All-In with Chamath, Jason, Sacks & Friedberg

By: All-In Podcast LLC
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  • Summary

  • Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Leadership Economics
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Episodes
  • OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

    OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
    Sep 27 2024

    (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

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

    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://layoffs.fyi

    https://educationdata.org/college-enrollment-statistics

    https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees
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    1 hr and 36 mins
  • Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

    Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
    Sep 20 2024
    (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 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html 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
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    1 hr and 25 mins
  • "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

    "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
    Sep 6 2024
    (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 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://paulgraham.com/foundermode.html 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
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    1 hr and 36 mins

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