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All-In with Chamath, Jason, Sacks & Friedberg

#23
Language: en Technology Business
Last Checked: 2025-09-21 05:07:28
Showing episodes 101 to 200 of 295 total

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

Fri, 31 May

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath...

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

Fri, 24 May

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) O...

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

Fri, 17 May

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: bett...

In conversation with Sam Altman

Fri, 10 May

Contributed by Lukas • Default Dataset

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasonin...

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

Fri, 03 May

Contributed by Lukas • Default Dataset

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involv...

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

Fri, 26 Apr

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was dow...

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

Fri, 19 Apr

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In ...

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

Fri, 12 Apr

Contributed by Lukas • Default Dataset

Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out th...

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

Fri, 05 Apr

Contributed by Lukas • Default Dataset

(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting "made who...

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

Fri, 29 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme...

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

Fri, 22 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple rep...

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

Fri, 15 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candid...

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

Fri, 08 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparab...

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

Fri, 01 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should car...

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

Fri, 23 Feb

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its termi...

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

Fri, 16 Feb

Contributed by Lukas • Default Dataset

(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's ...

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Fri, 09 Feb

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependen...

E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack

Fri, 02 Feb

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! The guys try the Apple Vision Pro (8:24) Zuckerberg apologizes to parents in h...

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more

Fri, 26 Jan

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (1:37) Markets rip on strong economic data (17:05) Media's broken business mod...

E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more

Fri, 19 Jan

Contributed by Lukas • Default Dataset

(0:00) Live from the WEF: "Oh Davos, Kumbaya" (4:25) Why Davos lost its luster, plus major moments: ...

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

Sat, 13 Jan

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! Friedberg's jumper (1:21) US and its allies strike Houthi targets in Yemen (16...

E160: 2024 Predictions! Markets, tech, politics, and more

Sat, 06 Jan

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! Pasty Preppers (4:17) 2024's Biggest Political Winner (13:37) 2024's Biggest P...

E159: The Bestie Awards! Recapping the best and worst of 2023

Fri, 29 Dec

Contributed by Lukas • Default Dataset

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest P...

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

Sat, 23 Dec

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and m...

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

Sat, 16 Dec

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor...

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

Fri, 08 Dec

Contributed by Lukas • Default Dataset

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consum...

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

Fri, 01 Dec

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) ...

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

Fri, 17 Nov

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business bac...

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

Sat, 11 Nov

Contributed by Lukas • Default Dataset

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's...

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more

Fri, 03 Nov

Contributed by Lukas • Default Dataset

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its “Cro...

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

Fri, 27 Oct

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (...

E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle

Fri, 20 Oct

Contributed by Lukas • Default Dataset

(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic pol...

E149: Hamas terror attacks in Israel: fallout, reaction, next steps

Fri, 13 Oct

Contributed by Lukas • Default Dataset

(0:00) Opening statements on the Hamas terror attacks in Israel (3:49) Contextualizing the attacks a...

E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more

Sat, 07 Oct

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speake...

E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?

Fri, 29 Sep

Contributed by Lukas • Default Dataset

(0:00) Bestie intros with Coleman Hughes (1:12) Coleman's experience with TED, Understanding TED's i...

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more

Fri, 22 Sep

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11...

E145: Presidential Candidate Chris Christie in conversation with the Besties

Fri, 08 Sep

Contributed by Lukas • Default Dataset

(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:1...

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

Fri, 01 Sep

Contributed by Lukas • Default Dataset

(0:00) Chamath's big poker trip (4:32) Addressing the "in the arena" comments (7:16) Biden administr...

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

Fri, 25 Aug

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:...

E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO

Fri, 18 Aug

Contributed by Lukas • Default Dataset

(0:00) Sacks' big night (2:56) Sacks on spirits (14:27) "Rich Men North of Richmond" goes viral and ...

E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner

Fri, 11 Aug

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and fil...

E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

Fri, 04 Aug

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, scl...

E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more

Thu, 27 Jul 2023 22:08:00 +0000

Contributed by Lukas • Default Dataset

(0:00) All-In in Italy!: Recapping Chamath's wedding (11:55) Discourse around obesity and weight los...

E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties

Fri, 21 Jul

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's ru...

E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

Fri, 14 Jul

Contributed by Lukas • Default Dataset

(0:00) Addressing the podcast hack (2:55) Macro picture: inflation cools, what happens to rates, mar...

E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health

Sun, 09 Jul

Contributed by Lukas • Default Dataset

(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in d...

E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more

Sat, 01 Jul

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS ...

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

Sat, 24 Jun

Contributed by Lukas • Default Dataset

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon...

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

Fri, 16 Jun

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO wi...

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

Sat, 10 Jun

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Bi...

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

Fri, 02 Jun

Contributed by Lukas • Default Dataset

(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, men...

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

Fri, 26 May

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience ...

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

Fri, 19 May

Contributed by Lukas • Default Dataset

(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hear...

E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more

Fri, 12 May

Contributed by Lukas • Default Dataset

(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the i...

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

Fri, 05 May

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukra...

E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more

Fri, 28 Apr

Contributed by Lukas • Default Dataset

(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:...

E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion

Fri, 21 Apr

Contributed by Lukas • Default Dataset

(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News set...

E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

Fri, 14 Apr

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (1:49) Understanding AutoGPTs (23:57) Generative AI's rapid impact on art, ima...

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

Fri, 07 Apr

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (4:12) Trump indictment (16:52) De-dollarization: What's real and what's overb...

E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

Fri, 31 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (1:31) Joe Manchin calls out Biden on IRA flip-flop (7:40) Sacks writes GPT-4-...

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

Fri, 24 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyp...

E120: Banking crisis and the great VC reset

Fri, 17 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking c...

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

Sat, 11 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blam...

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

Fri, 03 Mar

Contributed by Lukas • Default Dataset

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards...

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

Fri, 24 Feb

Contributed by Lukas • Default Dataset

(0:00) Bestie intro: Jason's Japan trip! (1:04) Stripe's precarious situation: Did it miss its windo...

E116: Toxic out-of-control trains, regulators, and AI

Fri, 17 Feb

Contributed by Lukas • Default Dataset

(0:00) Bestie intros, poker recap, charity shoutouts! (8:34) Toxic Ohio train derailment (25:30) Lin...

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

Sat, 11 Feb

Contributed by Lukas • Default Dataset

0:00 Bestie intro! 1:49 Report about US involvement in the destruction of Nordstream pipelines, brea...

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

Sat, 04 Feb

Contributed by Lukas • Default Dataset

(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to...

E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

Fri, 27 Jan

Contributed by Lukas • Default Dataset

(0:00) David Sacks does bestie intros! (2:49) DOJ sues Google over ads business (23:09) EU probes Mi...

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more

Fri, 20 Jan

Contributed by Lukas • Default Dataset

(0:00) Bestie intro, who gets credit for the podcast? (6:27) Top candidates for the Republican nomin...

E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem

Fri, 13 Jan

Contributed by Lukas • Default Dataset

(0:00) Bestie intro! (0:43) Reacting to Slate's article on All-In (11:18) SF business owner caught s...

E110: 2023 Bestie Predictions!

Fri, 06 Jan

Contributed by Lukas • Default Dataset

(0:00) Bestie New Year catch-up! (2:44) Prediction 1: 2023's biggest political winner (17:25) Predic...

E109: 2022 Bestie Awards Live from Twitter HQ

Sat, 24 Dec

Contributed by Lukas • Default Dataset

(0:00) Bestie catch up! (3:05) Kicking off the 2022 Bestie Awards (4:12) Biggest winner in politics ...

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more

Fri, 16 Dec

Contributed by Lukas • Default Dataset

(0:00) Jason's new gig! (1:05) Twitter's new privacy rules, notable suspension, doxing dynamics (20:...

E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more

Sat, 10 Dec

Contributed by Lukas • Default Dataset

(0:00) Bestie gut health! (2:17) Twitter Files Part 2: shadow banning and blacklisting entire accoun...

E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more

Sat, 03 Dec

Contributed by Lukas • Default Dataset

(0:00) Bestie hangover! (1:05) Analyzing SBF's media tour: his angle, media coverage, and more (21:0...

E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump

Sat, 19 Nov

Contributed by Lukas • Default Dataset

0:00 Bestie intros! 2:19 Trump announces 2024 presidential bid 26:07 Each bestie names their most im...

E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more

Sat, 12 Nov

Contributed by Lukas • Default Dataset

(0:00) New bestie game show! (6:20) Election recap: Red wave falls flat, Republican party flips from...

E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

Sat, 05 Nov

Contributed by Lukas • Default Dataset

(0:00) Jason's new brand deal (1:18) Bestie updates (9:12) "Ligma/Johnson" blunder outside of Twitte...

E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

Sat, 29 Oct

Contributed by Lukas • Default Dataset

(0:00) Sacks is back! (1:01) Sacks recaps his week off (3:13) Elon finalizes Twitter deal, immediate...

E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more

Sat, 22 Oct

Contributed by Lukas • Default Dataset

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current sit...

E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more

Fri, 14 Oct

Contributed by Lukas • Default Dataset

(0:00) Bestie intros are back! (6:35) Reflecting on the first 100 episodes and what makes the show s...

E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

Fri, 07 Oct

Contributed by Lukas • Default Dataset

0:00 Bestie intros! 1:34 Breaking down major cheating scandals: chess, poker, fishing 16:13 Twitter ...

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

Sat, 01 Oct

Contributed by Lukas • Default Dataset

0:00 Bestie intros! 1:36 Big tech starts making cuts, plus what this means for the broader economy a...

E97: SPAC updates, public/private market overview, Putin's end game & more

Fri, 23 Sep

Contributed by Lukas • Default Dataset

0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B i...

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

Sat, 17 Sep

Contributed by Lukas • Default Dataset

0:00 Bestie intro! 0:59 Adobe agrees to acquire Figma for $20B 19:21 How Adobe might bundle Figma, r...

E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more

Sat, 10 Sep

Contributed by Lukas • Default Dataset

0:00 Bestie intros: Luxury brand influencers, Birthday Party stories and more! 3:34 Jason reflects o...

E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

Thu, 01 Sep 2022 15:14:19 +0000

Contributed by Lukas • Default Dataset

(0:00) Bestie intros + Burning Man debate (4:16) NFT trading volume plummets (10:20) California's ne...

E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more

Fri, 26 Aug

Contributed by Lukas • Default Dataset

0:00 Bestie intros! 1:25 Twitter's former head of security makes allegations against the company 22:...

E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more

Sat, 20 Aug

Contributed by Lukas • Default Dataset

0:00 Bestie intro plus a new moderator! 7:19 Adam Neumann raises $350M from a16z for his new residen...

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

Sat, 13 Aug

Contributed by Lukas • Default Dataset

0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impa...

E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more

Fri, 05 Aug

Contributed by Lukas • Default Dataset

0:00 Bestie intros 2:07 Twitter subpoenas the besties! 16:03 Markets overview: dead cat bounce or ha...

E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more

Fri, 29 Jul

Contributed by Lukas • Default Dataset

0:00 Bestie intros! 2:19 GDP growth is negative for a second consecutive quarter, but is the US actu...

E88: First principle politics, China chaos & outlook, state of private/public markets & more

Fri, 22 Jul

Contributed by Lukas • Default Dataset

0:00 Bestie intros 1:45 First principle politics, analyzing each party's cynicism 48:07 Chaos in Chi...

E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

Thu, 14 Jul 2022 17:59:26 +0000

Contributed by Lukas • Default Dataset

0:00 Bestie intros! 1:41 Emerging markets, Sri Lanka break down 36:01 9.1% CPI print 48:15 Current m...

E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

Fri, 08 Jul

Contributed by Lukas • Default Dataset

0:00 Bestie open: Sacks' shopping spree 2:15 Macro outlook: jobs, consumer sentiment, housing, infla...

E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

Thu, 30 Jun 2022 07:46:58 +0000

Contributed by Lukas • Default Dataset

0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:...

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

Fri, 24 Jun

Contributed by Lukas • Default Dataset

0:00 Besties discuss the one-month hiatus 7:03 Markets update: Fed decisions, goals, macro factors, ...

#AIS: Palmer Luckey on Anduril

Thu, 23 Jun 2022 03:15:50 +0000

Contributed by Lukas • Default Dataset

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, ...

#AIS: Bestie AMA with Valor's Antonio Gracias

Tue, 07 Jun 2022 19:13:33 +0000

Contributed by Lukas • Default Dataset

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, ...