All-In with Chamath, Jason, Sacks & Friedberg

By: All-In Podcast LLC
  • 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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Episodes
  • DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie
    Dec 20 2024
    (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 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Aaron Levie: https://x.com/levie 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.cbsnews.com/news/government-shutdown-continuing-resolution-march-14 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
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    1 hr and 37 mins
  • Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois
    Dec 13 2024
    (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: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Keith: https://x.com/rabois 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.tiktok.com/@frankielapenna/video/7010077215576575238 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
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    1 hr and 28 mins
  • New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
    Dec 7 2024

    (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!:

    https://allin.com/events

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Gavin Baker:

    https://x.com/GavinSBaker

    Follow Joe Lonsdale:

    https://x.com/JTLonsdale

    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://truthsocial.com/@realDonaldTrump/posts/113603133222686186

    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

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    1 hr and 24 mins

What listeners say about All-In with Chamath, Jason, Sacks & Friedberg

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best podcast ever!

I love how complicated topics are introduced with context and the respectful conversation and perspectives offered. Thank you for not being an echo chamber.

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Coolest Zoomers Around

I could write an eloquent and thoughtful review but I’m not. These OGs really don’t need to be here spreading all this knowledge and game with us but they are. I’m sure they have benefited a lot from it but they give out more than they take. You guys are a true inspiration because if you knuckleheads can make it then me being twice the knucklehead should be able to make twice as much (thanks to inflation). Love you guys and I look forward to upgrading my Nordstrom Rack sweaters to Chinchilla fur sweaters like the gang.

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    5 out of 5 stars
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Entertaining serious stuff

Thank you Jason. I look forward to listening to you guys! Great guests and honest discussions.

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    5 out of 5 stars
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    5 out of 5 stars

harsh review of ftx and supporters, but inciteful

those who will hate this podcast the most are the ones who can gain the most

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    5 out of 5 stars
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    5 out of 5 stars

In a month and a half, listened to all of it.

Very fun show.

I like how each is confident, and at times insecure, but through it all they maintain their friends and discuss hard topics. Each speaker is honest enough that I grew to hate and love them at different points. And tell David, Chamath, and Sacks to get over themselves and let Jason make money from the venture. This could be a full time media company the world desperately needs. Don’t be the “managers” that get in the way of the creativity!!

Overall, great show.
@hudsondavis14 (twitter acc.)

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All in boys

News, drama, occasional insightful takes. Shoutout to Friedberg for informative takes. I’d like to hear a bit more about semiconductor shortage and fabrication in the coming IOT/AI/ML years.

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Best tech-related podacast out there.

Amazing to hear from these valley seasoned, angel investing and founder folks. The discussion is always engaging and Jason is the perfect host and moderator as always.

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  • Overall
    2 out of 5 stars
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Downhill

Was a great VC podcast until their fued. Now a political show with a resident narcicist.

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    1 out of 5 stars
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Didn’t take long to drop this show

When it was mentioned that the tech oligarchs are too big to function properly it was staggering that you all feel it is ok for a big, bloated government to exist.

I look forward to not listening to “wokees” like you and to people who deal with facts. Too bad I couldn’t put a negative value in.

Good luck with your chit-chat… I’m sure you have a coastal audience!

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Too biased, not much content

listened to the last 3 episodes, hoping to get some good content here, but there isn't much to learn. just opinions.
not a single comment criticizes trump or his appointments. not questioning anything, not even a single time. these guys admit they actually want to see the government burn. Hail Trump, hail musk, etc.
as far as stock advice or market analysis, it's very limited. I wish it focused more deeply on that, especially with so many changes coming.

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