All-In with Chamath, Jason, Sacks & Friedberg
Episodes
Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna
20 Jan 2025
Contributed by Lukas
(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)...
Senator Ted Cruz | The All-In Inauguration Series
19 Jan 2025
Contributed by Lukas
(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 entrepreneursh...
Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
18 Jan 2025
Contributed by Lukas
(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 d...
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
11 Jan 2025
Contributed by Lukas
(0:00) The Besties welcome Cyan Banister! (9:16) Reacting to the LA wildfires: broken incentives, leadership failures, lessons learned (36:51) Insuran...
2025 Predictions with bestie Gavin Baker
04 Jan 2025
Contributed by Lukas
(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 Win...
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie
20 Dec 2024
Contributed by Lukas
(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 im...
Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois
13 Dec 2024
Contributed by Lukas
(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, a...
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
07 Dec 2024
Contributed by Lukas
(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 luck...
DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
23 Nov 2024
Contributed by Lukas
(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...
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
16 Nov 2024
Contributed by Lukas
(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 advert...
Trump wins! How it happened and what's next
08 Nov 2024
Contributed by Lukas
(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 Part...
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
01 Nov 2024
Contributed by Lukas
(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...
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
25 Oct 2024
Contributed by Lukas
(0:00) Bestie intros! (3:49) Announcement: Besties are hosting The All-In Holiday Spectacular in San Francisco on December 7th! Get tickets: https://a...
Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
18 Oct 2024
Contributed by Lukas
(0:00) Bestie intros (2:01) Polls vs Prediction markets, dueling interviews, election update (16:06) Tesla's Robotaxi event and SpaceX's Starship catc...
JD Vance | All-In Summit 2024
15 Oct 2024
Contributed by Lukas
(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 h...
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
11 Oct 2024
Contributed by Lukas
(0:00) Bestie intros! (3:18) The science behind Hurricanes Helene and Milton (14:59) The economics of intensifying natural disasters (29:03) AlphaFold...
Elon Musk | All-In Summit 2024
08 Oct 2024
Contributed by Lukas
(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...
In conversation with Mark Cuban
03 Oct 2024
Contributed by Lukas
(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 wi...
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
01 Oct 2024
Contributed by Lukas
(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 goa...
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
27 Sep 2024
Contributed by Lukas
(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) Implicati...
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
20 Sep 2024
Contributed by Lukas
(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; h...
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
06 Sep 2024
Contributed by Lukas
(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 t...
In conversation with Reid Hoffman & Robert F. Kennedy Jr.
30 Aug 2024
Contributed by Lukas
(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: Nvidi...
Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions
23 Aug 2024
Contributed by Lukas
(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-bas...
Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive
16 Aug 2024
Contributed by Lukas
(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 ...
Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
09 Aug 2024
Contributed by Lukas
(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...
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
02 Aug 2024
Contributed by Lukas
(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...
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
26 Jul 2024
Contributed by Lukas
(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 u...
Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
19 Jul 2024
Contributed by Lukas
(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:1...
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
12 Jul 2024
Contributed by Lukas
(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception (20:48) AI sentiment tur...
Jonathan Haidt | The All-In Interview
10 Jul 2024
Contributed by Lukas
(0:00) New format: The All-In Interview! (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged so...
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
04 Jul 2024
Contributed by Lukas
(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 d...
Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
29 Jun 2024
Contributed by Lukas
(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) ...
In conversation with President Trump
20 Jun 2024
Contributed by Lukas
(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spe...
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
14 Jun 2024
Contributed by Lukas
(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 announc...
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
07 Jun 2024
Contributed by Lukas
(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 sto...
Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?
31 May 2024
Contributed by Lukas
(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 COVI...
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
24 May 2024
Contributed by Lukas
(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee...
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
17 May 2024
Contributed by Lukas
(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 ...
In conversation with Sam Altman
10 May 2024
Contributed by Lukas
(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...
In conversation with Sheryl Sandberg, plus open-source AI gene editing explained
03 May 2024
Contributed by Lukas
(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexu...
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
26 Apr 2024
Contributed by Lukas
(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 road...
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
19 Apr 2024
Contributed by Lukas
(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 ...
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
12 Apr 2024
Contributed by Lukas
Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3...
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
05 Apr 2024
Contributed by Lukas
(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 con...
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
29 Mar 2024
Contributed by Lukas
(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 somet...
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
22 Mar 2024
Contributed by Lukas
(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 A...
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
15 Mar 2024
Contributed by Lukas
(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 C...
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
08 Mar 2024
Contributed by Lukas
(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different inter...
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
01 Mar 2024
Contributed by Lukas
(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: Shou...
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
23 Feb 2024
Contributed by Lukas
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of th...
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
16 Feb 2024
Contributed by Lukas
(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: brea...
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
09 Feb 2024
Contributed by Lukas
(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...
E164: Zuck's Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
02 Feb 2024
Contributed by Lukas
(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 r...
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
26 Jan 2024
Contributed by Lukas
(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 Ad...
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
19 Jan 2024
Contributed by Lukas
(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) Boein...
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
13 Jan 2024
Contributed by Lukas
(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...
E160: 2024 Predictions! Markets, tech, politics, and more
06 Jan 2024
Contributed by Lukas
(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 Win...
E159: The Bestie Awards! Recapping the best and worst of 2023
29 Dec 2023
Contributed by Lukas
(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise ...
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
23 Dec 2023
Contributed by Lukas
(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 t...
E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more
16 Dec 2023
Contributed by Lukas
(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 ...
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
08 Dec 2023
Contributed by Lukas
(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, a...
E155: In conversation with Tucker Carlson, plus OpenAI chaos explained
01 Dec 2023
Contributed by Lukas
(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 o...
E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more
17 Nov 2023
Contributed by Lukas
(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessin...
E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
11 Nov 2023
Contributed by Lukas
(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 Ha...
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more
03 Nov 2023
Contributed by Lukas
(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 ...
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
27 Oct 2023
Contributed by Lukas
(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 (40:3...
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
20 Oct 2023
Contributed by Lukas
(0:00) Bestie intros (0:49) State of Israel/Gaza: Information wars, delayed ground war, domestic political pressures (23:20) Understanding Israel's po...
E149: Hamas terror attacks in Israel: fallout, reaction, next steps
13 Oct 2023
Contributed by Lukas
(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...
E148: McCarthy ousted, border chaos, Cruise's robotaxi "accident" & more
07 Oct 2023
Contributed by Lukas
(0:00) Bestie intros: Jason's operation! (1:57) Airtable correction (5:03) McCarthy ousted as Speaker of the House, what the eight defecting Republica...
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
29 Sep 2023
Contributed by Lukas
(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...
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
22 Sep 2023
Contributed by Lukas
(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...
E145: Presidential Candidate Chris Christie in conversation with the Besties
08 Sep 2023
Contributed by Lukas
(0:00) Besties welcome former NJ Governor and Republican Presidential Candidate Chris Christie! (2:14) US debt crisis, cutting entitlements (14:03) Le...
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
01 Sep 2023
Contributed by Lukas
(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 Glob...
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
25 Aug 2023
Contributed by Lukas
(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 e...
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
18 Aug 2023
Contributed by Lukas
(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 issue...
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
11 Aug 2023
Contributed by Lukas
(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...
E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
04 Aug 2023
Contributed by Lukas
(0:00) Bestie intros! (0:53) LK-99 breakdown (24:39) Funding landscape for breakthrough science, sclerotic establishments, boomer incumbents (46:04) F...
E139: Recapping Chamath's wedding, VC surplus, unions vs Hollywood, room-temp superconductors & more
27 Jul 2023
Contributed by Lukas
(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...
E138: Presidential Candidate Vivek Ramaswamy in conversation with the Besties
21 Jul 2023
Contributed by Lukas
(0:00) Bestie intros! (1:08) Vivek's background, corporate political / ESG distractions, why he's running for president (19:16) Energy policy, unemplo...
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
14 Jul 2023
Contributed by Lukas
(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) C...
E136 Hacking the pod, Threads launches, Fed minutes, immigration debate, balloon farce, heart health
09 Jul 2023
Contributed by Lukas
(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...
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
01 Jul 2023
Contributed by Lukas
(0:00) Bestie intros: Friedberg fills in as moderator! (2:45) Wagner Group rebellion (23:15) SCOTUS strikes down Affirmative Action (51:03) Databricks...
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
24 Jun 2023
Contributed by Lukas
(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: unde...
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
16 Jun 2023
Contributed by Lukas
(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, col...
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
10 Jun 2023
Contributed by Lukas
(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 Ch...
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
02 Jun 2023
Contributed by Lukas
(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! ...
E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
26 May 2023
Contributed by Lukas
(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lac...
E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
19 May 2023
Contributed by Lukas
(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, ope...
E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more
12 May 2023
Contributed by Lukas
(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 (...
E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties
05 May 2023
Contributed by Lukas
(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 / Chin...
E126: Big Tech blow-out, Powell's recession warning, lab-grown meat, RFK Jr shakes up race & more
28 Apr 2023
Contributed by Lukas
(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, ea...
E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
21 Apr 2023
Contributed by Lukas
(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 ...
E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
14 Apr 2023
Contributed by Lukas
(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 t...
E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
07 Apr 2023
Contributed by Lukas
(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...
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
31 Mar 2023
Contributed by Lukas
(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...
E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
24 Mar 2023
Contributed by Lukas
(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) Sh...
E120: Banking crisis and the great VC reset
17 Mar 2023
Contributed by Lukas
(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, rig...
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
11 Mar 2023
Contributed by Lukas
(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, s...
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
03 Mar 2023
Contributed by Lukas
(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 ...