainian-biz-man-to-dad/

Twitter's explanation for censoring it

https://twitter.com/TwitterSafety/status/1316525303930458115

Facebook's explanation for censoring it

https://twitter.com/andymstone/status/1316395902479872000

Updated CDC survival rates

https://twitter.com/adam_creighton/status/1308652790823051264?s=21

Show Notes:

0:00 The besties catch up on the news

1:29 NY Post Hunter Biden story & censorship by Twitter/Facebook

7:27 What is section 230 & how does it play into the publisher vs. distributor debate

13:23 Distinguishing between publishers & distributors

28:30 Why Twitter & Facebook's actions with the NY Post were a huge blunder & crossed a line, should the laws be rewritten?

37:21 Trump beats COVID, what that means for better treatment options, dueling town halls

46:14 Sacks explains his stance on Prop 13 & Zuckerberg's pro-Prop 15 lobbying

54:34 Thoughts on Amy Coney Barrett & Biden's large lead in the polls

E9: Trump has COVID, First debate reactions, Coinbase letter response & more

Sat, 03 Oct 2020 02:58:42 +0000

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https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

Referenced in the show:

Brian Armstrong's Blog - Coinbase is a mission focused company

President Trump's medical treatment

https://twitter.com/Jason/status/1312126100286271488

Show Notes:

0:00 The besties reflect on Trump testing positive for COVID-19: treatment, impact on society & the election

9:06 What treatment is Trump receiving & is it scalable to everyone? Is this the future of disease mitigation?

16:55 What happens to the election if Trump is incapacitated & cannot run?

20:36 Debate reaction - who won, who misfired?

29:05 Live reaction to Trump being flown to Walter Reed hospital

30:43 Has the economy began to separate from political influence?

36:25 Reflection on the execution & reaction to Coinbase CEO Brian Armstrong's letter

41:19 How Chamath would have reframed the letter, how Slack & company forums have platformed non-work discourse inside companies

49:30 Reflection on Jack Dorsey & Dick Costolo's reaction, what this means for Coinbase going forward

59:04 Predictions for 2021

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

Sat, 19 Sep 2020 04:23:35 +0000

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https://bio.fm/theallinpod

Articles referenced in the show:

America Needs to Lock Down Again:

https://www.foreignaffairs.com/articles/united-states/2020-09-16/coronavirus-america-needs-lock-down-again

A Taxonomy of Fear:

https://www.persuasion.community/p/a-taxonomy-of-fear

NuScale Power Article:

https://www.businesswire.com/news/home/20200828005299/en/NuScale-Power-Makes-History-as-the-First-Ever-Small-Modular-Reactor-to-Receive-U.S.-Nuclear-Regulatory-Commission-Design-Approval

Running Tide Article:

https://www.fastcompany.com/90548820/forget-planting-trees-this-company-is-making-carbon-offsets-by-putting-seaweed-on-the-ocean-floor

Show Notes:

0:00 The besties talk about the bestie reunion mishap, the Code 13 story & more

5:42 TikTok + Oracle, is the escalation between China & US a slippery slope, security threats created by modern software

15:01 What's the bigger picture of the TikTok debate, what policy could be enacted

20:13 The emerging market for guaranteed privacy & how this impacts society

27:43 State of the US economy, is there a permanent unemployed class & could there be a second wave of lockdowns?

37:44 COVID outlooks for 2021 & beyond, innovations in rapid testing

46:22 Trump's COVID response, Trump vs. Biden, shrinking impact of the executive branch

55:11 California wildfires, politicization of global warming, financial incentives to solving climate change

1:08:28 Practical ways to impact global warming & the carbon crisis

1:11:57 Sacks on A Taxonomy of Fear by Emily Yoffe, Safety-ism & contamination by association

1:18:58 Could Trump being re-elected eliminate the two-party system?

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

Wed, 09 Sep 2020 04:44:52 +0000

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://bio.fm/theallinpod

Bestie recommendations:

Chamath:

https://www.amazon.com/Americana-400-Year-History-American-Capitalism/dp/0399563792

Sacks:
https://taibbi.substack.com/

https://andrewsullivan.substack.com/

Friedberg:

https://www.amazon.com/Godfather-Mario-Puzo/dp/0451205766

https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/ref=sr_1_1?dchild=1&keywords=john+d+rockefeller+titan&qid=1599625893&s=books&sr=1-1

Jason:

https://www.amazon.com/Fish-That-Ate-Whale-Americas/dp/1250033314/ref=sr_1_1?dchild=1&keywords=the+fish+that+ate+the+whale&qid=1599625909&s=books&sr=1-1

https://www.amazon.com/I-Love-Capitalism-American-Story/dp/073521624X/ref=sr_1_1?dchild=1&keywords=i+love+capitalism&qid=1599626013&sr=8-1

0:00 The gang recap their summers

6:43 Is California collapsing? Why or why not? Has the one-party system failed?

14:05 Understanding the bureaucratic side of California's problem

20:37 AB-5 & the working rights of freelancers

27:11 How would AB-5 passing impact Uber & Lyft's long-term profitability & consumer experience, could franchising fix this?

34:45 California lagging in police reform, what tactical steps could be taken to stop deadly policing

46:13 Chamath on the most important economic event of the last decade & why he is now bullish on the market

50:46 Why technology companies should be going public sooner, how SPACs are allowing retail investors access to growth stocks

1:01:23 Election talk - who is in the lead ahead of the first debate?

1:12:21 Bestie recommendations

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

Fri, 31 Jul 2020 23:30:34 +0000

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https://twitter.com/chamath
https://linktr.ee/calacanis
https://twitter.com/DavidSacks
https://twitter.com/friedberg

Follow the pod:
https://twitter.com/theallinpod
https://bio.fm/theallinpod

Jason's recent Big Tech antitrust hearings breakdown: https://www.youtube.com/watch?v=VWeMnJ0-a_U

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

Sat, 11 Jul 2020 02:14:44 +0000

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https://bio.fm/theallinpod

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

Sat, 20 Jun 2020 01:15:25 +0000

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, outdoor activities & more

9:31 Issues with politicizing matters of public health, deaths decreasing while new cases spike, masks, lockdowns & more

20:56 Viral videos, doxxing bad behavior & cancel culture

25:39 Reforming law enforcement, separating police from the military, changing police incentives

36:42 Are public unions too powerful? How a lack of leadership has led us here

41:49 Facebook vs. Twitter on free speech, Zuckerberg's relationship with Peter Thiel, valuing comfort over freedom of expression

59:24 John Bolton's book controversy

1:03:14 Movements in the COVID vaccine space

1:07:38 Trump vs. Biden: Who has the upper hand?

1:14:24 Who should Biden pick as VP?

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

Thu, 21 May 2020 05:17:29 +0000

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason & Chamath intro David Sacks & David Friedberg

1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm

8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus

12:41 Sacks on 3 major data-driven discoveries about the virus

15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus

19:32 Getting back to work

21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like

28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war

34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks

37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work

41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people

45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats

49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues

53:46 Sacks on US/China relationship, how US can penalize China

59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions

E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks

Sat, 11 Apr 2020 01:54:35 +0000

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason
https://linktr.ee/calacanis

0:01 Jason & Chamath catch us up on their quarantines

1:20 Chamath intros David Sacks

4:40 David explains what their poker group chat has been like since COVID-19 started, and how Jason, Chamath & himself fall on the optimistic/pessimistic spectrum

6:58 How have the past few months defined David's view on the world, and what is his reaction to the US government's response?

12:22 Did the US health apparatus do its job? How could it improve? Why aren't masks already mandated?

19:33 Culture clash between scientific experts & entrepreneurs, thoughts on Chloroquine as a treatment method

27:00 Are US bureaucrats taking the intelligence of US citizens for granted? How liable is Trump?

30:08 David gives his plan to reboot the economy: what now? How does the US avoid a recession/depression?

36:22 Chamath & Jason assess David's plan

43:21 Have the stimulus packages & SMB loans been enough? Will the trickle-down approach work?

49:21 Should the US be allowing companies to declare bankruptcy? How should they decide who gets aid and who does not?

52:02 Chamath explains how corporate debt works through the lens of Ford

56:42 Why is the US not giving a larger % of the stimulus to average Americans? Chances of unrest if quarantine continues?

1:02:17 Trump vs. Biden: who has the edge in 2020 right now?

1:11:24 Was Jack Dorsey's $1B donation the strongest move of 2020 so far?

E1: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg

Thu, 19 Mar 2020 01:16:53 +0000

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason

0:01 Jason & Chamath intro David and check in on each other's quarantines

2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics

13:15 Thoughts on potential treatment options & policy changes

22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time

25:03 Should the US adopt Chinese & South Korean quarantine strategies?

29:53 What do the current market conditions mean for startups & VC?

41:24 Chamath explains what is currently happening in the capital markets

45:05 How close is the US on being able to do mass-testing?

54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy

1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?

1:12:10 COVID-19 exposing holes in the US healthcare system

1:17:44 Should we ban wet markets globally?

1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again

1:28:18 When will the weekly poker game resume?

E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg

Sun, 15 Mar 2020 02:04:09 +0000

Follow @chamath: https://twitter.com/chamath

Follow @jason: https://twitter.com/Jason