All-In with Chamath, Jason, Sacks & Friedberg
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All-In with Chamath, Jason, Sacks & Friedberg

Podcast de All-In Podcast, LLC

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker. 

Este podcast se puede escuchar gratuitamente en todos las plataformas y en la app de Podimo sin necesidad de suscripción.

Todos los episodios

219 episodios
episode Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks artwork
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

(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 [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: https://allin.com/events [https://allin.com/events] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://allin.com/events [https://allin.com/events] https://fred.stlouisfed.org/series/DGS10 [https://fred.stlouisfed.org/series/DGS10] https://www.google.com/finance/quote/GCW00:COMEX [https://www.google.com/finance/quote/GCW00:COMEX] https://www.google.com/finance/quote/SPY:NYSEARCA [https://www.google.com/finance/quote/SPY:NYSEARCA] https://www.google.com/finance/quote/BTC-USD [https://www.google.com/finance/quote/BTC-USD] 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.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.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://www.cnbc.com/2024/10/10/cpi-inflation-september-2024.html] https://fred.stlouisfed.org/series/A091RC1Q027SBEA [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://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.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.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://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://pro.morningconsult.com/analyst-reports/influencer-marketing-trends-report] https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator [https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator] https://www.oaktreecapital.com/insights/memo/ruminating-on-asset-allocation [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.macrotrends.net/2577/sp-500-pe-ratio-price-to-earnings-chart] https://www.realclearpolling.com/polls/president/general/2024/trump-vs-harris [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.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.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://www.cnbc.com/2024/10/24/polymarket-trump-french-election-bet.html] https://x.com/scubaryan_/status/1848072120699625968 [https://x.com/scubaryan_/status/1848072120699625968] https://www.cnn.com/2024/10/23/politics/video/border-wall-kamala-harris-cnn-town-hall-digvid [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/justintrudeau/status/1849467713711710699] https://x.com/scubaryan_/status/1848072120699625968 [https://x.com/scubaryan_/status/1848072120699625968] https://awfulannouncing.com/barstool/dave-portnoy-turned-down-kamala-harris-interview.html [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 [https://investor.starbucks.com/news/financial-releases/news-details/2024/Starbucks-Reports-Preliminary-Q4-and-Full-Fiscal-Year-2024-Results/default.aspx]

25 oct 2024 - 1 h 36 min
episode Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY artwork
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

(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 Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575 [https://polymarket.com/event/presidential-election-winner-2024?tid=1729285428575] https://x.com/elonmusk/status/1846826782797799580 [https://x.com/elonmusk/status/1846826782797799580] https://x.com/collinrugg/status/1845472475322462468 [https://x.com/collinrugg/status/1845472475322462468] https://x.com/SawyerMerritt/status/1839424008900477354 [https://x.com/SawyerMerritt/status/1839424008900477354] https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7 [https://www.ft.com/content/94a25bf7-e62b-462a-a4f0-e4feb6e244f7] https://www.google.com/finance/quote/EXPE:NASDAQ [https://www.google.com/finance/quote/EXPE:NASDAQ] https://companiesmarketcap.com/expedia/revenue [https://companiesmarketcap.com/expedia/revenue] https://x.com/Jason/status/1847016512583786921 [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/2024/10/16/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/2024/10/14/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.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 [https://www.politico.com/news/2024/10/16/california-coastal-commission-elon-musk-00184017]

18 oct 2024 - 1 h 18 min
episode JD Vance | All-In Summit 2024 artwork
JD Vance | All-In Summit 2024

(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 Follow JD Vance: https://x.com/JDVance [https://x.com/JDVance] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect]

15 oct 2024 - 46 min
episode Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey artwork
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

(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: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://allin.com/meetups [https://allin.com/meetups] https://youtube.com/@allin [https://youtube.com/@allin] https://allin.com/tequila [https://allin.com/tequila] https://allin.com [https://allin.com] https://x.com/Ry_Bass/status/1844367980249178396 [https://x.com/Ry_Bass/status/1844367980249178396] https://www.newsweek.com/hurricane-helene-update-economic-losses-damage-could-total-160-billion-1961240 [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.climate.gov/news-features/blogs/enso/september-2024-enso-update-binge-watch] https://www.nature.com/articles/s43247-024-01442-3 [https://www.nature.com/articles/s43247-024-01442-3] https://x.com/vkhosla/status/1844166857655533811 [https://x.com/vkhosla/status/1844166857655533811] https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html [https://www.aoml.noaa.gov/hrd/hrd_sub/sfury.html] https://www.nature.com/articles/d41586-024-03214-7 [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://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://assets.bwbx.io/documents/users/iqjWHBFdfxIU/rtKjE02hAh_k/v0] https://x.com/AOC/status/1844034727935988155 [https://x.com/AOC/status/1844034727935988155] https://www.nytimes.com/2024/10/02/technology/crv-vc-fund-returning-money.html [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.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/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.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://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/iapolls2022/status/1844418916107341948] https://x.com/2waytvapp/status/1844803367740096811 [https://x.com/2waytvapp/status/1844803367740096811] https://x.com/DavidSacks/status/1829383729284067659 [https://x.com/DavidSacks/status/1829383729284067659]

11 oct 2024 - 1 h 24 min
episode Elon Musk | All-In Summit 2024 artwork
Elon Musk | All-In Summit 2024

(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 [https://x.com/elonmusk] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect]

08 oct 2024 - 1 h 7 min
Muy buenos Podcasts , entretenido y con historias educativas y divertidas depende de lo que cada uno busque. Yo lo suelo usar en el trabajo ya que estoy muchas horas y necesito cancelar el ruido de al rededor , Auriculares y a disfrutar ..!!
Fantástica aplicación. Yo solo uso los podcast. Por un precio módico los tienes variados y cada vez más.
Me encanta la app, concentra los mejores podcast y bueno ya era ora de pagarles a todos estos creadores de contenido

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